Sandra Pourcillie is a CFA® charterholder with 19 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2016. She previously worked at Ascent Investment Partners, LLC for eight years. Mariner Wealth Advisors serves a diverse client base, including individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party managers to implement customized portfolios and offers integrated tax, accounting, and financial wellness solutions uncommon among large advisory enterprises.

Preston Miller is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds Series 66 and Series 63 licenses and has three years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, and The Summit Church. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management services, utilizing both discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

Koltyn Schilly is a financial advisor at Oppenheimer with seven years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at TD Ameritrade and Charles Schwab, as well as an early career position at the University of Missouri St. Louis. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a range of advisory programs, including portfolio management, consulting, and financial planning. The firm offers both discretionary and non-discretionary investment approaches and supports institutional and unaffiliated advisors through consulting and retirement services.

Clifford Muzik is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Blackgem Advisors and Wells Fargo Clearing. Outside of his advisory work, he is involved as a brand ambassador for marketing events in the St. Louis area. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, providing both discretionary and non-discretionary strategies supported by internal research and oversight committees.

Anthony Guerrerio is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He previously worked at Wedgewood Partners, Inc. for 35 years and spent three years at Litman Gregory Wealth Management, where he is currently involved in transitioning advisory business following an acquisition. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and retirement-plan services to individual investors, corporations, and institutional clients. The firm employs both active and passive strategies across public and private assets, combines asset-allocation modeling with third-party independent managers, and offers proprietary private funds alongside comprehensive reporting and analytics.

Kathleen Palumbo is a financial advisor with Oppenheimer in St. Louis, MO, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has been with Oppenheimer Asset Management Inc. and Fahnestock & Co. Inc. since 2003. She serves as trustee for both her personal trust and her late husband's credit shelter trust. Oppenheimer serves a broad client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation and manager selection to develop client solutions, with a notable role as a qualified custodian and a mix of commission-based and advisory programs.

Clayton Meyer is a CFP® with three years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors. His prior work includes roles at Parkside Financial Bank and Trust and Edward Jones. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, and offers integrated tax and accounting services alongside administrative family office capabilities.

Larry Phan is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and seven years of industry experience. He has worked at Citigroup since 2021 and previously held positions at Wells Fargo Clearing Services, Disys, Mueller Prost, Aerotek, Edward Jones, and the University of Missouri-St. Louis. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles including security-based swap dealer and futures commission merchant functions.

Matthew Michalak is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at TD Ameritrade, QuikTrip, the St. Louis Cardinals, and United Parcel Service. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm combines large institutional scale with unique market roles, including in-house research and swap dealer functions, providing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

Jacob Mercer is a financial advisor at Mariner with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Financial Engines Advisors L.L.C. and Fidelity Brokerage Services. Mercer has been with Mariner Wealth Advisors since 2023. Mariner serves a diverse client base that includes individuals, trusts, corporations, and retirement plans, offering services such as investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs customized, discretionary portfolio strategies supported by both internal research and third-party managers, along with integrated tax and accounting capabilities uncommon among large advisory enterprises.

Scott Dolitsky is a CFP® professional with 37 years of experience, currently affiliated with Commonwealth Financial Network and co-owner of Dolitsky and Berglund, LLC, which facilitates securities and insurance business. He has been with D&B Strategic Wealth and Commonwealth Financial Network since 2005. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Jerame Braasch is a financial advisor with Valic Financial Advisors in St. Louis, MO, holding Series 66 and Series 63 licenses and bringing two years of industry experience. He previously worked at Citigroup for five years and has held positions in the food service industry. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm manages approximately $29.2 billion and utilizes centralized technology and unified managed account platforms to provide portfolio management and financial planning services through a large network of advisors.

Michael Passow is a financial advisor with Commonwealth Financial Network in Creve Coeur, MO, holding Series 63 and Series 65 licenses and with 19 years of industry experience. He has been with Commonwealth Financial Network and Triad Financial Group since 2007. Outside of finance, he is involved in the restaurant business through Mike Shannon's Steaks and Seafood. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, investment management, and support services. The firm offers diverse portfolio construction options and manages discretionary model portfolios through a multi-step due diligence process.

Scott Wilson is a financial advisor with Commonwealth Financial Network in St. Peters, MO, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Commonwealth and Compass Financial for the past 10 years, and he is a part owner of Compass Financial. Additionally, Wilson serves as a notary public. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of nearly 2,900 advisors and hundreds of thousands of clients, offering various managed-account programs, access to third-party asset managers, and comprehensive adviser-support services.

Christopher Smith is a financial advisor with Oppenheimer in St. Louis, MO, holding Series 63 and Series 65 credentials and having eight years of industry experience. Prior to joining Oppenheimer in 2024, he worked for Northwestern Mutual and its affiliated entities from 2017 to 2024. He is also involved with CMS Rentals LLC, a business related to buying and selling real estate properties, though it currently holds no properties or income. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a range of advisory and portfolio management services. The firm employs a variety of investment approaches tailored to specific programs and advisors, managing approximately $36.7 billion in assets as of December 31, 2025.

Johnathon Wishnask is a Series 66-licensed financial advisor with Valic Financial Advisors in St. Louis, MO, and has four years of industry experience. His prior work includes roles at Ameristar Casino Resort and Spa and Northwestern Mutual. Outside of advising, he holds an insurance agent position with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management and financial planning services through a large network of advisors, utilizing unified managed accounts and centralized technology.

Michael Becker is a financial advisor at Moneta Group Investment Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Stifel Nicolaus & Co Inc and TDAmeritrade. Outside of his advisory role, he co-owns an Etsy business focused on local events apparel. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, and family office services. The firm employs a partner-led team approach with a centralized investment department and utilizes an open-architecture, multi-criteria selection process emphasizing asset allocation and manager due diligence.

Carlton Harris is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several Wells Fargo entities before joining Citigroup. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with a large institutional scale and unique market roles.

Charles Henderson IV is a financial advisor at J. W. Cole Advisors, Inc. with a Series 66 designation and one year of industry experience. Prior to joining J. W. Cole, he held various roles including work with Sensient Food Color and Moe Sews Embroidery, an entrepreneurial venture in embroidery services. J. W. Cole Advisors operates a large network of independent Investment Adviser Representatives and provides fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms for individuals, high-net-worth clients, and institutional accounts. The firm employs both discretionary and non-discretionary management approaches and utilizes a mix of fundamental and technical analysis alongside digital advice solutions.

Keaten Landis is a financial advisor with Citigroup Global Markets in O'Fallon, MO, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Eagle Strategies (NY Life), New York Life Insurance Co, Edward Jones, and US Trust. 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, including in-house research, swap dealing, and futures commission merchant services.