Clark Gay is a financial advisor at Visionary Wealth Advisors, LLC with 25 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His career includes roles at Visionary Wealth Advisors since 2020, Financial Engines Advisors L.L.C. from 2016, and Tmfs Advisors, LLC from 2000 to 2016. Visionary Wealth Advisors offers financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based investment strategies combined with fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.

Sheldon Harber is a CFP®-designated financial advisor with 46 years of industry experience, currently serving at Visionary Wealth Advisors, LLC in St. Louis, MO since 2016. He holds Series 63 and Series 65 licenses and is also a licensed insurance agent. Harber is a passive investor and member of Aisle411 Partners LLC, a technology company focused on indoor location services. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework.

William Lauber is a financial advisor with Visionary Wealth Advisors, LLC in St. Louis, MO, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked at Visionary Wealth Advisors since 2019 and has been associated with Sterling Capital Management, Inc. since 1988. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team managing several billion dollars for a few thousand clients. The firm combines fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory and offers both firm-designed and independent third-party managed portfolios.

Daniel Clinard is a CFP® certificant with 13 years of industry experience. He has worked at Mass Mutual Life Insurance Company and Visionary Wealth Advisors, LLC since 2014. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.

Nicholas Fiala is a financial advisor with Visionary Wealth Advisors, LLC in O'Fallon, IL, holding Series 65 and Series 63 licenses and having four years of industry experience. His work history includes roles at Wells Fargo Clearing Services and TD Ameritrade. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to a variety of clients including individuals, trusts, estates, and charitable organizations. The firm employs model-based strategies and offers discretionary management with an investment process incorporating fundamental, technical, and cyclical analysis within an asset allocation framework.

Katie Lorberg is a CFP®-certified financial advisor with 13 years of industry experience. She is currently with Visionary Wealth Advisors, LLC, where she has worked since 2023, following prior roles at Vestia Advisors, LLC and LPL Financial. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm offers model-based strategies and separately managed account options, combining fundamental, technical, and cyclical analysis with an asset-allocation framework based on Modern Portfolio Theory.

Steven Elefson is a financial advisor with Visionary Wealth Advisors, LLC, holding Series 66 and Series 63 licenses and bringing 38 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Cary Street Partners, among others. Elefson serves as president of the board of directors for Southeast MO Medical Center, a 501(c)(3) organization. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.

Giacomo Mannino is a financial advisor at Visionary Wealth Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Visionary Wealth Advisors since 2020. Prior to that, he was with Financial Engines Advisors L.L.C. for 10 years and Tmfs Advisors, Llc for 20 years. Outside of advising, he serves as president of JOJ Investments, a rental property business in Kansas City, MO. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars. The firm combines fundamental, technical, and cyclical analysis within an asset-allocation framework and offers both firm-designed and independent third-party managed portfolios.

Selden Martin is a financial advisor at Visionary Wealth Advisors, LLC in St. Louis, MO, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Visionary Wealth Advisors since 2015. Outside of his advisory role, Martin is a partner at Altius Learning, where he is involved in coaching and training activities. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset-allocation framework derived from Modern Portfolio Theory.

Jason Baldus is a CFP® professional with 14 years of experience in the financial services industry. He is affiliated with Visionary Wealth Advisors, LLC and has prior work experience at Mass Mutual Life Insurance Company and Northwestern Mutual Investment Management. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset-allocation framework.

John Kinkead is a financial advisor at Visionary Wealth Advisors, LLC with 20 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Visionary Wealth Advisors in 2024, he worked for eight years at Naples Money Management, LLC. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset-allocation framework.

Joseph Reiniger is a financial advisor with Visionary Wealth Advisors, LLC, holding Series 63 and Series 65 designations and bringing 11 years of industry experience. He has been associated with both Visionary Wealth Advisors and Mass Mutual Life Insurance Company since 2014. Outside of finance, he is actively involved in youth soccer, running Madco Soccer Club and Joe Reiniger Soccer Schools, organizations he has managed for over a decade. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team managing several billion dollars. The firm combines fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework, offering both firm-designed and third-party managed portfolios tailored to clients’ investment preferences.

Taylor Knight is a financial advisor at Visionary Wealth Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has been with Visionary Wealth Advisors since 2014. Prior to his advisory role, he worked at Southern Illinois University - Edwardsville for five years. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team managing several billion dollars for a few thousand clients. The firm offers financial planning, consulting, and both discretionary and non-discretionary investment management, utilizing a blend of fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.

Timothy Hammett is a CFP® with 31 years of industry experience and is currently a financial advisor at Visionary Wealth Advisors, LLC in St. Louis, MO. He previously worked at Purshe Kaplan Sterling Investments from 2016 to 2017. Outside of his advisory role, he serves on the parish council of Sacred Heart Catholic Church. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars. The firm combines fundamental, technical, and cyclical analysis within an asset allocation framework and offers both firm-designed model portfolios and options managed by independent third-party managers.

Katrina Martin is a CFP® and CFA® with 23 years of experience in the financial services industry. She has been with Visionary Wealth Advisors, LLC since 2019 and previously worked at Edward Jones for 17 years. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team managing several billion dollars for a few thousand clients. The firm employs a disciplined investment process combining fundamental, technical, and cyclical analysis within an asset-allocation framework, offering both firm-designed and independent third-party managed portfolios.

Daniel Laure is a financial advisor with Visionary Wealth Advisors, LLC in St. Louis, MO, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has been with Visionary Wealth Advisors since 2015. Outside of his advisory role, Daniel is an active volleyball player who participates in tournaments that offer prize payouts. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars. The firm combines fundamental, technical, and cyclical analysis within an asset-allocation framework and offers both firm-designed and third-party managed portfolios.

Bradley Keene is a CFP® professional with 25 years of industry experience. He has been with Visionary Wealth Advisors, LLC since 2014. The firm serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars for a few thousand clients. Visionary Wealth Advisors employs a blend of fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory, offering both firm-designed model portfolios and options managed by independent third-party managers.

Andrew Flick is a financial advisor with Visionary Wealth Advisors, LLC in Palm Beach Gardens, FL, where he has worked since 2014. He holds 17 years of industry experience. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team managing several billion dollars for a few thousand clients. The firm offers financial planning, consulting, and both discretionary and non-discretionary investment management, employing a blend of fundamental, technical, and cyclical analysis within an asset-allocation framework.

Stacy Flanagin is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Visionary Wealth Advisors, LLC. Prior to joining Visionary Wealth Advisors in 2025, Stacy worked at Krilogy Financial from 2016 to 2025. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and a combination of fundamental, technical, and cyclical analysis within an asset-allocation framework, managing most client assets on a discretionary basis.

Ryan Young is a CFP® with 10 years of industry experience. He is currently with Visionary Wealth Advisors, LLC and has previously worked at LPL Financial, Northern Trust, and Edward Jones. Visionary Wealth Advisors serves individuals, including high-net-worth clients, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars. The firm offers financial planning, consulting, and investment management, employing a blend of fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.

Scott Vieregge is a financial advisor at Visionary Wealth Advisors, LLC in O'Fallon, Illinois, with 11 years of industry experience. He holds the Series 66 designation and has worked at Mass Mutual Life Insurance Company and Visionary Wealth Advisors since 2014. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team managing several billion dollars for a few thousand clients. The firm combines fundamental, technical, and cyclical analysis within a Modern Portfolio Theory-based asset allocation framework, offering both firm-designed and independent third-party managed portfolios.

William Lauber is a financial advisor at Visionary Wealth Advisors, LLC in St. Louis, MO, with 20 years of industry experience. He holds a Series 66 designation and has worked at Visionary Wealth Advisors since 2019, as well as Sterling Capital Management since 2004. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team managing several billion dollars for a few thousand clients. The firm offers financial planning, consulting, and investment management, combining fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.

Ronald Jones is a financial advisor at Visionary Wealth Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Visionary Wealth Advisors since 2014. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team managing several billion dollars for a few thousand clients. The firm combines fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework and offers a range of model portfolios and management options tailored to client preferences.

Christopher Basch is a financial advisor with Visionary Wealth Advisors, LLC in Overland Park, KS. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C. and Tmfs Advisors, Llc. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars for a few thousand clients. The firm offers financial planning, consulting, and investment management using a blended investment process that incorporates fundamental, technical, and cyclical analysis within an asset-allocation framework.

Brett Gilliland is a financial advisor at Visionary Wealth Advisors, LLC in St. Louis, MO, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Visionary Wealth Advisors since 2014. Gilliland is a founder and board member of Swing Fore Hope, a nonprofit organization that raises funds for cancer research. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars. The firm offers financial planning, consulting, and investment management using a blend of fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.

Nicholas Fenton is a financial advisor at Visionary Wealth Advisors, LLC in St. Louis, MO, with six years of industry experience. He holds a Series 65 designation and has worked at Visionary Wealth Advisors since 2017, following a brief tenure at Mass Mutual and prior experience at Neiman Marcus. In addition to his advisory role, Mr. Fenton is a career life insurance agent at Ohio National. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars for a few thousand clients. The firm offers financial planning, consulting, and both discretionary and non-discretionary investment management, employing a blend of fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.

Andrew Mullican is a financial advisor at Visionary Wealth Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has concurrently held positions at the University of Illinois - Springfield and Edwardsville School District for over a decade each. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to a range of clients including individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset allocation framework based on Modern Portfolio Theory.

Gregory Mullican is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Visionary Wealth Advisors, LLC since 2015. He previously worked at Northwestern Mutual Investment Management for seven years and Merrill for three years. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based investment strategies and offers both internally designed and third-party managed portfolios, managing the majority of client assets on a discretionary basis.

Geoff Reed is a financial advisor at Visionary Wealth Advisors, LLC with 19 years of industry experience. He holds Series 63 and 66 licenses and has been with Visionary Wealth Advisors since 2019. Reed serves as president of the board of directors for Willows Way, a nonprofit organization. Visionary Wealth Advisors provides financial planning, consulting, and investment management to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework.

Anthony Hill is a financial advisor at Visionary Wealth Advisors, LLC with seven years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones and Moneta Group Investment Advisors, LLC. His background also includes employment outside the financial industry and time spent at Truman State University. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts with a combination of fundamental, technical, and cyclical analysis within an asset-allocation framework grounded in Modern Portfolio Theory.

Drew Geldbach is a financial advisor with Visionary Wealth Advisors, LLC, holding a Series 66 designation and 11 years of industry experience. He has previously worked at LPL Financial LLC and has been affiliated with RFG Advisory and Private Client Services during his career. Geldbach is also the owner of DRG Wealth Management, a personal entity for tax purposes. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars. The firm combines fundamental, technical, and cyclical analysis with an asset allocation framework based on Modern Portfolio Theory, offering both firm-designed and independent third-party managed model portfolios.

Ted Mcnulty Sr. is a CFP® professional with 11 years of industry experience, currently serving at Visionary Wealth Advisors, LLC since 2020. Prior to that, he worked for 12 years at Parkside Financial. He holds Series 63 and Series 65 licenses. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars for a few thousand clients. The firm combines fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework and offers both firm-designed and third-party managed model portfolios.

Nicholas Miskov is a financial advisor at Visionary Wealth Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Waddell & Reed, Inc. from 2011 to 2022. Outside of advising, he serves as president and secretary of Granico GP, Inc. and is involved with Granico, LP and LHF GP, Inc. in non-investment related roles. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure, managing several billion dollars for a few thousand clients. The firm combines fundamental, technical, and cyclical analysis within an asset-allocation framework and offers discretionary and non-discretionary investment management alongside financial planning and consulting services.

Daniel Browne is a financial advisor with Visionary Wealth Advisors, LLC in Edwardsville, IL, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has been with Visionary Wealth Advisors since 2014 and also has experience at Purshe Kaplan Sterling Investments. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team managing several billion dollars. The firm uses a blend of fundamental, technical, and cyclical analysis within an asset-allocation framework and offers both firm-designed and third-party managed model portfolios.

Roger Lewis is a financial advisor at Visionary Wealth Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses. His career includes roles at Mass Mutual and multiple tenures at Visionary Wealth Advisors. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars for a few thousand clients. The firm offers financial planning, consulting, and investment management using an approach that combines fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.

Elizabeth Connelly is a financial advisor with Visionary Wealth Advisors, LLC in St. Louis, MO, holding a Series 66 designation and 20 years of industry experience. She has worked at Saxony Securities Inc since 2014 and Krilogy Financial LLC since 2013. Outside of advisory work, she is licensed as an insurance agent involved in non-variable insurance sales. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team managing several billion dollars. The firm integrates fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework and offers both firm-designed and third-party managed investment options.

Kent Kobernus is a CFP®-designated financial advisor with nine years of industry experience. He is associated with Visionary Wealth Advisors, LLC and has worked at Saxony Securities, Inc., Krilogy Financial, Bank of America, N.A., Merrill, and The Boeing Company. Visionary Wealth Advisors offers financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset allocation framework based on Modern Portfolio Theory.

Timothy Hanser is a financial advisor at Visionary Wealth Advisors, LLC in St. Louis, MO, with 12 years of industry experience. He has worked at Clayton Financial Group, LLC since 2018 and previously at Buckingham Asset Management, LLC from 2013 to 2018. He holds a Series 65 designation. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team managing several billion dollars for a few thousand clients. The firm combines fundamental, technical, and cyclical analysis within an asset-allocation framework and offers both firm-designed and third-party managed portfolio options.

Bryce Beck is a financial advisor at Visionary Wealth Advisors, LLC in St. Louis, MO, holding a Series 65 designation with one year of industry experience. Prior to joining Visionary Wealth Advisors, he worked at Peace Haven and CedarS CampS and has experience in education at Principia Upper High School and Saint Louis University. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm uses model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.

Tyler Dumey is a CFP® with 15 years of industry experience, currently with Visionary Wealth Advisors, LLC. His prior experience includes roles at Charles Schwab and Co., TD Ameritrade, Scottrade, First Brokerage America, and First Command Brokerage Services. He serves as Vice President of his local Home Owner’s Association. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to a range of clients including individuals, trusts, estates, charitable organizations, and business entities. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework.

Carter Hayes is a financial advisor at Visionary Wealth Advisors, LLC with four years of industry experience. He previously worked at Sierra Investment Management, Inc. and Northern Lights Distributors, LLC. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset-allocation framework.

Mitchell Ellebrecht is a financial advisor at Visionary Wealth Advisors, LLC in St. Louis, MO, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Northwestern Mutual and Target, as well as work at the University of Missouri and Parkway South School District. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team managing several billion dollars for a few thousand clients. The firm combines fundamental, technical, and cyclical analysis with an asset-allocation framework based on Modern Portfolio Theory, offering both firm-designed and third-party managed investment options.

David Sink is a financial advisor at Visionary Wealth Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Visionary Wealth Advisors since 2015. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars for a few thousand clients. The firm offers financial planning, consulting, and both discretionary and non-discretionary investment management, employing a blend of fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.

Adam Basler is a CFP® professional at Visionary Wealth Advisors, LLC with two years of industry experience. His prior roles include positions at Parkside Financial and Ameriprise Financial Services, as well as experience at Edward Jones and North Star Resource Group. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset-allocation framework informed by Modern Portfolio Theory.

John Martin is a Series 65-licensed financial advisor at Visionary Wealth Advisors, LLC with one year of industry experience. His prior work includes roles at Dynamic Investment Strategies and Apex Oil Company, as well as six years at the law firm Lewis Rice. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team managing several billion dollars. The firm combines fundamental, technical, and cyclical analysis within an asset-allocation framework and offers both firm-designed and third-party managed portfolio options.

Christopher Ferguson is a financial advisor at Visionary Wealth Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Financial Engines Advisors L.L.C. and Tmfs Advisors, LLC. Ferguson has been with Visionary Wealth Advisors since 2020. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset-allocation framework derived from Modern Portfolio Theory.

Timothy Flanagan is a CFP® with nine years of industry experience, currently serving as a financial advisor at Visionary Wealth Advisors, LLC in St. Louis, MO. He has been with Edward Jones since 2016. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars for a few thousand clients. The firm offers financial planning, consulting, discretionary and non-discretionary investment management, and sponsors a wrap fee program, employing an investment process that combines fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework.

Matthew Fairbairn is a CFP® professional with five years of industry experience. He is currently with Visionary Wealth Advisors, LLC and previously worked at Parkside Financial for twelve years. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars for a few thousand clients. The firm combines fundamental, technical, and cyclical analysis within a Modern Portfolio Theory asset-allocation framework, offering both firm-designed and third-party-managed model portfolios.