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 at Osaic Advisory Services, LLC with five years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise, Securities America, and Arbor Point Advisor. Bailey is also involved with AB Wealth Management as an advisor. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm provides a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, using multiple program models and custody arrangements primarily through Schwab and Fidelity.

Brittany Cloud is a Series 66-licensed financial advisor with 11 years of industry experience. She is currently based at Citigroup Global Markets and has held prior roles at Edward Jones as well as self-employment since 2012. Outside of her advisory work, she is also involved in dog sitting and dog walking. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with oversight committees and in-house research, combining large institutional scale with unique market roles and arrangements.

Andrew Kinney is a financial advisor with J. W. Cole Advisors, Inc. in St. Charles, MO, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with J. W. Cole Advisors and its affiliated firm J. W. Cole Financial, Inc. since 2009. In addition to his advisory role, Kinney works as an independent agent in fixed insurance sales, including life, health, and long-term care insurance. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of more than 400 independent representatives. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, utilizing both discretionary and non-discretionary investment approaches.

Thomas Wells is a financial advisor at Brookstone Capital Management LLC with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has prior experience at firms including Means Financial Group, Money Concepts Capital Corp, and Primerica Financial Services. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm utilizes strategic and dynamic asset-allocation models, a variety of investment vehicles, and serves as both an advisor and sub-advisor within a turnkey asset management platform.

Matthew Haeffner is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. His career includes ownership and management roles in several businesses, including Haeffner Cattle Company and multiple LLCs. Outside of financial services, he is involved in cattle farming. Money Concepts Advisory Service (MCAS) offers portfolio management, financial planning, and consulting to a broad client base, including individuals, pension plans, and charitable organizations. The firm employs a variety of managed programs and portfolio strategies, combining fundamental and technical analysis with modern portfolio theory.

Brent Wilton is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Fidelity Brokerage Services, Buckingham Wealth Partners, Wells Fargo Advisors, and TD Ameritrade. 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, alongside broker-dealer execution and custody services. The firm operates with significant institutional scale and provides specialized solutions for high-net-worth and ultra-high-net-worth clients.

Bradley Prewitt is a financial advisor with Commonwealth Financial Network in St. Peters, MO, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Commonwealth since 2016. Prewitt is also a part owner of Compass Financial, an entity involved in securities, advisory, and fixed insurance sales. 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 manages approximately $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Nathan Watson is a financial advisor with Creative Planning, LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Lockton Investment Securities, The Leaders Group, Inc., Brokerage Unlimited Inc, and AXA Advisors, LLC. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold allocations, supplemented by strategies such as direct indexing and tax-loss harvesting, supported by a large advisory team and centralized investment infrastructure.

Harvey Puerta is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Charles Schwab and TD Ameritrade, as well as running Euphorbia Lawn and Landscaping LLC for seven years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains large institutional-scale operations with specialized market roles.

Brandon Means Sr. is a financial advisor at Brookstone Capital Management LLC with two years of industry experience. He holds a Series 65 designation and previously worked for the St. Ann Police Department for nine years. Means has been with Means Financial Group since 2023. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via various model portfolios and managed accounts.

Jasmine Adams is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade. Outside of her advisory role, she works independently as an Instacart shopper. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including operating as a swap dealer and futures commission merchant.

Brian Lich is a financial advisor with Money Concepts Capital Corp in Eureka, MO, holding Series 63 and Series 66 licenses and with 24 years of industry experience. He has worked at Money Concepts since 2010. Outside of his advisory role, Lich is involved in health and Medicare insurance sales and serves as a benefits consultant through Wealth Concepts Inc. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm offers multiple managed programs using model portfolios, IAR-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis along with modern portfolio theory.

Nicholas Filla is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. He has worked at Citigroup since 2021 and has held roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of finance, he is involved with the Missouri Rush Soccer Club. 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 uses multi-asset, multi-manager strategies and maintains in-house research and market roles that distinguish it from peers.

James Obrien is a financial advisor with Money Concepts Capital Corp, holding Series 66 and Series 63 licenses and bringing 29 years of industry experience. He has worked at Money Concepts Capital Corp since 1996 and previously operated James T. O'Brien CPA from 1991 to 2019. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in assets through a large network of advisors and employs model-driven, asset-allocation approaches with a range of discretionary and non-discretionary programs.

Benjamin Burkemper is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has 17 years of industry experience. Prior to joining Benjamin F. Edwards in 2022, he worked for U.S. Bancorp Investments, Inc. and U.S. Bank from 2012 to 2022. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of investment advisory services through fee-based wrap programs and a variety of managed strategies, supported by several hundred advisors and tens of billions in assets under management.

Brennan Wayland is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds Series 63 and Series 66 credentials. His prior work history includes roles at Wells Fargo Clearing Services, JPMorgan Chase Bank, and Commerce Bank. Outside of his advisory work, he coaches soccer with STLDA, a position he has held since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset and multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including derivatives and futures services.

Dennis Clifford is a financial advisor with Money Concepts Capital Corp in North Kansas City, MO, holding a Series 66 designation and 22 years of industry experience. He previously worked at Country Club Financial Services, Inc. for 13 years before joining Money Concepts Capital Corp in 2017. Outside of his advisory role, he is involved as a member of Bama Hotel Partners, LLC, and owns Clifford Advisors LLC. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, utilizing fundamental and technical analysis alongside modern portfolio theory to manage approximately $3.33 billion across 14,700 clients.

Terra Gordon is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 credentials and six years of industry experience. Prior to joining Benjamin F. Edwards in 2020, she worked at Wells Fargo Clearing Services from 2016 to 2020. Outside of her advisory role, she works as an independent contractor for Instacart, providing grocery shopping services. 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 investment strategies through fee-based wrap programs, combining discretionary and non-discretionary management with in-house trading and custody services.

John Kraft is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has seven years of industry experience. Prior to joining Benjamin F. Edwards in 2020, he worked at Wells Fargo Advisors and Ameriwood Industries, and he was also affiliated with the University of Missouri Columbia. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of investment management services through fee-based wrap programs, employing both strategic multi-year allocations and tactical adjustments across various portfolios and model strategies.