Albert Duncan Kaufman

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.

Grant Fridley is a Series 65-licensed advisor at Powers Advisory Group, LLC with one year of industry experience. Prior to joining Powers Advisory Group, he spent three years at McKendree University and seven years at Wesclin CUSD3. Powers Advisory Group advises individuals, including high-net-worth clients, as well as corporations and employee benefit plans. The firm employs an ETF-based, asset-allocation investment approach focusing on quality securities and income growth, combining fundamental and technical analysis alongside financial planning and pension consulting.

Nicholas Rutz is a Series 65-licensed advisor at Powers Advisory Group, LLC with two years of industry experience. He has been involved with Powers Advisory Group since 2023 and has additional business experience as the owner of a child care company and a real estate investment company. Prior to Powers Advisory Group, he was associated with Siblings & Company LLC and operated Rutz Group II DBA Popeye's Chop House. Powers Advisory Group serves individuals, including high-net-worth clients, as well as corporations and employee benefit plans by offering discretionary investment management, financial planning, and pension consulting. The firm’s investment approach focuses on ETF-based, asset-allocation portfolios emphasizing quality securities, current income, and dividend reinvestment.

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 with Powers Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has led Powers Advisory Group since 2014. Powers Advisory Group serves individuals, including high-net-worth clients, along with corporations and employee benefit plans. The firm focuses on ETF-based, asset-allocation portfolios emphasizing quality securities and income growth, and combines pension consulting, participant account management, and financial planning through a four-advisor team managing approximately $329.5 million in discretionary assets.

Richard Wimmer Jr. is a financial advisor at Meredith Wealth Planning with eight years of industry experience. He holds the CFP®, CFA®, and Series 66 designations and has worked at firms including Silicon Hills Wealth Management, Matter Family Office, Buckingham Strategic Wealth, and Wells Fargo Bank. Meredith Wealth Planning provides discretionary investment management and comprehensive financial planning to individuals, high net worth clients, families, and corporate clients. The firm primarily employs a passive investment approach using diversified portfolios of index mutual funds and ETFs, managing accounts on a continuous discretionary basis with periodic reviews.