James Carroll is a financial advisor at Geneos Wealth Management, Inc. with 44 years of industry experience. He holds the ChFC® designation and has worked at Geneos since 2006, following nine years at Hornor, Townsend & Kent, LLC. Outside of his advisory role, he acts as an independent representative with various insurance carriers 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 traditional and wrap-fee programs, managing over $5.5 billion in client assets.

Stephen Virkler is a financial advisor with Geneos Wealth Management, Inc., holding a Series 66 designation and 10 years of industry experience. He has worked concurrently with Geneos Wealth Management and The Life Financial Group Inc since 2016. Outside of his advisory role, Virkler serves as a ministry coordinator for Life Institute Seminars. Geneos Wealth Management is an SEC-registered investment adviser managing over $5.5 billion in client assets. The firm serves individuals, trusts, estates, corporations, and institutional clients, offering financial planning and portfolio management through a variety of traditional and wrap-fee programs.

Skene Black is a financial advisor at Geneos Wealth Management, Inc. with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Heffernan Financial, Osland Financial Group, Charles Schwab & Co., Inc., Wells Fargo, and Northwestern Mutual. Outside of finance, he was involved with Venezias Pizzeria for four years and worked with the Arizona Referee Association. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients with financial planning, portfolio management, and third-party money manager referrals. The firm employs a range of investment strategies and offers both customized and model-based account solutions.

Michael Pazera is a CFP® with 20 years of industry experience, currently serving at Geneos Wealth Management, Inc. and Pazera Capital Management Inc., both since 2008. He is a board member of the Southlake Community Enhancement and Development Corp and a partner in Slump Buster Collectables. 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 authority to manage assets through customizable portfolios and third-party money manager referrals.

Kathryn Mullenaux is a financial advisor at Geneos Wealth Management, Inc. in Colorado Springs, CO, with 28 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Geneos Wealth Management since 2010 and G5 Financial Group since 2014. 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, utilizing a range of investment strategies including fundamental and technical analysis, and offers both customized and model-based account options.

Larry Mitchell is a financial advisor at Geneos Wealth Management, Inc. with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Geneos Wealth Management since 2006. He also operates Robert Harding Financial Group and is involved as an independent representative with various insurance carriers focused on fixed products. Outside of finance, he owns a family farm. Geneos Wealth Management serves a diverse client base including individuals, trusts, 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, combining continuous account monitoring with discretionary trading authority for most accounts.

Ramona Malec is a financial advisor at Geneos Wealth Management, Inc. with nine years of industry experience. She holds the Series 66 designation and has worked at Geneos Wealth Management and Chalice Asset Management since 2017, following twelve years at Lois Stouffer CFP. Outside of finance, she is an actor and serves as a board member for Scottish Athletics International. 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 using a variety of analytic approaches and strategies, with options for discretionary trading and customized portfolios.

Brian McGuire is a financial advisor with Geneos Wealth Management, Inc. in Omaha, Nebraska. He holds the ChFC® designation and Series 63 and 65 licenses, and has 33 years of industry experience. His prior roles include positions at Sequoia Wealth Partners and Mcguire Financial Inc., where he is also owner of Mcguire 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.

Anne Howe is a financial advisor at Geneos Wealth Management, Inc. with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Geneos Wealth Management since 2003, as well as Coffman Wealth Management since 2009. 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, utilizing a range of analytic approaches and investment strategies tailored to client needs.

A Carroll is a financial advisor at Geneos Wealth Management, Inc. with 34 years of industry experience. He has been with Geneos since 2005 and previously worked at Ameriprise for 13 years. Carroll holds Series 63 and Series 65 designations. 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 referrals to third-party money managers, utilizing a variety of strategies including discretionary and non-discretionary account supervision.

Martin Knight is a financial advisor with Geneos Wealth Management, Inc. He holds a Series 66 designation and has 20 years of industry experience. He has worked at Chesapeake Investment Advisors, Inc. and Geneos Wealth Management since 2005. In addition to his advisory role, he is a notary public. Geneos Wealth Management serves a broad range of clients, including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, investment advisory, and brokerage services, employing a variety of analytic approaches and strategies tailored to client needs.

Richard Costner is a CFP® professional with 33 years of industry experience, currently affiliated with Geneos Wealth Management, Inc. and G5 Financial Group. He has been with Geneos Wealth Management since 2006 and with G5 Financial Group since 2010. Costner serves as a board member of Trinity Anglican Church. 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 comprehensive investment approach combining continuous account monitoring, discretionary trading authority, and a range of analytic strategies to meet varied client needs.

Andrew Barninger is a CFP® certificant with 14 years of industry experience, currently affiliated with Geneos Wealth Management, Inc. and Personal Wealth Advisory LLC since 2013. He serves as a board member of the Lancaster Building Industry Association. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients with a variety of financial planning and portfolio management services, utilizing both discretionary and non-discretionary strategies across multiple investment approaches.

Justin Stone is a financial advisor at Geneos Wealth Management, Inc. with CFP® and ChFC® designations and two years of industry experience. He has worked at Plott & French Financial Advisors and Geneos Wealth Management since 2022. Outside of his advisory role, he owns Business and Birdie Golf Tournaments. 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 variety of analytic approaches and investment strategies ranging from long-term buy-and-hold to tactical trading.

Saleena Jackson is a financial advisor at Geneos Wealth Management, Inc. with 3 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Sequoia Wealth Partners and Geneos Wealth Management since 2020. Outside of finance, she has served as an executive assistant for an auto maintenance business. 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 investment strategies including discretionary and non-discretionary approaches.

Hunter Baldwin is a financial advisor with Geneos Wealth Management, Inc. in Oklahoma City, OK, holding a Series 66 designation and nine years of industry experience. He has worked at Geneos since 2021 and previously held positions at Arvest Wealth Management and Arvest Bank. Outside of his advisory role, Baldwin is president of Bolt Investment Group LLC and organizes skeet shooting events. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients, including high-net-worth individuals. The firm provides financial planning, portfolio management, and referrals to third-party money managers, employing a range of strategies including fundamental, technical, and tactical asset allocation approaches.

George Truitt Jr. is a financial advisor with Geneos Wealth Management, Inc. in Tyler, TX, holding a Series 63 designation and 25 years of industry experience. He has been associated with William F. Robertson & Associates and Geneos Wealth Management since 2007. Outside of advisory work, he is involved in tax preparation and operates KS Financial Group Inc. 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 manages assets through representative-managed accounts, wrap programs, and third-party money manager referrals.

Gavin Compton is a financial advisor with Geneos Wealth Management, Inc. in Monument, Colorado, holding a Series 66 credential and nine years of industry experience. He has worked at Geneos Wealth Management and Colorado Financial Strategies Group since 2019, and previously at FSC Securities Corp and James F. Poole and Associates. Outside of his advisory role, he works as a maintenance assistant at Desert Hawk Golf Course. Geneos Wealth Management serves a wide range of clients 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 variety of analytic approaches and investment strategies, with discretionary trading authority for most client accounts.

Anthony Hammer is a financial advisor with Geneos Wealth Management, Inc. in Knoxville, TN, holding a Series 66 designation and 19 years of industry experience. He has worked with Prosperity Partners Wealth Management LLC since 2017 and previously with Swofford Financial from 2015 to 2017. Outside of his advisory role, he operates under Prosperity Partners Wealth Management and acts as an independent representative for various insurance carriers specializing in 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 financial planning, investment advisory, and brokerage services with an investment approach that incorporates continuous account monitoring, discretionary trading, and a variety of analytic methods and strategies tailored to client needs.

David Asbury is a financial advisor with Geneos Wealth Management, Inc. in Fort Collins, CO, holding a Series 63 designation and 42 years of industry experience. His work history includes roles at Financial Design & Management from 1989 to 2020, Geneos Wealth Management since 2008, and G5 Financial Group since 2020. 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 tailored to client needs.