Anna Militello is a financial advisor at Integrated Advisors Network LLC with five years of industry experience. She holds a Series 65 designation and has worked at Militello Wealth Management since 2014. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm offers portfolio management, financial planning, and consulting services using a combination of fundamental and quantitative analysis along with third-party manager platforms to implement client investment plans.

Michael Cleveland is a financial advisor at UMB Financial Services, Inc. with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at UMB Financial Services and UMB Bank since 2021, following a prior five-year tenure at US Bank. Outside of his advisory role, he is involved in a condominium rental business in Sint Maarten. UMB Financial Services, Inc. primarily serves institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions wrap-fee program, offering multiple investment program options and access to a range of fixed income and equity instruments. The firm employs both model-based and manager-driven investment approaches and operates as a registered municipal advisor and FINRA-member broker-dealer affiliated with UMB Bank and UMB Investment Management.

David Sink is a financial advisor at Visionary Wealth Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Visionary Wealth Advisors since 2015. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars for a few thousand clients. The firm offers financial planning, consulting, and both discretionary and non-discretionary investment management, employing a blend of fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.

Michele Laws is a financial advisor at Portside Wealth Group, LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including TownSquare Capital, Allegis Investment Services, and National Planning Corporation. Outside of her advisory role, she is involved in divorce financial education as a monthly speaker at a divorce workshop and is a board member for Divorce Dollars & Sense. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporate entities. The firm offers discretionary portfolio management, financial planning, pension consulting, and client education using a blend of investment approaches combined with affiliated legal and accounting expertise.

Gaines Smith is a financial advisor at Kovack Advisors, Inc. with 41 years of industry experience. He has held roles at Kovack Securities Inc., Resource Horizons Investment Advisory, Inc., and previously operated Gaines Financial Services, Inc. Outside of advising, he is president of Smith & Sons Firearms, a firearms and sporting goods retail business. Kovack Advisors, Inc. is a multi-team registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, banks, and government entities. The firm offers portfolio management, financial planning, and access to sub-advisory programs, utilizing an Envestnet-supported workflow and both internal and third-party investment models.

Nicholas Luchtefeld is a financial advisor with UMB Financial Services, Inc. in St. Louis, MO, holding Series 65 and Series 66 credentials and with 20 years of industry experience. He has worked at UMB Financial Services since 2010 and has been associated with UMB Bank since 2009. He also serves as a professor at the Graduate School of Business in Madison, WI. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple managed account solutions and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor with investment strategies aligned with UMB Bank’s Fixed Income Group.

Jason Schuhmacher is a financial advisor at Larson Financial Group, LLC with five years of industry experience. He holds a Series 66 designation and has worked with Larson Financial Group and Larson Financial Securities since 2021. Outside of financial advising, he works part-time as a real estate agent assisting clients in buying and selling homes. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on serving doctors and related businesses. The firm utilizes a combination of model portfolios and custom discretionary programs employing strategic and tactical approaches, and offers affiliated services including brokerage, commercial real estate, and private equity.

Brent Wilhelm is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior work includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He serves as treasurer for the St. Teresa Athletic Association in Belleville, IL. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser with over 500 advisors, offering services to individuals, high-net-worth clients, and institutional clients through a range of advisory programs, financial planning, and investment management solutions.

Kevin Hannibal is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior experience includes seven years at Stifel Nicolaus & Co and a brief tenure at Groundwork Mortgage. Creative Planning provides wealth management and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach with a focus on low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Ashlee Ogrzewalla is a CFP® professional with 14 years of industry experience, currently serving at Benjamin F. Edwards & Company, Inc. since 2022. Her prior roles include positions at Pentegra Distributors, Inc., Pentegra Services, Inc., and Cambridge Capital Management, LLC. She serves on the Board of Directors for the Youth & Family Center in St. Louis, MO. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser with over 500 advisors, providing services to individuals, high-net-worth clients, pension plans, and corporate clients through a range of advisory and brokerage solutions.

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.

Jeremiah Accola is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and four years of industry experience. Prior to joining Benjamin F. Edwards, he worked at Wells Fargo Advisors and served four years in the United States Marine Corps. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser with over 500 advisors, serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of advisory and brokerage services, including wrap-fee programs, financial planning, retirement consulting, and investment management, utilizing both proprietary and third-party investment strategies.

Steven Bione is a CFP® professional with 24 years of experience, currently serving at First Command Advisory Services since 2015. He has been affiliated with First Command Financial Services, Inc. and First Command Financial Planning, Inc. since 2002. Outside of his advisory role, he is a member of Gateway Property Partners, LLC, which manages commercial rental properties. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs, delivering investment management through a centralized team and wealth portfolio managers who select from approved third-party managers.

Rachael Derrico is a CFP® professional with experience at Beacon Pointe Advisors, LLC since 2026. Prior to joining Beacon Pointe, she worked at Commerce Bank for six years and held positions at Pioneer Medical Group, Starbucks, Vail Resorts, and St. Louis Community College/Goldfarb School of Nursing. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse range of clients, including individuals, corporations, and institutional investors. The firm integrates asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

Elvedin Dedic is a financial advisor with Empower Advisory Group, holding a Series 66 designation and three years of industry experience. Prior to joining Empower, he worked at Wells Fargo Clearing Services and Bank of America. Outside of his advisory role, he also works as a rideshare driver for both Uber and Lyft. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail brokerage clients. The firm’s investment approach focuses on long-term portfolio returns and integrates tightly with Empower’s administrative platforms.

Rachelle Seals is a financial advisor at Benjamin F. Edwards & Company, Inc. with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing Services and Edward Jones. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm provides a range of advisory and brokerage services, including wrap-fee programs, financial planning, investment management consulting, and insurance products.

Alan Orr Jr. is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked with First Command in various capacities since 1999. Outside of his advisory role, Orr is a part owner of Gateway Properties LLC, an entity involved in developing and leasing commercial office space. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Tiffany Kelly is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 credentials and 16 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing across multiple roles from 2011 to 2022. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory programs, investment management, financial planning, and brokerage services, utilizing proprietary strategies and third-party models supported by in-house equity and fixed income research.

Audrey Moran is a financial advisor at Wells Fargo Investment Institute, Inc. with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing Services, Us Tech Solutions, Sanford Health, and Ulta Beauty. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo wealth and fiduciary businesses, as well as select external clients. The firm’s research and model guidance support various divisions within Wells Fargo and at least one non-affiliated investment adviser.

Kristie Daniel is a financial advisor at &PARTNERS in Saint Louis, MO, with 12 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutional clients. The firm offers investment management and financial planning services, utilizing a combination of fundamental, technical, and quantitative analysis through both discretionary and non-discretionary accounts.