Frederick Owsley is a financial advisor at Geneos Wealth Management, Inc. with 18 years of industry experience. He holds the Series 66 designation and has worked at multiple firms, including Capital Wealth Dynamics Group and Osland Financial Group. Outside of advisory work, he serves as a notary public. 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, utilizing a range of strategies including discretionary and non-discretionary supervisory approaches.

Conner Wallace is a financial advisor at Geneos Wealth Management, Inc. based in Longview, Washington. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Geneos, he worked at Statco-DSI and serves as an assistant basketball coach at RA Long High School. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm provides financial planning, portfolio management, and referrals to third-party money managers through traditional and wrap-fee programs, using a variety of analytical strategies and offering customized account options.

Lowell Williams is a financial advisor with Geneos Wealth Management, Inc. He holds Series 63 and Series 66 credentials and has two years of experience in the financial industry. Prior to joining Geneos Wealth Management, he worked at Prosperity Partners Wealth Management LLC and EdFinancial Services. His background also includes positions at Eastman Chemical and East Tennessee State University. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients with financial planning, portfolio management, and access to third-party money managers. The firm employs a variety of analytical strategies and offers customizable and model-based investment solutions.

Katrina Barrett is a financial advisor with Geneos Wealth Management, Inc. in Scottsdale, AZ, holding Series 63 and Series 66 designations and 19 years of industry experience. She has been associated with both Geneos Wealth Management and Lazarus Group since 2009. Outside of her advisory role, she is involved in founding and managing Fenix LPC LLC and operates as a realtor and owner of Local Luxury Real Estate 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 with a range of investment strategies and portfolio management options tailored to client needs.

John White is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently affiliated with Geneos Wealth Management, Inc. and also operates a separate income tax preparation business under John White & Co. John has held roles at Geneos Wealth Management since 2017 and previously worked at SII Investments. 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 third-party money manager referrals through traditional and wrap-fee programs, managing over $5.5 billion in client assets as of December 2024.

Carol Chaney is a financial advisor with Geneos Wealth Management, Inc. in Union Bridge, MD, holding a Series 66 designation and 24 years of industry experience. She has been with Geneos Wealth Management since 2006. Outside of her advisory role, she is involved in 4H livestock income activities. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations through financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, offering both managed accounts and model portfolios tailored to client needs.

Robert Arthur is a financial advisor with Geneos Wealth Management, Inc. in Roanoke, VA, holding a Series 66 credential and 12 years of industry experience. He has worked at Geneos Wealth Management since 2013 and is currently affiliated with IFA Wealth. Outside of financial advising, he operates a farming business. 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 process that includes continuous account monitoring, discretionary trading, and a range of analytic strategies.

Andrea Carpenter is a financial advisor at Geneos Wealth Management, Inc. in Knoxville, TN, with 33 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Geneos in 2021, she worked at U.S. Bancorp Investments, Inc. from 2012 to 2021. She is also involved as an educator with the Association of Financial Educators. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations through financial planning, investment advisory, and brokerage services. The firm employs a range of investment strategies and analytic approaches, combining continuous account monitoring with discretionary trading authority for most client accounts.

Michael Canestrari is a financial advisor with Geneos Wealth Management, Inc. in Roanoke, VA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked at Plott & French Financial Advisors and Woodmen Financial Services, Inc. among other roles. Outside of advisory work, he serves as a board member for the Radford Public Library and owns Disaster Dolls LLC, a separate business venture. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients with over $5.5 billion in assets under management. The firm offers financial planning, portfolio management, and access to third-party money managers through various programs, employing a range of investment strategies including discretionary and non-discretionary approaches tailored to client needs.

Matthew Grasman is a financial advisor with Geneos Wealth Management, Inc., holding a Series 66 license and five years of industry experience. He has worked at John White & CO and Geneos Wealth Management since 2020. Outside of his advisory role, he is involved in tax preparation and operates a landscaping and snow removal business. 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 variety of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority for most client accounts.

Nicholas Rademacher is a CFP® with 14 years of industry experience, currently serving at Geneos Wealth Management, Inc. since 2018. His prior roles include positions at Secu Life Insurance Company, Members Trust Company, and State Employees' Credit Union. Outside of advising, he is a jazz cowboy performer and a notary public. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, 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.

Angela Osili is a CFP® professional with nine years of industry experience, currently serving as an advisor at Geneos Wealth Management, Inc. She has also worked with WIN Advisors Group and Williams Investment Network. Additionally, she operates as an independent representative for fixed insurance products with various carriers. Geneos Wealth Management is an SEC-registered investment adviser that provides financial planning, portfolio management, and third-party money manager referrals to a diverse client base including individuals, high-net-worth clients, trusts, and institutions. The firm employs a variety of analytical strategies and offers customized and model-based investment solutions through multiple platforms.

Glenn Coleman is a financial advisor with Geneos Wealth Management, Inc. in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has operated Coleman Financial Services since 2006. Outside of his advisory role, he serves as a notary public and acts as an independent representative for various fixed insurance carriers. 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, and provides access to third-party money managers through model portfolios and customized accounts.

Neal Miller is a financial advisor at Geneos Wealth Management, Inc. with 50 years of industry experience. He holds a Series 63 designation and has previously worked at FSC Wealth Advisors, LLC and NEXT Financial Group. Outside of his advisory role, Miller serves as an elder at the First Presbyterian Church and is a trustee of Hartwick College. 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, utilizing a combination of fundamental and technical strategies tailored to client needs.

Sharon Gaspar is a financial advisor at Geneos Wealth Management, Inc. with seven years of industry experience. She holds the Series 66 designation and has worked with firms including Northwestern Mutual Investment Services LLC and Genesis Corp. Gaspar is based in Englewood, Colorado. 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, using a variety of investment strategies and programs to meet client needs.

Daniel Mussack is a financial advisor with Geneos Wealth Management, Inc. in Omaha, NE, holding a Series 63 designation and 35 years of industry experience. He has worked with Geneos Wealth Management since 2014 and has been affiliated with Sequoia Wealth Partners and his own consulting practice, Dan Mussack Financial Consultant, for over a decade. Mussack also serves as a notary public. 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 variety of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority, and provides access to third-party money managers through model portfolios and customized accounts.

Garrett Frost is a financial advisor at Geneos Wealth Management, Inc. He holds the Series 66 designation and has three years of industry experience. His prior work includes roles at Cetera, North Star Resource Group, and Minnesota Life Insurance. Outside of advisory work, he has experience in fixed insurance sales. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm provides financial planning, portfolio management, and access to third-party money managers through various programs, employing a range of investment strategies including fundamental and technical analysis, with both customized and model-based accounts.

Sharon Jennings is a financial advisor with Geneos Wealth Management, Inc., holding a Series 66 designation and bringing 24 years of industry experience. Her career includes roles at Priority Financial Solutions LLC, Ameriprise, FSC Securities Corporation, LPL Financial, Citigroup Global Markets, and J.J.B. Hilliard, W.L. Lyons, LLC. She is also an independent representative for fixed insurance products. 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 through various traditional and wrap-fee programs.

Matthew Adrian is a financial advisor with Geneos Wealth Management, Inc. in Greenwood Village, CO, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Geneos Wealth Management since 2008 and operates Adrian and Associates, which he has led since 2006. Adrian serves on the board of directors at large for the Colorado Business Round Table. Geneos Wealth Management is an SEC-registered investment adviser that provides financial planning, portfolio management, and third-party money manager referrals for individuals, trusts, estates, corporations, and institutions. The firm applies a range of investment strategies including fundamental, technical, and cyclical analysis across various account types and platforms, managing over $5.5 billion in client assets as of the end of 2024.

Kari Brown is a financial advisor at Geneos Wealth Management, Inc. with 27 years of industry experience. She holds a Series 66 designation and has worked at Geneos since 2004, alongside prior experience at Advisors Group and Inspired Retirement Planning. Outside of her advisory role, she is a notary public and provides registered assistant support as well as occasional babysitting and housesitting services. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutions with financial planning, portfolio management, and referrals to third-party money managers. The firm employs a variety of investment strategies including discretionary advisory supervision, tactical asset allocation, and customized or model-based portfolios, managing over $5.5 billion in client assets as of December 31, 2024.