Sean David Larson

Brian Coleman is the sole advisor at 80/20 Financial Services in Ozark, Missouri, holding a Series 65 license with six years of industry experience. Prior to founding his independent advisory firm in 2019, he worked for 12 years at White River Valley Electric Cooperative. He is also a licensed independent insurance agent, selling life, health, annuities, and disability insurance. 80/20 Financial Services provides comprehensive financial planning and discretionary portfolio management primarily to individual and high-net-worth clients. The firm builds personalized portfolios based on model allocations tailored to client objectives and risk tolerance, combining fundamental and technical analysis with strategic asset allocation.

Jay Pinkston is a CFP® and Series 65-registered advisor with four years of industry experience. He is currently with Pinkston Wealth, LLC and previously worked at Pension Consultants, Inc. and Bass Pro LLC. Pinkston Wealth is a fee-only investment adviser serving individuals and high-net-worth clients with investment management and ongoing financial planning. The firm combines passive and active strategies based on modern portfolio theory, applies tax-aware techniques for taxable accounts, and offers a niche planning service for clients preparing for full-time missionary work.

Lance O'Neill is a financial advisor at B1B Financial Solutions with 13 years of industry experience. He holds a Series 66 designation and has worked at B1B Financial Solutions since 2019, following seven years at Heim, Young & Associates, Inc. B1B Financial Solutions provides investment management and comprehensive financial planning to individual and high-net-worth clients. The firm emphasizes passive, long-term portfolios based on Modern Portfolio Theory, supplemented by fundamental and technical analysis, and manages tailored discretionary accounts across a range of financial planning areas.

Dean Young is a CFP® certificant with over 40 years of experience in the financial industry. He currently serves at B1B Financial Solutions and has held prior roles at Mercer Global Advisors, Heim, Young & Associates, and HYA Financial Corp. His career spans various advisory capacities since 1989. B1B Financial Solutions offers investment management and comprehensive financial planning to individual and high-net-worth clients. The firm emphasizes passive, long-term portfolios grounded in Modern Portfolio Theory, supplemented by fundamental and technical analysis, and provides tailored discretionary portfolio management.

Grant Walker is a financial advisor at Convergence Financial in Ozark, MO. He holds a Series 65 designation and has been with Convergence Financial since 2026. Prior to his current role, he worked in various positions in the healthcare industry and related fields from 2015 to 2024. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm utilizes a strategic asset allocation and fundamental analysis approach to construct customized portfolios and offers fiduciary retirement plan services, third-party asset management access, and cryptocurrency custody recommendations.

Morgan Moore is a CFP® with two years of industry experience, currently advising at Keener Financial Planning in Nixa, MO. His work history includes roles at multiple firms and educational institutions, including Brigham Young University Idaho and Legacy Private Wealth Advisors. Keener Financial Planning serves individuals, trusts, small businesses, organizations, and pension plans, offering modular financial planning and portfolio management with a long-term, largely passive investment approach emphasizing low-cost index funds and ETFs. The firm operates on a fee-only basis using hourly, flat fees, and retainers, providing documented advice on approximately $1.48 billion in client assets.