George Ellis is a financial advisor at Abundance Advisors, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Abundance Advisors since 2005. In addition to his advisory role, Ellis owns and operates GN Ellis Agency, providing life and health insurance products and protection planning for individuals and small businesses since 1984. Abundance Advisors offers asset-allocation investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm utilizes a strategic, model-based asset allocation process and provides discretionary portfolio management primarily through no-load mutual funds, variable annuities, and cash sweep vehicles.

Douglas Ramey is the sole advisor at Saint Louis Investment Advisors Inc., an independent, SEC-registered firm based in Collinsville, IL. He holds Series 63 and Series 65 designations and has 20 years of industry experience, including over two decades at his current firm. Saint Louis Investment Advisors manages approximately $61.5 million for a diverse client base including individuals, high-net-worth clients, institutional accounts, and charitable organizations. The firm employs a strategic asset allocation approach using a core-and-satellite portfolio construction with passive index funds and ETFs as the core and selective active managers as satellites, managing portfolios on a discretionary basis with global diversification.

Alfred Hicks is a CFP® professional with 27 years of experience in financial advising. He has been the president of Financial Planning Advisors, Inc. since 1994. In addition to his advisory role, Hicks is involved in insurance and fixed annuity sales through a separate business. Financial Planning Advisors, Inc. provides financial planning and investment services to a diverse client base that includes individuals, trusts, charitable organizations, and small businesses. The firm employs targeted asset allocation, discretionary management, and a combination of fundamental and technical analysis to manage portfolios and offers educational seminars and project-based planning services.

Albert Kaufman is a CFP® with 23 years of experience in the financial services industry. He is the principal advisor at ADK Wealthcare Partners, an independent firm he has been affiliated with since 2015, following prior experience at LPL Financial. Outside of his advisory work, Kaufman manages a small hobby farm that he inherited and operates with his family. ADK Wealthcare Partners serves individual and high-net-worth households, managing approximately $28.7 million across about 20 client accounts. The firm offers discretionary portfolio management, financial planning, and consulting, employing a blend of fundamental, quantitative, and modern-portfolio theory analysis to develop tailored investment strategies.

Dalton Powers is a CFP®-certified financial advisor at Cambridge Capital Management, LLC with two years of industry experience. Prior to joining Cambridge Capital Management, he worked in education at Southern Illinois University - Edwardsville, Southwestern Illinois College, Belleville East High School, and Pontiac Jr. High. Cambridge Capital Management is a four-advisor SEC-registered firm managing over $450 million for individuals, high-net-worth investors, and institutional clients. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting with a focus on individualized investment policies and a combination of actively managed and passive funds.

Michael Clark is a CFP® professional with 19 years of industry experience. He is a principal at Clark Wealth Partners, LLC, where he has worked since 2016. Prior to that, he was with Visionary Wealth Advisors and Tmfs Advisors, LLC. Clark also maintains a minor role as an independent insurance agent. Clark Wealth Partners is an SEC-registered investment adviser managing approximately $213 million for nearly 400 clients, including individuals, high-net-worth households, charitable organizations, and businesses. The firm offers discretionary portfolio management and financial planning, tailoring portfolios to client objectives using a combination of analytical methods and internal model portfolios.

Nathaniel Klitzing is a Certified Financial Planner™ with 19 years of industry experience, currently serving at Cambridge Capital Management, LLC. He has been with Cambridge Capital Management since 2008 and is also involved with Cambridge Real Estate Holdings, LLC, a commercial real estate holding company. Cambridge Capital Management is a four-advisor SEC-registered firm managing approximately $458 million for a diverse client base that includes individuals, high-net-worth investors, and various institutional entities. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, employing a blend of actively managed and passive investments guided by both fundamental and technical analysis.

Nicholas Rutz is a financial advisor at Powers Advisory Group, LLC with two years of industry experience. He holds a Series 65 designation and has been involved in business ventures including ownership of a child care company and a real estate investment company. Prior to joining Powers Advisory Group, he was associated with Siblings & Company LLC and operated a restaurant business under Rutz Group II DBA Popeye's Chop House. Powers Advisory Group provides discretionary investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, and corporate retirement plans. The firm manages approximately $250.9 million on a discretionary basis, focusing on asset allocation, security selection, and dividend-producing securities within ETF-based portfolios.

Andrew Branz is a financial advisor at Clark Wealth Partners, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at Eagle Strategies LLC, The Timmermann Group, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of advising, he is also an independent insurance agent. Clark Wealth Partners is an SEC-registered investment adviser managing approximately $213 million for around 394 clients, including individuals, high-net-worth households, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management along with financial planning, using internal model portfolios and a variety of analytical methods tailored to client objectives and risk tolerances.

William Kinkel is a financial advisor with Genesis Wealth Management Group, LLC in Alton, IL, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked as a sole proprietor since 2021 and has been employed with Ameren Missouri in operations management since 1981. Outside of his advisory role, Kinkel sells insurance products through his sole proprietorship. Genesis Wealth Management Group serves individual clients, trusts, estates, and charitable organizations with financial planning and portfolio management, offering discretionary and non-discretionary advisory services along with retirement plan consulting. The firm uses an IPS-driven process and combines in-house management, sub-advisors, and third-party platforms to tailor portfolios according to client objectives and risk tolerance.

Christopher Cottone is a financial advisor with Integrity Investment Advisors, LLC in Glen Carbon, IL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior work includes roles at LPL Financial LLC and National Planning Corporation. Outside of his advisory work, he is a commissioned notary in Missouri. Integrity Investment Advisors is a three-advisor registered investment adviser managing approximately $57.4 million in assets for individuals, families, trusts, nonprofits, pensions, and businesses. The firm offers in-house financial planning and portfolio management, employing a process that begins with a written financial plan and emphasizes diversification, cost control, and tax efficiency.

Jon Payne is a financial advisor with Genesis Wealth Management Group, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Genesis Wealth Management Group since 2011 and has served on the Macoupin County Board since 2020. Outside of his advisory role, Payne is involved in insurance sales through his position as president of Genesis Financial Group, Inc. Genesis Wealth Management Group serves individual clients, trusts, estates, and charitable organizations with financial planning and portfolio management, offering both discretionary and non-discretionary advisory services. The firm employs an IPS-driven process and utilizes a combination of in-house management, sub-advisors, and third-party platforms to tailor investment strategies to client objectives and risk tolerances.

Mark Meredith is a CFP® with 15 years of industry experience. He is the principal advisor at Meredith Wealth Planning, where he has worked since 2019. Prior to founding his firm, he spent eight years at Raymond James Financial Services Advisors Inc. and The Bank of Edwardsville. Meredith Wealth Planning provides discretionary investment management and comprehensive financial planning to individuals, high net worth clients, families, and corporate clients. The firm primarily uses a passive investment approach, constructing diversified portfolios with index mutual funds and ETFs tailored to clients’ goals and risk tolerances.

Jacob Mc Kinney is a financial advisor at Clark Wealth Partners, LLC with a Series 65 designation and two years of industry experience. His prior work includes roles at Armstrong Teasdale LLP, PwC, and the Air Force National Guard. Clark Wealth Partners is an SEC-registered investment adviser managing approximately $213 million for nearly 400 clients, including individuals, high-net-worth households, charitable organizations, and businesses. The firm offers discretionary portfolio management and financial planning, customizing portfolios using a variety of analytical approaches and model portfolios to align with client objectives and risk tolerances.

Matthew Powers is a financial advisor at Powers Advisory Group, LLC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with Powers Advisory Group since 2014. Powers Advisory Group provides discretionary investment management, financial planning, and pension consulting to individual and high-net-worth clients as well as corporate retirement plans. The firm manages approximately $250.9 million on a discretionary basis and focuses on asset allocation and security selection with an emphasis on quality, income generation, and low internal costs.

Matthew Hawk is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Cambridge Capital Management, LLC since 2013. He holds the Series 66 designation and is based in O'Fallon, Illinois. Cambridge Capital Management is an SEC-registered advisory firm with four advisors managing approximately $457.8 million for individuals, high-net-worth investors, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management, financial planning, and ERISA-focused retirement plan consulting using a combination of actively managed and passive mutual funds and ETFs, guided by fundamental and technical analysis.

Richard Wimmer Jr. is a CFP® and CFA® charterholder with seven years of industry experience. He is currently an advisor at Meredith Wealth Planning, where he has worked since 2022. His prior experience includes roles at Silicon Hills Wealth Management, Matter Family Office, Buckingham Strategic Wealth, and Wells Fargo Bank NA. Meredith Wealth Planning provides discretionary investment management and comprehensive financial planning to individuals, high net worth clients, families, and corporate clients. The firm primarily follows a passive investment approach, building diversified portfolios with index mutual funds and ETFs, and manages approximately $478.7 million in discretionary assets with a small advisory team.

Reid Mortensen is a financial advisor at Genesis Wealth Management Group, LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Genesis Wealth Management Group since 2011. Mortensen also operates as an independent insurance agent through Genesis Insurance & Financial Advisors, dedicating half of his professional time to this activity. Genesis Wealth Management Group serves individuals, trusts, estates, and charitable organizations with financial planning and portfolio management services. The firm employs an IPS-driven process and utilizes a combination of in-house management, sub-advisors, and third-party platforms to construct and monitor portfolios tailored to clients’ objectives and risk profiles.

Richard Ringwald is a financial advisor at Powers Advisory Group, LLC with nine years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Powers Advisory Group since 2017. Prior to this, he was employed at Commerce Bank for two years and has been associated with Stifel Nicolaus since 2001. Powers Advisory Group provides discretionary investment management, financial planning, and pension consulting to individual and high-net-worth clients as well as corporate retirement plans. The firm manages approximately $250 million in assets and emphasizes asset allocation, quality income generation, and low internal costs through dividend-producing securities and ETF-based portfolios.

Samuel Hopkins is a CFP® with nine years of industry experience, currently serving as a financial advisor at Cambridge Capital Management, LLC since 2016. Prior to joining Cambridge, he worked at Quality Testing & Engineering and Southern Illinois University Edwardsville. Cambridge Capital Management is a four-advisor SEC-registered investment advisory firm managing approximately $457.8 million for a diverse client base including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a combination of actively managed and passive funds with a focus on long-term, dollar-cost-averaging strategies.