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.

I’m Mike Hunsberger, the founder and owner of Next Mission Financial Planning. I launched Next Mission after 25-years in the Air Force. I primarily serve military and veterans building their wealth and military retirees preparing for their ultimate retirement. We can help with: - Military benefits planning - Military transition or retirement decisions - Building wealth - Retirement planning - Investments - Tax Planning - Education funding and GI Bill planning We offer: - Ongoing Financial Planning - Ongoing Financial Planning with investment management - Project-based planning - Hourly planning I’m a CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant, Certified College Financial Consultant, and Military Qualified Financial Planner.

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.

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.

Robert Bagby Jr. is a financial advisor with BFC Planning, Inc. and holds Series 63 and Series 65 licenses. He has 36 years of industry experience, including roles at BFC Planning since 2013 and Berthel, Fisher & Company Financial Services, Inc. since 2003. Outside of his advisory work, he is involved in selling and servicing life and long-term care insurance policies. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts, offering financial planning, portfolio management, and referrals to outside money managers through a network of approximately 200 investment adviser representatives. The firm provides various platform options and investment strategies, with policies that include a prohibition on purchasing known 12b-1 fee-paying share classes and support for held-away discretionary management.

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.

Michael Webb is a financial advisor with ON Investment Management Company in St. Charles, MO, holding Series 63 and Series 65 registrations and bringing 30 years of industry experience. He has worked with The O.N. Equity Sales Company and Ohio National Financial Services for 20 years and has 35 years in insurance through Webb Insurance with Farmers Insurance Group. Outside of his advisory role, Webb is involved in healthcare-related eldercare services and serves on the board of a local nonprofit organization. ON Investment Management Company is a SEC-registered adviser providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of comprehensive and modular financial plans, access to third-party investment programs, and manages client accounts through a combination of discretionary and non-discretionary arrangements.

Ryan Gill is a financial advisor with ON Investment Management Company, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. He previously worked at Mutual of America and Edward Jones. Outside of his advisory role, he is involved with St. Charles Financial Services, LLC, operating in securities and retirement planning. ON Investment Management Company provides financial planning and portfolio management services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of advisory solutions including comprehensive financial plans and access to third-party investment programs.

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.

Sage Lake is a financial advisor at ON Investment Management Company with eight years of industry experience. Sage holds a Series 66 credential and has worked previously at firms including Edward Jones, Cutter and Company Inc, and Saleeby & Associates. Outside of advising, Sage is involved as a business manager and co-owner of a residential single-family rental property. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services, utilizing both discretionary and non-discretionary investment programs from third-party providers.

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.

Brian Price is a CFA® charterholder and Series 65-licensed advisor with three years of industry experience. He has worked at Octavia Wealth Advisors LLC since 2021 and previously held positions at Charter Communications, Hussmann Corporation, Xavier University, and The Men's Wearhouse. Octavia Wealth Advisors LLC is a multi-team SEC-registered firm managing approximately $2.15 billion for a diverse client base, including individuals, high-net-worth clients, trusts, businesses, retirement plans, institutions, and state or municipal entities. The firm offers customized portfolio management using proprietary models that incorporate low-cost ETFs, mutual funds, individual securities, and alternative investments, with a focus on long-term investment strategies and specialized retirement plan advisory and trust administration services.

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.

Andrew Kinney is a financial advisor with J. W. Cole Advisors, Inc. in St. Charles, MO, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with J. W. Cole Advisors and its affiliated firm J. W. Cole Financial, Inc. since 2009. In addition to his advisory role, Kinney works as an independent agent in fixed insurance sales, including life, health, and long-term care insurance. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of more than 400 independent representatives. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, utilizing both discretionary and non-discretionary investment approaches.

Nathan Watson is a financial advisor with Creative Planning, LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Lockton Investment Securities, The Leaders Group, Inc., Brokerage Unlimited Inc, and AXA Advisors, LLC. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold allocations, supplemented by strategies such as direct indexing and tax-loss harvesting, supported by a large advisory team and centralized investment infrastructure.

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.