Alisa Blackwell

Brock Miller is a financial advisor at Building Wealth Financial Advisory LLC in Paris, Missouri, holding a Series 65 designation with no prior industry experience. He has a background that includes service in the United States Air Force, work at Regional Missouri Bank, and employment with the Paris School District. Outside of advisory services, he operates Building Wealth with Brock, a personal finance education and digital media brand focused on budgeting, investing fundamentals, and financial literacy. Building Wealth Financial Advisory LLC is a fee-only fiduciary firm that provides discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, families, trusts, retirement plans, and small businesses. The firm uses a core-satellite investment approach combining low-cost passive ETFs and selective individual stocks, emphasizing retirement plan consulting and held-away account advice.

Matthew Bragg is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Smith, Moore & Co. since 2021. His prior experience includes roles at LPL Financial LLC and Investment Centers of America. He is also licensed as an insurance agent, engaging in insurance service and sales on a limited basis. Smith, Moore & Co. advises individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, investment consulting, and model-portfolio solutions. The firm employs a multi-team approach, utilizing both advisor-managed accounts and third-party manager arrangements.

Dalton Horstmeier is a CFP® professional with seven years of industry experience, currently serving at &Partners since 2023. Prior to joining &Partners, he worked at Edward Jones for five years and has a background that includes a brief tenure at Dick's Sporting Goods and full-time education periods. Outside of his advisory role, he is Vice President of Horstmeier Farms LLC, where he oversees agricultural operations and assists with planting and harvest seasons. &Partners serves a diverse client base, including individuals, retirement plans, charitable organizations, and private business owners. The firm offers a range of services such as portfolio management, financial and tax planning, estate consulting, and retirement plan education, utilizing both proprietary and third-party strategy models combined with platform technology.

Robert Adrian is a financial advisor at &Partners with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Edward Jones for 28 years. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and private business owners. The firm offers a range of services such as portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, combining platform technology with proprietary and third-party strategy models.

Courtney Jones is a financial advisor with LPL Financial and holds a Series 66 designation. She has 15 years of industry experience, including prior roles at Securities America Advisors and Securities America Inc. She has also been associated with Tpnp, formerly The Paris National Bank, since 2015. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment delivery options supported by an in-house research team and combines large-scale advisory operations with various non-advisory product activities.

Charles Rapp is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at Investment Centers Of America, Inc. for eight years before joining LPL Financial in 2017. Outside of his advisory role, he owns and operates 77 Fly Co., a fly fishing and tying shop in Saint Louis, MO. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates various advisory and brokerage needs through its large network of investment adviser representatives.