Robert Lyle Cotter III

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 and principal of MVK Financial Planning, LLC with 14 years of experience in the financial advisory industry. He has led MVK Financial Planning since its founding in 2012. MVK Financial Planning provides personalized, fee-only financial planning and investment management to individuals, trusts, estates, non-profit organizations, pension plans, and small businesses. The firm emphasizes risk-appropriate, tax-efficient portfolios using index-type and no-load managed funds, serving clients through both discretionary and non-discretionary account management.

Brandon Wooley is a financial advisor at GreenLeaf Financial Network, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Waddell & Reed Inc. and Hancock Mortgage Partners. Outside of advisory work, Wooley serves as president of The Credit Restore, LLC, a non-investment related business. GreenLeaf Financial Network provides investment advisory, portfolio management, financial planning, and retirement plan services to individuals, families, trusts, estates, and certain corporate clients. The firm employs a range of investment strategies and analysis methods, serving clients primarily through a decentralized network of independent Investment Adviser Representatives.

Eric Davis is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with CreativeOne Securities, formerly Client One Securities, since 2011. In addition to his advisory role, Davis is also an insurance agent with Acrisure Wallstreet Partners LLC, focusing on fixed insurance products. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party managers, combining project-based planning with ongoing asset management via its proprietary advisory platform.

Alex Lecure is a financial advisor at Smith, Moore & Co. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at K.W. Chambers & Co., Capital City CASA, Capital Care Care, and Every Child's Hope. Outside of advising, he provides seasonal tax preparation services. Smith, Moore & Co. offers investment advisory and financial planning services to individuals, corporations, and pension/profit-sharing plans, utilizing an open-architecture investment approach that combines proprietary models, advisor portfolio construction, and outsourced managers.