Kimberly Peaker is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 19 years of industry experience. She has worked with Kestra since 2018 and previously spent seven years at Wells Fargo Advisors. Outside of her advisory role, Peaker is the sole owner of Absolute Construction Services, LLC, a general contracting business, and serves as Fundraising Coordinator on the board of the Daniel Boone PTO. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm offers a wide range of investment products and specialized services, serving both individual and institutional clients.

Thomas Elder is a CFP® with nine years of industry experience, currently serving at Foundations Investment Advisors LLC since 2024. He previously worked at Compass Retirement Solutions and Synergy Wealth Solutions, among other firms. Elder is also president of Elderwise Consulting LLC, where he consults on sales training program development and is the author of a book on sales training program design. Foundations Investment Advisors LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a range of investment strategies, including fundamental and technical analysis, and utilizes model portfolios with discretionary or non-discretionary authority assigned to its advisers.

Stan Kovarik is a Series 65-credentialed financial advisor with Core Planning, bringing five years of industry experience. His prior work includes roles at Joe Kaufman Insurance Agency and Shane Riffel Insurance Agency, alongside experience at UPS and the City of St. Paul, Missouri. Core Planning is a multi-team firm providing fee-only financial planning, wealth management, and portfolio management primarily for individual and high-net-worth clients, as well as ERISA 3(21) advisory services for qualified retirement plans. The firm uses model portfolios and automated rebalancing tools combined with tailored investment strategies based on client risk tolerance and objectives.

Joseph Kinnison is a CFA® charterholder with 15 years of industry experience. He has worked at First Heartland Consultants, Inc. since 2021 and previously spent nine years at Argent Capital Management LLC. Outside of his advisory role, he is president of Gohomefish, LLC, a publishing company focused on book writing. First Heartland Consultants provides advisory services to a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and various asset management solutions through a network of independent investment adviser representatives.

Lori Wray is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. She has been with Cornerstone Wealth Management and associated with LPL Financial since 2016. Outside of her advisory role, she is the owner and president of Investing You, a business focused on helping coaches and investment professionals enhance client wellbeing through an automated process of measuring strengths, values, and setting life goals. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, retirement plans, and other advisers. The firm manages $4.93 billion in discretionary assets and employs a combined fundamental, quantitative, and qualitative investment approach with ongoing account supervision and regular reviews.

Christopher Miller is a CFP® with eight years of industry experience, currently serving as a financial advisor at Core Planning since 2024. His previous roles include positions at Facet Wealth, Charles Schwab, and Keller Williams. Core Planning offers fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm’s investment approach is customized to client goals and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.

Nicholas Gehrs is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at firms including J.J.B. Hilliard, W.L. Lyons, Cutter and Company, and Green Bridge Wealth Advisors, where he also manages and operates the business as a financial consultant. Prospera Financial Services, Inc. is a multi-team advisor and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers investment advisory and financial planning services via various platforms and customizable portfolio solutions.

Joseph Beck is a financial advisor with Prospera Financial Services, Inc. He holds Series 63 and Series 65 licenses and has 38 years of industry experience. His prior roles include positions at Green Bridge Wealth Advisors, Cutter and Company, and J.J.B. Hilliards, W.L. Lyons, LLC. Beck is also involved in the management and operation of Green Bridge Wealth Advisors as a financial consultant and owner. Prospera Financial Services, Inc. is an enterprise-scale firm serving individual, corporate, charitable, and retirement plan clients with roughly $12.4 billion in assets under management. The firm offers a variety of investment advisory and financial planning services through multiple platforms and uses a combination of firm models, third-party sub-advisers, and customizable allocations for portfolio construction and management.

Guy Penn is a financial advisor at Core Planning with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Rush Penn LLC from 2015 to 2018. Penn has been with Core Planning since 2010. Core Planning provides fee-only financial planning, wealth management, and portfolio management services to individual and high-net-worth clients, as well as ERISA 3(21) retirement-plan advisory services. The firm uses third-party model portfolios and automated rebalancing tools while tailoring investment strategies based on client objectives and risk tolerance.

Jeffrey Bone is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Independent Wealth Network, Inc. His prior roles include positions at Northwestern Mutual Investment Services LLC, Infinex Investments, and US Bancorp Investments. He serves on the finance and investment committee at St. Paul's Lutheran Church and is a board member of the Planned Giving Committee for Gene Slay’s Girls & Boys Club of St. Louis. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm employs a range of portfolio strategies and utilizes third-party models and managers to oversee approximately $518 million in client assets.

James Russell is a CFP® with 18 years of industry experience, currently serving at Perennial Investment Advisors, LLC and LPL Financial since 2026. Prior to that, he spent 15 years with Edward Jones. He holds the Series 66 designation and is based in Lake Saint Louis, Missouri. Perennial Investment Advisors provides investment management, financial planning, and retirement plan consulting to individual clients, trusts, pensions, and corporate accounts. The firm emphasizes tailored portfolios with regular monitoring and rebalancing and integrates new technology, including AI tools, to support portfolio analysis and client communication.

John Pettis is a financial advisor at Kestra Private Wealth Services, LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Wells Fargo in various advisory roles. Outside of his advisory work, Pettis serves as board member and secretary for Missouri Kids Org and coaches youth lacrosse for the Fort Zumwalt Lacrosse Club. Kestra Private Wealth Services delivers investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm serves individual and institutional clients with a broad range of investment products and specialized offerings, supporting both discretionary and non-discretionary arrangements.

Shai Lin Gothreau is a financial advisor at Core Planning with a Series 65 credential and one year of industry experience. Prior to joining Core Planning, Shai Lin worked at Infinity Financials, LLC, where they provided financial coaching, budgeting, and goal setting services. They also hold a position in Business Process Management at Travelers Insurance. Core Planning is a multi-team firm offering fee-only financial planning, wealth management, and portfolio management primarily for individual and high-net-worth clients, along with ERISA 3(21) retirement-plan advisory services. The firm uses model portfolios and automated rebalancing tools to tailor investment strategies based on client objectives and risk tolerance.

Thomas Gooden is a financial advisor with Cornerstone Wealth Management, LLC in St. Peters, MO, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Cornerstone Wealth Management since 2012 and also maintains a hybrid advisory role through LPL Financial. Outside of his advisory duties, he serves as a non-variable insurance agent with Pickett Group, Inc. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm emphasizes tailored investment advice through advisor-led discretionary management and utilizes a combination of fundamental, quantitative, and qualitative analysis supported by a multi-brand operating model and technology platforms.

Gregory Shoemaker is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 66 and Series 63 designations and bringing 32 years of industry experience. He has been with Cornerstone Wealth Management since 2012 and also has a long tenure with LPL Financial, LLC since 2005. Cornerstone Wealth Management serves a diverse client base, including individuals, high-net-worth clients, corporations, and retirement plans, offering asset management, financial planning, retirement consulting, and third-party manager referrals. The firm uses a combination of fundamental, quantitative, and qualitative analysis with ongoing account supervision and periodic rebalancing to manage $4.93 billion in discretionary assets as of year-end 2025.

Michael Reichert is a financial advisor at First Heartland Consultants, Inc. with six years of industry experience. He holds a Series 66 designation and previously worked as an attorney focusing on consumer bankruptcy. Reichert also maintains a legal practice, spending limited time each week on bankruptcy cases. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for 401(k) accounts, asset management, and third-party asset management solutions through a network of independent investment adviser representatives.

Stanford Lindquist III is a financial advisor with Money Concepts Capital Corp in Saint Peters, MO, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Money Concepts Capital Corp since 1993. Lindquist is also an officer at Wealth Concepts, Corp., an independent insurance agency. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across about 14,700 clients through a variety of managed programs using model portfolios, third-party sub-advisers, and a combination of fundamental and technical analysis.

Jeffery Leathers is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and bringing 17 years of industry experience. His prior roles include positions at TD Ameritrade, AE Wealth Management, FBL Financial Group, and Stifel Nicolaus & Co. 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 such as operating as a swap dealer and futures commission merchant.

Austin Andrews is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and five years of industry experience. He has been with Citi since 2021, previously working at Wells Fargo Clearing Services and Associate Staffing LLC. His background includes diverse roles outside finance, such as positions with the Boston Red Sox and various community organizations. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs and execution services. The firm combines large institutional scale with specialized market roles, implementing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

Jason Grosse is a financial advisor with Money Concepts Capital Corp in Washington, MO, holding Series 63 and Series 65 credentials and with 10 years of industry experience. He has been with Money Concepts Capital Corp since 2015 and has also worked at Matthew Haeffner Financial Services LLC since 2022. Outside of his advisory role, he is involved with Grosse Financial Services LLC and Matthew Haeffner Financial Services LLC in non-investment related capacities. 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 uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis along with modern portfolio theory to manage assets.