Brett Shelby Ellis

Collin Black is the principal of Black Financial Planning, LLC in Farmington, MO, and holds a Series 65 credential with five years of industry experience. His background includes roles at Richard Black, CPA, PC, and involvement in a food truck business, The Noodle Nerd, where he is a part owner. Collin also operates as a sole proprietor providing insurance sales and servicing. Black Financial Planning serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities by offering tailored financial plans and consulting, referring clients to third-party money managers for investment implementation rather than managing assets directly. The firm’s process emphasizes documenting client goals, developing customized plans, and monitoring managers while handling client relationships on a case-by-case basis.

Cynthia Minnis is a financial advisor with NBC Securities, Inc., holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Her career includes long-term roles at Conservative Financial Services, Inc. and American Express Financial Advisors. Outside of finance, she owns and performs with a music business, Cindy Minnis Music. Lanark Financial, Inc. provides investment advisory, financial planning, and portfolio management services to individuals, trusts, businesses, and institutional clients through multiple fee-based programs and managed-account platforms, employing both fundamental and technical analysis in its approach.

Blake Nephew is a financial advisor with NBC Securities, Inc. in Farmington, MO, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones and U.S. Bancorp Investments, Inc. He serves as a director on the board of the Rotary Club of St. Francois County. NBC Securities operates as a multi-team firm serving a diverse client base. The firm offers investment advisory services and employs a range of fee-based advisory programs and managed-account platforms, utilizing both fundamental and technical analysis along with discretionary and non-discretionary management options.

Craig Gissy is a financial advisor at Prospera Financial Services, Inc. with 16 years of industry experience. He holds the Series 66 designation and previously worked at Cutter & Company, Inc. for 12 years before joining Prospera Financial Services in 2025. Prospera Financial Services, Inc. is an enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through 207 advisors and offers investment advisory and financial planning services across various platforms and delivery vehicles.

Lisa Sumpter is a CFP® professional affiliated with NBC Securities, Inc. who has 25 years of industry experience. She has worked at First State Financial Management since 2007. Outside of her advisory role, she is a partner in a cattle farming venture with her husband. Lanark Financial, Inc., the firm associated with NBC Securities, provides investment advisory services, financial planning, and portfolio management to individuals, trusts, businesses, and institutional clients. The firm offers multiple advisory programs and employs both fundamental and technical analysis, managing accounts on discretionary or non-discretionary bases.

Malia Toman is a financial advisor with Lanark Financial, Inc. She holds a Series 66 designation and has two years of industry experience. Her prior roles include positions at First State Financial Management and Town & Country Bank, as well as work in higher education administration and public service. Lanark Financial, Inc. provides investment advisory services, financial planning, and portfolio management to individuals, ERISA-qualified accounts, trusts and estates, businesses, and other institutional clients. The firm offers multiple fee-based advisory programs and managed-account platforms, combining fundamental and technical analysis with discretionary and non-discretionary management approaches.