Todd Bishop is a financial advisor with Geneos Wealth Management, Inc. He holds a Series 63 designation and has 36 years of industry experience. His career includes roles at Kaiser Wealth Management and Kaiser and Company since 1995. Outside of financial advisory, he is involved in agricultural ranching and livestock operations. 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 investment strategies and offers both customized and model-based account solutions.

Jonathan Wright is a financial advisor with Geneos Wealth Management, Inc. in New Albany, IN, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Geneos since 2011 and has also operated Wright Wealth Management since 2019. Outside of his advisory work, he is a member of Marvin and Otis Wright Family Farm LLC. Geneos Wealth Management serves a diverse client base that includes 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 approaches and strategies tailored to client needs.

Michael Osland is a financial advisor at Geneos Wealth Management, Inc. in Scottsdale, AZ, with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Geneos Wealth Management since 2008. Prior to his current role, he was associated with Heffernan Financial. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutions, 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 traditional and wrap-fee programs.

Taylor Yionoulis 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 been with Geneos since 2015. Outside of his advisory role, he operates a non-investment business under Nolen Western Co. and works 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, 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.

Christopher French is a financial advisor at Geneos Wealth Management, Inc. in Radford, VA, with 11 years of industry experience. He holds a Series 66 designation and has been associated with both Plot & French Financial Advisors and Geneos Wealth Management since 2014. Outside of his advisory role, he is involved in photography and software development for financial advisors. 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 investment strategies supported by continuous account monitoring and discretionary trading authority.

Joseph Rice is a financial advisor with Geneos Wealth Management, Inc. in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Geneos since 2011 and operates Rice Benefits & Investments LLC since 2016. Outside of advisory work, he serves as an independent representative for various fixed insurance carriers. Geneos Wealth Management is an SEC-registered investment adviser that provides financial planning, portfolio management, and referrals to third-party money managers. The firm serves a diverse client base including individuals, trusts, estates, corporations, and pension plans, managing over $5.5 billion in assets as of December 2024.

Richard Braverman is a CFP® with 44 years of experience in the financial services industry. He has been with Geneos Wealth Management, Inc. since 2008 and previously operated Braverman Financial Associates from 1983 until 2026. He is also an author. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, including high-net-worth clients, trusts, estates, corporations, and institutional plans. The firm offers financial planning, portfolio management, and third-party money manager referrals, using a variety of investment strategies and platforms tailored to client needs.

William Reynolds is a CFP® professional with 28 years of experience in the financial industry. He is affiliated with Geneos Wealth Management, Inc. and G5 Financial Group, and has held roles at Financial Design and Management Inc. He is also the owner of POM Wealth Management LLC and assists with Adrienne Reynolds Photography. 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, investment advisory, and brokerage services, employing a combination of continuous account monitoring, discretionary trading, and various analytic strategies tailored to client needs.

Nathaniel Brown is a financial advisor at Geneos Wealth Management, Inc. with 13 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Cambridge Investment Research and Commonwealth Financial Network. Outside of his advisory work, he owns Networking With Nate LLC, which hosts professional job networking events. 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.

Timothy Kenkel is a financial advisor at Geneos Wealth Management, Inc. with 28 years of industry experience. He has held positions at firms including Cascade Financial Management and Wells Fargo Clearing. Outside of his advisory work, he volunteers with the Boulder Mountain Bike Patrol. 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 access to third-party money managers, utilizing a variety of investment strategies including discretionary and non-discretionary advisory supervision across equity, options, and tactical asset-allocation approaches.

Alyssa Marks is a financial advisor with Geneos Wealth Management, Inc., holding a Series 66 designation and 14 years of industry experience. She has worked at Geneos Wealth Management since 2006 and has been associated with Trifecta Financial LLC since 2020. Marks is also a notary public and an independent representative with various insurance carriers for fixed products. 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 investment approaches and strategies, combining continuous account monitoring with discretionary trading authority for most client accounts.

Darrell Stoner is a financial advisor at Geneos Wealth Management, Inc. with 43 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Geneos Wealth Management in 2023, he worked for Crown Capital Securities, L.P. for 21 years and has operated Stoner Financial Management since 1999. He is also 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 comprehensive financial planning, asset management through representative-managed accounts and wrap programs, and access to third-party money managers, employing a variety of analytical approaches and investment strategies.

Jeffrey Helms is a CFA® charterholder with 38 years of industry experience. He is currently with Geneos Wealth Management, Inc. and has previously worked at First Coast Wealth Advisors and Heffernan Financial. Helms serves as an arbitration panelist for FINRA and NYSE and is a board member of the St. Augustine General Employees Pension Fund. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension plans, and other institutions. The firm offers 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.

Wesley Strode is a CFA® charterholder and holds a Series 65 license with 19 years of industry experience. He has been with Geneos Wealth Management, Inc. since 2012 and also worked at Portfolio Design Advisors during that time. Outside of his advisory work, he is an owner of S Lazy R Ranch. 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, employing a range of analytic approaches and investment strategies tailored to client needs.

Lawrence Finch is a financial advisor with Geneos Wealth Management, Inc. He holds Series 63 and Series 66 licenses and has 34 years of industry experience. He has worked with Geneos Wealth Management since 2008 and also maintains his own firm, LP Finch & Associates, since 2000. Outside of his advisory roles, he serves as a trustee for Regis Jesuit High School and Regis University. 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, utilizing a range of strategies including discretionary and non-discretionary advisory supervision and customized or model-based account allocations.

Stephanie Lauritsen is a financial advisor at Geneos Wealth Management, Inc. with 16 years of industry experience. She holds a Series 66 designation and has worked at Geneos Wealth Management since 2006 and at Retirement Planners since 2019. Outside of advising, Lauritsen owns Lauritsen Land & Cattle Company, conducts public speaking workshops through All Things Finance, and serves on the boards of West Fargo Packer Backers and Town and Country Credit Union. 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.

Jerry Smith is a financial advisor with Geneos Wealth Management, Inc. He holds a Series 63 designation and has 45 years of industry experience. He has been with Geneos Wealth Management since 2003 and also operates Lifetime Investments. He is an independent insurance agent for fixed insurance products and a limited partner in the Helen Gracy Smith Limited Partnership. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients, including high-net-worth individuals. The firm offers financial planning, portfolio management, and referrals to third-party money managers through a variety of programs, utilizing fundamental, technical, charting, and cyclical analysis in their investment approach.

Telton Hall is a financial advisor with Geneos Wealth Management, Inc., holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with Geneos Wealth Management since 2007 and operates Advanced Financial Planning LLC. Outside of his advisory role, Hall is an author and online educator through Secure Solution LLC, serves on the advisory board financial planning committee for Investment Scholars, and is involved in local governance as president of the Depot Plaza HOA and a candidate for the Iron County School Board. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients, managing over $5.5 billion in assets. The firm offers financial planning, portfolio management, and referrals to third-party money managers, employing a range of strategies from fundamental and technical analysis to tactical asset allocation through customized accounts and model-based platforms.

Michael Coleman is a financial advisor at Geneos Wealth Management, Inc. in Pittsburgh, PA, with nine years of industry experience. He holds a Series 66 designation and has worked at Geneos Wealth Management and Coleman Financial Services since 2014. Outside of his advisory role, 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 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, and provides access to third-party money managers through model portfolios and customized accounts.

Amanda Arthur is a financial advisor at Geneos Wealth Management, Inc. with 15 years of industry experience. She holds the Series 66 designation and has worked at Geneos since 2015, alongside roles at IFA Wealth and Barnhart-Arthur Investments. Amanda is also a notary public. 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 range of analytic approaches and investment strategies to manage client assets.