Nicholas Waeckerle is a financial advisor with FRA Wealth Management LLC in O'Fallon, IL. He holds a Series 65 designation and has been with FRA Trust since 2019. Prior to his current role, he worked in the restaurant industry and was involved with the First Baptist Church of O'Fallon. FRA Wealth Management provides investment advisory and financial planning services to individuals, corporations, and trusts. The firm uses an open-architecture investment model combining passive and active management, and offers both discretionary and non-discretionary portfolio management along with comprehensive financial planning.

Nicholas Fiala is a financial advisor at Visionary Wealth Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Wells Fargo Clearing Services and TD Ameritrade. 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.

Ian Timimmermann is a financial advisor with Midwestern Securities Trading Company, LLC, holding a Series 66 designation and one year of industry experience. His prior work includes positions at Bradford National Bank and Knights of Columbus. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, charitable organizations, and community financial institutions. The firm offers financial planning, portfolio management, and fiduciary services, utilizing a combination of discretionary model portfolios and advisory recommendations supported by fundamental and technical research.

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.

Rick Militello is a financial advisor with Integrated Advisors Network LLC in Ofallon, Illinois, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes long tenures at Royal Alliance Associates, Inc. and Militello Wealth Management, where he currently holds an ownership interest. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm employs a mix of fundamental and quantitative analysis, along with a range of investment strategies, and frequently utilizes third-party sub-adviser platforms to implement and oversee client portfolios.

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.

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.

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.

Donstan Portell is a financial advisor with M HOLDINGS SECURITIES, Inc., holding a Series 66 designation and six years of industry experience. He has worked with DBP Wealth Advisory Group since 2021 and previously operated Portell Financial Services. Prior to his advisory career, he was employed by St. Louis Cardinals, LLC. M HOLDINGS SECURITIES, Inc. serves individual clients, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and professionals. The firm provides a range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, and insurance advisory, supported by platform providers and third-party sub-advisors.

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.

Daniel Exum is a financial advisor at Principal Advised Services with Series 63 and Series 66 licenses and three years of industry experience. He previously served in the US Air Force from 2015 to 2022 before transitioning to his current role. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm leverages proprietary models and third-party methodologies, and benefits from integration with the broader Principal Financial Group family, which supports access to affiliated products and services.

Anna Militello is a financial advisor at Integrated Advisors Network LLC with five years of industry experience. She holds a Series 65 designation and has worked at Militello Wealth Management since 2014. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm offers portfolio management, financial planning, and consulting services using a combination of fundamental and quantitative analysis along with third-party manager platforms to implement client investment plans.

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.

Albert Kaufman is a CFP®-certified financial advisor with 24 years of industry experience. He is currently with CX Institutional, LLC and has previously worked at ADK Wealthcare LLC, Wealthcare Advisory Partners LLC, and LPL Financial. Outside of his advisory work, Kaufman operates a small hobby farm that includes livestock projects and a garden. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach that integrates fundamental, quantitative, and technical analysis across a variety of asset classes and utilizes third-party technology for consolidated reporting and tax-efficient asset management.

Lee Simmonds is a financial advisor with Kovack Advisors, Inc., holding Series 63 and Series 66 licenses and 39 years of industry experience. He has worked with Kovack Advisors and Kovack Securities since 2009 and was previously with LPL Financial from 2005 to 2009. Simmonds is also a registered notary public. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government entities, providing portfolio management, financial planning, and access to sub-advisor programs using a combination of proprietary models and third-party managers.

Brent Wilhelm is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior work includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He serves as treasurer for the St. Teresa Athletic Association in Belleville, IL. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser with over 500 advisors, offering services to individuals, high-net-worth clients, and institutional clients through a range of advisory programs, financial planning, and investment management solutions.

Jeremiah Accola is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and four years of industry experience. Prior to joining Benjamin F. Edwards, he worked at Wells Fargo Advisors and served four years in the United States Marine Corps. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser with over 500 advisors, serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of advisory and brokerage services, including wrap-fee programs, financial planning, retirement consulting, and investment management, utilizing both proprietary and third-party investment strategies.

Steven Bione is a CFP® professional with 24 years of experience, currently serving at First Command Advisory Services since 2015. He has been affiliated with First Command Financial Services, Inc. and First Command Financial Planning, Inc. since 2002. Outside of his advisory role, he is a member of Gateway Property Partners, LLC, which manages commercial rental properties. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs, delivering investment management through a centralized team and wealth portfolio managers who select from approved third-party managers.

Alan Orr Jr. is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked with First Command in various capacities since 1999. Outside of his advisory role, Orr is a part owner of Gateway Properties LLC, an entity involved in developing and leasing commercial office space. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.