Maxwell Kleppe

Collin Black is a financial advisor at Black Financial Planning, LLC with five years of industry experience. He holds a Series 65 credential and has prior experience working at Richard Black, CPA, PC. Outside of financial planning, he is a part owner of The Noodle Nerd, a food truck business. Black Financial Planning, LLC provides financial planning and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers comprehensive planning without direct asset management, referring clients to third-party advisers and coordinating ongoing oversight.

Cynthia Minnis is a financial advisor with NBC Securities, Inc. in Farmington, MO, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with Conservative Financial Services, Inc. since 1998 and American Express Financial Advisors since 1992. Outside of finance, she is the owner of a music performance business. NBC Securities provides investment management, financial planning, and brokerage services to a diverse client base that includes individuals, ERISA-qualified plans, trusts, endowments, municipalities, and private investment funds. The firm offers multiple fee-based advisory programs and combines broker-dealer and registered investment adviser capabilities, managing approximately $1.78 billion in assets.

Blake Nephew is a financial advisor with NBC Securities, Inc. in Farmington, MO, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at U.S. Bancorp Investments, Inc. and Edward Jones. He serves as a director on the board of the Rotary Club of St. Francois County. NBC Securities provides investment management, financial planning, and brokerage services to individual and institutional clients, including high-net-worth individuals, ERISA-qualified plans, and endowments. The firm offers multiple fee-based advisory programs and operates both as a registered investment adviser and a FINRA-registered broker-dealer.

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 with 25 years of experience in the financial industry. She has worked at First State Financial Management since 2007. Outside of her advisory role, she is a partner in Liberty Pastures, a cattle farming venture she runs with her husband. NBC Securities, Inc. provides investment management, financial planning, and brokerage services to a diverse client base including individuals and institutions. The firm offers multiple fee-based advisory programs and operates as both a registered investment adviser and a broker-dealer with significant integration to banking and sponsor platforms.

Malia Toman is a financial advisor with NBC Securities, Inc. holding a Series 66 designation and one year of industry experience. Her prior roles include positions at First State Financial Management and Town & Country Bank, along with experience in admissions and public administration. NBC Securities provides investment management, financial planning, and brokerage services to a diverse client base, including high-net-worth individuals and institutional clients. The firm offers multiple fee-based advisory programs with discretionary and non-discretionary options and integrates brokerage and custody services through RBC platforms.