Reid Mortensen is a financial advisor with Genesis Wealth Management who holds Series 63 and Series 65 licenses and has 15 years of industry experience. He has been affiliated with Genesis Wealth Management Group, LLC since 2011 and also operates as an independent insurance agent, dedicating a significant portion of his time to Genesis Insurance & Financial Advisors, LLC. Genesis Wealth Management provides personalized financial planning and investment management services to individuals, trusts, estates, charitable organizations, and retirement plans, managing approximately $54.5 million for around 377 clients. The firm customizes portfolios based on client goals and risk tolerance and offers both discretionary and non-discretionary services while coordinating with outside professionals as needed.

Nicholas Webb is a financial advisor at Slagle Financial, LLC with 11 years of industry experience. He holds the Series 65 designation and has been with Slagle Financial since 2013. Slagle Financial provides investment supervisory services and financial planning to individuals, families, and businesses, tailoring engagement terms and investment policy statements to client goals, time horizons, and risk tolerance. The firm emphasizes globally diversified portfolios based on modern portfolio theory, using fundamental security analysis and a preference for index mutual funds and ETFs, alongside oversight of third-party managers and regular client account reviews.

Aaron Keune is a financial advisor at Slagle Financial, LLC with one year of industry experience. He holds a Series 65 designation and has been with Slagle Financial since 2023. Slagle Financial provides investment supervisory services and financial planning to individuals, families, and businesses, tailoring strategies to clients’ goals, time horizons, and risk tolerance. The firm emphasizes globally diversified portfolios using fundamental analysis and prefers index mutual funds and ETFs for internal management, while also selecting and monitoring third-party managers.

Robert Sims is a financial advisor with Slagle Financial, LLC in Edwardsville, IL, holding a Series 65 designation and seven years of industry experience. He has been with Slagle Financial since 2018 and previously worked at Grojean Insurance Agency from 2012 to 2018. In addition to his advisory role, Sims serves as an independent contractor property and casualty insurance producer. Slagle Financial provides investment supervisory services and financial planning to individuals, families, and businesses, tailoring strategies to clients’ goals, time horizons, and risk tolerances. The firm emphasizes globally diversified portfolios aligned with modern portfolio theory and uses a combination of internal management and third-party managers, conducting regular monitoring and reviews of client accounts.

Chad Tobin is a financial advisor at Slagle Financial, LLC with 18 years of industry experience. He holds a Series 65 designation and has been with Slagle Financial since 2009. Tobin also works with Illinois Benefit Services, Inc. and is an independent life and health insurance agent. Slagle Financial provides investment supervisory services and financial planning to individuals, families, and businesses, tailoring strategies to client goals, time horizons, and risk tolerances. The firm employs a globally diversified investment approach focused on fundamental security analysis and uses index mutual funds and ETFs, alongside third-party manager selection and ongoing portfolio monitoring.

Chad Opel is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC since 2021. His prior experience includes roles at Mass Mutual Life Insurance Company, Visionary Wealth Advisors, Northwestern Mutual Investment Management, Merrill, and Edward Jones. Outside of his advisory work, he is involved in several community and nonprofit activities, including board memberships with the Edwardsville Neighbors nonprofit, the SIUE Foundation, and local educational and athletic organizations. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, managing approximately $9.45 billion across 154 advisors. The firm employs a combination of active and passive investment strategies and utilizes multiple analytical approaches to tailor portfolios to clients’ objectives, including specialized services for retirement plans and unique institutional clients such as sovereign wealth funds.

Eric Fitterer is a financial advisor with Principal Advised Services, holding a Series 66 designation and eight years of industry experience. His background includes roles at Wells Fargo Clearing Services and various divisions of Principal Financial Group, where he currently provides investment advice to retirement plan participants. Principal Advised Services focuses on delivering investment advice and related services primarily to retirement plan participants and retail IRA clients, using a combination of third-party and proprietary models. The firm’s affiliation with Principal Financial Group allows access to integrated products and services across multiple financial sectors.

Mark Young is a financial advisor at Exodus Wealth, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including The Financial Management Center and Prosperity Wealth Management. Outside of advisory work, he is a licensed insurance agent with JD Mellberg Financial, an insurance agency. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension plans with asset management, financial planning, and consulting services. The firm emphasizes tailored portfolio supervision using a range of investment strategies and conducts ongoing due diligence on third-party managers.

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.

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.

Paul Hardin is a financial advisor with BFC Planning, Inc. in Jerseyville, IL, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with BFC Planning and Berthel Fisher & Company Financial Services, Inc. since 2012. Outside of his advisory role, Hardin serves as vice president of the City of Jerseyville Police Pension Fund and is a board member and secretary for St. Francis Xavier Cemetery. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various sub-advisory and institutional platforms, employing a range of investment strategies while excluding futures, hedge funds, and digital assets.

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.

Evan Mowen is a CFP® with eight years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC. He also operates as an independent insurance agent, providing life, disability, long-term care, and health insurance policies. Prior to joining Mutual Advisors in 2021, he was associated with Opel Private Wealth, LLC. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm manages portfolios using both active and passive strategies, applying multiple analytical approaches and leveraging third-party tools to customize allocations across various account types.

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.

John Head is a financial advisor at ON Investment Management Company with 14 years of industry experience. He holds the Series 66 designation and has worked at Ohio National Financial Services and The O.N. Equity Sales Company since 2014. Outside of his advisory role, he serves as Treasurer and Finance Chair on the board of the nonprofit Generate Health and operates an e-commerce business specializing in collectible items. ON Investment Management Company is a multi-team SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services through a combination of third-party investment programs and IAR-directed 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.

Charles Tzinberg is a Series 65 licensed financial advisor with eight years of industry experience. He is also president of Tzinberg & Associates, P.C., an accounting firm he has led since 1983. Wealth Management Nebraska LLC advises individuals, high-net-worth clients, and institutional clients, offering discretionary asset management, fiduciary services, and financial planning. The firm uses broadly diversified, passively managed portfolios focused on cost minimization and long-term strategies, and it provides backoffice and recordkeeping support for other advisors.

Brian Todd is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Benjamin F. Edwards since 2022 and was previously with Wells Fargo Clearing from 2016 to 2022. Outside of his advisory work, he serves as power of attorney for his mother. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management consulting, brokerage services, insurance products, and certain M&A advisory services.

Matthew Kopecky is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Principal Financial Services since 2016 and has been involved with Union Financial Inc. and Principal Life Insurance Company since 2008 and 2007, respectively. Outside of his advisory role, he is active in insurance brokerage for life, disability, long-term care, and fixed annuities. Principal Securities offers brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, and business entities. The firm provides financial planning, retirement consulting, and access to third-party money manager programs, with advisory and promoter arrangements designed to support client investment implementation and ongoing portfolio reviews.

Terra Gordon is a financial advisor at Benjamin F. Edwards & Company, Inc. with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing Services. Outside of advising, she works as an independent contractor for Instacart, providing grocery shopping services. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory programs and investment management solutions that combine proprietary strategies with third-party models, supported by in-house equity and fixed-income research and an internal trading desk.