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.

Douglas Ramey is the sole advisor at Saint Louis Investment Advisors Inc., an independent, SEC-registered firm based in Collinsville, IL. He holds Series 63 and Series 65 designations and has 20 years of industry experience, including over two decades at his current firm. Saint Louis Investment Advisors manages approximately $61.5 million for a diverse client base including individuals, high-net-worth clients, institutional accounts, and charitable organizations. The firm employs a strategic asset allocation approach using a core-and-satellite portfolio construction with passive index funds and ETFs as the core and selective active managers as satellites, managing portfolios on a discretionary basis with global diversification.

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.

Donald Despain Sr. is a CFP® professional with 40 years of experience in financial advising. He is the principal of Despain Investment Solutions, Ltd., where he has worked since 1995, and has also held roles at Saxony Securities Inc. since 2020 and Despain Financial Corporation since 1982. Despain Investment Solutions, Ltd. provides financial planning and portfolio management services primarily to individuals, retirement plans, trusts, and business entities, with a focus on comprehensive retirement planning. The firm manages client portfolios on a non-discretionary basis using fundamental and technical analysis and offers written and hourly financial plans tailored to client goals and risk tolerance.

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.

Grant Fridley is a Series 65-licensed advisor at Powers Advisory Group, LLC with one year of industry experience. Prior to joining Powers Advisory Group, he spent three years at McKendree University and seven years at Wesclin CUSD3. Powers Advisory Group advises individuals, including high-net-worth clients, as well as corporations and employee benefit plans. The firm employs an ETF-based, asset-allocation investment approach focusing on quality securities and income growth, combining fundamental and technical analysis alongside financial planning and pension consulting.

Nicholas Rutz is a Series 65-licensed advisor at Powers Advisory Group, LLC with two years of industry experience. He has been involved with Powers Advisory Group since 2023 and has additional business experience as the owner of a child care company and a real estate investment company. Prior to Powers Advisory Group, he was associated with Siblings & Company LLC and operated Rutz Group II DBA Popeye's Chop House. Powers Advisory Group serves individuals, including high-net-worth clients, as well as corporations and employee benefit plans by offering discretionary investment management, financial planning, and pension consulting. The firm’s investment approach focuses on ETF-based, asset-allocation portfolios emphasizing quality securities, current income, and dividend reinvestment.

William Kinkel is a financial advisor with Genesis Wealth Management Group, LLC in Alton, IL, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked as a sole proprietor since 2021 and has been employed with Ameren Missouri in operations management since 1981. Outside of his advisory role, Kinkel sells insurance products through his sole proprietorship. Genesis Wealth Management Group serves individual clients, trusts, estates, and charitable organizations with financial planning and portfolio management, offering discretionary and non-discretionary advisory services along with retirement plan consulting. The firm uses an IPS-driven process and combines in-house management, sub-advisors, and third-party platforms to tailor portfolios according to client objectives and risk tolerance.

Jon Payne is a financial advisor with Genesis Wealth Management Group, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Genesis Wealth Management Group since 2011 and has served on the Macoupin County Board since 2020. Outside of his advisory role, Payne is involved in insurance sales through his position as president of Genesis Financial Group, Inc. Genesis Wealth Management Group serves individual clients, trusts, estates, and charitable organizations with financial planning and portfolio management, offering both discretionary and non-discretionary advisory services. The firm employs an IPS-driven process and utilizes a combination of in-house management, sub-advisors, and third-party platforms to tailor investment strategies to client objectives and risk tolerances.

Mark Meredith is a CFP® with 15 years of industry experience. He is the principal advisor at Meredith Wealth Planning, where he has worked since 2019. Prior to founding his firm, he spent eight years at Raymond James Financial Services Advisors Inc. and The Bank of Edwardsville. Meredith Wealth Planning provides discretionary investment management and comprehensive financial planning to individuals, high net worth clients, families, and corporate clients. The firm primarily uses a passive investment approach, constructing diversified portfolios with index mutual funds and ETFs tailored to clients’ goals and risk tolerances.

Matthew Powers is a financial advisor with Powers Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has led Powers Advisory Group since 2014. Powers Advisory Group serves individuals, including high-net-worth clients, along with corporations and employee benefit plans. The firm focuses on ETF-based, asset-allocation portfolios emphasizing quality securities and income growth, and combines pension consulting, participant account management, and financial planning through a four-advisor team managing approximately $329.5 million in discretionary assets.

Richard Wimmer Jr. is a financial advisor at Meredith Wealth Planning with eight years of industry experience. He holds the CFP®, CFA®, and Series 66 designations and has worked at firms including Silicon Hills Wealth Management, Matter Family Office, Buckingham Strategic Wealth, and Wells Fargo Bank. Meredith Wealth Planning provides discretionary investment management and comprehensive financial planning to individuals, high net worth clients, families, and corporate clients. The firm primarily employs a passive investment approach using diversified portfolios of index mutual funds and ETFs, managing accounts on a continuous discretionary basis with periodic reviews.

Reid Mortensen is a financial advisor at Genesis Wealth Management Group, LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Genesis Wealth Management Group since 2011. Mortensen also operates as an independent insurance agent through Genesis Insurance & Financial Advisors, dedicating half of his professional time to this activity. Genesis Wealth Management Group serves individuals, trusts, estates, and charitable organizations with financial planning and portfolio management services. The firm employs an IPS-driven process and utilizes a combination of in-house management, sub-advisors, and third-party platforms to construct and monitor portfolios tailored to clients’ objectives and risk profiles.

Richard Ringwald is a financial advisor at Powers Advisory Group, LLC with nine years of industry experience. He holds Series 65 and Series 66 designations and previously worked at Commerce Bank and Stifel Nicolaus. Powers Advisory Group serves individuals, high-net-worth clients, corporations, and employee benefit plans by providing discretionary investment management, financial planning, and pension consulting. The firm uses an ETF-based, asset-allocation approach focusing on quality securities, current income, and dividend reinvestment, combining fundamental and technical analysis with periodic rebalancing.

Steven Gray is a financial advisor at Feltl Advisors with 24 years of industry experience. He has held his current position at Feltl and Company since 2015. Gray holds Series 63 and Series 66 designations. Feltl Advisors is an SEC-registered investment adviser managing approximately $165 million with a 15-advisor team that primarily serves individual investors. The firm offers financial planning and portfolio management through wrap-fee advisory programs delivered via its clearing relationship with RBC, generally operating on a non-discretionary basis.

Corey Myers is a financial advisor at Universal Financial Advisors, LLC with 27 years of industry experience. He holds the Series 66 designation and previously worked at Commonwealth Financial Network for 23 years. Outside of his advisory role, Myers operates a tax preparation and accounting service through Tomerlin Bookkeeping Service, Inc. Universal Financial Advisors, LLC serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by providing comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting. The firm manages client portfolios using asset allocation and diversification strategies based on Modern and Post-Modern Portfolio Theory and conducts regular portfolio reviews tailored to client risk tolerance and time horizon.

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.

Jeffrey Waters is a financial advisor with CarsonAllaria Wealth Management, LTD., holding a Series 65 designation and six years of industry experience. His career includes roles at Northwestern Mutual and Cambridge Investment Research prior to joining CarsonAllaria in 2019. CarsonAllaria Wealth Management is a registered investment adviser serving individuals, trusts, estates, corporations, and retirement plan sponsors. The firm manages approximately $791.8 million using a quantitative, client-profile-driven approach and offers integrated discretionary wealth management alongside ERISA fiduciary services.

Connor Bouse is a financial advisor at Slagle Financial, LLC with a Series 65 designation and two years of industry experience. He has been with Slagle Financial since 2022. Slagle Financial provides investment supervisory services and financial planning for individuals, families, and businesses, offering tailored engagement terms and investment policy statements. The firm emphasizes globally diversified portfolios aligned with modern portfolio theory and uses fundamental security analysis with a preference for index mutual funds and ETFs in internal management.

Mark Allaria is a CFP® professional with 14 years of industry experience, currently serving as a partner at CarsonAllaria Wealth Management, LTD. He has worked at Purshe Kaplan Sterling Investments, Mass Mutual Life Insurance Company, and Visionary Wealth Advisors, LLC. In addition to his advisory role, he is involved in servicing fixed insurance products. CarsonAllaria Wealth Management is a registered investment adviser managing approximately $791.8 million on a discretionary basis. The firm provides wealth management, financial planning, and ERISA fiduciary services to individuals, trusts, estates, corporations, and retirement plans, utilizing quantitative optimization and institutional share-class selection in its investment approach.