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.

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.

Gregory Mullican is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Visionary Wealth Advisors, LLC since 2015. He holds Series 63 and Series 65 licenses and is based in Edwardsville, IL. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team approach managing several billion dollars for a few thousand clients. The firm combines fundamental, technical, and cyclical analysis within an asset-allocation framework and offers both firm-designed and independent third-party managed model portfolios.

Matthew Steffensmeier is a financial advisor at Coppell Advisory Solutions LLC with a Series 65 credential and one year of industry experience. Prior to joining Coppell Advisory Solutions in 2026, he worked at Stephens Planning and Vantage Point Financial. Coppell Advisory Solutions, operating under Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to individuals, retirement plan participants, trusts, estates, charitable organizations, and businesses. The firm uses an open-architecture investment platform with a broad range of strategies and continuous portfolio monitoring.

Evan Mowen is a CFP® professional with eight years of industry experience, currently serving as an advisor at Mutual Advisors, LLC since 2021. He has also been associated with Opel Private Wealth, LLC since 2013. In addition to his advisory role, he works as an independent insurance agent specializing in life, disability, long-term care, and health insurance. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plans, employing a mix of passive and active investment strategies tailored to client objectives.

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.

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 Wealth Management, bringing eight years of industry experience. He has served as President of Tzinberg & Associates, P.C., an accounting firm, since 1983. Outside of advisory services, he is also President and 50% owner of TGD Properties, Inc. Wealth Management Nebraska LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutional clients like retirement plan sponsors. The firm employs a modern portfolio theory approach, primarily using passively managed mutual funds and ETFs, and offers integrated advisory and administrative services for retirement plans.

Carter Hayes is a financial advisor at Visionary Wealth Advisors, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Sierra Investment Management, Inc. and Northern Lights Distributors, LLC. 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 with an asset-allocation framework rooted in 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.

Tiffany Kelly is a financial advisor at Benjamin F. Edwards & Company, Inc. with 16 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Wells Fargo Advisors from 2015 to 2022. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves individuals, pension plans, charitable organizations, and institutions. The firm offers a range of investment management and financial planning services through fee-based wrap programs and employs both discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

Bonnie Griffith is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 credential and 18 years of industry experience. She has worked at Brookstone since 2008 and has also been associated with Stonewolfe Financial since 2003. In addition to her advisory roles, she is an independent contractor in the insurance industry, licensed in health and life insurance in Illinois and Missouri. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, offering primarily discretionary investment management via model portfolios, unified managed accounts, and separately managed accounts.

Brian Todd is a financial advisor at Benjamin F. Edwards & Company, Inc. with 29 years of industry experience. He holds Series 63 and Series 66 registrations and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advising, he serves as power of attorney for his mother. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management, utilizing a range of strategies monitored by an Investment Strategy Committee.

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.

Allen Injijian is a financial advisor at Corient with nine years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at JPMorgan Chase Bank NA and Geller Advisors, LLC. Injijian has been affiliated with Washington University during his career. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines internal security and fixed-income strategies with third-party manager solutions and customized asset allocation.

Richard Rehg is a CERTIFIED FINANCIAL PLANNER™ professional with 16 years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2023 and spent 14 years at Edward Jones prior to that. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management through a combination of in-house and third-party managed strategies.

John Morrissey is a financial advisor at Benjamin F. Edwards & Company, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Hightower Advisors and Wells Fargo Clearing. Outside of his advisory role, he serves as treasurer for the Lafayette Square Condo Association. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management, utilizing a range of managed strategies and an internal trading desk.

Marcy Pinnell is a financial advisor with Benjamin F. Edwards & Company, Inc. in Edwardsville, IL, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. She has been with Benjamin F. Edwards since 2013. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment strategies through fee-based wrap programs, financial planning, and retirement plan consulting, supported by several hundred advisors and tens of billions in assets under management.

Whitney Cadagin is a Series 66-registered financial advisor with Commonwealth Financial Network, based in Glen Carbon, Illinois, and has two years of industry experience. Prior to entering the financial advisory field, Cadagin has worked for the Department of Veterans Affairs since 2002 and currently serves as an occupational therapist at the St. Louis VA Medical Center. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 affiliated advisors and managing roughly $213 billion in client assets. The firm offers a range of managed-account programs, access to third-party asset managers, and back-office services for individual and institutional clients.

Brian Randall is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has seven years of industry experience. Prior to joining Benjamin F. Edwards in 2020, he worked at Larson Financial Group, LLC, and has held positions at the University of Missouri - St. Louis as well as with the nonprofit organization Doctors Without Quarters. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of wrap programs and investment strategies monitored by an Investment Strategy Committee, and it combines custody and execution services with an internal trading desk.