Mutual Advisors, LLC

Casey Hayden is a financial advisor at Mutual Advisors, LLC with four years of industry experience. He holds a Series 65 credential and has worked at several firms, including Nicollet Investment Management Inc. and Guncheon Financial, LLC. Outside of his advisory role, he serves on the boards of multiple nonprofit organizations focused on supporting victims of trafficking and domestic violence, and he is involved in entrepreneurial ventures related to outdoor recreation and legal planning consulting. Mutual Advisors, LLC serves a broad client base including individual investors, trusts, retirement plan participants, and institutional clients. The firm manages portfolios using a blend of active and passive strategies tailored to client objectives and is notable for its institutional work and diverse service offerings.

Michael Nance is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 65 registrations and bringing 25 years of industry experience. He previously worked at Pfs Investments Inc and Primerica Financial Services from 2000 to 2024. In addition to his advisory role, he is an Independent Insurance Agent. Mutual Advisors, LLC serves a diverse client base, including individual investors, trusts, estates, retirement plans, and institutional investors. The firm offers a variety of advisory services using both discretionary and non-discretionary approaches, combining active and passive strategies with an emphasis on diversification and alignment with client objectives.

Michael Delafuente is a financial advisor with Mutual Advisors, LLC in Austin, TX, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at USCA RIA LLC, USCA Securities, LLC, and Wells Fargo Clearing. He is also the managing member of Nfuse Capital, a financial services firm. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm offers a range of advisory services employing both active and passive investment strategies, with a notable presence in institutional management and unique operational features such as an Outsource Insurance Desk and relationships with third-party managers.

Jeremy Stalcup is a financial advisor with Mutual Advisors, LLC in Omaha, NE, holding a Series 66 designation and 14 years of industry experience. His work history includes roles at Mutual Securities, Inc., Sowell Management Services, MSI Financial Services, Inc., and Pacific West Financial Consultants Inc. Outside of advisory work, he serves as a board member, coach, and mentor for the CrossOver Basketball league under STEP Ministries, a nonprofit organization. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm manages portfolios through a mix of active and passive strategies and employs multiple analytical approaches to tailor investment solutions across various account types.

Lisa Oconnor is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 66 credentials and 17 years of industry experience. Her prior work includes roles at Raymond James Financial Services, Colorado Wealth Partners, Stifel Nicolaus, and BBVA Wealth Solutions. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, offering asset management, financial planning, and ERISA advisory services. The firm employs a blend of active and passive investment strategies and manages approximately $9.45 billion through 154 advisors.

Chad Opel is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC since 2021. His prior experience includes roles at Mass Mutual Life Insurance Company, Visionary Wealth Advisors, Northwestern Mutual Investment Management, Merrill, and Edward Jones. Outside of his advisory work, he is involved in several community and nonprofit activities, including board memberships with the Edwardsville Neighbors nonprofit, the SIUE Foundation, and local educational and athletic organizations. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, managing approximately $9.45 billion across 154 advisors. The firm employs a combination of active and passive investment strategies and utilizes multiple analytical approaches to tailor portfolios to clients’ objectives, including specialized services for retirement plans and unique institutional clients such as sovereign wealth funds.

Zane Zent is a CFP® professional with two years of experience in the financial advisory industry. He is currently with Mutual Advisors, LLC and previously worked at Protection Point Advisors, Virgin Orbit, and Price Waterhouse Coopers. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts and estates, retirement plans, qualified purchasers, and institutional investors. The firm blends active and passive investment strategies tailored to client objectives and manages approximately $9.45 billion across 154 advisors, including some less common institutional types such as sovereign wealth funds.

Eric Linville is a financial advisor at Mutual Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at E.K. Riley Investments, LLC for 15 years. Outside of finance, he is involved with Wild Salmon Seafood Market. Mutual Advisors, LLC serves a diverse client base including individual investors, retirement plans, trusts, and institutional investors. The firm offers a range of advisory services and employs a mix of active and passive investment strategies with tools tailored to various account types.

Vivian Lopez is a financial advisor at Mutual Advisors, LLC with 16 years of industry experience. She previously spent 27 years at Gaia Capital Management Inc. Outside of finance, she holds the position of Vice President and Secretary at Divine Drywall Incorporated, where she is involved in bookkeeping and business operations. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm manages portfolios using a combination of active and passive strategies tailored to client objectives and is notable for its substantial institutional work and use of various analytical and third-party tools.

Brent Johnson is a CFP® with 27 years of industry experience, currently serving at Mutual Advisors, LLC. He previously worked at LPL Financial for 16 years before joining Mutual Advisors in 2018. Outside of advisory work, he is involved in managing his family trust as a trustee. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts and estates, retirement plans, and institutional investors. The firm offers a range of advisory services and manages portfolios using both active and passive strategies tailored to clients’ objectives, supported by multiple analytical approaches and third-party tools.

Charles Kelsey is a financial advisor with Mutual Advisors, LLC in Fort Worth, TX, holding Series 63 and Series 66 designations and 18 years of industry experience. He has worked at Mutual Advisors since 2019 and previously held roles at National Financial Services LLC. In addition to his advisory work, Kelsey serves as an Intelligence Officer in the U.S. Army Reserve. Mutual Advisors serves a diverse client base, including individual investors, trusts, retirement plans, and institutional clients, managing approximately $9.45 billion. The firm employs a mix of active and passive investment strategies tailored to client objectives and is noted for its scale in institutional work and a broad range of advisory services.

Dustin Zuck is a financial advisor at Mutual Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wealth Enhancement Group, Securities America, and Wells Fargo Clearing. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, offering services such as asset management, financial planning, and ERISA plan consulting. The firm employs both active and passive investment strategies and manages approximately $9.45 billion through 154 advisors.

Richard Collop is a CFP® professional with 18 years of experience in the financial services industry. He is currently with Mutual Advisors, LLC, where he has worked since 2021, following roles at Visionary Wealth Advisors, LLC and Northwestern Mutual Investment Management. Collop is also licensed as an Independent Insurance Agent, engaging in life, disability, and long-term care insurance sales. Mutual Advisors, LLC serves a diverse client base that includes individual investors, trusts, retirement plans, and institutional clients. The firm combines active and passive strategies with multiple analytical approaches to manage portfolios aligned with client objectives and manages approximately $9.45 billion across 154 advisors.

Michael Ryne is a financial advisor with Mutual Advisors, LLC in Moorpark, CA, holding a Series 66 credential and six years of industry experience. His career includes multiple roles at Mutual Advisors, LLC and Mutual Securities, Inc., as well as prior experience at Cedarstone Advisors and Monarch Plan Advisors. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plans, and institutional clients. The firm employs both active and passive investment strategies with an emphasis on diversification and uses a variety of analytical methods to tailor portfolios, managing approximately $9.45 billion across 154 advisors.

Amy Wallace is a financial advisor at Mutual Advisors, LLC with 10 years of industry experience. She holds the Series 66 designation and has worked at firms including TIAA-CREF, Ameriprise Financial Services, and Merrill. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, managing approximately $9.45 billion across 154 advisors. The firm offers a variety of advisory services and employs both active and passive investment strategies tailored to client objectives, with a notable emphasis on institutional and specialized accounts.