George Ellis

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.

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.

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.