Jeffrey Wiese

I am a Columbia, MO fee-only financial advisor serving clients locally and across the country. My firm, Harrison Financial Planning, provides comprehensive financial planning and investment management. I use both my technical competency as a Certified Financial Planner™, as well as my training as a Certified Financial Therapist-I™ to help guide my clients through any financial decisions they must make. Background My fascination with finance began before I even stepped foot in kindergarten when I discovered the eighth wonder of the world– compound interest. In 5th grade when asked to draw what I wanted to be when I grew up, I didn’t draw the customary teacher, doctor, or singer, but rather a stockbroker. And in middle school, instead of reading the typical teenage magazines, my father purchased me subscriptions to Money Magazine and Kiplinger. Prior to beginning my financial planning career I worked as a mortgage lender while attending graduate school and spent seven years as a commercial lender. As a financial planner, I am able to combine my love of finances and passion for helping individuals into a fulfilling career. In my downtime, I spend time with my husband, Jonathan, Group Practice Manager at the local Veterans’ Hospital, my two young sons, William and Alexander, and our dog, Carson. Education University of Missouri: Masters of Business Administration (MBA) Westminster College: Bachelors of Arts in Economics and Business Administration with concentrations in Finance, Management, and Entrepreneurship Certifications CERTIFIED FINANCIAL PLANNER™ Professional Certified Financial Therapist-I™ Professional Community Involvement Mobility Worldwide-Columbia, MO (Past Board President & Current Board Member) Alzheimer’s Association-Greater Missouri (Past Board Member) Heart of Missouri Girls on the Run (Past Board Treasurer) Rotaract of Columbia (Past Board President)

Trek Wealth Planning is for families who want real financial advice, not a sales pitch. We help you answer the big financial questions like: - How soon can I retire? - How much do I need saved before I can clock out for good? - How do I pay less in taxes? - How can I improve my investment returns? - How much can I expect to spend in retirement? We use our expertise, tools, and the latest technology to stress-test your retirement plan, giving you confidence in the best path forward. And we present it to you without all the financial jargon. Ultimately our mission is to provide transparent, personalized financial guidance that empowers you to make informed decisions and achieve your financial goals.

George Hammontree is a financial advisor with HFP Investments in Columbia, MO, holding a Series 65 designation and eight years of industry experience. He has worked at several firms, including Sound Income Strategies LLC and Secure Investment Management, LLC, and has been involved with Hammontree Financial Partners, LLC since 2016. In addition to advisory services, he is a licensed insurance agent engaged in fixed insurance sales. HFP Investments is a state-registered investment advisory firm serving individuals, high-net-worth clients, trusts, and estates. The firm offers discretionary asset management, portfolio reviews, retirement income planning, and financial consulting, employing a mix of fundamental, technical, and cyclical analysis to develop client strategies based on goals, time horizon, and risk tolerance.

Sarah Wells is a CFP® professional with 24 years of experience, operating Fee-Only Financial Services LLC in Columbia, Missouri. She has been an assistant professor at Columbia College since 1983. Wells holds an inactive Missouri real estate broker license, which she uses solely for personal transactions. Her firm provides fee-only financial planning and investment advice to middle-income individuals and families on a single-engagement basis. The firm’s approach is based on modern portfolio theory, emphasizing diversification, periodic rebalancing, and low-cost, tax-efficient investment vehicles, while clients implement recommendations independently.

Timothy Sullivan is a CFP® professional with 14 years of experience in financial advising, currently serving as the sole advisor at Clarity Financial in Columbia, Missouri. He has been with Clarity Financial since 2011 and is also an owner of Newgrange Properties, L.L.C., a residential rental property firm. Clarity Financial offers fee-only comprehensive financial planning and investment advisory services to individuals, families, and small businesses. The firm emphasizes tailored portfolios aligned with clients’ tax situations, risk tolerance, and life-stage goals, using fixed-fee or hourly arrangements and acting as a fiduciary on retirement accounts.

Robert Almony is the principal of Robert A. Almony, Jr. LLC, an independent financial advisory firm based in Columbia, MO. He holds the Series 65 designation and has 14 years of industry experience. In addition to his advisory work, he has operated a tax consulting business for over 40 years, preparing individual tax returns and addressing federal and state tax issues. Robert A. Almony, Jr. LLC provides financial and retirement planning, portfolio analysis, and investment advice primarily to individual clients with varying ages and wealth levels. The firm focuses on strategic, broadly diversified asset allocations using no-load mutual funds and third-party research, avoiding market timing and individual stock recommendations. It operates as a fee-only adviser without custody of client assets, offering tailored planning under a fiduciary standard.