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.

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.

Jamie Payne is a Series 65-licensed advisor with Genesis Wealth Management Group, LLC, based in Alton, IL. He has three years of industry experience and has previously worked at Franklin & Vaughn, LLC. 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 a combination of in-house management, sub-advisors, and third-party platforms to tailor investment strategies to client objectives and risk profiles.

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.

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.

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.

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.

Chad Slagle is a financial advisor with Slagle Financial, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Slagle Financial since 2009 and is a partner in Best Practices, LLC, a consulting business serving financial firms and individuals. Additionally, he works as an independent insurance agent representing various companies. Slagle Financial provides investment supervisory services and financial planning to individuals, families, and businesses. The firm emphasizes globally diversified portfolios aligned with modern portfolio theory and offers discretionary portfolio management, standalone financial plans, and third-party money manager recommendations.

Justin Mcbride is a financial advisor with Feltl Advisors in Edwardsville, IL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Feltl and Company since 2015. Feltl Advisors provides investment advisory services primarily to individual investors who are predominantly non–high-net-worth clients, as well as to corporations, pension and profit-sharing plans, trusts, and institutions. The firm manages approximately $132 million in client assets and offers non-discretionary advice through various wrap-fee advisory programs in partnership with RBC.

Joshua Ohl is a financial advisor at Slagle Financial, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Pruco Securities LLC. Slagle Financial provides investment supervisory services and financial planning to individuals, families, and businesses. The firm emphasizes globally diversified portfolios aligned with modern portfolio theory and offers discretionary portfolio management, standalone financial plans, and third-party money manager recommendations.

Blake Williams is a financial advisor at Slagle Financial, LLC with over 18 years of experience. He holds a Series 65 designation and has worked previously at Coldwell Banker Brown and other firms from 2006 to 2022. Slagle Financial provides investment supervisory services and financial planning to individuals, families, and business clients, utilizing globally diversified portfolios primarily through index mutual funds and ETFs, with tailored strategies based on clients’ goals and risk tolerance. The firm offers both discretionary management and standalone planning, sometimes implementing portfolios internally or recommending third-party managers.

Christopher Dorsey is a financial advisor at Slagle Financial, LLC with 14 years of industry experience. He holds a Series 65 designation and has been with Slagle Financial and Peak Insurance Agency since 2011. In addition to his advisory role, Dorsey is an insurance agent for Peak Insurance Agency. Slagle Financial provides investment supervisory services and financial planning to individuals, families, and businesses, tailoring strategies to clients’ goals and risk tolerance. The firm uses a globally diversified investment approach with an emphasis on index mutual funds and ETFs, and it operates ten offices across multiple locations.

Nicholas Webb is a financial advisor at Slagle Financial, LLC with 11 years of industry experience. He holds the Series 65 designation and has been with Slagle Financial since 2013. Slagle Financial provides investment supervisory services and financial planning to individuals, families, and businesses, tailoring engagement terms and investment policy statements to client goals, time horizons, and risk tolerance. The firm emphasizes globally diversified portfolios based on modern portfolio theory, using fundamental security analysis and a preference for index mutual funds and ETFs, alongside oversight of third-party managers and regular client account reviews.

Aaron Keune is a financial advisor at Slagle Financial, LLC with one year of industry experience. He holds a Series 65 designation and has been with Slagle Financial since 2023. Slagle Financial provides investment supervisory services and financial planning to individuals, families, and businesses, tailoring strategies to clients’ goals, time horizons, and risk tolerance. The firm emphasizes globally diversified portfolios using fundamental analysis and prefers index mutual funds and ETFs for internal management, while also selecting and monitoring third-party managers.

Robert Sims is a financial advisor with Slagle Financial, LLC in Edwardsville, IL, holding a Series 65 designation and seven years of industry experience. He has been with Slagle Financial since 2018 and previously worked at Grojean Insurance Agency from 2012 to 2018. In addition to his advisory role, Sims serves as an independent contractor property and casualty insurance producer. Slagle Financial provides investment supervisory services and financial planning to individuals, families, and businesses, tailoring strategies to clients’ goals, time horizons, and risk tolerances. The firm emphasizes globally diversified portfolios aligned with modern portfolio theory and uses a combination of internal management and third-party managers, conducting regular monitoring and reviews of client accounts.

Chad Tobin is a financial advisor at Slagle Financial, LLC with 18 years of industry experience. He holds a Series 65 designation and has been with Slagle Financial since 2009. Tobin also works with Illinois Benefit Services, Inc. and is an independent life and health insurance agent. Slagle Financial provides investment supervisory services and financial planning to individuals, families, and businesses, tailoring strategies to client goals, time horizons, and risk tolerances. The firm employs a globally diversified investment approach focused on fundamental security analysis and uses index mutual funds and ETFs, alongside third-party manager selection and ongoing portfolio monitoring.

Eric Fitterer is a financial advisor with Principal Advised Services, holding a Series 66 designation and eight years of industry experience. His previous roles include positions at Wells Fargo Clearing Services LLC and Principal Securities Inc. He also serves as a retirement consultant, providing one-on-one investment advice to retirement plan participants regarding distribution options. Principal Advised Services delivers investment advice primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm integrates proprietary and third-party methodologies and benefits from its connection to the Principal Financial Group family, enabling access to a range of affiliated financial products and services.