Jeffrey Bradley is a financial advisor with Eagle Strategies (NY Life) based in Creve Coeur, MO. He holds Series 63 and Series 65 designations and has 19 years of industry experience. Bradley has been with Eagle Strategies since 2018 and has concurrent experience at NYLIFE Securities LLC and New York Life Insurance Company dating back to 2016. Eagle Strategies serves a diverse clientele including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and managing the majority of assets on a non-discretionary basis.

John Fischer is a financial advisor with Commonwealth Financial Network in Creve Coeur, MO, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been associated with Triad Financial Group, LLC since 2007, where he is also the owner. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services including wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Bradley Miller is a financial advisor with Eagle Strategies (New York Life) based in Saint Louis, MO. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior work includes roles at Beltone Alliance and real estate firms such as RE/MAX Results Realty and Payne Family Homes. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types tailored to client objectives and manages a substantial portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Daniel Barone is a financial advisor at Citigroup Global Markets with a Series 66 designation and seven years of industry experience. He has worked at Citigroup since 2018 and previously held positions at Wells Fargo Clearing Services LLC, DiSys, Allen Lunc Co, and Westminster College. Citigroup Global Markets serves individual and institutional clients across several segments, including workplace, high-net-worth, and ultra-high-net-worth. The firm offers a range of investment advisory programs and broker-dealer execution and custody services, implementing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

Deborah Beasley is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her career includes roles at Schwab Wealth Advisory, Charles Schwab, TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm’s advice model leaves final trading decisions to clients and is structured as an internal advisory unit within the Schwab ecosystem.

Kyle Lane is a financial advisor with TIAA-CREF in St. Louis, MO, holding Series 65 and Series 63 licenses and bringing five years of industry experience. His prior work includes roles at Wells Fargo and First Clearing, LLC. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves many clients with pre-existing relationships through TIAA‑administered employer retirement plans and offers both point-in-time planning and ongoing discretionary management, including customized portfolio management under a fiduciary standard.

Travis Huber is a financial advisor at Benjamin F. Edwards & Company, Inc. with 17 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, and investment management consulting, utilizing multiple portfolio strategies monitored by an Investment Strategy Committee.

Robert Ferguson is a financial advisor at Benjamin F. Edwards & Company, Inc. in St. Louis, MO, with 44 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at L.M. Kohn & Company for 10 years. Ferguson also operates a personal corporation for legal and tax purposes and serves as trustee for two lifetime trusts. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and institutions. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing a range of model strategies and discretionary portfolios monitored by an Investment Strategy Committee.

Kenny Parker Jr. is a financial advisor with Money Concepts Capital Corp in Saint Peters, MO, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Money Concepts since 1998 and with Money Concepts Capital Corp since 2000. Outside of advisory work, he serves as an officer for Wealth Concepts, Corp., an independent insurance agency, and is a vice president of regional training. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across about 14,700 clients through a range of managed programs using model portfolios, IAR-designed portfolios, and third-party sub-advisers.

Thomas Self is a financial advisor with Principal Financial Services. He holds Series 63 and Series 65 credentials and has five years of industry experience. Prior to joining Principal, he worked at Thrivent Financial and BSN Sports. Outside of his advisory role, Thomas serves as a public address announcer for Festus School District high school football games. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Kenneth Gerlach is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at TIAA-CREF and TIAA since 2018, following two years at PNC Investments and PNC Bank. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers both point-in-time planning services and ongoing discretionary management, including customized portfolios managed under client-approved investment policies.

Patrick Payton is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and nine years of industry experience. He previously worked at Wells Fargo Clearing Services LLC and US Bank. Outside of finance, he works as a delivery driver for DoorDash in Chesterfield, Missouri. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, providing a broad range of advisory, execution, and custody services.

Gary Ford is a CFA® charterholder with 11 years of industry experience. He is currently affiliated with OSAIC Institutions, Inc. and First Bank, with prior roles at Principal Securities Inc., Principal Life Insurance Co., Stifel, and his own firm, G.H. Ford Investment Advisors. Outside of his advisory work, he is licensed as an insurance agent specializing in life, disability, long-term care, and group insurance. OSAIC Institutions, Inc. is an SEC-registered adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives who often also hold broker-dealer registrations. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.

Axayacatl Guerra Mojarro is a financial advisor at Benjamin F. Edwards & Company, Inc. with three years of industry experience. He holds a Series 66 designation and previously worked at Saxony Securities Inc. Outside of his advisory role, he is active as a Twitch streamer, where he plays video games and discusses recent updates in the gaming community. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs and investment management services that include model portfolios and separately managed accounts, supported by an internal trading desk and oversight from an Investment Strategy Committee.

Matthew Fisher is a CERTIFIED FINANCIAL PLANNER™ professional with 20 years of industry experience. He has been with Mariner Wealth Advisors since 2015, initially at the St. Louis office before moving to the Brentwood location. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers investment management, financial planning, retirement plan consulting, tax services, and family office solutions, combining customized portfolios with tax and accounting integration.

Ethan Roelle is a financial advisor at Guardian Life and Park Avenue Securities with a Series 66 designation. He has one year of industry experience and previously worked at General Motors for eight years. Park Avenue Securities LLC operates as both a broker-dealer and SEC-registered investment adviser, providing brokerage services, financial planning, retirement plan consulting, and advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Chrysa Snow is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and currently located in Saint Peters, MO. She has been with Money Concepts since 2025 and previously worked at Haeffner Wealth Advisors and Hermann Wurst Haus. Outside of finance, she owns and operates Chrysa Snow Photography. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset-allocation approaches, offering both discretionary and non-discretionary portfolio programs supported by third-party managers and technology platforms.

Yen Huei Jones is a CFP® and holds a Series 66 license with 12 years of industry experience. He currently works at Mariner and previously spent 12 years at Charles Schwab and Charles Schwab Bank. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm uses discretionary, customized portfolios supported by in-house research and third-party managers, and offers integrated tax and accounting services along with specialized family office and financial wellness solutions.

Allison Mitchell is a financial advisor with Lincoln Investment, holding a Series 66 designation and five years of industry experience. She has worked at Lincoln Investment since 2020, with prior roles at Fidelity Brokerage Services and Alliance Credit Union. Outside of advising, she has experience in client relations and administrative support within financial services. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and manages a variety of model portfolios using both strategic and tactical investment approaches.

Christopher Whiting is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2018. Prior to this, he worked at SS&C Advent for three years. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs and investment strategies managed by both in-house and third-party managers, supported by several hundred advisors and tens of billions in assets under management.