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Kevin H

CFP®, Series 66

St. Louis, MO

Creative Planning

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.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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Ashlee O

CFP®, Series 65, Series 63

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

Ashlee Ogrzewalla is a CFP®-designated financial advisor with 14 years of industry experience, currently with Benjamin F. Edwards & Company, Inc. in St. Louis, MO. Her prior experience includes roles at Pentegra Distributors, Inc., Pentegra Services, Inc., and Purshe Kaplan Sterling Investments. She serves on the Board of Directors for the Youth & Family Center in St. Louis. Benjamin F. Edwards & Company 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 fee-based wrap programs and investment management services, utilizing strategies managed internally and by third parties, with oversight from an Investment Strategy Committee.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Cary D

CFP®

St. Louis, MO

Creative Planning

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.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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Jeremiah A

Series 66

Ofallon, IL

Benjamin F. Edwards & Company, Inc.

Jeremiah Accola is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has six years of experience in the industry. Prior to joining Benjamin F. Edwards, he worked at Wells Fargo Advisors and KForce and served four years in the United States Marine Corps. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, pension plans, charitable organizations, and institutions. The firm offers a range of fee-based wrap programs and investment strategies monitored by an Investment Strategy Committee, combining custody and execution capabilities with internal trading desk operations.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Steven B

CFP®, Series 63, Series 65

O'Fallon, IL

First Command Advisory Services

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.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Rachael D

CFP®

St. Louis, MO

Beacon Pointe Advisors, LLC

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.

Wealth management Private / alternative investments ESG / Sustainable investing Tax-loss harvesting
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Elvedin D

Series 66

St Louis, MO

Empower Advisory Group

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.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Rachelle S

Series 63, Series 66

Saint Louis, MO

Benjamin F. Edwards & Company, Inc.

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 credentials and has worked at Wells Fargo Clearing Services and Edward Jones prior to joining her current firm. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing a range of strategies managed internally and by third-party managers.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Alan O

Series 63, Series 65

O'Fallon, IL

First Command Advisory Services

Alan Orr Jr. is a financial advisor at First Command Advisory Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Command since 1999 in various capacities. Outside of his advisory role, he is involved in several real estate ventures, including co-ownership of an LLC that built an office building leased to First Command. 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 multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers, utilizing model portfolios with mutual funds, ETFs, and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Tiffany K

Series 63, Series 65

Glen Carbon, IL

Benjamin F. Edwards & Company, Inc.

Tiffany Kelly is a financial advisor at Benjamin F. Edwards & Company, Inc. with 16 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Wells Fargo Advisors from 2015 to 2022. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves individuals, pension plans, charitable organizations, and institutions. The firm offers a range of investment management and financial planning services through fee-based wrap programs and employs both discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Justin T

Series 66, Series 65, Series 63

St, Louis, MO

CWM, LLC

Justin Tate is a financial advisor at CWM, LLC with six years of industry experience. He holds the Series 66, Series 65, and Series 63 credentials. His prior roles include positions at Northwestern Mutual Wealth Management Company, James Borchers, and Saltmarsh Financial Advisors, among others. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, managing accounts primarily on a discretionary basis using model portfolios overseen by an in-house Investment Committee.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Audrey M

Series 63, Series 66

St Louis, MO

Wells Fargo Investment Institute, Inc.

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.

Passive / index investing Active portfolio management
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Kristie D

Series 66

Saint Louis, MO

&PARTNERS

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.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Bonnie G

Series 65

Glen Carbon, IL

Brookstone Capital Management LLC

Bonnie Griffith is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 credential and 18 years of industry experience. She has worked at Brookstone since 2008 and has also been associated with Stonewolfe Financial since 2003. In addition to her advisory roles, she is an independent contractor in the insurance industry, licensed in health and life insurance in Illinois and Missouri. 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, offering primarily discretionary investment management via model portfolios, unified managed accounts, and separately managed accounts.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
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Brian T

Series 63, Series 66

Wood River, IL

Benjamin F. Edwards & Company, Inc.

Brian Todd is a financial advisor at Benjamin F. Edwards & Company, Inc. with 29 years of industry experience. He holds Series 63 and Series 66 registrations and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advising, he serves as power of attorney for his mother. 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 fee-based wrap programs, financial planning, retirement plan consulting, and investment management, utilizing a range of strategies monitored by an Investment Strategy Committee.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Matthew K

Series 63, Series 65

Glen Carbon, IL

Principal Financial Services

Matthew Kopecky is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Principal Financial Services since 2016 and has been involved with Union Financial Inc. and Principal Life Insurance Company since 2008 and 2007, respectively. Outside of his advisory role, he is active in insurance brokerage for life, disability, long-term care, and fixed annuities. Principal Securities offers brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, and business entities. The firm provides financial planning, retirement consulting, and access to third-party money manager programs, with advisory and promoter arrangements designed to support client investment implementation and ongoing portfolio reviews.

Retired Founder/Business Owner
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Ronald D

Series 63, Series 66

Fairview Heights, IL

Kestra Advisory

Ronald Dickey is a financial advisor with Kestra Advisory Services who holds Series 63 and Series 66 credentials and has 39 years of industry experience. His career includes prior roles at Cetera Advisors, First Allied Advisory Services, and other affiliated firms. He is a co-trustee of the Carl Dickey Living Trust and the Janet Dickey Living Trust and serves as a financial consultant for Burgdorf and Associates Wealth Managers, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm supports complex investment solutions and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Daniel O

Series 66

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

Daniel O’Very is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and bringing 21 years of industry experience. He has been with Benjamin F. Edwards since 2013. Outside of his advisory role, he serves as a trustee for a homeowners association and is active in youth ice hockey officiating and education with USA Hockey and the Missouri Ice Hockey Officials Association. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, institutions, and charitable organizations. The firm offers a range of fee-based wrap programs and investment strategies, combining custody and execution services with both discretionary and non-discretionary portfolio management.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Michele T

Series 66

O'Fallon, IL

Benjamin F. Edwards & Company, Inc.

Michele Tanner is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and possessing nine years of industry experience. She has been with Benjamin F. Edwards since 2015. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, pension plans, charitable organizations, and corporations. The firm offers a range of services such as fee-based wrap programs, financial planning, and investment management, utilizing both proprietary and third-party strategies across multiple asset classes.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Jeffrey H

Series 66

O'Fallon, IL

First Command Advisory Services

Jeffrey Harris is a financial advisor at First Command Advisory Services with five years of industry experience. He holds a Series 66 designation and has prior experience working at firms including Anders CPAs + Advisors and GFI Digital Inc. Outside of his financial advisory role, he serves as an alderman for the City of Fairview Heights. 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 multiple wrap-fee asset management programs, using a centralized Investment Management Team to select and monitor portfolios.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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