Mutual Advisors, LLC

Casey Hayden is a Series 65-licensed financial advisor with three years of industry experience, currently with Mutual Advisors, LLC. Prior to joining Mutual Advisors, Casey worked at Guncheon Financial, Nicollet Investment Management, and other firms. Outside of advising, Casey is involved in nonprofit boards including Corrie's House and The Dwelling Place, organizations supporting victims of trafficking and domestic violence, and serves as treasurer for Nicer Network, a nonprofit supporting religious organizations. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutions, trusts, and retirement plans, employing a blend of passive and active strategies tailored to client objectives and utilizing a variety of investment approaches.

Michael Nance is a financial advisor at Mutual Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pfs Investments Inc and Primerica Financial Services for 24 years. In addition to his advisory role, he is an independent insurance agent. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through 123 advisors and serving over 8,000 clients. The firm offers asset management, financial consulting, ERISA plan advisory, and other services to individuals, institutions, trusts, and retirement plans, using a combination of passive and active investment strategies tailored to client objectives.

Michael Delafuente is a financial advisor at Mutual Advisors, LLC with 16 years of industry experience. He holds a Series 66 designation and previously worked at USCA RIA LLC and USCA Securities, LLC from 2014 to 2021. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors, serving individuals, institutional investors, trusts, and retirement plan participants. The firm offers asset management, financial consulting, ERISA plan advisory, and sub-advisory services, employing a variety of investment strategies tailored to client objectives.

Jeremy Stalcup is a financial advisor with Mutual Advisors, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked at Mutual Advisors and Mutual Securities, Inc. since 2019 and was previously with Sowell Management Services from 2015 to 2019. Outside of advising, he serves as a board member, coach, and mentor for CrossOver Basketball under STEP Ministries, a nonprofit organization. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors, serving individuals, institutional investors, trusts, and retirement plan participants. The firm offers asset management, financial consulting, ERISA plan advisory, and other services, combining passive and active investment strategies tailored to client objectives.

Lisa Oconnor is a financial advisor with Mutual Advisors, LLC in Tiffin, IA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her prior work includes roles at Raymond James Financial Services, Colorado Wealth Partners, Stifel Nicolaus, and BBVA Wealth Solutions. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through 123 advisors, serving individual, institutional, trust, and retirement plan clients. The firm offers a range of services including asset management, financial consulting, and ERISA plan advisory, employing both passive and active investment strategies tailored to client objectives.

Chad Opel is a CFP® professional with 18 years of industry experience, currently serving at Mutual Advisors, LLC since 2021. His prior experience includes roles at Mass Mutual Life Insurance Company and Visionary Wealth Advisors, LLC. Outside of his advisory work, he is involved in several community and nonprofit organizations, including board memberships with the Edwardsville Neighbors nonprofit and the SIUE Foundation. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors, serving individuals, institutional investors, trusts, and retirement plans. The firm employs a blend of passive and active investment strategies tailored to client objectives and maintains a broad third-party ecosystem to enhance product and manager access.

Zane Zent is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC. His prior work includes roles at Protection Point Advisors and Virgin Orbit, as well as experience with Price Waterhouse Coopers and Penn State University. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plan participants, employing a range of investment strategies that combine passive and active approaches tailored to client objectives.

Eric Linville is a financial advisor at Mutual Advisors, LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at E.K. Riley Investments, LLC for 15 years. Outside of finance, he has been involved with Wild Salmon Seafood Market. Mutual Advisors, LLC manages approximately $6.75 billion across a network of 123 advisors, serving individuals, institutional investors, trusts, and retirement plan participants. The firm offers a range of services including asset management, financial consulting, and ERISA plan advisory, employing both passive and active investment strategies tailored to client objectives.

Vivian Lopez is a financial advisor at Mutual Advisors, LLC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Gaia Capital Management Inc for 27 years. Outside of finance, she serves as Vice President and Secretary of Divine Drywall Incorporated, a construction company. Mutual Advisors, LLC manages approximately $6.75 billion through a network of 123 advisors, providing asset management and consulting services to individuals, institutions, trusts, and retirement plans. The firm employs a range of investment strategies and serves a diverse client base, including sovereign wealth funds.

Brent Johnson is a CFP® with 27 years of industry experience, currently serving as an advisor at Mutual Advisors, LLC. His prior experience includes 16 years at LPL Financial before joining Mutual Securities, Inc. and Mutual Advisors in 2018. Outside of his advisory work, he is an owner and principal of Vision Wealth Inc. and serves as trustee for a family trust. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors. The firm offers asset management, financial consulting, ERISA plan advisory, and sub-advisory services to individuals, institutions, trusts, and retirement plans, utilizing a combination of passive and active investment strategies tailored to client objectives.

Charles Kelsey is a financial advisor at Mutual Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Mutual Advisors since 2019. In addition to his advisory role, Kelsey serves as an Intelligence Officer in the US Army Reserve. Mutual Advisors, LLC manages approximately $6.75 billion through a network of 123 advisors, providing asset management, financial consulting, ERISA plan advisory, and other services to individuals, institutional investors, trusts, and retirement plans. The firm employs a combination of passive and active investment strategies tailored to client objectives and serves a diverse client base that includes sovereign wealth funds.

Dustin Zuck is a financial advisor with Mutual Advisors, LLC in Omaha, NE, holding Series 63 and 66 licenses and 15 years of industry experience. His prior roles include positions at Wealth Enhancement Group, Securities America, Wells Fargo Clearing, Ivy Funds Distributor, and Waddell & Reed. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion and serving over 8,000 clients through a network of 123 advisors. The firm offers asset management, financial consulting, ERISA plan advisory, and sub-advisory services to individuals, institutions, trusts, and retirement plans, employing a combination of passive and active investment strategies tailored to client objectives.

Richard Collop is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC since 2021. He previously worked at Visionary Wealth Advisors, LLC from 2014 to 2021. Outside of his advisory role, he is an independent insurance agent specializing in life, disability, and long-term care insurance. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion and serving over 8,000 clients through a network of 123 advisors. The firm offers asset management, financial consulting, ERISA plan advisory, and sub-advisory services to individuals, institutions, trusts, and retirement plans, employing a range of investment strategies tailored to client objectives.

Michael Ryne is a Series 66-licensed financial advisor with Mutual Advisors, LLC, based in Moorpark, CA, and has five years of industry experience. His work history includes multiple roles within Mutual Advisors and Mutual Securities, as well as positions at Cedarstone Advisors and Monarch Plan Advisors. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through a network of 123 advisors, serving individuals, institutional investors, trusts, and retirement plans. The firm offers asset management, financial consulting, ERISA plan advisory, and sub-advisory services, employing a combination of passive and active investment strategies tailored to client objectives.

Amy Wallace is a Series 66-licensed financial advisor with 10 years of industry experience. She currently works at Mutual Advisors, LLC and Mutual Securities, Inc., having previously held roles at TIAA-CREF, Ameriprise Financial Services, AXA Advisors, MDF Estate Planning, Citibank, and Merrill. Mutual Advisors, LLC is an SEC-registered advisory firm managing approximately $6.75 billion through 123 advisors and serving over 8,000 clients. The firm offers asset management, financial consulting, ERISA plan advisory, and other services to individuals, institutions, trusts, and retirement plans, employing a combination of passive and active investment strategies tailored to client objectives.