Michael W Cohan

I specialize in tax, estate, and retirement planning for high-net worth individuals. Rather than leading with products or quick fixes, I starts every relationship by understanding what matters most - your goals, your concerns, and the future you're working toward. I live with my wife and two kids in Aviston, IL and I love playing a round of golf, rooting on the Cardinals, and spending time with my family.

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.

Monica Gamblin is the principal of Integra Wealth Advisors in Saint Louis, MO, holding Series 63 and Series 66 licenses with 20 years of industry experience. She has worked at The Gamblin Group, LLC since 2012, where she is involved in tax representation, financial advising, and tax preparation. Her prior firms include First Heartland Consultants, Inc., New England Securities, and Edward Jones. Integra Wealth Advisors serves individual clients by providing comprehensive financial planning and tax-related services, with a focus on tax expertise as the principal is an IRS-designated Enrolled Agent. The firm acts as a solicitor to third-party money managers, offers educational seminars, and provides consulting on a fixed-fee or hourly basis rather than managing assets directly.

Michael Piper is a financial advisor and principal of Michael Piper, LLC in Saint Louis, MO. He holds the PFS™ designation and Series 63 and 65 licenses, with three years of industry experience. In addition to his advisory role, Piper is the owner and author of Simple Subjects, LLC, a publishing company he has operated since 2008. He also serves as a volunteer board member for the Bogle Center for Financial Literacy. Michael Piper, LLC is a solo-registered investment adviser providing comprehensive financial planning to individuals, high-net-worth individuals, and small businesses. The firm emphasizes passive investing and strategic asset allocation with a focus on tax efficiency, while clients retain discretion over portfolio implementation.

Ethan Oetter is a financial advisor at Long River Investment Management LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Twin Springs Investments, LLC and RunTide Capital Management, LLC. In addition to his advisory role, he provides administrative support on a contract basis for Twin Springs Family Office & Charitable Foundation. Long River Investment Management offers discretionary investment management through separately managed accounts for individuals, high-net-worth clients, trusts, foundations, corporations, and select institutional clients. The firm employs a fundamentally oriented investment process with concentrated equity and globally diversified ETF strategies tailored to client risk tolerance and goals.

Douglas Ramey is the sole advisor at Saint Louis Investment Advisors Inc., an independent, SEC-registered firm based in Collinsville, IL. He holds Series 63 and Series 65 designations and has 20 years of industry experience, including over two decades at his current firm. Saint Louis Investment Advisors manages approximately $61.5 million for a diverse client base including individuals, high-net-worth clients, institutional accounts, and charitable organizations. The firm employs a strategic asset allocation approach using a core-and-satellite portfolio construction with passive index funds and ETFs as the core and selective active managers as satellites, managing portfolios on a discretionary basis with global diversification.