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.

Brian Wolfe is a ChFC® designated financial advisor at Gradient Advisors, LLC with 13 years of industry experience. He has been with Gradient Advisors since 2013 and also operated Independence Wealth Advisory INC, providing financial planning and advisory services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other entities. The firm operates primarily through third-party money managers and Investment Advisor Representatives, managing a total platform of approximately $1.39 billion in assets.

Jason Stroede is a financial advisor with Sowell Management based in Belleville, IL, holding Series 63 and Series 65 licenses with 18 years of industry experience. He is also the founder and owner of Clarus Wealth Management, an investment advisory and insurance business that includes services related to Certified Divorce Financial Analyst designations. Additionally, Stroede has ownership in an e-commerce website, Madrigear. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement plan advisory services. The firm utilizes various management styles and offers model portfolios, sub-advisory relationships, third-party manager selection, and unified managed account solutions.

Chad Stafko is a CFP® with 14 years of experience in the financial services industry. He is currently affiliated with Associated Investment Services, Inc. and Associated Trust Company. Outside of his advisory work, Mr. Stafko is an author and serves as a pulpit minister for the Green Mount Road Church of Christ in Belleville, Illinois. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors as well as small corporations, trusts, estates, and charitable institutions. The firm delivers investment solutions through model portfolios and separately managed accounts administered via third-party managers and affiliated entities.

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.

Carter Hayes is a financial advisor at Visionary Wealth Advisors, LLC with four years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles 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 uses model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.

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.

Michael Cleveland is a financial advisor at UMB Financial Services, Inc. with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at UMB Financial Services and UMB Bank since 2021, following a prior five-year tenure at US Bank. Outside of his advisory role, he is involved in a condominium rental business in Sint Maarten. UMB Financial Services, Inc. primarily serves institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions wrap-fee program, offering multiple investment program options and access to a range of fixed income and equity instruments. The firm employs both model-based and manager-driven investment approaches and operates as a registered municipal advisor and FINRA-member broker-dealer affiliated with UMB Bank and UMB Investment Management.

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.

Michele Laws is a financial advisor at Portside Wealth Group, LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including TownSquare Capital, Allegis Investment Services, and National Planning Corporation. Outside of her advisory role, she is involved in divorce financial education as a monthly speaker at a divorce workshop and is a board member for Divorce Dollars & Sense. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporate entities. The firm offers discretionary portfolio management, financial planning, pension consulting, and client education using a blend of investment approaches combined with affiliated legal and accounting expertise.

Gaines Smith is a financial advisor at Kovack Advisors, Inc. with 41 years of industry experience. He has held roles at Kovack Securities Inc., Resource Horizons Investment Advisory, Inc., and previously operated Gaines Financial Services, Inc. Outside of advising, he is president of Smith & Sons Firearms, a firearms and sporting goods retail business. Kovack Advisors, Inc. is a multi-team registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, banks, and government entities. The firm offers portfolio management, financial planning, and access to sub-advisory programs, utilizing an Envestnet-supported workflow and both internal and third-party investment models.

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.