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.

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® 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.

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 eight years of industry experience. He is also president of Tzinberg & Associates, P.C., an accounting firm he has led since 1983. Wealth Management Nebraska LLC advises individuals, high-net-worth clients, and institutional clients, offering discretionary asset management, fiduciary services, and financial planning. The firm uses broadly diversified, passively managed portfolios focused on cost minimization and long-term strategies, and it provides backoffice and recordkeeping support for other advisors.

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.

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 with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 credentials and 16 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing across multiple roles from 2011 to 2022. 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, investment management, financial planning, and brokerage services, utilizing proprietary strategies and third-party models supported by in-house equity and fixed income research.

Audrey Moran is a financial advisor at Wells Fargo Investment Institute, Inc. with four years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at Wells Fargo Clearing Services, Us Tech Solutions, Sanford Health, and Ulta Beauty. Wells Fargo Investment Institute is an SEC-registered, bank-affiliate advisory and research organization that provides manager due diligence, securities research, and asset allocation guidance primarily to Wells Fargo wealth and fiduciary businesses. The firm delivers model portfolios and allocation advice through a team-based research approach integrated with banking fiduciary and trust divisions.

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 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.

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.

Joseph Buffa is a financial advisor at Wells Fargo Investment Institute, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo-affiliated firms since 2009, including roles at Wells Fargo Clearing and Wells Fargo Advisors. Wells Fargo Investment Institute is an SEC-registered, bank-affiliate advisory and research organization that offers manager due diligence, securities research, and asset allocation guidance primarily to Wells Fargo wealth and fiduciary businesses. The firm’s team-based approach combines qualitative and quantitative analysis to deliver model portfolios and strategic investment insights used across affiliated entities.

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.

Daniel Meehan is a financial advisor with Wells Fargo Investment Institute, Inc. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. His prior roles include seven years at Wells Fargo Clearing before joining his current firm in 2023. Wells Fargo Investment Institute is a bank-affiliate advisory and research organization that provides manager due diligence, securities research, and asset allocation guidance primarily to Wells Fargo wealth and fiduciary businesses. The firm’s investment approach is team-based and combines qualitative and quantitative analysis to develop model portfolios and capital market assumptions delivered to affiliate businesses for implementation.

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.