Anna Bertrand is a financial advisor at Mutual of Omaha Investor Services, Inc. with seven years of industry experience. She holds Series 65 and Series 63 registrations and has worked at Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services since 2018. Outside of advisory work, she is an insurance agent and also works as a welder and painter on a part-time basis. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, and retirement plan consulting. The firm delivers managed solutions primarily through platforms such as Envestnet and uses Pershing as its qualified custodian and broker-dealer.

Andrew Mullican is a financial advisor at Visionary Wealth Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has concurrently held positions at the University of Illinois - Springfield and Edwardsville School District for over a decade each. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to a range of clients including individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset allocation framework based on Modern Portfolio Theory.

Steven Jones is a CFP® and CFA® with 20 years of experience in the financial industry. He has worked at CliftonLarsonAllen Wealth Advisors, LLC since 2013, with prior experience at the same firm and Missouri Valley Partners, Inc. He is based in St. Louis, MO. CliftonLarsonAllen Wealth Advisors serves individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans. The firm provides wealth advisory, asset management, financial and estate planning, and business succession consulting, implementing investments through strategic asset allocation using model portfolios and third-party programs.

Brian Wolfe is a ChFC® designated financial advisor at Gradient Advisors, LLC with 13 years of industry experience. He has been with Gradient Advisors since 2013 and also operated Independence Wealth Advisory INC, providing financial planning and advisory services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other entities. The firm operates primarily through third-party money managers and Investment Advisor Representatives, managing a total platform of approximately $1.39 billion in assets.

Aaron Thompson is a financial advisor with LPL Financial in Columbia, IL, holding a Series 66 designation and seven years of industry experience. He has worked at Cornerstone Wealth Management, LLC (DBA: Triada Advisors) since 2019 and previously held roles at Mastercard Inc, Cushman & Wakefield Inc, and BKD, LLP. Thompson provides investment advisory services through Cornerstone Wealth Management, an independent registered investment advisor separate from LPL Financial. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with an in-house research team and a range of investment delivery options, combining large-scale advisory operations with additional financial products and services.

Brent Robbs is a financial advisor at Larson Financial Group, LLC with 11 years of industry experience. He holds the CFP® and PFS™ designations, as well as the Series 66 license. His prior experience includes roles at PNC Bank and Stifel Nicolaus. Outside of advising, Robbs owns and operates a tax preparation and consulting business. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm utilizes both strategic and tactical investment approaches, including model portfolios, custom discretionary programs, option overlays, and separately managed account strategies.

Timothy Haehnel is a financial advisor at RubinBrown Advisors LLC in St. Louis, MO, holding a Series 65 credential with five years of industry experience. His prior roles include positions at RubinBrown Advisors and Vanderbilt University, as well as an academic appointment at St. Louis University. RubinBrown Advisors provides investment advisory, financial planning, and retirement plan services to individual and institutional clients, managing approximately $3.86 billion in assets. The firm emphasizes strategic asset allocation through model portfolios and offers both discretionary and non-discretionary management, incorporating tax-aware practices and technology to support financial planning.

Jason Stroede is a financial advisor with Sowell Management based in Belleville, IL, holding Series 63 and Series 65 licenses with 18 years of industry experience. He is also the founder and owner of Clarus Wealth Management, an investment advisory and insurance business that includes services related to Certified Divorce Financial Analyst designations. Additionally, Stroede has ownership in an e-commerce website, Madrigear. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement plan advisory services. The firm utilizes various management styles and offers model portfolios, sub-advisory relationships, third-party manager selection, and unified managed account solutions.

Steven Wisniewski is a CFP® with 16 years of industry experience, currently serving as a financial advisor at RubinBrown Advisors LLC since 2016. He holds a Series 66 registration and is based in St. Louis, MO. RubinBrown Advisors LLC provides investment advisory, financial planning, and retirement plan sponsor services to a diverse client base including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $3.86 billion in assets and employs a strategic asset allocation approach using model portfolios of mutual funds and ETFs, offering both discretionary and non-discretionary advice.

Nir Regev is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked with DFPG Investments, Inc. for 10 years and has operated the Regev Group since 2001. Additionally, he is involved in the insurance industry through Nir Regev Insurance, where he acts as an agent for non-security life insurance and fixed annuities. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification investment approach tailored to client goals and offers a variety of portfolio management and consulting services under written agreements.

Joseph Mcauliffe is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with RubinBrown Advisors LLC and previously worked at Charles Schwab and TD Ameritrade. RubinBrown Advisors, LLC provides investment advisory, financial planning, and retirement plan sponsor services to both individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm employs strategic asset allocation through model portfolios and uses tax-aware practices and technology tools to support its financial planning process.

Adam Melinger is a financial advisor with Stifel Independent Advisors, LLC in St. Louis, MO, holding Series 63 and Series 66 credentials and possessing 32 years of industry experience. His prior work includes roles at Wells Fargo Clearing Services LLC and Scottrade, Inc. Outside of his advisory duties, he serves as president of an online gift basket company and is a trustee for a neighborhood association. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and public entities, offering both brokerage and investment advisory services. The firm employs a collaborative planning process using proprietary capital market models to provide tailored asset allocation recommendations.

Jeffrey Snodgrass is a financial advisor at Wedmont Private Capital with 17 years of industry experience. He holds a Series 65 designation and has worked at several firms, including Mindful Wealth LLC, XYPN Invest, Passport Wealth Management, and Hill Investment Group. Wedmont Private Capital serves individuals, charitable organizations, corporations, and employee benefit plans by providing ongoing financial planning combined with discretionary investment management. The firm emphasizes a primarily passive investment approach based on modern portfolio theory, using diversified, low-cost index funds and periodic rebalancing, along with select tailored mandates through outside managers.

Jolene Potts is a Certified Financial Planner® with seven years of industry experience. She is currently with CliftonLarsonAllen Wealth Advisors, LLC and has previously worked at OneDigital Investment Advisors, LLC and TD Ameritrade. Outside of her financial career, she has experience managing a coffee house. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, and qualified retirement plans by offering wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm combines registered investment advisory services with broker-dealer and insurance activities and integrates multidisciplinary planning through its affiliation with CliftonLarsonAllen LLP.

Kathleen Brockmeier is a financial advisor with Stifel Independent Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. She has been with Stifel Independent Advisors since 2009 and has previous experience at Keefe, Bruyette & Woods, Inc. She is also an owner of a family farm property. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering both brokerage and investment advisory services. The firm utilizes a collaborative planning process with proprietary market models and provides tailored asset allocation recommendations.

Brian Shapiro is a financial advisor at Forum Financial Management, LP with 22 years of industry experience. He holds the Series 65 designation and previously worked at Buckingham Asset Management, LLC for 11 years before joining Forum Financial Management in 2019. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and other institutional clients. The firm uses model asset-allocation portfolios based on Modern Portfolio Theory, primarily implementing them with institutional mutual funds and ETFs, and offers a range of services including portfolio management, financial planning, and back-office support for independent advisors and RIAs.

Chad Stafko is a CFP® with 14 years of experience in the financial services industry. He is currently affiliated with Associated Investment Services, Inc. and Associated Trust Company. Outside of his advisory work, Mr. Stafko is an author and serves as a pulpit minister for the Green Mount Road Church of Christ in Belleville, Illinois. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors as well as small corporations, trusts, estates, and charitable institutions. The firm delivers investment solutions through model portfolios and separately managed accounts administered via third-party managers and affiliated entities.

Isaac Schreckenberg is a financial advisor at RubinBrown Advisors LLC with one year of industry experience. He holds a Series 65 credential and has worked at RubinBrown Advisors and RubinBrown LLP since 2024, with prior roles including Ameriprise Financial and Kennedy Capital Management. Outside of advising, his background includes experience at Illinois State University Career Services and entrepreneurial work with Brite Worx Car Washery. RubinBrown Advisors, LLC serves individual and institutional clients, including high-net-worth individuals and pension plans, managing approximately $3.86 billion in assets. The firm uses strategic asset allocation through model portfolios of mutual funds and ETFs, offering both discretionary and non-discretionary advice, and incorporates tax-aware practices and AI tools in its financial planning process.

Michael Bean II is a CFA® charterholder with five years of industry experience. He has been with RubinBrown Advisors LLC since 2020 and is also affiliated with Rubinbrown LLP since 2017. Prior to this, he worked at FerrellGas for one year. RubinBrown Advisors LLC provides investment advisory, financial planning, and retirement plan sponsor services to individual and institutional clients, including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm utilizes strategic asset allocation through model portfolios of mutual funds and ETFs, offers both discretionary and non-discretionary advice, and incorporates tax-aware practices and AI tools into its financial planning process.

Stoyan Petev is a financial advisor at Prosperity Capital Advisors with 25 years of industry experience. He holds the CFP®, CFA®, and ChFC® designations. His prior roles include positions at First Heartland Corporation and First Heartland Capital, Inc., where he worked for 25 years, as well as more recent experience at Mid-Continent Companies, Ltd and Nationwide Investment Services Corp. Mr. Petev is also a licensed insurance agent and consults on Private Placement and Institutionally-Owned Life Insurance cases. Prosperity Capital Advisors serves a broad client base including individual investors, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach featuring core risk-based portfolios, specialized strategies, and access to private and alternative solutions.