Scott Chelist is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, TD Ameritrade, and other firms. Citigroup Global Markets serves individual and institutional clients across workplace, high-net-worth, and ultra-high-net-worth segments. The firm offers a broad range of investment advisory programs and broker-dealer services, implementing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

Daniel Barone is a financial advisor at Citigroup Global Markets with a Series 66 designation and seven years of industry experience. He has worked at Citigroup since 2018 and previously held positions at Wells Fargo Clearing Services LLC, DiSys, Allen Lunc Co, and Westminster College. Citigroup Global Markets serves individual and institutional clients across several segments, including workplace, high-net-worth, and ultra-high-net-worth. The firm offers a range of investment advisory programs and broker-dealer execution and custody services, implementing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

Patrick Payton is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and nine years of industry experience. He previously worked at Wells Fargo Clearing Services LLC and US Bank. Outside of finance, he works as a delivery driver for DoorDash in Chesterfield, Missouri. 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. The firm combines large institutional scale with unique market roles, providing a broad range of advisory, execution, and custody services.

Jason Plucinak is a financial advisor with AE Wealth Management, LLC, holding Series 65 and Series 63 credentials and possessing 16 years of industry experience. His prior roles include positions at Hilton Private Capital, Hilton Family Office, Wealthforge Securities, and Sequence Financial Specialists, among others. Outside of financial advising, he is involved with Iron Horse Landscape & Excavating, LLC, which he has been associated with for 10 years. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and offers services such as 3(21) and 3(38) ERISA support, serving a large number of clients through standardized model and platform solutions.

Clifford Muzik is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Blackgem Advisors and Wells Fargo Clearing. Outside of his advisory work, he is involved as a brand ambassador for marketing events in the St. Louis area. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, providing both discretionary and non-discretionary strategies supported by internal research and oversight committees.

Larry Phan is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and seven years of industry experience. He has worked at Citigroup since 2021 and previously held positions at Wells Fargo Clearing Services, Disys, Mueller Prost, Aerotek, Edward Jones, and the University of Missouri-St. Louis. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles including security-based swap dealer and futures commission merchant functions.

Matthew Michalak is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at TD Ameritrade, QuikTrip, the St. Louis Cardinals, and United Parcel Service. 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 combines large institutional scale with unique market roles, including in-house research and swap dealer functions, providing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

Scott Wilson is a financial advisor with Commonwealth Financial Network in St. Peters, MO, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Commonwealth and Compass Financial for the past 10 years, and he is a part owner of Compass Financial. Additionally, Wilson serves as a notary public. 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 hundreds of thousands of clients, offering various managed-account programs, access to third-party asset managers, and comprehensive adviser-support services.

Carlton Harris is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several Wells Fargo entities before joining Citigroup. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with a large institutional scale and unique market roles.

Keaten Landis is a financial advisor with Citigroup Global Markets in O'Fallon, MO, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Eagle Strategies (NY Life), New York Life Insurance Co, Edward Jones, and US Trust. 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. The firm combines large institutional scale with unique market roles, including in-house research, swap dealing, and futures commission merchant services.

Michael Gilliam is a financial advisor with Ameritas Advisory Services, LLC, holding the Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has longstanding roles at related firms including Ameritas Life Insurance Corp and Dealer Benefit Service Inc. Outside of his advisory work, he is licensed as an independent insurance agent and serves as president of Dealer Benefit Service Inc, focusing on 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, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a particular emphasis on retirement plan consulting and fiduciary advice.

Jacob Mueller is a financial advisor at Empower Advisory Group with three years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise before joining Empower. His background includes roles outside finance, such as positions at Active Life Chiropractic and the International Union of Painters and Allied Trades. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integration with Empower’s administrative platforms.

Lawrence Kigin is a financial advisor with Citigroup Global Markets holding Series 63 and Series 66 licenses and 20 years of industry experience. He has worked at several firms including E*TRADE Securities, Edward Jones, TD Ameritrade, and Weiss Insurance Agency. He serves as an agent of record for personal and long-term care insurance policies in a non-active capacity. Citigroup Global Markets serves individual and institutional clients, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and provides bespoke discretionary solutions for high-net-worth and ultra-high-net-worth clients, supported by in-house research and specialized market roles.

David Arns is a financial advisor with PNC Wealth Management in St. Charles, MO. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. Prior to joining PNC Investments LLC in 2022, he worked at Valic Financial Advisors for six years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot that uses algorithm-driven risk assessments and implements investments via mutual funds and ETFs with annual rebalancing.

Daniel Lysy is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight committees to select and monitor managers, and it operates with large institutional scale alongside specialized market roles.

Krista Thompson is a financial advisor at Creative Planning with six years of industry experience. She holds a Series 65 designation and has worked previously at CWM, LLC dba Carson Wealth, Plancorp, LLC, and Brown Smith Wallace, LLP. Outside of her advisory work, she is the owner of Red Glasses, LLC, a non-investment-related business based in Omaha, NE. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by specialized equity and tax management techniques.

Nicolas Boyd is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 credential and nine years of industry experience. His prior work includes roles at Ameritas Investment Company, Ameritas Advisory Services, and TFB Advisors, LLC. Outside of his advisory work, he is involved with Tax Favored Benefits, providing retirement plan and financial advisory services, including insurance products for qualified clients. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by offering financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets, employing a diversified investment approach that blends passive and active management with oversight from an internal Investment Committee.

Ryan Bollinger is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Citigroup since 2020, following roles at TD Ameritrade and Scottrade. Outside of his advisory work, he is a member of Bollinger Services and a partner in Bollinger Rental Services LLC, which offers rental services for RVs and campers. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, providing investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles and commercial arrangements.

Diane Cipriano is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds a Series 66 designation and has 25 years of industry experience. Prior to joining Benjamin F. Edwards in 2020, she worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers a range of fee-based wrap programs, financial planning, retirement consulting, and investment management, utilizing strategies managed in-house, by its advisors, and through third-party managers.

Cassandra Waldron is a financial advisor at Citigroup Global Markets with two years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Citigroup, she worked at Charles Schwab, True Manufacturing, and O'Fallon Nutrition. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles and arrangements.