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.

Neil Bales is a financial advisor at NBC Securities, Inc. with 14 years of industry experience. He has held positions at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to his current role. Bales holds Series 63 and Series 65 licenses. 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 operates both as a registered investment adviser and a FINRA-registered broker-dealer, managing approximately $1.78 billion in assets.

Brian Gallagher is a financial advisor with NBC Securities, Inc. in Farmington, MO, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. He has worked at First State Financial Management since 2016. NBC Securities provides investment management, financial planning, and brokerage services to a diverse client base, including high-net-worth individuals, institutional clients, and municipalities. The firm offers multiple fee-based advisory programs that integrate brokerage execution and custody services through RBC platforms.

Joseph Woodard is a financial advisor with NBC Securities, Inc. He holds a Series 66 designation and has four years of industry experience. His prior roles include positions at First State Financial Management and the Chris Morrison and Amanda Buenemann State Farm Agencies. NBC Securities offers investment management, financial planning, and brokerage services to a diverse client base, including high-net-worth individuals, institutional clients, and municipalities. The firm provides advisory services through multiple fee-based programs, integrating both discretionary and non-discretionary options with brokerage execution and custody platforms.

Susan Evans is a CFP® and ChFC® with 38 years of industry experience. She has been with NBC Securities, Inc. since 2019 and has worked at Conservative Financial Services, Inc. since 1990. She serves on the Board of Directors of First State Community Bank. NBC Securities, Inc. provides investment management, financial planning, and brokerage services to a diverse client base, including high-net-worth individuals, institutional investors, ERISA-qualified plans, and municipalities. The firm offers multiple fee-based advisory programs and operates as both a registered investment adviser and a broker-dealer.

Brett Ellis is a financial advisor with NBC Securities, Inc. He holds Series 63 and Series 66 licenses and has three years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services LLC and Ellis Precision LLC. 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 and integrates brokerage execution and custody services through RBC platforms.

Chasten Boen is a financial advisor at Fidelity with a Series 66 designation and seven years of industry experience. His previous roles include positions at NBC Securities Inc, First State Financial Management, and Southeast Missouri Community Credit Union. Outside of his advisory work, he is involved with Boen Racing, where he works on and drives a dirt track racing car in events throughout the Midwest. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

Allison Kennon is a financial advisor with Edward Jones, holding a Series 66 designation and seven years of industry experience. She has worked at Edward Jones since 2014 and has prior experience with the Kingston School District and Southeast Missouri State University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Kory Kleppe is a financial advisor with Ameriprise in Farmington, MO, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Outside of his advisory role, Kleppe owns Korjul Property LLC, which holds the building where his practice operates. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Kent Marler is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, Marler serves on the boards of trustees for his county Public Water District and Madison Medical Center. LPL Financial provides advisory and brokerage services to a diverse client base including individuals, retirement plans, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and accommodates various advisory and brokerage needs through its extensive network of investment adviser representatives.

John Brown is a financial advisor with Edward Jones in Farmington, MO, holding Series 63 and Series 66 licenses and having 27 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Jeremy Coleman is a financial advisor at Edward Jones in Farmington, MO, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is involved in buying and selling real estate through Coleman Real Estate LLC and in beef cattle sales with Granite Ridge Farms LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Brandon Penberthy is a financial advisor at Edward Jones in Desloge, MO, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he is involved in real estate through multiple business entities and serves as a trustee managing physical assets and budgets for a local church. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Janet Renshaw is a financial advisor at Thrivent Investment Management with seven years of industry experience. She holds a Series 66 designation and has worked at Thrivent and Ameriprise Financial Services. Outside of her advisory work, she serves as a church clerk, and as a board member for a local nonprofit providing community assistance and the Desloge Chamber of Commerce. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on goal-based financial analyses and broad planning topics without providing portfolio management for institutional clients.

Rebecca Gault is a financial advisor at Edward Jones with a Series 66 designation and one year of experience at the firm. Her prior experience includes roles at U.S. Bancorp Investments, U.S. Bank, and Security Finance Corp. She is also the owner of PS Project Solutions LLC, a service business focused on bookkeeping, management, and compliance. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, managing approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 financial advisors.

Curtis Walter is a financial advisor with Edward Jones in Farmington, MO, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at Walmart for 18 years. Outside of his advisory role, he has owned and managed several rental and property management businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of managed solutions, separately managed accounts, and affiliated investment products. The firm operates under a fiduciary standard and maintains a large network of advisors and branch offices nationwide.

Maxwell Kleppe is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2018. His prior work includes roles at Jimmy Johns and the Farmington Civic Center. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm operates as a large institutional provider with a range of advisory, brokerage, and insurance solutions through affiliated entities.

Paul Meinsen is a Certified Financial Planner (CFP®) with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at Chick-fil-A and Capitol Commission. Outside of his advisory role, he is involved in commercial real estate investment through ownership of 4PM Enterprises, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies supported by a nationwide network of financial advisors and branches.

Lisa Reynolds is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of her advisory role, she is involved in farming through ownership of Reynolds Farm, LLC. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement income recommendations delivered in partnership with clients’ financial advisors.

Michael Hammack is a Series 66-credentialed financial advisor with 13 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has been with Cambridge since 2014 and is involved in several community and nonprofit boards, including the Mineral Area College Foundation and Parkland Health Center Foundation. Hammack also owns and operates business consulting and financial groups. Cambridge Investment Research Advisors serves a diverse client base that includes individual investors, retirement plans, charitable organizations, and pension or profit-sharing plans. The firm offers various advisory services through a large network of independent Financial Professionals, employing model portfolios, third-party strategists, and multiple account platforms.

Angela Momot is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and 26 years of industry experience. She has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across various wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and supports its clients through a large nationwide network of advisors and branch offices.

Gracie Trokey is a financial advisor with Edward Jones in Farmington, MO, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she held positions at Alliant Bank, BMO Harris Bank, and First State Financial Management. Trokey serves as a board member for the Court Appointed Special Advocates of the Parkland and sits on the advisory board for the Bulldog Student Investment Fund at Truman State University. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing approximately $1.01 trillion in assets via a nationwide network of over 23,000 advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.