Visionary Wealth Advisors, LLC

Clark Gay is a CFP® professional with 24 years of industry experience. He is currently with Visionary Wealth Advisors, LLC and has previously worked at Financial Engines Advisors L.L.C. and Tmfs Advisors, Llc. 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 a blend of fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.

Sheldon Harber is a CFP® professional with 46 years of experience in the financial industry. He has been with Visionary Wealth Advisors, LLC since 2016. Outside of his advisory role, he is a passive investor in Aisle411 Partners LLC, a technology company specializing in indoor location services. 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 both discretionary and non-discretionary investment management, utilizing a blend of fundamental, technical, and cyclical analysis within an asset-allocation framework.

William Lauber is a financial advisor with Visionary Wealth Advisors, LLC in St. Louis, MO, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked at Visionary Wealth Advisors since 2019 and has been associated with Sterling Capital Management, Inc. since 1988. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team managing several billion dollars for a few thousand clients. The firm combines fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory and offers both firm-designed and independent third-party managed portfolios.

Daniel Clinard is a CFP® with 12 years of experience in the financial industry. He has worked at Mass Mutual Life Insurance Company and Visionary Wealth Advisors, LLC since 2014. Clinard holds a Series 63 license and is based in St. Louis, MO. 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 a process that combines fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.

Nicholas Fiala is a financial advisor at Visionary Wealth Advisors, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing Services and TD Ameritrade. 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 combines fundamental, technical, and cyclical analysis within an asset-allocation framework and offers both firm-designed model portfolios and options managed by independent third-party managers.

Katie Lorberg is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Visionary Wealth Advisors, LLC. Her prior experience includes roles at Vestia Advisors, LLC and LPL Financial LLC. 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 employs a blended investment approach combining fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.

Steven Elefson is a financial advisor with Visionary Wealth Advisors, LLC in Jackson, Missouri, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Cary Street Partners. He serves as president of the board of directors for Southeast MO Medical Center, a 501(c)(3) organization. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars. The firm employs a blended investment approach combining fundamental, technical, and cyclical analysis within an asset-allocation framework and offers both firm-designed and third-party managed portfolios.

Giacomo Mannino is a financial advisor at Visionary Wealth Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Visionary Wealth Advisors since 2020. Prior to that, he was with Financial Engines Advisors L.L.C. for 10 years and Tmfs Advisors, Llc for 20 years. Outside of advising, he serves as president of JOJ Investments, a rental property business in Kansas City, MO. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars. The firm combines fundamental, technical, and cyclical analysis within an asset-allocation framework and offers both firm-designed and independent third-party managed portfolios.

Selden Martin is a financial advisor with Visionary Wealth Advisors, LLC in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Visionary Wealth Advisors since 2015 and is also a partner at Altius Learning, where he is involved in coaching and training. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team managing several billion dollars. The firm employs a blend of fundamental, technical, and cyclical analysis within an asset-allocation framework and offers both firm-designed and third-party managed portfolio options.

Jason Baldus is a CFP® professional with 13 years of industry experience. He is affiliated with Visionary Wealth Advisors, LLC and Mass Mutual Life Insurance Company, where he has worked since 2014. Baldus holds Series 63 and Series 65 licenses. Visionary Wealth Advisors serves individuals, 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 using a blend of fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.

John Kinkead is a financial advisor at Visionary Wealth Advisors, LLC with 19 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Visionary Wealth Advisors in 2024, he worked at Naples Money Management, LLC for eight years and spent one year at Ernst and Young LLP. Visionary Wealth Advisors serves high-net-worth individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars. The firm combines fundamental, technical, and cyclical analysis within an asset-allocation framework and offers both firm-designed and independently managed portfolio options.

Joseph Reiniger is a financial advisor with Visionary Wealth Advisors, LLC, holding Series 63 and Series 65 designations and bringing 11 years of industry experience. He has been associated with both Visionary Wealth Advisors and Mass Mutual Life Insurance Company since 2014. Outside of finance, he is actively involved in youth soccer, running Madco Soccer Club and Joe Reiniger Soccer Schools, organizations he has managed for over a decade. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team managing several billion dollars. The firm combines fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework, offering both firm-designed and third-party managed portfolios tailored to clients’ investment preferences.

Taylor Knight is a financial advisor at Visionary Wealth Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has been with Visionary Wealth Advisors since 2014. Prior to his advisory role, he worked at Southern Illinois University - Edwardsville for five years. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team managing several billion dollars for a few thousand clients. The firm offers financial planning, consulting, and both discretionary and non-discretionary investment management, utilizing a blend of fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.

Timothy Hammett is a CFP® with 31 years of industry experience and is currently a financial advisor at Visionary Wealth Advisors, LLC in St. Louis, MO. He previously worked at Purshe Kaplan Sterling Investments from 2016 to 2017. Outside of his advisory role, he serves on the parish council of Sacred Heart Catholic Church. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars. The firm combines fundamental, technical, and cyclical analysis within an asset allocation framework and offers both firm-designed model portfolios and options managed by independent third-party managers.

Katrina Martin is a CFP® and CFA® with 23 years of experience in the financial services industry. She has been with Visionary Wealth Advisors, LLC since 2019 and previously worked at Edward Jones for 17 years. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team managing several billion dollars for a few thousand clients. The firm employs a disciplined investment process combining fundamental, technical, and cyclical analysis within an asset-allocation framework, offering both firm-designed and independent third-party managed portfolios.