Wilson Sundvold is a financial advisor at Sundvold Financial with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at American Century Investment Services, Inc. and Cerner Corporation. Sundvold Financial is a team of six advisors based in Columbia, MO. 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 manages $232.9 million in regulatory assets and advises on $611.9 million in assets, using a process-driven, client-focused approach that emphasizes documented goals and strategic asset allocation with a mix of active and passive investments.

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.

Jon Sundvold is a financial advisor at Sundvold Financial in Columbia, MO, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sundvold Capital Management since 1997. Sundvold Financial is a team of six advisors providing personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a process-driven, client-focused approach using a strategic asset allocation framework with both active managers and passive index/ETF exposure, primarily managing portfolios on a non-discretionary basis.

Richard Bartolacci is a financial advisor with Sundvold Financial in Columbia, MO, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 25 years of industry experience, including over 20 years at Sundvold Financial and prior roles at Prudential and several securities firms. Outside of his advisory work, he is the sole member of a commercial real estate LLC that owns the suite housing his Prudential office. Sundvold Financial provides financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a documented, process-driven approach using a strategic asset allocation framework with both active and passive investments, primarily managing portfolios on a non-discretionary basis.

Gregory Holloway is a financial advisor at Sundvold Financial in Columbia, MO, with 26 years of industry experience. He holds a Series 63 designation and has worked at Sundvold Financial since 2005. His prior experience includes roles at MML Investors Services, Inc., Massachusetts Mutual Life Insurance Co, and Legacy Financial Group. Sundvold Financial offers personalized financial planning and investment management to a range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a process-driven, client-focused approach using a core-and-satellite, strategic asset allocation framework and primarily manages client portfolios on a non-discretionary basis.