George Ellis is a financial advisor at Abundance Advisors, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Abundance Advisors since 2005. In addition to his advisory role, Ellis owns and operates GN Ellis Agency, providing life and health insurance products and protection planning for individuals and small businesses since 1984. Abundance Advisors offers asset-allocation investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm utilizes a strategic, model-based asset allocation process and provides discretionary portfolio management primarily through no-load mutual funds, variable annuities, and cash sweep vehicles.

Alfred Hicks is a CFP® professional with 27 years of experience in financial advising. He has been the president of Financial Planning Advisors, Inc. since 1994. In addition to his advisory role, Hicks is involved in insurance and fixed annuity sales through a separate business. Financial Planning Advisors, Inc. provides financial planning and investment services to a diverse client base that includes individuals, trusts, charitable organizations, and small businesses. The firm employs targeted asset allocation, discretionary management, and a combination of fundamental and technical analysis to manage portfolios and offers educational seminars and project-based planning services.

Anthony Erzen is a financial advisor at Legacy Wealth Planning with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at CarsonAllaria Wealth Management, Northwestern Mutual Investment Services, TD Ameritrade, SCOTTRADE, and Illinois American Water. Legacy Wealth Planning is an independent, fee-only investment adviser serving primarily individual and high-net-worth clients. The firm offers customized investment management, financial planning, and limited hourly consulting, employing Modern Portfolio Theory with a preference for passive funds while accommodating active and ESG options.

Matt Maberry is a financial advisor at B.B. Graham & Company, Inc. with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has been with B.B. Graham since 2015. Maberry is also a 50% owner of Alton Securities & Asset Advisors, LLC, an investment and financial business affiliated with the firm. B.B. Graham & Co. provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as to pension plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, with a majority of assets managed on a non-discretionary basis.

William Kinkel is a financial advisor at Genesis Wealth Management in East Alton, IL, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been a general supervisor at Ameren Missouri since 1981. Kinkel also maintains an insurance agency operating on a limited basis. Genesis Wealth Management provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers tailored portfolios and a range of services including discretionary and non-discretionary management, ERISA plan support, and specialized planning for veterans and long-term care.

Jamie Payne is a financial advisor at Genesis Wealth Management with four years of industry experience. He holds the Series 65 designation and previously worked at Franklin & Vaughn, LLC. Genesis Wealth Management provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $54.5 million for about 377 clients and offers tailored portfolios with discretionary and non-discretionary services, including specialized support for veterans and long-term care planning.

Jon Payne is a financial advisor at Genesis Wealth Management with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several entities including Genesis Financial Group Inc. since 1999 and Gradient Securities, LLC from 2011 to 2016. Payne also serves on the Macoupin County Board. Genesis Wealth Management provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $54.5 million for around 377 clients and offers tailored portfolios using platforms such as Envestnet, SEI, and Morningstar, as well as specialized services for veterans and long-term care planning.

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.

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.

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.

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.

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.

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.

Donovan Ehrman is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 30 years of industry experience. His prior roles include positions at CUNA Brokerage Services, 1 St Midamerica Credit Union, Fidelity, and Raymond James Financial. Outside of his advisory work, Ehrman serves as an assistant baseball coach and JV basketball coach at Father McGivney Catholic High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions through a network of advisers, utilizing model portfolios, third-party managers, and customized strategies.

Gerald Wunderlich is a financial advisor with Stifel in Alton, IL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Stifel since 1988 and concurrently serves the City of Alton in a public capacity since 1983. Outside of his advisory role, he is the treasurer of the Laura Lofts Home Owners Association. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with an investment approach based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Daniel Beiser Jr. is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. Prior to joining Thrivent, he worked in various roles at companies including Iron Mountain and several laboratories. He serves as a board member for a parent-teacher organization, where he helps run meetings and guide the board’s activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Jacob Lowry is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 66 license, with 13 years of industry experience. He has worked at Cambridge Investment Research since 2013. Lowry is a co-founder of The WealthCare Group and owner of Lowry Financial Group, where he focuses on Medicare servicing and education. He also serves as a board member of the Glen Ed Soccer Association, a youth athletic organization. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a large network of independent professionals. The firm employs a variety of investment strategies and platforms, providing both discretionary and non-discretionary management tailored to client objectives.

Robert Stegemeier is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC, along with over 40 years at Central Bank. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is based on investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Matthew Alepra is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has been with LPL Financial since 2007 and previously worked at Banc of America Investment Services, Inc., Quick & Reilly, Inc., and Stifel. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services with access to model portfolios, third-party asset managers, and various institutional platforms.

Emily Brophy is a Series 66-registered financial advisor with Edward Jones, where she has worked since 2019. She has five years of industry experience and previously worked at Washington University for 14 years. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.