Brett Renner is a Series 66 licensed advisor at Quantum Financial Partners LLC with 14 years of industry experience. He has been with Quantum Financial Partners since 2016. Outside of his advisory role, Renner is involved in several non-investment businesses, including ownership and operational roles in a cannabis production company and a restaurant business in the Lake Ozark area. Quantum Financial Partners provides investment advisory and portfolio management services to individuals, family trusts, corporations, foundations, and small businesses. The firm employs a combination of fundamental, technical, and quantitative analysis and manages both individual accounts and a private pooled investment vehicle with performance-based fees.

Diron Tappin is a financial advisor at TCP Asset Management, LLC with 23 years of industry experience. He holds Series 65 and Series 66 licenses. Outside of his advisory role, Tappin is involved in youth sports management as president of the Arizona Youth Football League and is a partner in Golden Clouds LLC, a youth sports enterprise. TCP Asset Management serves individuals, high-net-worth clients, and pension and profit-sharing plans with portfolio management, financial planning, pension consulting, and estate-planning referrals via a digital platform. The firm manages accounts on a discretionary basis, using model portfolios from multiple sub-advisers and operates across 11 offices with over $1 billion in assets under management.

Keith Heil is a PFS™ credentialed financial advisor with 25 years of industry experience. He is currently with Dale K. Ehrhart, Inc., where he has been since 2023, following 15 years at Arise Wealth Management, LLC, which he also owns, along with Heil CPA Services, LLC. Dale K. Ehrhart, Inc. provides investment management services to individuals, corporations, charitable organizations, and other RIAs through divisions including a Family Office with a $50 million minimum, a TAMP for independent advisers, and a Private Client division. The firm employs a mix of fundamental analysis, diversified mutual fund and ETF strategies, and active trading techniques to manage portfolios.

Tedi Hughes is a CFP® professional with seven years of industry experience. He is affiliated with Destiny Capital Corporation and has worked with multiple firms including LPL Financial and Raymond James Financial Services. Hughes is also involved with Aspen Wealth Strategies and The IRA Specialist. Destiny Capital serves individuals, high-net-worth clients, trusts, estates, and entrepreneurs with discretionary portfolio management, financial planning, consulting, and tax services through an affiliated entity. The firm uses a blend of strategic asset allocation based on Modern Portfolio Theory along with tactical adjustments and incorporates ESG analysis in its investment process.

Reece Waters is a financial advisor at Ausdal Financial Partners, Inc. and holds the Series 65 designation. He has no prior industry experience but has been involved in several entrepreneurial ventures, including ownership in Waters Real Estate Holdings LLC, Waters Development LLC, Waters Estates, LLC, and Blade Runners Mowing Co. Additionally, he has worked in education and hospitality, with roles ranging from teaching in local schools to managing Dog Days Bar and Grill. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a wide range of advisory and financial services tailored to client objectives and supports a multi-custodian platform with both discretionary and non-discretionary account management.

Nathan Morse is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 designation and 17 years of industry experience. He has been with Cornerstone Wealth Management and LPL Financial since 2015. Outside of his advisory role, he serves as president of a family business that manages cattle, beehives, and a coin-operated car wash. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand model with advisor-led discretionary management and LPL-sponsored programs, emphasizing tailored investment advice and continuous account supervision.

Adam Maher is a financial advisor at Ausdal Financial Partners, Inc. with nine years of industry experience. He previously worked at Moloney Securities Asset Management LLC and Moloney Securities Co., Inc. for eight years, and Smith, Moore & Co. for one year. Outside of his advisory role, Maher serves as treasurer and board member for several local nonprofit organizations focused on youth and community services. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a team of about 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment options and custodial platforms.

Derrick Brauner is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Ausdal Financial Partners, Inc. He previously worked at Moloney Securities Asset Management, LLC and Smith Moore & Co. Brauner also operates GRAND GLAIZE WEALTH MANAGEMENT as a president, dedicating significant time to its day-to-day operations. Ausdal Financial Partners manages over $2 billion in client assets and offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm provides a range of portfolio options through both discretionary and non-discretionary strategies and combines advisory, brokerage, and insurance services.

Eric Everson is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at CreativeOne Securities since 2019 and previously operated Everson Tax & Financial Services, Inc. for 17 years. He is also involved in insurance and retirement plan advisory roles through related businesses. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses. The firm combines project-based financial planning with ongoing asset management using fundamental and cyclical security analysis, proprietary model allocations, and access to third-party managers.

Mark House is a financial advisor at Ausdal Financial Partners, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Moloney Securities Asset Management, LLC, Moloney Securities Co., Inc., and Smith Moore & Co. Outside of his advisory work, he has an ownership interest in an LLC involved in a farm-to-table food truck business operated by his son. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion across more than 16,000 clients. The firm offers a wide range of advisory and brokerage services, with investment strategies developed at the advisor level and tailored to client-specific objectives and risk tolerances.

Mary Flaherty is a CFP® professional with 13 years of industry experience. She currently works at Prospera Financial Services, Inc. and has previously been associated with firms including Charles Schwab and Focused Alpha, LLC. Mary holds Series 63 and Series 66 licenses. She is licensed for non-variable insurance sales, though she is not actively selling at this time. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning and portfolio management through both proprietary and third-party advisory programs.

Colton Mc Call is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 66 credentials and has five years of industry experience. He has been associated with Bankers Life and its affiliated entities since 2015. In addition to his advisory role, he is an insurance agent selling life insurance, long-term care, annuities, and Medicare-related products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and portfolios aligned with clients’ goals and risk tolerances.

Cody Hildebrand is a financial advisor with CWM, LLC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked at Cetera Wealth Services, Pruco Securities, and Illinois College before joining CWM. Hildebrand is also involved in selling fixed insurance products and provides financial services through Schlipman Wealth Advisors and Carson Wealth Management. CWM, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, families, foundations, and institutions. The firm emphasizes discretionary management using model portfolios guided by an in-house Investment Committee and offers comprehensive retirement-plan services alongside a variety of investment and advisory solutions.

Larry Mc Bee is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked with Bankers Life Securities Inc. since 2017 and Bankers Life and Casualty since 2011, where he manages a team of agents and is involved in hiring and training. Outside of his advisory role, he and his wife own a long-term rental property managed by a third party. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

Stanley Adler is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 65 designation and one year of industry experience. He has been with Bankers Life Advisory Services since 2024 and previously worked at Bankers Life & Casualty, Inc. from 2020. Outside of advisory work, he has experience in insurance agent recruitment and training. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a blend of fundamental and technical analysis, typically managing accounts on a discretionary basis with regular performance reporting.

Ian Mac Laughlin is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and has previously worked at firms including Nicklas Financial, LPL Financial LLC, and First Mid Bank & Trust. Outside of his advisory role, he owns and operates a cattle farming business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning covering topics such as retirement, tax, estate, and special needs planning, without providing portfolio management or discretionary trading authority.

Chad Lewis is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 66 designation and previously worked at Client One Securities, LLC for eight years. Lewis is also involved in a retirement solutions business affiliated with LPL. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various non-securities products and services.

Marsha Gulledge is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at LPL Financial since 2017. She has also worked with Central Bancompany since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advisor tools and a broad platform of financial services.

James Burgess Jr. is a CFP®-credentialed financial advisor with 16 years of industry experience, currently affiliated with Cetera. His career includes prior roles at Purk & Associates, P.C. and 1st GLOBAL ADVISORS, Inc. He also serves as a Sergeant Major in the Missouri National Guard. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that supports a broad client base, including individual investors, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified investment management options through a multi-manager platform, combining affiliated and third-party strategies across discretionary and non-discretionary program structures.

Robert Landrum is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Stifel since 1995. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Shawn Manuel is a financial advisor at OSAIC with 15 years of industry experience. He holds a Series 66 license and previously worked at Woodbury Financial Services Inc. and Concourse Financial Group Securities, Inc. Manuel is also the president of Strategic Wealth Inc., a corporation involved in the marketing of investment and insurance products. He serves as Vice President and Secretary of Oakwood Hills Estates POA, a neighborhood property owners association. OSAIC serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of investment options and uses various tools such as asset-allocation models and risk-tolerance questionnaires to manage portfolios.

Jason Becker is a financial advisor at Stifel with 28 years of industry experience. He has been with Stifel since 1997 and holds Series 63 and Series 65 credentials. Becker also serves as a trustee for a non-family trust. Stifel provides brokerage and investment advisory services to a wide range of clients, including individuals, institutional clients, and charitable organizations. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.

Richard Carver is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds a Series 66 designation and is based in Osage Beach, Missouri. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Douglas Wilks is a CFP® professional with 35 years of experience in the financial industry, currently with Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. for 30 years. He is also involved with Certainty of Uncertainty, LLC, where he manages an advisory business. Ameriprise is an institutional firm offering retirement-income planning services primarily for clients with significant investable assets, combining research-driven modeling and tax-efficient strategies to deliver personalized, non-discretionary recommendations.

Paul Lekar is a financial advisor with Thrivent Investment Management in Osage Beach, MO, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial plans that cover retirement, tax, estate, and other specialized planning topics. The firm separates its planning services from managed accounts and typically conducts annual reviews of its recommendations.

Lorraine Myers is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. She previously worked at Stifel, the Pueblo 10th Judicial District Attorney's Office, TBK Bank, and Ball Jones Gowen, Inc. (Raymond James). Myers is also a commissioned public notary in the state of Colorado. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Bart Schulte is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Cetera and related entities since 2004, including a six-year tenure at Central Trust Company. Outside of his advisory role, he is also an insurance agent involved in the sales of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, operating as a multi-manager platform that provides access to various model portfolios and third-party managers under discretionary and non-discretionary structures.

Kevin Kuebler is a CFP® professional with 23 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His career includes roles at Avantax Advisory Services and New Perspectives Financial Services, which he owns. Kuebler is involved in community and nonprofit activities, serving as treasurer for the Bloomington Rotary Foundation and Knights of Columbus, and holding board positions with Our Lady of the Lake Finance Council. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent advisors, providing both discretionary and non-discretionary strategies across multiple platforms and proprietary model portfolios.

Anthony Reahr is a financial advisor with Edward Jones in Lake Ozark, Missouri, holding Series 63 and Series 66 licenses and totaling 20 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as a board member of the Lake Area Chamber of Commerce and is involved in finance committee work for Osage Hills Church. He also owns and manages Outdoorz Enterprises LLC, a land management business focused on farmland and undeveloped properties. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment and advisory services. The firm operates a nationwide network of financial advisors and offers both discretionary and non-discretionary strategies, including separately managed accounts and affiliated mutual funds, under a fiduciary standard.

Samuel Beck is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to that, he held positions at Fechtel Beverage, Bank of St. Elizabeth, and Our Lady of the Snows School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Rachel Curley is a financial advisor at Thrivent Investment Management with 12 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Outside of her advisory role, Curley serves on the finance team at Crossbridge Church and is a board member of Marshfield Freeway Ministries, a nonprofit focused on outreach efforts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority, and allowing clients to combine planning with managed-account programs under a consolidated billing option.

Heather Morrow is a financial advisor with Merrill in Lake Ozark, MO, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has worked with Merrill since 2009 and was previously employed at Bank of America, N.A. since 2022. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Sherri Tangsrud is a financial advisor at Edward Jones with 27 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 1999. Outside of her advisory role, she owns a horse-related business in Macks Creek, Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm is noted for its extensive nationwide network of financial advisors and branch offices, as well as affiliated capabilities including trust services and proprietary investment products.

April Tate is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, she worked at OakStar Bank/First National Bank from 2001 to 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a network of more than 23,000 financial advisors and 15,000 branch offices nationwide.

Dylan Earnest is a financial advisor with OSAIC Wealth Inc. and holds a Series 66 designation. He has one year of industry experience and has worked at Strategic Wealth Inc and Gates Corporation in prior roles. Outside of his advisory work, he serves as a board member of Rolling Hills Country Club. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple platforms, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and automated rebalancing to construct portfolios that include a variety of investment vehicles and supports both discretionary and non-discretionary account management.

Richard Vest is a financial advisor at OSAIC with the designations ChFC® and Series 63 and has 42 years of industry experience. He was previously with Royal Alliance Associates for 17 years and has been self-employed since 1982. Outside of his advisory role, he owns an employee benefit consulting firm and participates on the finance committee of St Joseph Parish, reviewing budgets and financials. OSAIC Wealth, Inc. serves a diverse client base including individual and institutional investors, offering a range of brokerage and advisory services through a large network of affiliated advisors. The firm employs various investment tools and third-party platforms to construct and manage portfolios across multiple asset classes.

Linda Wilmoth is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Clayton Bentzen is a financial advisor with LPL Financial and holds a Series 66 designation. He has 16 years of industry experience, including roles at Central Trust Bank, INVEST Financial Corp, and Edward Jones. Bentzen is also involved as a non-variable insurance agent through Investor Services Insurance, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, with access to model portfolios, third-party subadvisors, and various institutional platforms.

Rick Duncan is a financial advisor with Edward Jones in Osage Beach, Missouri, holding Series 63 and Series 65 licenses and 42 years of industry experience, all with Edward D. Jones & Co., L.P. Outside of his advisory role, he is involved in real estate through ownership and management of mobile home parks and commercial properties via several holding companies. Edward Jones is a wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and maintains a nationwide network of financial advisors and branch offices.

Dylan Mason is a financial advisor with LPL Financial in Osage Beach, Missouri. He holds Series 63 and Series 66 licenses and has four years of industry experience. His prior roles include positions at Merrill, Stifel, and Regions Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with access to model portfolios, third-party asset managers, and institutional platforms.

Kevin Nicol is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has 43 years of industry experience and has led several financial and advisory firms, including Nicol Advisors Corporation and Nicol Financial Services, LLC. Nicol also serves as president of The Nicol Foundation and is a board member of the Southern Illinois University at Edwardsville Foundation. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services delivered through a network of independent professionals, utilizing a range of portfolio management approaches and both discretionary and non-discretionary strategies.

Robert Groene is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1993. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and offers a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Nyklis Farris is a financial advisor at Edward Jones in Camdenton, MO, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Veterans United Home Loans for six years and Bank of America for one year. Outside of his advisory role, he is the owner of Farris Properties, a real estate business in Columbia, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering both discretionary and non-discretionary advisory strategies, access to separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a broad network of financial advisors and branch offices nationwide.

Brent Murphree Jr. is a CFP®-designated financial advisor with 25 years of industry experience. He is currently with LPL Financial, where he has worked since 2018, following 11 years at Invest Financial Corporation. Murphree also maintains a longstanding affiliation with Central Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a broad non-advisory financial services network.

Brian Drane is a financial advisor with LPL Financial in Camdenton, MO, holding Series 63 and Series 66 licenses and with 12 years of industry experience. He has worked at LPL Financial since 2018 and concurrently serves at Central Bank of the Ozarks since 2015. In addition to his advisory roles, he is an insurance agent at Investor Services Insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with a broad network of over 22,800 advisors.