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 with 14 years of experience in financial planning. He has been the sole advisor at MVK Financial Planning, LLC since 2012, based in Jefferson City, MO. MVK Financial Planning provides fee-only financial planning and investment management services to individuals, trusts, estates, non-profit organizations, pension plans, and small businesses. The firm’s investment approach emphasizes tax efficiency and risk-appropriate, broadly diversified portfolios built from index-type and no-load managed funds, avoiding stock picking and market timing.

Brandon Wooley is a financial advisor at GreenLeaf Financial Network, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GreenLeaf since 2019. Outside of his advisory role, Wooley is president of The Credit Restore, LLC, a non-investment-related business he has led since 2008, and he serves as a loan originator at Hancock Mortgage Partners. GreenLeaf Financial Network serves individuals, families, retirement plans, and corporate entities, offering portfolio management, financial planning, and investment consulting. The firm employs a range of investment strategies and works through a network of independent advisors to develop customized client solutions.

Eric Davis is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has been with CreativeOne Securities, formerly Client One Securities, since 2011. Outside of his advisory role, he is also an insurance agent with Acrisure Wallstreet Partners LLC. CreativeOne Securities, LLC provides financial planning, consulting, and investment management services to a diverse client base including individuals, businesses, and retirement plans. The firm uses fundamental and cyclical analysis along with model rebalancing and periodic reviews, offering both discretionary and non-discretionary portfolio management through various channels.

Alex Lecure is a financial advisor at Smith, Moore & Co. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Schwartz & LeCure and K.W. Chambers & Co. Outside of advising, he provides seasonal tax preparation services. Smith, Moore & Co. serves individual, high-net-worth, corporate, and pension clients, offering portfolio management, financial planning, and investment consulting through a multi-team approach that includes both advisor-managed accounts and third-party manager arrangements.

Kayla Streeter is a financial advisor with CreativeOne Securities, LLC, holding a Series 66 designation and five years of industry experience. She has worked at Wallstreet Group Advisors since 2019 and has held various roles in education and the service industry. Outside of her advisory work, she is also involved as a licensed insurance agent with Acrisure Wallstreet Partners LLC. CreativeOne Securities, LLC provides financial planning, consulting, and investment management to a diverse client base, including individuals, businesses, and retirement plans. The firm offers portfolio management, fiduciary services, and referrals to third-party advisers, utilizing a range of managed account programs and proprietary model portfolios.

Seth Kelly is a CFA® charterholder with five years at Core Planning and a total of three years in the financial advisory industry. Prior to joining Core Planning, he held investment roles with several public employee retirement systems, including Missouri State Employees Retirement System and Pennsylvania State Employees Retirement System. In addition to his advisory work, he serves as an investment officer with the MoDOT & Patrol Employees' Retirement System, focusing on pension system strategy and investment policy. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm customizes investment strategies based on client goals and risk tolerances, employing a combination of in-house advice, third-party managers, and model portfolios.

Eric Kemna is a financial advisor at Farther with a Series 65 credential and one year of industry experience. Prior to joining Farther, he served for 20 years in the Missouri Army National Guard and is also a broker at Invictus Health and Wealth, where he is involved in insurance sales. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings. The firm uses a Modern Portfolio Theory-based approach with bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.

Kurt Propst is a financial advisor at Arax Advisory Partners with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Summit X, LLC for nine years. Propst serves on the advisory board of Big Bro Big Sis, mentoring children in the Mid-Missouri area, and is a board member of Concord Christian School. Arax Advisory Partners serves primarily affluent and high-net-worth individuals as well as institutional clients, offering portfolio management, financial planning, retirement consulting, and access to alternative investments. The firm constructs portfolios using independent managers, mutual funds, ETFs, structured notes, and private fund platforms, while also providing unique services such as flat-fee consolidated reporting and securities-based lending facilitation.

Christina Hake is a financial advisor at Smith, Moore & Co. with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at the firm since 2018. Prior to that, she was affiliated with Wealth Management Partners, LLC, Saxony Capital Management, and Saxony Securities Inc. She is also licensed as an insurance agent. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting. The firm employs a multi-team approach with approximately 50 advisors managing around $2.0 billion in assets and uses both advisor-managed accounts and third-party manager solutions.

Cole Mertens is a financial advisor at CreativeOne Securities, LLC with four years of industry experience. He holds a Series 66 designation and has worked with Client One Securities, Wallstreet Group, and Central Bank of Warrensburg. Outside of his advisory role, he is involved in insurance sales, including life, property, and casualty insurance. CreativeOne Securities provides financial planning, consulting, and investment management services to individuals, businesses, and retirement plans. The firm employs fundamental and cyclical analysis and offers a range of portfolio management options, including proprietary model portfolios and separately managed accounts.

Hope Gerdes is a CFP® professional with 11 years of experience in the financial advisory industry. She has worked at Smith, Moore & Co. since 2022 and previously spent eight years at Edward Jones. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, investment consulting, and model-portfolio solutions. The firm employs both advisor-managed accounts and third-party manager arrangements, overseeing approximately $2.0 billion in client assets.

Harry Hopkins is a financial advisor at Smith, Moore & Co. in Jefferson City, MO, holding Series 63 and Series 66 credentials with 42 years of industry experience. He has been with Smith, Moore & Co. since 2004. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, investment consulting, and model-portfolio solutions. The firm employs both advisor-managed accounts and third-party manager arrangements, overseeing about $2.0 billion in client assets.

Travis Ford is a financial advisor with CreativeOne Securities, LLC, holding a Series 66 designation and 13 years of industry experience. He has been with CreativeOne Securities since 2013. Outside of his advisory role, Ford owns a home improvement business and serves on the Missouri Insurance Education Foundation board. He also volunteers with AARP TaxAide and acts as co-trustee for a special needs trust. CreativeOne Securities provides financial planning, consulting, and investment management services to a diverse client base, including individuals, businesses, and retirement plans. The firm employs fundamental and cyclical analysis with model rebalancing and offers a range of portfolio management and fiduciary services through multiple channels and affiliated platforms.

Zachary Schoene is a financial advisor with CreativeOne Securities, LLC, holding a Series 66 designation and over 10 years of industry experience. He has worked at CreativeOne Securities since 2013 and has concurrent roles with Paradise and Wallstreet Group. Outside of advising, he bartends part-time at a bar and restaurant in Columbia, MO. CreativeOne Securities, LLC provides financial planning, consulting, and investment management to a diverse client base, including individuals, corporate clients, and retirement plans. The firm offers portfolio management, fiduciary services, and access to proprietary model portfolios, combining fundamental and cyclical analysis with periodic client reviews.

Benjamin Coakley is a CFP® professional with 21 years of experience in financial advising. He has been with Waypoint Strategic Advisors since 2010 and is currently associated with Farther. Outside of his advisory role, he is involved with Southern Heritage Investments, LLC, and is a member and insurance agent at Rx Insurance Group, LLC. Waypoint Strategic Advisors serves individuals, pension and profit-sharing plans, and corporations, offering asset management, ERISA plan advisory services, and financial planning. The firm’s investment approach is based on Modern Portfolio Theory and the Efficient Market Hypothesis, primarily utilizing passively managed institutional asset-class mutual funds.

Jamie Wilbers is a financial advisor with CreativeOne Securities, LLC in Jefferson City, MO, holding a Series 66 designation and 11 years of industry experience. He has been with Client One Securities, LLC since 2014. Outside of advising, Wilbers is an insurance agent involved in fixed insurance and annuity sales. CreativeOne Securities, LLC provides financial planning, consulting, and investment management to a diverse client base, including individuals, corporate clients, and retirement plans. The firm utilizes fundamental and cyclical analysis, model rebalancing, and periodic reviews, offering services through various platforms such as separately managed accounts and proprietary model portfolios.

Kelli Jones is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. She has been with Moneta since 2008. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm employs a Partner-led Team model supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Beverly Nesbit is a financial advisor at Benjamin F. Edwards & Company, Inc. with 16 years of industry experience. She holds the Series 66 designation and has worked at Benjamin F. Edwards since 2018. Prior to that, she was with Wells Fargo Clearing and Wells Fargo Advisors LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations. The firm offers a range of advisory and consulting services and employs a combination of firm-developed and third-party investment strategies with oversight from an Investment Strategy Committee.