Brent Wilhelm is a financial advisor at Benjamin F. Edwards & Company, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Benjamin F. Edwards since 2012. Outside of his advisory role, he serves as treasurer for the St. Teresa Athletic Association in Belleville, Illinois. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a variety of advisory programs and investment strategies that include firm-developed and third-party models with ongoing oversight and client collaboration.

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 as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2022. Her prior experience includes roles at Pentegra Distributors, Inc., Pentegra Services, Inc., Purshe Kaplan Sterling Investments, and Mutual of America. She is a member of the Board of Directors for the Youth & Family Center in St. Louis, Missouri. Benjamin F. Edwards & Company, Inc. provides investment advice and related services to individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a combination of model-based and customized investment strategies, supported by in-house trading and brokerage capabilities.

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 at Benjamin F. Edwards & Company, Inc. with six years at the firm and a total of four years of industry experience. His prior roles include positions at Wells Fargo Advisors and KForce, as well as service in the United States Marine Corps. He holds a Series 66 credential. Benjamin F. Edwards & Company provides investment advice and related services to individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a range of model-based and customized investment strategies, combining in-house management with third-party oversight and a variety of portfolios tailored to clients’ objectives and risk profiles.

Steven Bione is a CFP® with 23 years of industry experience, currently serving as a financial advisor with First Command Advisory Services since 2015. He has worked 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, a commercial real estate business. First Command Advisory Services is an SEC-registered investment adviser that serves 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 through a centralized Investment Management Team and Wealth Portfolio 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 30 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing Services and Edward Jones. Based in Saint Louis, MO, she joined Benjamin F. Edwards in 2024. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment strategies overseen by an Investment Strategy Committee.

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.

Tiffany Kelly is a financial advisor at Benjamin F. Edwards & Company, Inc. with 15 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors for seven years before joining Benjamin F. Edwards in 2022. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and charitable organizations. The firm offers a range of advisory programs and investment strategies, combining firm-developed and third-party models with ongoing portfolio oversight.

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.

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 with \u0026PARTNERS in Saint Louis, MO, holding a Series 66 designation and 12 years of industry experience. She previously worked at Wells Fargo Advisors, LLC from 1999 to 2016 and Wells Fargo Clearing from 2016 to 2024. \u0026PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers a range of investment advisory and brokerage services, utilizing both proprietary and third-party strategies through platforms like Envestnet.

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.

Brian Todd is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Benjamin F. Edwards in 2022. Outside of his advisory role, he serves as power of attorney for his mother. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a variety of advisory programs and investment strategies that include both firm-developed and third-party models.

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.

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.

Daniel O’Very is a Series 66-licensed financial advisor with Benjamin F. Edwards & Company, Inc. in St. Louis, MO, where he has worked since 2013. He has 21 years of industry experience. Outside of his advisory role, O’Very serves as a trustee for the Eagle Point Subdivision HOA and is actively involved in youth ice hockey officiating and development through USA Hockey and the Missouri Ice Hockey Officials Association. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment strategies that include firm-developed and third-party models, with oversight from an Investment Strategy Committee.

Michele Tanner is a financial advisor at Benjamin F. Edwards & Company, Inc. with eight years of industry experience. She holds a Series 66 designation and has been with Benjamin F. Edwards since 2015. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors managing about $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies that include firm-developed and third-party models, with oversight from an Investment Strategy Committee.