Cynthia Minnis is a financial advisor with Lanark Financial, Inc. in Farmington, MO, holding Series 63 and Series 65 licenses and having 36 years of industry experience. She has worked at Conservative Financial Services, Inc. since 1998 and American Express Financial Advisors since 1992. Outside of finance, she owns and performs in a music business called Cindy Minnis Music. Lanark Financial offers investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in assets through multiple advisor teams and provides a combination of discretionary and non-discretionary services using third-party sub-advisers and model portfolios.

Blake Nephew is a financial advisor with Lanark Financial, Inc. in Farmington, MO, holding a Series 66 credential and eight years of industry experience. His prior experience includes roles at U.S. Bancorp Investments and Edward Jones. He is a director of the Rotary Club of St. Francois County, a nonprofit organization. Lanark Financial provides investment management, financial planning, and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in assets across multiple advisor teams and offers a range of program-based accounts using third-party and affiliated sub-advisers.

Lisa Sumpter is a CFP® with 25 years of experience in financial advising. She is currently with Lanark Financial, Inc. and has prior experience at First State Financial Management, Money Concepts Capital Corp, and U.S. Bancorp Investments. Outside of her advisory work, she is a partner in a cattle farming business with her husband. Lanark Financial, Inc. provides investment management and financial planning services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers a range of program-based accounts through various platforms.

Malia Toman is a financial advisor at Lanark Financial, Inc. with a Series 66 designation and two years of industry experience. Her prior roles include positions at First State Financial Management and Town & Country Bank. Lanark Financial provides investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers program-based accounts through various platforms.

Neil Bales is a financial advisor at Lanark Financial, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at NBC Securities, Inc. and Wells Fargo Clearing. Lanark Financial provides investment management, financial planning, and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers both discretionary and non-discretionary portfolio management through various program platforms.

Brian Gallagher is a financial advisor with Lanark Financial, Inc. He holds the Series 63 and Series 66 designations and has 13 years of industry experience. Prior to joining Lanark Financial, he worked at First State Financial Management from 2016 to 2019. Lanark Financial provides investment management, financial planning, and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in client assets and offers both discretionary and non-discretionary investment arrangements through multiple advisor teams and various program-based accounts.

Joseph Woodard is a financial advisor at Lanark Financial, Inc. with four years of industry experience. He holds the Series 66 designation and has previously worked at First State Financial Management and State Farm agencies. Lanark Financial provides investment management and financial planning services to a diverse client base, including individuals, retirement plans, trusts, and institutions. The firm manages approximately $1.78 billion in client assets through multiple advisor teams and offers a combination of discretionary and non-discretionary advisory arrangements.

Brett Ellis is a financial advisor at Lanark Financial, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company since 2021. Prior to his advisory career, he was a student for ten years. Lanark Financial provides investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in assets across multiple advisor teams, offering program-based accounts through a range of platforms and combining discretionary and non-discretionary approaches.