Trek Wealth Planning is for families who want real financial advice, not a sales pitch. We help you answer the big financial questions like: - How soon can I retire? - How much do I need saved before I can clock out for good? - How do I pay less in taxes? - How can I improve my investment returns? - How much can I expect to spend in retirement? We use our expertise, tools, and the latest technology to stress-test your retirement plan, giving you confidence in the best path forward. And we present it to you without all the financial jargon. Ultimately our mission is to provide transparent, personalized financial guidance that empowers you to make informed decisions and achieve your financial goals.

Sarah Wells is a CFP® professional with 24 years of experience, operating Fee-Only Financial Services LLC in Columbia, Missouri. She has been an assistant professor at Columbia College since 1983. Wells holds an inactive Missouri real estate broker license, which she uses solely for personal transactions. Her firm provides fee-only financial planning and investment advice to middle-income individuals and families on a single-engagement basis. The firm’s approach is based on modern portfolio theory, emphasizing diversification, periodic rebalancing, and low-cost, tax-efficient investment vehicles, while clients implement recommendations independently.

Timothy Sullivan is a CFP® professional with 14 years of experience in financial advising, currently serving as the sole advisor at Clarity Financial in Columbia, Missouri. He has been with Clarity Financial since 2011 and is also an owner of Newgrange Properties, L.L.C., a residential rental property firm. Clarity Financial offers fee-only comprehensive financial planning and investment advisory services to individuals, families, and small businesses. The firm emphasizes tailored portfolios aligned with clients’ tax situations, risk tolerance, and life-stage goals, using fixed-fee or hourly arrangements and acting as a fiduciary on retirement accounts.

Robert Almony is the principal of Robert A. Almony, Jr. LLC, an independent financial advisory firm based in Columbia, MO. He holds the Series 65 designation and has 14 years of industry experience. In addition to his advisory work, he has operated a tax consulting business for over 40 years, preparing individual tax returns and addressing federal and state tax issues. Robert A. Almony, Jr. LLC provides financial and retirement planning, portfolio analysis, and investment advice primarily to individual clients with varying ages and wealth levels. The firm focuses on strategic, broadly diversified asset allocations using no-load mutual funds and third-party research, avoiding market timing and individual stock recommendations. It operates as a fee-only adviser without custody of client assets, offering tailored planning under a fiduciary standard.

Jared Gilpin is a financial advisor at Macro Trend, LLC in Columbia, MO, with 17 years of industry experience. He holds the Series 66 designation and has been with Macro Trend since 2012. Macro Trend, LLC provides investment management and financial planning services to individuals, trusts, estates, charitable organizations, small businesses, and qualified retirement plans. The firm offers discretionary portfolio management tailored to clients’ objectives and risk tolerances, utilizing fundamental, technical, and cyclical analysis alongside third-party manager portfolios through Envestnet’s strategist network.

Paul Kanago is a CFP® with 44 years of experience in the financial industry. He is the principal at Consolidated Asset Management, LLC, an independent firm he joined in 2023. Prior to this, he worked at Alexander Labrurerie & Co., Inc. and Labrunerie Financial Services, Inc. Kanago serves as the elected president of the board for the Sacred Heart Catholic Community Foundation, a nonprofit organization in Columbia, MO. Consolidated Asset Management, LLC provides portfolio management and investment advisory services to individual and high-net-worth clients, focusing on tailored investment profiles and written Investment Policy Statements. The firm employs a combination of fundamental and technical analysis and implements long-term trading strategies across mutual funds, equities, fixed income, ETFs, and insurance products, with regular account reviews and custody through Schwab Institutional.

John Pfenenger is a CFA® charterholder with 18 years of industry experience. He is the sole advisor at Prism Capital, an independent firm based in Columbia, MO. Prism Capital provides investment consulting and portfolio management to individuals and small business owners, focusing on fundamental valuation and strategic asset allocation across multiple asset classes. The firm combines a small client base with institutional pension consulting expertise, offering services such as liability-focused strategies and customized benchmarks.

Edgerly Roberts is a financial advisor at Eagle Bluffs Wealth Management LLC in Columbia, MO, with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Simmons Bank and Landmark Bank. Eagle Bluffs Wealth Management LLC is an SEC-registered advisory firm serving individuals, families, trusts, estates, foundations, and businesses with discretionary wealth management, financial planning, and investment management. The firm employs a long-term, value-oriented investment approach combining top-down allocation with bottom-up security selection and manages both individual and institutional retirement-plan portfolios.

Thomas Squires is a CFP® and holds a Series 66 license with three years of industry experience. He is currently an advisor at Wilkerson Advisory Group LLC and has a background in tax consulting and preparation through ownership roles in multiple related businesses. His other business activities include tax planning and consulting as a CPA. Wilkerson Advisory Group advises individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate retirement plans, offering discretionary investment management and retirement-plan consulting services. The firm combines a top-down tactical asset-allocation approach with sector rotation and various analytical methods, utilizing third-party risk analysis and incorporating alternative strategies when appropriate.

Benjamin Dierkes is a CFP® with 13 years of experience in financial advising. He is currently with Wilkerson Advisory Group LLC and has held roles at WR Wealth Planners LLC, The W Group, V Wealth Advisors LLC, and LPL Financial. He is also involved in tax consulting through WR Tax Planners LLC. Wilkerson Advisory Group advises individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate retirement plans with discretionary investment management and retirement-plan consulting. The firm employs a macro, top-down tactical asset allocation approach with sector rotation and uses a third-party risk analysis platform to align portfolios and integrate alternative strategies when appropriate.

Jessica Humble is a CFP® professional with 13 years of industry experience. She has worked at Eagle Bluffs Wealth Management LLC since 2020 and previously spent 12 years at Simmons Bank. Eagle Bluffs Wealth Management LLC is an SEC-registered advisory firm serving individuals, families, trusts, estates, foundations, and businesses with discretionary wealth management, financial planning, and investment management. The firm employs a long-term, value-oriented investment approach and offers both individual portfolio services and institutional retirement-plan fiduciary management.

Jordon Pascucci is the sole advisor at JJP Capital Management, Inc. He holds Series 65 and Series 66 licenses and has held various roles since 2014, including positions at Burgiss, Caissa, Oneill Logistics, and Rutgers University. Pascucci has been self-employed since 2023. JJP Capital Management, Inc. provides discretionary portfolio management and investment advice primarily to individual and high-net-worth clients, trusts, retirement accounts, and select nonprofits. The firm focuses on fundamental analysis and a long-term, buy-and-hold investment approach, managing portfolios of publicly traded securities with ongoing monitoring and discretionary implementation.

Graham Buresh is a financial advisor with Wilkerson Advisory Group LLC and holds a Series 65 designation. He has three years of industry experience, including roles at WR Wealth Planners and UMB Financial prior to joining Wilkerson Advisory Group. Wilkerson Advisory Group advises individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate retirement plans with discretionary investment management and retirement-plan consulting services. The firm employs a top-down tactical asset-allocation approach combined with sector rotation and uses third-party risk analysis tools to align portfolios, occasionally recommending private funds and alternative strategies.

Nicholas Thurwanger is a CFA® charterholder with six years of industry experience. He has been with Eagle Bluffs Wealth Management LLC since 2019 and previously worked at Landmark Bank from 2011 to 2019. Eagle Bluffs Wealth Management LLC is an SEC-registered advisory firm serving individuals, families, trusts, estates, foundations, and businesses with discretionary wealth management, financial planning, and investment management. The firm employs a long-term, value-oriented investment approach combining top-down allocation and bottom-up security selection, managing approximately $231 million for around 145 clients.

Carroll Wilkerson is a CFP® professional with 40 years of industry experience, currently serving at Wilkerson Advisory Group LLC. His career includes roles at Waddell & Reed, The W Group LLC, and WR Wealth Planners LLC. Outside of advising, he is involved as a partner and insurance agent with The W Group, LLC. Wilkerson Advisory Group advises individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate retirement plans, providing discretionary investment management and retirement-plan consulting. The firm’s approach combines macro tactical asset allocation with sector rotation and employs fundamental, quantitative, and technical analysis, using third-party risk platforms and sometimes recommending alternative strategies.

Robert Weagley is a CFP® and holds a Series 65 license with 26 years of industry experience. He has been with Sundvold Capital Management since 1999 and serves as a professor at the University of Missouri. Sundvold Financial provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach using a core-and-satellite framework that combines institutional, active, and passive managers to achieve global diversification.

Joseph Toepke is a financial advisor at GreenLeaf Financial Network, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various insurance carriers and Waddell & Reed Inc. He has served on the Board of Education for Columbia Public Schools since 2014 and is the Post Adjutant for American Legion Post 202. GreenLeaf Financial Network serves individuals, families, retirement plans, and corporate entities through a network of independent Investment Advisory Representatives who provide customized investment strategies and portfolio management using a variety of analytical methods and investment approaches.

Wilson Sundvold is a financial advisor at Sundvold Financial in Columbia, MO, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at American Century Investment Services, Inc. and Cerner Corporation. Sundvold has been with Sundvold Financial since 2016, with a brief hiatus before returning in 2021. Sundvold Financial provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a core-and-satellite investment approach focused on strategic asset allocation and global diversification, with client relationships managed through documented processes and non-discretionary account oversight.

Gregory Grimes is a financial advisor with SEM Wealth Management in Columbia, MO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, and Centaurus Financial. Outside of his advisory work, he is involved in insurance sales and participates in a local business referral network. SEM Wealth Management is a registered investment adviser serving individuals, retirement plans, trusts, and other entities, primarily through referrals. The firm employs tactical, dynamic, and strategic model programs based on technical and quantitative analysis to manage client assets both directly and through licensed model offerings to other advisers.

Bryan England is a financial advisor at Sundvold Financial in Columbia, MO, holding a Series 65 designation with 26 years of industry experience. He has been with Sundvold Capital Management since 1999. Sundvold Financial offers personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset allocation approach combining institutional, active, and passive managers within a core-and-satellite framework, with a focus on documented, process-driven client relationships.