Chad Slagle is a financial advisor with Slagle Financial, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Slagle Financial since 2009 and is a partner in Best Practices, LLC, a consulting business serving financial firms and individuals. Additionally, he works as an independent insurance agent representing various companies. Slagle Financial provides investment supervisory services and financial planning to individuals, families, and businesses. The firm emphasizes globally diversified portfolios aligned with modern portfolio theory and offers discretionary portfolio management, standalone financial plans, and third-party money manager recommendations.

Justin Mcbride is a financial advisor with Feltl Advisors in Edwardsville, IL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Feltl and Company since 2015. Feltl Advisors provides investment advisory services primarily to individual investors who are predominantly non–high-net-worth clients, as well as to corporations, pension and profit-sharing plans, trusts, and institutions. The firm manages approximately $132 million in client assets and offers non-discretionary advice through various wrap-fee advisory programs in partnership with RBC.

Joseph Allaria is a CFP® professional with 13 years of industry experience. He has worked at CarsonAllaria Wealth Management, Ltd. since 2017 and previously held roles at Visionary Wealth Advisors, LLC and Mass Mutual Life Insurance Company. Outside of advisory work, he holds a licensed insurance agent designation. CarsonAllaria Wealth Management advises individuals, trusts, estates, corporations, and retirement plans, offering discretionary investment management, financial planning, and consulting services. The firm uses a combination of quantitative models and traditional research, employs tax-sensitive techniques, and integrates third-party platforms such as Betterment to serve a broad range of clients.

Joshua Ohl is a financial advisor at Slagle Financial, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Pruco Securities LLC. Slagle Financial provides investment supervisory services and financial planning to individuals, families, and businesses. The firm emphasizes globally diversified portfolios aligned with modern portfolio theory and offers discretionary portfolio management, standalone financial plans, and third-party money manager recommendations.

Tyler Hasty is a Series 65-licensed financial advisor at CarsonAllaria Wealth Management, LTD. with six years of industry experience, including three years at The Boeing Company and five years at Cardinal Investment Advisors. He is also a licensed life and health insurance agent. CarsonAllaria Wealth Management is a registered investment adviser managing approximately $791.8 million for individuals, trusts, estates, corporations, and retirement plan sponsors. The firm employs quantitative optimization and risk analysis to manage portfolios and offers a comprehensive range of discretionary wealth management and ERISA fiduciary services through a six-advisor team.

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.

Blake Williams is a financial advisor at Slagle Financial, LLC with three years of industry experience. He holds a Series 65 designation. Prior to joining Slagle Financial, he worked at Coldwell Banker Brown for one year and spent sixteen years in other roles not specified. Slagle Financial provides investment supervisory services and financial planning to individuals, families, and business clients. The firm uses a globally diversified investment approach based on modern portfolio theory, emphasizing index mutual funds and ETFs, and offers both internal portfolio management and recommendations of third-party managers with ongoing oversight.

Christopher Dorsey is a financial advisor at Slagle Financial, LLC with 14 years of industry experience. He holds a Series 65 designation and has been with Slagle Financial and Peak Insurance Agency since 2011. In addition to his advisory role, Dorsey is an insurance agent for Peak Insurance Agency. Slagle Financial provides investment supervisory services and financial planning to individuals, families, and businesses, tailoring strategies to clients’ goals and risk tolerance. The firm uses a globally diversified investment approach with an emphasis on index mutual funds and ETFs, and it operates ten offices across multiple locations.

Michael Wiedner is a CFP® and holds a Series 66 license with 12 years of industry experience. He currently serves at CarsonAllaria Wealth Management, LTD. and has prior experience with Purshe Kaplan Sterling Investments, Edward Jones, Merrill Lynch, and CBS Corporation. Wiedner also acts as a FINRA dispute resolution arbitrator. CarsonAllaria Wealth Management is a registered investment adviser serving individuals, trusts, estates, corporations, and retirement plan sponsors. The firm manages approximately $792 million on a discretionary basis, employing quantitative optimization and risk/return analysis to guide portfolios that include equities, ETFs, mutual funds, cash, and fixed income. The six-advisor team integrates traditional wealth management with ERISA fiduciary services for employer plans.

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 18 years of industry experience, currently serving at Mutual Advisors, LLC since 2021. His prior experience includes roles at Mass Mutual Life Insurance Company and Visionary Wealth Advisors, LLC. Outside of his advisory work, he is involved in several community and nonprofit organizations, including board memberships with the Edwardsville Neighbors nonprofit and the SIUE Foundation. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors, serving individuals, institutional investors, trusts, and retirement plans. The firm employs a blend of passive and active investment strategies tailored to client objectives and maintains a broad third-party ecosystem to enhance product and manager access.

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.

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.

Karen Numi is a CFP® professional with 24 years of industry experience, currently serving at UMB Financial Services, Inc. in Collinsville, IL. She has worked with UMB Insurance Inc., UMB Bank, and SWBC Investment Services, LLC over her career. UMB Financial Services, Inc. primarily provides investment advisory and brokerage services to institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions wrap-fee program, utilizing a mix of model-based and manager-driven investment approaches.

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.

Donald Portell is a financial advisor at M HOLDINGS SECURITIES, Inc. with 35 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Portell Financial Services and DBP Wealth Advisory Group, where he currently serves as Principal. Outside of his advisory work, he is a member of the Board of Directors for the Highland Country Club. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm provides a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, supported by ongoing monitoring and annual client reviews.

David Bargetzi is a financial advisor with M Holdings Securities, Inc. and holds Series 63 and Series 65 licenses. He has 26 years of experience in the industry, including roles at Portell Financial Services, Inc. and Lucco Management Company LLC. In addition to his advisory work, he is involved in financial planning, insurance sales, and group term insurance administration through his other business activities. M Holdings Securities, Inc. serves a wide range of clients including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms. The firm provides advisory and brokerage services, including investment management, retirement plan consulting, and insurance advisory, utilizing discretionary and non-discretionary strategies supported by platform providers and third-party sub-advisors.