Brandon Mallinckrodt is a CFP® professional with 17 years of experience in the financial industry. He is currently with &Partners, LLC and has previously worked at UBS Financial Services, Jag Capital Management, Inc., and Kennedy Capital Management, Inc. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA 3(21) consulting, utilizing a combination of fundamental, technical, and quantitative analysis with both proprietary and third-party strategies.

Christopher Hadeler is a Series 65-licensed financial advisor at Focus Advisor Solutions, LLC with two years of industry experience. He has been with Buckingham Strategic Partners, LLC since 2014. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers diversified, systematically invested mutual fund and ETF model portfolios, discretionary fixed-income management, and fiduciary retirement plan services, combining enterprise scale with a relatively small advisor base.

Adam Gimbel is a financial advisor at Primerica Advisors with four years of industry experience. He holds a Series 66 designation and has worked at several firms including Guardian Life Insurance Company, Park Avenue Securities, and Raymond James Financial. Outside of his advisory role, he is involved in independent insurance brokerage activities beyond his work with Guardian Life. Park Avenue Securities LLC serves a broad retail client base with transaction-based brokerage and fee-based advisory services, including financial planning and retirement-plan consulting. The firm employs a range of investment strategies through proprietary and third-party managers and offers various account-level services such as lending solutions and donor-advised fund options.

Edward Walter is a CFP® with 27 years of industry experience currently advising at Benjamin F. Edwards & Company, Inc. Prior to joining Benjamin F. Edwards in 2022, he worked at U.S. Bank and U.S. Bancorp Investments from 2014 to 2021 and held positions at Knights of Columbus Asset Advisors and Knights of Columbus Insurance in 2022. He holds Series 63 and Series 66 licenses. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and institutions. The firm offers fee-based wrap programs, financial planning, investment management consulting, and retirement plan services, utilizing a range of investment strategies managed internally and with third-party managers.

Kathleen Marsden is a CFP® professional with 12 years of experience in financial advising. She has worked at Buckingham Strategic Wealth, LLC since 2014 and joined The Colony Group, LLC in 2024. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and corporate and institutional clients with a variety of wealth management and advisory services. The firm combines active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Peter Mackie is a financial advisor at Sanctuary Advisors, LLC with 22 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Mackie serves on the board and as treasurer of the John W. Barriger III National Railroad Library, one of the largest railroad history collections. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations, through a network of more than 400 independent adviser representatives. The firm supports a variety of investment approaches and account management styles and is noted for its platform ownership and affiliations that enable access to a broad range of investment solutions.

Nicholas Pavlishin is a CERTIFIED FINANCIAL PLANNER™ professional with three years of industry experience. He is currently with Moneta Group Investment Advisors, LLC, where he has worked since 2019. His prior roles include positions at Merrill Lynch and Sincere Financial. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a partner-led team structure with a focus on asset allocation and manager due diligence, alongside specialized services for clients with complex needs.

Richard Fitzer is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and 24 years of industry experience. He has been associated with Triad Financial Group and Commonwealth Financial Network since 2013. Additionally, he serves as Vice President and Co-Owner of L&F Group, Inc., a private entity engaged in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Leland Kraus is a financial advisor with Schwab Wealth Advisory, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 13 years of industry experience, including six years at Fidelity Personal and Workplace Advisors and 11 years with Fidelity Brokerage Services. Kraus has been with Schwab Wealth Advisory and Charles Schwab & Co., Inc. since 2024. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem and emphasizes client control over trading decisions while using Schwab’s research tools and asset allocation models.

Gavin Cook is a financial advisor at Focus Partners Wealth, LLC in St. Louis, MO, holding a Series 66 designation with five years of industry experience. His prior roles include positions at CETERA Advisor Networks LLC, Renaissance Financial Corp, and Minnesota Life Insurance Company. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering services such as investment management, financial planning, and retirement plan consulting. The firm employs an enhanced open architecture investment approach that integrates active and passive strategies, third-party managers, and private funds.

Raymond Chen is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 11 years of industry experience. He has worked at Transamerica Financial Advisors since 2014 and also serves as president of Precision Insurance Services LLC, a company providing property, casualty, and health insurance services. Additionally, he is employed by the United States Postal Service, where he develops internal websites. Transamerica Financial Advisors, LLC offers investment advisory, brokerage, and retirement-plan services to a broad client base including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes a model portfolio approach with third-party managers and digital platforms to deliver its services, managing approximately $1.7 billion in regulatory assets under management.

Jack Cantalin is a financial advisor with Oppenheimer, holding Series 63 and Series 66 credentials and eight years of industry experience. He has worked at Oppenheimer since 2019, with prior roles at Bank of America, Merrill, and TD Ameritrade. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm provides a range of programs including asset management, consulting, and retirement services, offering both discretionary and non-discretionary advisory options.

Austin Schettler is a CFP® professional at Focus Partners Wealth, LLC with five years of industry experience. He has worked at several firms, including The Colony Group, LLC, Buckingham Strategic Wealth, LLC, Severin Investments, TD Ameritrade, and Krilogy Financial. Prior to his advisory career, he was associated with Mizzou for four years. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach, blending active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Yan Jung Liu is a CFA® charterholder and holds a Series 65 license with three years of industry experience. She currently works at Moneta Group Investment Advisors, LLC and has prior experience at Felicitas Global Partners and Felicitas Investors LLC. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm emphasizes diversified, multi-asset allocations and supports a range of institutional relationships, including sovereign wealth funds and banking institutions.

Cary Dwars is a CFP® professional with one year of experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning in 2025, he worked at Moneta from 2020 to 2024 and at Maritz Global Events from 2015 to 2020. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by specialized techniques such as direct indexing and tax-loss harvesting, supported by a large advisory team and centralized investment infrastructure.

Grant Koentz is a financial advisor at &PARTNERS with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. &PARTNERS serves a diverse client base, including high-net-worth individuals, institutions, and retirement plans. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies and provides both discretionary and non-discretionary portfolio management.

Anthony Dorn is a CFP® with 18 years of industry experience and has been with Moneta Group Investment Advisors, LLC since 2013. He is based in St. Louis, MO, and holds a Series 63 license. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, including retirement plans and foundations. The firm employs a Partner-led Team model supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Matthew Midgett is a Series 66 licensed financial advisor at Benjamin F. Edwards & Company, Inc. with two years of industry experience. Prior to joining Benjamin F. Edwards, he held positions at the University of Missouri-St. Louis, PNC Bank, Ricoh USA, and Verizon. 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 provides a range of investment management and financial planning services through discretionary and non-discretionary wrap programs using strategies managed internally and by third-party managers.

Gina Katz is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 designations and 27 years of industry experience. She has worked at Principal Securities Inc. since 2016 and at Principal Life Insurance Company since 1997. Katz also serves as a bank officer for Principal Bank and Principal Trust Company, supporting retirement plan account relationships across multiple business units. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Jonathan Abner is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. He has worked at Buckingham Asset Management since 2007 and joined The Colony Group, LLC in 2024. Outside of his advisory role, Mr. Abner is president and partner of a family-owned snack foods business, Abner Snack Foods, Inc. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.