Brandon Wooley

Bradley Binkley is a financial advisor at Biy Financial, LLC in Jefferson City, MO, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has worked at Creativeone Securities, Acrisure, and Priority First Insurance & Investments. Outside of his advisory role, he owns a Roof Maxx dealership through Mend to Extend LLC. Biy Financial is an independent, single-advisor firm providing discretionary asset management, financial consulting, and ERISA retirement-plan services to individuals, high-net-worth clients, trusts, business owners, and plan sponsors. The firm tailors its services to client goals and risk tolerance, employing fundamental and technical analysis alongside modern portfolio theory.

Steven Erickson is a CFP®-certified financial advisor with 29 years of industry experience. He has led Erickson Financial Solutions, LLC since 2006 and has been associated with Fee Only Investment Advisors, LLC since 1996. Outside of financial advising, he is president and sole owner of Erickson Services, LLC, a marketing consulting business. Erickson Financial Solutions serves individual clients with investment portfolio management and comprehensive financial planning, including retirement, tax, and estate planning. The firm focuses on tailored advice for a small client base and emphasizes long-term continuity and professional credentials in its approach.

Mark Kleene is a CFP® professional with 14 years of experience in financial planning. He has been the sole advisor at MVK Financial Planning, LLC since 2012, based in Jefferson City, MO. MVK Financial Planning provides fee-only financial planning and investment management services to individuals, trusts, estates, non-profit organizations, pension plans, and small businesses. The firm’s investment approach emphasizes tax efficiency and risk-appropriate, broadly diversified portfolios built from index-type and no-load managed funds, avoiding stock picking and market timing.

Eric Davis is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has been with CreativeOne Securities, formerly Client One Securities, since 2011. Outside of his advisory role, he is also an insurance agent with Acrisure Wallstreet Partners LLC. CreativeOne Securities, LLC provides financial planning, consulting, and investment management services to a diverse client base including individuals, businesses, and retirement plans. The firm uses fundamental and cyclical analysis along with model rebalancing and periodic reviews, offering both discretionary and non-discretionary portfolio management through various channels.

Alex Lecure is a financial advisor at Smith, Moore & Co. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Schwartz & LeCure and K.W. Chambers & Co. Outside of advising, he provides seasonal tax preparation services. Smith, Moore & Co. serves individual, high-net-worth, corporate, and pension clients, offering portfolio management, financial planning, and investment consulting through a multi-team approach that includes both advisor-managed accounts and third-party manager arrangements.

Kayla Streeter is a financial advisor with CreativeOne Securities, LLC, holding a Series 66 designation and five years of industry experience. She has worked at Wallstreet Group Advisors since 2019 and has held various roles in education and the service industry. Outside of her advisory work, she is also involved as a licensed insurance agent with Acrisure Wallstreet Partners LLC. CreativeOne Securities, LLC provides financial planning, consulting, and investment management to a diverse client base, including individuals, businesses, and retirement plans. The firm offers portfolio management, fiduciary services, and referrals to third-party advisers, utilizing a range of managed account programs and proprietary model portfolios.