Ian Timmermann

Nicholas Rutz is a financial advisor at Powers Advisory Group, LLC with two years of industry experience. He holds a Series 65 designation and has been involved in business ventures including ownership of a child care company and a real estate investment company. Prior to joining Powers Advisory Group, he was associated with Siblings & Company LLC and operated a restaurant business under Rutz Group II DBA Popeye's Chop House. Powers Advisory Group provides discretionary investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, and corporate retirement plans. The firm manages approximately $250.9 million on a discretionary basis, focusing on asset allocation, security selection, and dividend-producing securities within ETF-based portfolios.

Matthew Powers is a financial advisor at Powers Advisory Group, LLC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with Powers Advisory Group since 2014. Powers Advisory Group provides discretionary investment management, financial planning, and pension consulting to individual and high-net-worth clients as well as corporate retirement plans. The firm manages approximately $250.9 million on a discretionary basis and focuses on asset allocation and security selection with an emphasis on quality, income generation, and low internal costs.

Richard Ringwald is a financial advisor at Powers Advisory Group, LLC with nine years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Powers Advisory Group since 2017. Prior to this, he was employed at Commerce Bank for two years and has been associated with Stifel Nicolaus since 2001. Powers Advisory Group provides discretionary investment management, financial planning, and pension consulting to individual and high-net-worth clients as well as corporate retirement plans. The firm manages approximately $250 million in assets and emphasizes asset allocation, quality income generation, and low internal costs through dividend-producing securities and ETF-based portfolios.

Donald Portell is a financial advisor with M Holdings Securities, Inc. and DBP Wealth Advisory Group, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience, including roles at Portell Financial Services and M Holdings Securities. He serves on the board of directors for the Highland Country Club. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients through a nationwide network of advisors. The firm offers investment management, retirement plan consulting, financial planning, sub-advisory services, and insurance advisory services, utilizing multiple sponsored platforms and custodial providers.

David Bargetzi is a financial advisor with M Holdings Securities, Inc., holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with M Holdings since 2012 and is also involved with Lucco Management Company LLC and Portell Financial Services, Inc. His activities include financial planning and group term insurance administration. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients nationwide. The firm offers a range of advisory services including discretionary investment management, retirement plan consulting, and insurance-contract advisory services through a network of independent Financial Professionals.

Donstan Portell is a financial advisor with M Holdings Securities, Inc., holding a Series 66 designation and six years of industry experience. He has been with M Holdings since 2019 and currently leads DBP Wealth Advisory Group. Prior to his advisory career, he worked with the St. Louis Cardinals, LLC. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients through a nationwide network of Investment Advisor Representatives and independently operated Member Firms. The firm offers a range of advisory services including investment management, retirement plan consulting, financial planning, sub-advisory, and insurance-contract advisory services.