Joseph Beck is a financial advisor with Prospera Financial Services, Inc. He holds Series 63 and Series 65 credentials and has 38 years of industry experience. His prior positions include roles at Green Bridge Wealth Advisors, Cutter and Company, and J.J.B. Hilliards, W.L. Lyons, LLC. He is also involved in managing and operating Green Bridge Wealth Advisors as a financial consultant and owner. Prospera Financial Services is a multi-team advisory firm with 271 advisors overseeing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs through both proprietary and third-party platforms.

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.

Jessica Durand is a financial advisor at First Heartland Consultants, Inc. with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at First Heartland Capital Inc. since 2019 and BPS Financial Advisors since 2018. Prior to her advisory roles, she was affiliated with Blackburn College from 2014 to 2018. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm delivers financial planning, model-based management for self-directed 401(k) accounts, and various asset management solutions through a network of independent investment adviser representatives.

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 licenses and having 32 years of industry experience. He has worked at Cornerstone Wealth Management since 2012 and previously spent six years at Edward Jones and over two decades associated with LPL Financial. Cornerstone Wealth Management serves a diverse clientele including individuals, high-net-worth clients, corporations, and retirement plans. The firm manages $4.93 billion in discretionary assets and employs a comprehensive investment approach combining fundamental, quantitative, and qualitative analyses with regular portfolio reviews.

Daniel Schlef is a financial advisor with Cape Investment Advisory, Inc. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. Schlef has worked at Century Securities Associates, Inc. since 2004 and is currently affiliated with both Cape Investment Advisory and American Global Wealth Management. Outside of his advisory roles, he is an agent with Financial Independence Group, where he is involved in the sales of insurance and fixed annuities. Cape Investment Advisory provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm operates a multi-office network with approximately 40 advisors serving about 1,624 clients and employs a flexible investment approach that includes fundamental, technical, and macroeconomic analysis along with third-party asset managers.

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.

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.

Michael Hill is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Edward Jones and Fidelity Brokerage Services. Citigroup Global Markets serves individual and institutional clients across a range of wealth management segments, offering diverse investment advisory programs and broker-dealer services. The firm combines multi-asset, multi-manager strategies with institutional-scale resources and specialized market roles.

Kailey Henry is a financial advisor at Citigroup Global Markets with seven years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services LLC and Associate Staffing. Her background includes roles outside of finance, such as working at Happy Joe's Pizza and Ice Cream. 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 and derivatives services.

Gary Goldberg is a financial advisor at Centaurus Financial, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 1999. In addition to his advisory work, he serves as president of Financial & Tax Strategies, Inc., a company focused on financial aid and tax advisory services, and holds a board director position with the Lakeview Homeowners Association. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm employs both discretionary and non-discretionary investment management approaches, utilizing fundamental, technical, bottom-up, and top-down analyses, and offers specialized services such as retirement-plan consulting and annuity sub-account management.

Brandon Mallinckrodt is a CFP® professional with 17 years of industry experience. He is currently with &Partners, LLC, having joined the firm in 2024. His prior roles include positions at UBS Financial Services, Jag Capital Management, and Kennedy Capital Management. &Partners serves a diverse client base, including high-net-worth individuals, retirement plans, and institutional entities. The firm offers a range of investment management and financial planning services, utilizing a combination of fundamental, technical, and quantitative analysis, along with both proprietary and third-party strategies.

Larisa Sharockman is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has held positions at several major firms, including Wells Fargo Advisors, Charles Schwab, and Fidelity. Outside of her advisory role, she provides weekend care for her mother, assisting with daily activities. Citigroup Global Markets serves a wide range of individual and institutional clients, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles and provides bespoke solutions for high-net-worth clients.

Christopher Folz is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior roles include positions at TD Ameritrade, Pennymac, Citimortgage, and Banc Of America Investment Services. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale capabilities, including proprietary research and market roles such as swap dealing and futures commission merchant services.

Chad Abel is a financial advisor with Osaic Advisory Services, LLC, holding Series 65 and Series 63 credentials and bringing 31 years of industry experience. His career includes 17 years at Ameriprise Financial Services, Inc., followed by roles at Securities America, Inc. and Arbor Point Advisors. He owns Abel & Associates, LLC, a firm that receives fees for securities services and manages related payroll. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a variety of managed programs, third-party manager and wrap programs, retirement plan consulting, and access to alternative investments and donor-advised funds, utilizing a mix of fundamental and technical strategies across discretionary and non-discretionary accounts.

Travis Short is a financial advisor with Citigroup Global Markets in O'Fallon, MO, holding Series 66 and Series 63 credentials and seven years of industry experience. He previously worked at TD Ameritrade and Ditech Holding Corporation. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and custodial services. The firm employs multi-asset, multi-manager strategies with internal manager selection and oversight, combining large institutional scale with unique market roles such as swap dealing and futures commission merchant activities.

John Kuhlmann III is a financial advisor with Principal Financial Services based in Saint Charles, MO, holding Series 63 and Series 65 registrations and six years of industry experience. He has been with Principal Securities Inc since 2019 and is also the owner and president of Kuhlmann Financial Services Inc, a firm he has managed since 1991. Kuhlmann is active in insurance sales, offering a variety of health and life insurance products to individuals and groups through multiple carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and business entities. The firm’s offerings include direct advisory programs, financial planning, retirement consulting, and access to third-party money managers through advisory and promoter arrangements.

Blake Bailey is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Ameriprise and Arbor Point Advisor. He is also involved with AB Wealth Management as an advisory representative. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base, including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment and retirement planning services, utilizing varied strategies and platform integrations to support client needs.