Grace Roland is a financial advisor at Personal Wealth Advisory, LLC with a Series 66 designation and two years of industry experience. She previously worked at THRIVENT Financial and Hershey Wealth Advisors. Roland is also an independent representative for fixed insurance sales. Personal Wealth Advisory, LLC provides financial planning and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses, with a focus on Pennsylvania educators through its TeachersRetire program. The firm offers a collaborative, multi-step planning process emphasizing strategic asset allocation without managing client assets or charging percentage-based fees.

Timothy Shank is a CFP® with 38 years of experience in the financial industry. He has worked at Geneos Wealth Management since 2004 and has been associated with IFA Wealth since 2020. Outside of his advisory role, he serves as a board member for the Hills of Ashley Homeowners Association. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, employing a variety of investment strategies and analytic approaches tailored to client needs.

Steven Bell is a financial advisor with Geneos Wealth Management, Inc. in Lancaster, PA, holding CFP® and ChFC® designations and possessing 28 years of industry experience. He has been associated with Personal Wealth Advisory LLC and Geneos Wealth Management since 2006. Bell serves as a board member for both the Rotary Club of Lancaster Sunrise and Lititz Springs Park. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and customizable investment strategies.

Patrick Nolen is a financial advisor at Geneos Wealth Management, Inc. He holds the ChFC® designation and Series 66 license and has 51 years of industry experience. Prior to joining Geneos in 2015, he has been involved with Nolen Western Co. since 1973. He is also a managing partner of Bencentive LLC, a non-investment business. 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 uses a combination of continuous account monitoring, discretionary trading, and multiple analytic strategies to manage portfolios, with options for customized investment approaches and referrals to third-party money managers.

Ryan Diachok is a financial advisor with Geneos Wealth Management, Inc., holding a Series 66 designation and 26 years of industry experience. He has been with Geneos Wealth Management since 2002. Outside of his advisory role, he owns Summit Dance LLC and Basis Points LLC, a boat rental business. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients with financial planning, portfolio management, and referrals to third-party money managers. The firm uses a variety of investment strategies and offers both customized and model-based accounts, managing over $5.5 billion in client assets as of December 2024.

Timothy Russell is a CFP® with 22 years of industry experience, currently serving at Geneos Wealth Management, Inc. He has been affiliated with The Life Financial Group and Geneos Wealth Management since 2006. Outside of his advisory work, he is an author and involved with The Legacy/Life Institute for Financial Excellence, providing family counseling for a church. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, using a range of analytic approaches and investment strategies tailored to client needs.

Colton Shields is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Geneos Wealth Management, Inc. and Professional Wealth Management Group, where he has worked since 2021. Colton also operates as an independent representative for various insurance carriers in fixed insurance sales. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, institutions, and high-net-worth clients with financial planning, portfolio management, and referrals to third-party money managers. The firm uses a combination of fundamental and technical strategies and offers customized accounts, model-based allocations, and advisor-managed platforms.

Lois Stouffer is a financial advisor with Geneos Wealth Management, Inc. in Santa Fe, NM, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has worked at Geneos Wealth Management since 2005 and operates Chalice Asset Management LLC. Outside of her advisory work, she is also an artist and provides tax preparation and tax estimates. 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 combination of continuous account monitoring, discretionary trading, and various analytic strategies, with customizable portfolio options and access to third-party money managers.

Stephen Sorich is a financial advisor with Geneos Wealth Management, Inc. in Billings, MT, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked at Geneos Wealth Management since 2013 and concurrently at AKJ Investment Group since 2009. Sorich serves as a board member of the Billings West Rotary Club. Geneos Wealth Management is an SEC-registered investment adviser that provides financial planning, portfolio management, and referrals to third-party money managers for individuals, trusts, estates, corporations, and institutional clients. The firm employs a variety of investment strategies including fundamental and technical analysis and offers customized accounts, model-based allocations, and advisor-managed platforms.

Travis Martin is a financial advisor at Geneos Wealth Management, Inc. with 12 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co. Martin also operates Weaver, Ware & Martin Wealth Management and Advisory Services and serves as an independent representative for fixed insurance sales. Geneos Wealth Management is an SEC-registered investment adviser that provides financial planning, portfolio management, and referrals to third-party money managers for a diverse client base including individuals, trusts, estates, and institutions. The firm utilizes a blend of fundamental and technical analysis with various investment strategies to deliver customized or model-based portfolio solutions.

Giovanni Flores is a financial advisor at Geneos Wealth Management, Inc. with six years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Outside of his advisory role, he operates 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. The firm offers financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and customizable portfolio options.

Lester West is a financial advisor at Geneos Wealth Management, Inc. in Santa Clara, UT, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Geneos Wealth Management since 2008. Additionally, he operates L G West Investments, Inc., an independent business. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations, providing 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.

Marc Silverman is a CFP® and ChFC® with 40 years of industry experience. He is affiliated with Geneos Wealth Management, Inc. and has held roles at Silverman Financial since 1989. Outside of financial advising, he is the managing member of an aviation organization, Carmarc LLC. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers comprehensive financial planning, asset management through various account types, and access to third-party money managers, employing a range of analytic approaches and investment strategies.

Jameson Taunton is a financial advisor with Geneos Wealth Management, Inc. in Greenville, NC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been associated with Geneos Wealth Management since 2014 and operates Taunton Financial. 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 investment strategies, combining discretionary trading authority with continuous account monitoring.

Yvonne Smith is a financial advisor with Geneos Wealth Management, Inc., holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. She has worked at Geneos Wealth Management and Kestra Advisory Services, among other firms. Outside of her advisory role, she operates a non-investment business called Autumn Wealth Management and serves as a notary public. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients with financial planning, portfolio management, and referrals to third-party money managers. The firm employs a range of investment strategies and offers customized account management, model-based allocations, and advisor-managed platforms.

Justin Dusselier is a financial advisor at Geneos Wealth Management, Inc. with eight years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at firms including Professional Financial Concepts LLC and Securities America Advisors. Outside of his advisory work, he serves as vice president of the Greenview Ridge Homes 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 referrals to third-party money managers through both discretionary and non-discretionary programs, employing a variety of investment strategies including fundamental and technical analysis.

Thomas Brock is a financial advisor with Geneos Wealth Management, Inc. in Casper, WY, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Geneos Wealth Management since 2013 and also operates Brock Strategic Investments concurrently. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of financial planning and investment advisory services, utilizing various analytic approaches and investment strategies tailored to client needs.

Cindy Hegy is a CFP® with 42 years of industry experience, currently affiliated with Geneos Wealth Management, Inc. She has worked at the firm since 2008 and previously held roles at G5 Financial Group and Financial Design & Management. Outside of her advisory work, she serves as an independent representative for fixed insurance products. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers comprehensive financial planning, asset management through representative-managed accounts and wrap programs, and access to third-party money managers, employing a variety of analytic methods and investment strategies.

James Young is a financial advisor at Geneos Wealth Management, Inc. in Grand Junction, CO, with 37 years of industry experience. He holds a Series 63 designation and has been with Geneos and Independent Wealth Management since 2015. Outside of his advisory work, he is the owner of Lee Young LLC. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, 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.

Wesley Price is a CFP® professional with over 31 years of experience in the financial services industry. He is currently affiliated with Geneos Wealth Management, Inc. and has worked with Prosperity Partners Wealth Management LLC and Tennessee Retirement Strategists. Outside of advisory work, he is an independent representative with various insurance carriers for fixed insurance 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 comprehensive financial planning, asset management through representative-managed accounts and wrap programs, and access to third-party money managers, utilizing a range of analytic strategies and discretionary trading authority.