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Samuel H
CFP®, ChFC®, Series 63, Series 66
Swansea, IL
Archford Capital Strategies, LLC
Samuel Hanger is a CFP® and ChFC® with 12 years of industry experience. He has worked at Archford Capital Strategies, LLC since 2015 and held roles at PURSHE KAPLAN STERLING INVESTMENTS, Inc. from 2016 to 2023 and Private Client Services from 2023 to 2025. He serves on the Foundation Board of Finance Committee at Southern Illinois College of Belleville, overseeing investments and expenditures. Archford Capital Strategies provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and businesses. The firm constructs customized portfolios using various investment vehicles and offers specialized services such as trustee-related offerings and charitable giving programs.
Robert S
Series 66
Swansea, IL
Archford Capital Strategies, LLC
Robert Schlueter Jr. is a financial advisor at Archford Capital Strategies, LLC with 25 years of industry experience and holds a Series 66 designation. He has worked at Archford since 2013 and previously was with Purshe Kaplan Sterling Investments and Private Client Services. Archford Capital Strategies serves a broad range of clients including individuals, high-net-worth clients, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan advisory services. The firm uses a long-term, asset-allocation approach with customized portfolios composed of independent managers, mutual funds, ETFs, securities, REITs, options strategies, and proprietary models.
Michael N
Series 66
O'Fallon, IL
FRA Wealth Management LLC
Michael Nichols is a financial advisor with FRA Wealth Management LLC in O'Fallon, Illinois, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Mutual of America, The Prudential Insurance Company of America, Pruco Securities, LLC, and Wells Fargo Clearing Services LLC. Prior to his financial career, he had employment at The Sliced Pint and 54th Street Bar and Grill. FRA Wealth Management provides investment advisory and financial planning services to individuals, corporations, and trusts, with a focus on portfolio management and comprehensive financial planning. The firm uses an open-architecture investment model that integrates passive and active managers and offers access to trust and insurance products through affiliated companies.
Michelle Z
Series 65
East Alton, IL
Genesis Wealth Management
Michelle Zimmer is a financial advisor at Genesis Wealth Management with a Series 65 designation and over 18 years of professional experience, primarily gained at United Community Bank. She has been with Genesis Wealth Management Group since 2026 and previously with Genesis Financial Group. Genesis Wealth Management provides personalized financial planning and investment management services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $54.5 million for 377 clients across five advisors, offering tailored portfolios and both discretionary and non-discretionary services.
Christopher D
Series 65
Edwardsville, IL
Slagle Financial, LLC
Christopher Dorsey is a financial advisor at Slagle Financial, LLC with 14 years of industry experience. He holds a Series 65 designation and has been with Slagle Financial and Peak Insurance Agency since 2011. In addition to his advisory role, Dorsey is an insurance agent for Peak Insurance Agency. Slagle Financial provides investment supervisory services and financial planning to individuals, families, and businesses, tailoring strategies to clients’ goals and risk tolerance. The firm uses a globally diversified investment approach with an emphasis on index mutual funds and ETFs, and it operates ten offices across multiple locations.
Michael W
CFP®, Series 66
Glen Carbon, IL
CarsonAllaria Wealth Management, LTD.
Michael Wiedner is a CFP® and holds a Series 66 license with 12 years of industry experience. He currently serves at CarsonAllaria Wealth Management, LTD. and has prior experience with Purshe Kaplan Sterling Investments, Edward Jones, Merrill Lynch, and CBS Corporation. Wiedner also acts as a FINRA dispute resolution arbitrator. CarsonAllaria Wealth Management is a registered investment adviser serving individuals, trusts, estates, corporations, and retirement plan sponsors. The firm manages approximately $792 million on a discretionary basis, employing quantitative optimization and risk/return analysis to guide portfolios that include equities, ETFs, mutual funds, cash, and fixed income. The six-advisor team integrates traditional wealth management with ERISA fiduciary services for employer plans.
Marnie D
Series 63
Swansea, IL
Archford Capital Strategies, LLC
Marnie Deschaine Venneman is a financial advisor at Archford Capital Strategies, LLC with 26 years of industry experience. She holds a Series 63 designation and has been with Archford since 2015. Archford Capital Strategies serves individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and businesses, offering portfolio management, financial planning, and retirement plan advisory services. The firm focuses on customized, primarily long-term portfolio construction using a variety of investment vehicles and provides specialized solutions such as options strategies and Market Participation Structured Products.
Reid M
Series 63, Series 65
East Alton, IL
Genesis Wealth Management
Reid Mortensen is a financial advisor with Genesis Wealth Management who holds Series 63 and Series 65 licenses and has 15 years of industry experience. He has been affiliated with Genesis Wealth Management Group, LLC since 2011 and also operates as an independent insurance agent, dedicating a significant portion of his time to Genesis Insurance & Financial Advisors, LLC. Genesis Wealth Management provides personalized financial planning and investment management services to individuals, trusts, estates, charitable organizations, and retirement plans, managing approximately $54.5 million for around 377 clients. The firm customizes portfolios based on client goals and risk tolerance and offers both discretionary and non-discretionary services while coordinating with outside professionals as needed.
Christopher H
Series 66, Series 65
Saint Louis, MO
Coho Advisory Services, LLC
Christopher Harsley is a financial advisor at Coho Advisory Services, LLC with 14 years of industry experience. He holds Series 65 and Series 66 credentials and has worked previously at firms including AXA Equitable and Mutual of Omaha Investment Services. Outside of his advisory work, he is involved in insurance sales and serves as a substitute teacher. Coho Advisory Services manages approximately $52 million for individual and high-net-worth clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm uses a core passive investment approach with tactical active adjustments and primarily manages assets on a non-discretionary basis through co-advisory relationships with third-party managers.
Nicholas W
Series 65
Edwardsville, IL
Slagle Financial, LLC
Nicholas Webb is a financial advisor at Slagle Financial, LLC with 11 years of industry experience. He holds the Series 65 designation and has been with Slagle Financial since 2013. Slagle Financial provides investment supervisory services and financial planning to individuals, families, and businesses, tailoring engagement terms and investment policy statements to client goals, time horizons, and risk tolerance. The firm emphasizes globally diversified portfolios based on modern portfolio theory, using fundamental security analysis and a preference for index mutual funds and ETFs, alongside oversight of third-party managers and regular client account reviews.
Aaron K
Series 65
Edwardsville, IL
Slagle Financial, LLC
Aaron Keune is a financial advisor at Slagle Financial, LLC with one year of industry experience. He holds a Series 65 designation and has been with Slagle Financial since 2023. Slagle Financial provides investment supervisory services and financial planning to individuals, families, and businesses, tailoring strategies to clients’ goals, time horizons, and risk tolerance. The firm emphasizes globally diversified portfolios using fundamental analysis and prefers index mutual funds and ETFs for internal management, while also selecting and monitoring third-party managers.
Robert S
Series 65
Edwardsville, IL
Slagle Financial, LLC
Robert Sims is a financial advisor with Slagle Financial, LLC in Edwardsville, IL, holding a Series 65 designation and seven years of industry experience. He has been with Slagle Financial since 2018 and previously worked at Grojean Insurance Agency from 2012 to 2018. In addition to his advisory role, Sims serves as an independent contractor property and casualty insurance producer. Slagle Financial provides investment supervisory services and financial planning to individuals, families, and businesses, tailoring strategies to clients’ goals, time horizons, and risk tolerances. The firm emphasizes globally diversified portfolios aligned with modern portfolio theory and uses a combination of internal management and third-party managers, conducting regular monitoring and reviews of client accounts.
Jennifer C
ChFC®, Series 63, Series 66
St Louis, MO
Vestia Personal Wealth Advisors
Jennifer Chatfield is a financial advisor with Vestia Personal Wealth Advisors in St. Louis, MO, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 20 years of industry experience, including prior roles at Larson Financial Securities, LLC and Larson Financial Group, LLC. Chatfield is also a registered representative with Ausdal Financial Partners. Vestia Personal Wealth Advisors serves individual and high-net-worth clients, as well as retirement plan sponsors, providing comprehensive financial planning, portfolio management, business consulting, and educational workshops. The firm employs an evidence-based investment approach that incorporates multiple management platforms, alternative investments, and private capital solutions.
Chad T
Series 65
Edwardsville, IL
Slagle Financial, LLC
Chad Tobin is a financial advisor at Slagle Financial, LLC with 18 years of industry experience. He holds a Series 65 designation and has been with Slagle Financial since 2009. Tobin also works with Illinois Benefit Services, Inc. and is an independent life and health insurance agent. Slagle Financial provides investment supervisory services and financial planning to individuals, families, and businesses, tailoring strategies to client goals, time horizons, and risk tolerances. The firm employs a globally diversified investment approach focused on fundamental security analysis and uses index mutual funds and ETFs, alongside third-party manager selection and ongoing portfolio monitoring.
Scott I
CFP®, ChFC®, Series 63
St. Louis, MO
Claris Advisors, LLC
Scott Iverson is a CFP® and ChFC® with 10 years of industry experience. He has been with Claris Advisors, LLC since 2015. Claris Advisors provides investment management, retirement-plan advisory, financial planning, consulting, and successor-trustee services to individuals, trusts, charitable organizations, businesses, and qualified retirement plans. The firm employs a Modern Portfolio Theory-based, buy-and-hold asset allocation strategy using primarily passive mutual funds and collaborates with third-party sub-advisers for specialized mandates.
James M
CFP®, Series 63, Series 66
Swansea, IL
Archford Capital Strategies, LLC
James Maher is a CFP® with 29 years of industry experience, currently serving at Archford Capital Strategies, LLC. He has held roles at Valmark Securities, Inc., Private Client Services, and Purshe Kaplan Sterling Investments, Inc., and has operated his own legal and consulting practices. Maher is a member of several nonprofit boards, including St. Louis Children’s Hospital Foundation and St. Louis Community Foundation. Archford Capital Strategies provides portfolio management, financial planning, and retirement advisory services to individuals, trusts, pension plans, charitable organizations, and businesses. The firm focuses on customized, long-term portfolio construction using a range of investment vehicles and offers specialized solutions such as options strategies and Market Participation Structured Products.
Nicholas W
Series 65
O'Fallon, IL
FRA Wealth Management LLC
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.
David L
Series 66
Saint Louis, MO
Larson Financial Group, LLC
David Lochstampfor is a financial advisor at Larson Financial Group, LLC in Saint Louis, MO, holding a Series 66 designation with 13 years of industry experience. He has worked at Larson Financial Securities, LLC and Larson Financial Group, LLC since 2012. Outside of his advisory role, he assists his wife with evaluating and managing real estate investments, including flipping properties and handling financial analysis. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm employs a mix of strategic and tactical investment approaches, offers 3(38) and 3(21) pension consulting services, and uses AI-assisted tools alongside human review to support its advice.
Dylan D
Series 63, Series 65
Saint Louis, MO
Larson Financial Group, LLC
Dylan Donovan is a financial advisor with Larson Financial Group, LLC in Saint Louis, MO, holding Series 63 and Series 65 designations and nine years of industry experience. Prior to joining Larson Financial Group in 2020, he worked at Commerce Brokerage Services, Inc. and Northwestern Mutual in various capacities from 2015 to 2019. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting primarily for doctors and related businesses, serving individuals, trusts, corporations, nonprofits, and pension plans. The firm uses a combination of model portfolios and custom discretionary programs employing strategic and tactical approaches, and also offers affiliated services including broker-dealer activities, commercial real estate brokerage, and private-equity management.
Roger C
Series 63, Series 65
St. Louis, MO
M HOLDINGS SECURITIES, Inc.
Roger Cammon is a financial advisor with M Holdings Securities, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with M Holdings Securities since 2001 and also has long tenures at Equitable Advisors and Bryant Group, Inc. Outside of his advisory work, Cammon serves on the finance committee of St. Louis Priory School and is president of Cammon Company. M Holdings Securities, Inc. serves individual and institutional clients nationwide through a network of independent advisors, offering a combination of advisory and brokerage services including investment management, retirement plan consulting, and insurance advisory. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing various platforms and access to proprietary and third-party resources.
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