George Ellis is a financial advisor at Abundance Advisors, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Abundance Advisors since 2005. In addition to his advisory role, Ellis owns and operates GN Ellis Agency, providing life and health insurance products and protection planning for individuals and small businesses since 1984. Abundance Advisors offers asset-allocation investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm utilizes a strategic, model-based asset allocation process and provides discretionary portfolio management primarily through no-load mutual funds, variable annuities, and cash sweep vehicles.

Douglas Ramey is the sole advisor at Saint Louis Investment Advisors Inc., an independent, SEC-registered firm based in Collinsville, IL. He holds Series 63 and Series 65 designations and has 20 years of industry experience, including over two decades at his current firm. Saint Louis Investment Advisors manages approximately $61.5 million for a diverse client base including individuals, high-net-worth clients, institutional accounts, and charitable organizations. The firm employs a strategic asset allocation approach using a core-and-satellite portfolio construction with passive index funds and ETFs as the core and selective active managers as satellites, managing portfolios on a discretionary basis with global diversification.

Alfred Hicks is a CFP® professional with 27 years of experience in financial advising. He has been the president of Financial Planning Advisors, Inc. since 1994. In addition to his advisory role, Hicks is involved in insurance and fixed annuity sales through a separate business. Financial Planning Advisors, Inc. provides financial planning and investment services to a diverse client base that includes individuals, trusts, charitable organizations, and small businesses. The firm employs targeted asset allocation, discretionary management, and a combination of fundamental and technical analysis to manage portfolios and offers educational seminars and project-based planning services.

Anthony Erzen is a financial advisor at Legacy Wealth Planning with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at CarsonAllaria Wealth Management, Northwestern Mutual Investment Services, TD Ameritrade, SCOTTRADE, and Illinois American Water. Legacy Wealth Planning is an independent, fee-only investment adviser serving primarily individual and high-net-worth clients. The firm offers customized investment management, financial planning, and limited hourly consulting, employing Modern Portfolio Theory with a preference for passive funds while accommodating active and ESG options.

Albert Kaufman is a CFP® with 23 years of experience in the financial services industry. He is the principal advisor at ADK Wealthcare Partners, an independent firm he has been affiliated with since 2015, following prior experience at LPL Financial. Outside of his advisory work, Kaufman manages a small hobby farm that he inherited and operates with his family. ADK Wealthcare Partners serves individual and high-net-worth households, managing approximately $28.7 million across about 20 client accounts. The firm offers discretionary portfolio management, financial planning, and consulting, employing a blend of fundamental, quantitative, and modern-portfolio theory analysis to develop tailored investment strategies.

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.

William Kinkel is a financial advisor with Genesis Wealth Management Group, LLC in Alton, IL, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked as a sole proprietor since 2021 and has been employed with Ameren Missouri in operations management since 1981. Outside of his advisory role, Kinkel sells insurance products through his sole proprietorship. Genesis Wealth Management Group serves individual clients, trusts, estates, and charitable organizations with financial planning and portfolio management, offering discretionary and non-discretionary advisory services along with retirement plan consulting. The firm uses an IPS-driven process and combines in-house management, sub-advisors, and third-party platforms to tailor portfolios according to client objectives and risk tolerance.

Christopher Cottone is a financial advisor with Integrity Investment Advisors, LLC in Glen Carbon, IL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior work includes roles at LPL Financial LLC and National Planning Corporation. Outside of his advisory work, he is a commissioned notary in Missouri. Integrity Investment Advisors is a three-advisor registered investment adviser managing approximately $57.4 million in assets for individuals, families, trusts, nonprofits, pensions, and businesses. The firm offers in-house financial planning and portfolio management, employing a process that begins with a written financial plan and emphasizes diversification, cost control, and tax efficiency.

Jon Payne is a financial advisor with Genesis Wealth Management Group, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Genesis Wealth Management Group since 2011 and has served on the Macoupin County Board since 2020. Outside of his advisory role, Payne is involved in insurance sales through his position as president of Genesis Financial Group, Inc. Genesis Wealth Management Group serves individual clients, trusts, estates, and charitable organizations with financial planning and portfolio management, offering both discretionary and non-discretionary advisory services. The firm employs an IPS-driven process and utilizes a combination of in-house management, sub-advisors, and third-party platforms to tailor investment strategies to client objectives and risk tolerances.

Mark Meredith is a CFP® with 15 years of industry experience. He is the principal advisor at Meredith Wealth Planning, where he has worked since 2019. Prior to founding his firm, he spent eight years at Raymond James Financial Services Advisors Inc. and The Bank of Edwardsville. Meredith Wealth Planning provides discretionary investment management and comprehensive financial planning to individuals, high net worth clients, families, and corporate clients. The firm primarily uses a passive investment approach, constructing diversified portfolios with index mutual funds and ETFs tailored to clients’ goals and risk tolerances.

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 Wimmer Jr. is a CFP® and CFA® charterholder with seven years of industry experience. He is currently an advisor at Meredith Wealth Planning, where he has worked since 2022. His prior experience includes roles at Silicon Hills Wealth Management, Matter Family Office, Buckingham Strategic Wealth, and Wells Fargo Bank NA. Meredith Wealth Planning provides discretionary investment management and comprehensive financial planning to individuals, high net worth clients, families, and corporate clients. The firm primarily follows a passive investment approach, building diversified portfolios with index mutual funds and ETFs, and manages approximately $478.7 million in discretionary assets with a small advisory team.

Reid Mortensen is a financial advisor at Genesis Wealth Management Group, LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Genesis Wealth Management Group since 2011. Mortensen also operates as an independent insurance agent through Genesis Insurance & Financial Advisors, dedicating half of his professional time to this activity. Genesis Wealth Management Group serves individuals, trusts, estates, and charitable organizations with financial planning and portfolio management services. The firm employs an IPS-driven process and utilizes a combination of in-house management, sub-advisors, and third-party platforms to construct and monitor portfolios tailored to clients’ objectives and risk profiles.

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.

Steven Gray is a financial advisor with Feltl Advisors, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Feltl and Company since 2015. Feltl Advisors provides investment advisory services primarily to individual investors, including non–high-net-worth clients, as well as corporations, pension and profit-sharing plans, trusts, and institutions. The firm manages approximately $132 million in client assets across several hundred accounts and offers non-discretionary advice through wrap-fee programs in partnership with RBC.

Corey Myers is a financial advisor at Universal Financial Advisors, LLC with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Commonwealth Financial Network for 23 years. Outside of his advisory role, Myers operates Tomerlin Bookkeeping Service, Inc., providing tax preparation and accounting services. Universal Financial Advisors serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities by offering comprehensive financial planning, investment management, and retirement plan consulting. The firm employs a tailored investment approach based on asset allocation and diversification principles from Modern and Post-Modern Portfolio Theory, managing discretionary portfolios with a variety of securities and strategies.

Matt Maberry is a financial advisor at B.B. Graham & Company, Inc. with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has been with B.B. Graham since 2015. Maberry is also a 50% owner of Alton Securities & Asset Advisors, LLC, an investment and financial business affiliated with the firm. B.B. Graham & Co. provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as to pension plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, with a majority of assets managed on a non-discretionary basis.

Jeffrey Waters is a financial advisor at CarsonAllaria Wealth Management, LTD. He holds a Series 65 credential and has five years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors, Inc. and Northwestern Mutual. Outside of advising, he is involved in managing several personal real estate investment entities. CarsonAllaria Wealth Management serves individuals, trusts, estates, corporations, and retirement plans with discretionary investment management, financial planning, and consulting services. The firm employs a combination of quantitative models and traditional research, using institutional share classes and tax-sensitive strategies, and integrates third-party platforms such as Betterment for part of its client accounts.

Connor Bouse is a financial advisor at Slagle Financial, LLC with a Series 65 designation and two years of industry experience. He has been with Slagle Financial since 2022. Slagle Financial provides investment supervisory services and financial planning for individuals, families, and businesses, offering tailored engagement terms and investment policy statements. The firm emphasizes globally diversified portfolios aligned with modern portfolio theory and uses fundamental security analysis with a preference for index mutual funds and ETFs in internal management.

Mark Allaria is a CFP® with 13 years of industry experience, currently serving as a partner at CarsonAllaria Wealth Management, LTD. He has worked at Purshe Kaplan Sterling Investments and held roles at Mass Mutual Life Insurance Company and Visionary Wealth Advisors, LLC. Outside of advisory work, he is also an agent servicing fixed insurance products. CarsonAllaria Wealth Management serves individuals, trusts, estates, corporations, and employer-sponsored retirement plans, providing discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a combination of quantitative optimization, computer models, and traditional research in its investment process, and integrates third-party platforms such as Betterment for sub-advisory management.