Travis Short is a financial advisor with Citigroup Global Markets, holding Series 66 and Series 63 licenses 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 a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, and providing broker-dealer execution, custody, and derivatives services.

Mark Werner is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 41 years of industry experience and has been associated with Ameritas Advisory Services since 2021. Prior to that, he has worked with Cornerstone Advisors, LLC, Ameritas Life Insurance Corp, Ameritas Investment Corp, and Carillon Group Inc. Werner is also licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, financial planning, and retirement-plan advisory services through affiliated investment adviser representatives, utilizing model portfolios, third-party sub-advisers, and custom strategies.

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.

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.

Carol Henrick is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been associated with Ameritas Advisory Services since 2021 and has longstanding roles with Ameritas Investment Corp, Carillon Group, and Ameritas Life Insurance Corp since 2011. Outside of her advisory work, she assists her disabled sister with daily activities as part of the Family Cares Act. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and utilizes model portfolios, third-party sub-advisers, and custom strategies, with a notable focus on plan sponsors and participants.

Gary Disalvo is a financial advisor at Creative Planning with 16 years of industry experience. He holds Series 65 and Series 66 credentials and has previously worked at Fidelity Investments, TD Ameritrade, and Scottrade. Outside of his advisory role, he serves as president of DK Largo Corporation, a manufacturing and e-commerce business based in St. Louis, MO. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach incorporating low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

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.

Jeffrey Nabholz is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Prior to joining AE Wealth Management in 2018, he worked at Center Street Advisors, Inc. and has served as president of Asset Protection Strategies, LLC since 2007, where he is involved in insurance sales. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios, discretionary management, financial planning, and specialized plan services.

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.

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.

Tina Standish is a financial advisor at Creative Planning with 29 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining Creative Planning in 2021, she worked at Lockton Companies, LLC and its affiliated entities from 2007 to 2021. 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 process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Sarah Hillis is a financial advisor with Kestra Advisory in Wentzville, MO, holding a Series 66 designation and five years of industry experience. Prior to joining Kestra in 2022, she worked at Stifel Nicolaus & Co Inc and Edward Jones. Outside of her advisory role, she works as an independent contractor for Instacart. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, investment due diligence, and access to multiple management platforms and pooled plan solutions.

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.

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.

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.

Thomas Eastman is a financial advisor at Creative Planning with 19 years of industry experience. He holds a Series 66 designation and has previously worked at BAM Advisor Services and Edward Jones. Creative Planning offers 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 featuring low‑cost indexing and buy‑and‑hold strategies, supported by a large advisory team and centralized infrastructure, alongside affiliated legal, trust, and recordkeeping businesses.

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.

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.

James Bearden is a financial advisor with Citigroup Global Markets where he has worked since 2022. He holds a Series 66 designation and has eight years of industry experience, including prior roles at Edward Jones and Lew Fruend State Farm Insurance Agency. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, implementing multi-manager strategies and providing bespoke discretionary solutions.

Luke Gilliam is a financial advisor at Ameritas Advisory Services, LLC with two years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Ameritas in various capacities since 2022, including roles at Ameritas Investment Company and Ameritas Life Insurance Corporation. Prior to entering the financial industry, he spent nine years in full-time education. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers both discretionary and non-discretionary programs through a combination of in-house and third-party managers and integrates its services with affiliated broker-dealer and investment adviser entities.