Ian Randal Timmermann

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.

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 Ringwald is a financial advisor at Powers Advisory Group, LLC with nine years of industry experience. He holds Series 65 and Series 66 designations and previously worked at Commerce Bank and Stifel Nicolaus. Powers Advisory Group serves individuals, high-net-worth clients, corporations, and employee benefit plans by providing discretionary investment management, financial planning, and pension consulting. The firm uses an ETF-based, asset-allocation approach focusing on quality securities, current income, and dividend reinvestment, combining fundamental and technical analysis with periodic rebalancing.

Donald Portell is a financial advisor with M Holdings Securities, Inc. and DBP Wealth Advisory Group, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience, including roles at Portell Financial Services and M Holdings Securities. He serves on the board of directors for the Highland Country Club. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients through a nationwide network of advisors. The firm offers investment management, retirement plan consulting, financial planning, sub-advisory services, and insurance advisory services, utilizing multiple sponsored platforms and custodial providers.

David Bargetzi is a financial advisor with M Holdings Securities, Inc., holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with M Holdings since 2012 and is also involved with Lucco Management Company LLC and Portell Financial Services, Inc. His activities include financial planning and group term insurance administration. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients nationwide. The firm offers a range of advisory services including discretionary investment management, retirement plan consulting, and insurance-contract advisory services through a network of independent Financial Professionals.