Alfred Jeffrey Hicks

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.

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.

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.

Steven Gray is a financial advisor at Feltl Advisors with 24 years of industry experience. He has held his current position at Feltl and Company since 2015. Gray holds Series 63 and Series 66 designations. Feltl Advisors is an SEC-registered investment adviser managing approximately $165 million with a 15-advisor team that primarily serves individual investors. The firm offers financial planning and portfolio management through wrap-fee advisory programs delivered via its clearing relationship with RBC, generally operating on a non-discretionary basis.

Corey Myers is a financial advisor at Universal Financial Advisors, LLC with 27 years of industry experience. He holds the Series 66 designation and previously worked at Commonwealth Financial Network for 23 years. Outside of his advisory role, Myers operates a tax preparation and accounting service through Tomerlin Bookkeeping Service, Inc. Universal Financial Advisors, LLC serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by providing comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting. The firm manages client portfolios using asset allocation and diversification strategies based on Modern and Post-Modern Portfolio Theory and conducts regular portfolio reviews tailored to client risk tolerance and time horizon.

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.