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.

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.

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.

Richard Rehg is a CFP® professional with 16 years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2023 and previously spent 14 years with Edward Jones. 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 over 500 advisors. The firm offers a range of services, including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management using proprietary strategies and third-party models.

John Morrissey is a financial advisor at Benjamin F. Edwards & Company, Inc. with 12 years of industry experience. He previously worked at Wells Fargo Clearing and Hightower Advisors. Outside of advisory work, he serves as treasurer for the Lafayette Square Condo Association. 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 over 500 advisors. The firm offers a range of services including advisory programs, financial planning, retirement plan consulting, and investment management consulting, utilizing both proprietary strategies and third-party models.

Marcy Pinnell is a financial advisor with Benjamin F. Edwards & Company, Inc. in Edwardsville, IL, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has worked at Benjamin F. Edwards since 2013 and previously spent six years with Edward Jones. Benjamin F. Edwards & Company is a broker-dealer and SEC-registered investment adviser serving individual and institutional clients with a range of services including financial planning, investment management, retirement plan consulting, and brokerage. The firm employs a combination of proprietary strategies and third-party models, alongside in-house equity and fixed-income portfolios, to deliver both discretionary and non-discretionary managed solutions.

Brian Randall is a financial advisor at Benjamin F. Edwards & Company, Inc. with seven years of industry experience. He holds the Series 66 designation and previously worked at Larson Financial Group, LLC, the University of Missouri - St. Louis, and Doctors Without Quarters. 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 a network of more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage services, insurance products, and certain M&A advisory services.

Deric Rees is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Integrity Alliance since 2014. In addition to his advisory role, he is involved in fixed annuity and life insurance sales. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a variety of portfolio strategies and custodial platforms.

David Krouse Jr. is a CFP® professional with 16 years of experience in the financial services industry, currently affiliated with Guardian Life and Park Avenue Securities. His career includes extensive tenure at Guardian Life and Park Avenue Securities since 2018, as well as prior roles at Mass Mutual and MML Investor Services. Outside of finance, he is involved in acting alongside his wife on a limited basis. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services and uses both advisor-led discretionary management and model-based strategies to tailor client relationships.

Angela Waits is a financial advisor at Benjamin F. Edwards & Company, Inc. with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Raymond James And Associates and Merrill. 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 over 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.