Dillon Lambert is a financial advisor with Geneos Wealth Management, Inc. in Ardmore, OK, holding a Series 66 designation and eight years of industry experience. He has worked at Ryan Hobbs Investment Services and Emily Bush State Farm. In addition to his advisory role, he operates as an independent representative with various insurance carriers for fixed insurance sales. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and strategies, combining continuous account monitoring with discretionary trading authority, and provides access to third-party money managers through model portfolios and customized accounts.

Kaden Keller is a financial advisor at Geneos Wealth Management, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at Advanced Financial Planning LLC and Geneos Wealth Management since 2018. Keller also has experience as an independent representative for fixed insurance sales. Geneos Wealth Management serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority.

Roger Deal is a financial advisor at Geneos Wealth Management, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Geneos since 2014. He also has ongoing affiliations with Sequoia Wealth Partners, LLC since 2006. Outside of his advisory roles, Deal is involved in entrepreneurial activities including ownership of Auto Maintenance Assistant LLC, a mobile app, and serves as a notary. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and other institutional clients. The firm offers financial planning, portfolio management, and third-party money manager referrals, utilizing a combination of fundamental, technical, and cyclical analysis across various investment strategies.

Curtis Zeigler is a financial advisor with Geneos Wealth Management, Inc. in Denver, CO, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Geneos Wealth Management since 2007 and has been associated with Capital Management Group since 1986, where he also serves as president. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and investment strategies tailored to client needs.

Karolyn Lunsford is a CFP® professional with 32 years of industry experience, currently serving at Geneos Wealth Management, Inc. since 2015. She also leads The Flo Approach, a non-investment related business, and is a head coach for a travel softball team. Geneos Wealth Management serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations, providing financial planning, investment advisory, and brokerage services with a range of portfolio management strategies and third-party manager referrals.

Kirk Wilson is a financial advisor with Geneos Wealth Management, Inc. in Tucson, AZ, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. His career includes roles at Synergy Wealth Solutions LLC, Generation Financial LLC, and Sunset Financial Services, Inc. Outside of his advisory work, he owns and operates Synergy Wealth Solutions LLC and has interests in vacation home ownership. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm employs a range of investment strategies and offers financial planning, portfolio management, and third-party money manager referrals, with a dual registration as both an adviser and broker-dealer.

Heriberto Luna is a financial advisor at Geneos Wealth Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Geneos since 2011. He also serves as a registered assistant at Strategic Financial Group. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority for most client accounts.

David Carl is a CFP® with 27 years of industry experience and is affiliated with Geneos Wealth Management, Inc. He has held roles at Geneos Wealth Management since 2013, with prior experience at Professional Wealth Management Group and Pro Wealth PLLC. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm offers financial planning, portfolio management, and referrals to third-party money managers through various programs, utilizing a mix of fundamental, technical, and tactical investment strategies.

James Buckman IV is a financial advisor with Geneos Wealth Management, Inc. in Greenville, NC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been associated with both Buckman Investments LLC and Geneos Wealth Management since 2008. Outside of his advisory role, he is involved as an independent representative with various insurance carriers for fixed products. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, employing a range of analytic strategies and discretionary trading, with options for both customized portfolios and third-party managed accounts.

Matthew Hanson is a financial advisor at Geneos Wealth Management, Inc. with 18 years of industry experience. He holds a Series 66 designation and has worked at Proactive Financial Management since 2007. Hanson also serves as vice president and treasurer of Columbia Gorge Wealth Advisors LLC and treasurer of the White Salmon Sterling Estates HOA. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, offering both representative-managed accounts and model portfolios.

Pamala Reichert is a financial advisor at Geneos Wealth Management, Inc. in Englewood, CO, holding Series 63 and Series 66 licenses with 27 years of industry experience. She has been with Geneos Wealth Management since 2007. Outside of her advisory role, she is a member and property owner of R&R Ranch LLC. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm’s investment approach integrates continuous account monitoring, discretionary trading, and a variety of analytic strategies, with options for customized portfolios and third-party money manager referrals.

James Tate III is a financial advisor at Geneos Wealth Management, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Geneos Wealth Management since 2004. He is president of the 95th Rifles 1st Battalion Club and is involved in management consulting through Cogent Management Resources LLC. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and investment strategies tailored to client needs.

Nga Brown is a financial advisor with Geneos Wealth Management, Inc. and holds a Series 66 designation. She has seven years of industry experience and has previously worked at Commonwealth Financial Network, J.W. Cole Advisors, Cambridge Investment Research, and SB Financial Group. She is also a notary public. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations through financial planning, investment advisory, and brokerage services. The firm employs a combination of continuous account monitoring, discretionary trading, and various analytic strategies while offering customizable portfolios and access to third-party money managers.

Mary Plott is a ChFC® credentialed financial advisor with 38 years of industry experience. She has been associated with Geneos Wealth Management, Inc. and Plott & French Financial Advisors since 2005 in Roanoke, VA. She is also a notary public. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutions. The firm provides financial planning, portfolio management, and referrals to third-party money managers, utilizing a range of investment strategies and customized account options.

Jason Campbell is a financial advisor at Geneos Wealth Management, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for J.P. Morgan Securities and JPMorgan Chase Bank for ten years. Outside of his advisory role, he is the owner of Florentia Viridis, a holding company, and acts as an independent representative for fixed insurance sales with various carriers. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic strategies and discretionary trading authority, with customizable portfolios and access to third-party money managers.

Michelle France is a financial advisor with Geneos Wealth Management, Inc. She holds Series 63 and Series 65 credentials and has 29 years of industry experience. Michelle has worked with multiple firms, including Equitable Advisors and Lefavi Wealth Management, and has been with Geneos Wealth Management for over a decade cumulatively. She also serves as president of the Enchanted Estates Homeowners Association. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm offers financial planning, portfolio management, and access to third-party money managers through various programs, employing a range of analytical approaches and investment strategies.

J Ehst is a CFP® professional with 18 years of industry experience, currently with Geneos Wealth Management, Inc. since 2008 and Life Financial Group since 2007. He holds the Series 66 designation and is involved in family counseling through The Legacy/Life Institute for Financial Excellence. Additionally, he owns a separate wealth management entity and engages in eBay sales. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of investment strategies supported by continuous account monitoring, discretionary trading, and access to third-party money managers.

Jeffrey Fry is a financial advisor at Geneos Wealth Management, Inc. with three years of industry experience. He holds a Series 66 designation and previously worked for Menard Inc and Peoples State Bank of Plainview. Outside of advisory services, he operates a non-investment business under Inspired Retirement Planning and acts as an independent representative for fixed insurance sales. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services with an investment approach that combines continuous monitoring, discretionary trading, and a variety of analytic strategies.

Wendy Nelson is a financial advisor with Geneos Wealth Management, Inc., holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. She has worked at Geneos Wealth Management since 2016 and also manages Wind River Wealth Advisors LLC. Nelson serves as a board member of the Rotary Club of the Southwest USA. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm offers financial planning, portfolio management, and referrals to third-party money managers, employing a variety of analytical strategies and investment approaches across customized and model-based accounts.

Gerard Gruber is a CFP® with 24 years of industry experience, currently serving at Geneos Wealth Management, Inc. since 2006. He has also worked at Hayden Wealth Management and operates a branch location under the name Harbor West. In addition to his advisory role, he is an independent representative for fixed insurance sales with various carriers. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and strategies combined with continuous account monitoring and discretionary trading authority.