Joshua Evans is a financial advisor at Convergence Financial with five years of industry experience. He holds a Series 66 designation and has previously worked with LPL Financial and Waddell & Reed. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and fundamental analysis to create tailored portfolios, offering both discretionary and non-discretionary asset management alongside retirement plan consulting and access to third-party asset managers.

Adam Parrie is a financial advisor at Convergence Financial with 11 years of industry experience. He holds a Series 66 designation and previously worked at Waddell & Reed, LPL Financial, Prospera Financial Services, and Rice Voelker LLC. He also serves as an Independent Non Public Arbitrator for FINRA. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, and various entities. The firm uses strategic asset allocation and fundamental analysis to create tailored portfolios, offers retirement plan fiduciary services, and manages over $900 million in client assets across multiple offices.

Brenden Volcko is a financial advisor at ProPartners Wealth with a Series 65 designation and three years of industry experience. He has been with ProPartners Wealth since 2019 and is also affiliated with ProPartners Team, LLC. Outside of finance, his work history includes positions in the hospitality sector. ProPartners Wealth provides financial planning and discretionary investment management to individuals, families, entrepreneurs, and small business owners. The firm emphasizes fundamental analysis and employs Envestnet sub-managers to implement client portfolios while maintaining responsibility for manager selection and due diligence.

Peyton Story is a financial advisor at ProPartners Wealth with a Series 65 designation and two years of industry experience. Prior to joining ProPartners, Peyton worked briefly at Crowe in 2022. Peyton is part of the ProPartners Team, LLC, which offers bookkeeping and strategic consulting services to business-owner clients. ProPartners Wealth provides financial planning and discretionary investment management to individuals, families, entrepreneurs, and small business owners, as well as employee benefit plans. The firm uses fundamental analysis to define client goals and risk tolerance and employs Envestnet sub-managers for portfolio implementation.

Hunter Rice is a financial advisor at Convergence Financial with a Series 66 designation and two years of industry experience. He previously worked at LPL Financial and Good Life Advisors, LLC. Hunter provides administrative support to Good Life Advisors LLC, an independent investment advisor firm. Convergence Financial offers investment advisory and financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and fundamental analysis to create tailored portfolios, and it manages over $900 million in client assets across multiple offices and a team of 27 advisors.

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.

Gregory Grimes is a financial advisor at SEM Wealth Management with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Arbor Point Advisors and Centaurus Financial. Outside of his advisory work, he is a member of Business Networking International, a local referral network for sharing business ideas. SEM Wealth Management provides discretionary investment supervisory services and financial planning to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and business entities. The firm uses proprietary models combining technical analysis, quantitative methods, and economic trend analysis, and serves nearly 2,000 clients through a team of advisors.

Philip Mc Gregor Jr. is a CFP® professional with 19 years of industry experience. He is currently affiliated with Convergence Financial in Columbia, MO, and has previously worked with Edward Jones and LPL Financial. Outside of his advisory role, he is a co-owner of 3 Peaks Custard, a small business in Tennessee. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and fundamental analysis to create tailored portfolios, and it manages nearly $904 million in client assets through a team-based, multi-office model.

Cade Snyder is a financial advisor at ProPartners Wealth with five years of industry experience and holds a Series 65 designation. He has been with ProPartners Wealth since 2020 and is also involved with ProPartners Team, LLC and Caddies Indoor Golf. ProPartners Wealth provides financial planning and discretionary investment management to individuals, families, entrepreneurs, small business owners, and employee benefit plans. The firm focuses on fundamental analysis and uses Envestnet sub-managers to implement portfolios across various asset types, maintaining discretionary trading authority.

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.

Cameron Byrd is a financial advisor at Commercial Trust Financial Services with 13 years of industry experience. He holds the Series 66 designation and has held roles at firms including Convergence Financial, LLC, LPL Financial, LLC, and Waddell & Reed, Inc. Byrd also provides investment advisory services through Convergence Financial, LLC, an independent registered investment advisor. Commercial Trust Financial Services offers discretionary portfolio management through a wrap fee program and LPL-sponsored advisory platforms, serving individuals, high-net-worth clients, charitable organizations, and corporations. The firm emphasizes documented client goals and risk tolerance, pursuing long-term trading with fundamental and cyclical analysis alongside modern portfolio theory.

Joseph Boyd is a financial advisor with Convergence Financial in Columbia, MO, holding a Series 66 credential and nine years of industry experience. His prior work includes eight years at Edward Jones and nine years with Public Water Supply District #3. Boyd also provides investment advisory services through Legacy Group Financial Advisors, affiliated with LPL Financial. Convergence Financial offers investment advisory and comprehensive financial planning to individuals, families, and business entities. The firm employs a strategy focused on strategic asset allocation and fundamental analysis, providing tailored portfolios along with retirement plan fiduciary services and access to third-party managers.

Bret Rodabaugh is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Alexander LaBrunerie & Co., Inc. He has worked at Saxony Securities, Inc. and Labrunerie Financial Services Inc. Rodabaugh is also a board member of the Missouri Symphony, contributing to nonprofit oversight and guidance. Alexander LaBrunerie & Co., Inc. is a registered investment adviser managing over $525 million in assets. The firm serves individuals, high-net-worth clients, trusts, corporations, pension and profit-sharing plans, and charitable organizations, using tailored investment plans focused on long-term strategies and a mix of fundamental and cyclical analysis.

Graham Buresh is a CFP® and Series 65-licensed financial advisor at Wilkerson Advisory Group LLC with three years of industry experience. He previously worked at WR Wealth Planners and UMB Financial before joining his current firm. Wilkerson Advisory Group LLC provides discretionary investment management, financial planning, and retirement-plan services to individuals, high-net-worth clients, trusts, and business entities. The firm employs a macro, top-down investment approach with tactical asset allocation and uses advanced tools, including artificial intelligence, to support its portfolio management and client services.

Finley Weiss is a financial advisor at ProPartners Wealth in Columbia, MO, holding a Series 65 credential with one year of industry experience. Prior to joining ProPartners Wealth, Weiss worked at Enertrag SE and has held positions at the University of Missouri and Otto Hahn Gymnasium. ProPartners Wealth provides financial planning and discretionary investment management to individuals, families, entrepreneurs, and small business owners, as well as retirement plan services. The firm focuses on fundamental analysis and works with clients to define goals and risk tolerance while managing portfolios through selected sub-managers.

Bailee Butler is a financial advisor at Wilkerson Advisory Group LLC in Columbia, MO, holding a Series 65 designation with one year of industry experience. Prior to joining Wilkerson Advisory Group, Bailee worked at Veterans United and Chick-Fil-A, and was a full-time student before starting in the financial industry. Wilkerson Advisory Group LLC provides discretionary investment management, financial planning, and retirement-plan services to individuals, high-net-worth clients, employer-sponsored plans, trusts, estates, and business entities. The firm uses a macro, top-down investment approach with tactical asset allocation and sector rotation, incorporating third-party tools and artificial intelligence to support risk profiling, reporting, and administrative workflows.

Marc Neighbor is a financial advisor at Convergence Financial with five years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and Sysco Foods. Neighbor is associated with a non-investment related business entity, Neighbors and Friends Holdings LLC, based in Overland Park, KS. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm combines strategic asset allocation and fundamental analysis to create tailored portfolios and offers retirement plan fiduciary services and access to third-party asset managers.

Jon Sundvold is a financial advisor at Sundvold Financial with 29 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Sundvold Capital Management since 1997. Sundvold Financial provides 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 strategic asset allocation with both active and passive managers, primarily investing through institutional funds and managing portfolios on a non-discretionary basis.

Phillip Bacon is a financial advisor at Convergence Financial in Columbia, MO, with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Mass Mutual, Veterans United Home Loans, and LPL Financial. Phillip is also involved in an independent role providing investment advisory services through Convergence Financial LLC. Convergence Financial offers investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and fundamental analysis to create tailored portfolios, providing ongoing monitoring and a range of managed portfolio options, including retirement plan fiduciary services and cryptocurrency custody recommendations.

Cole Horstmann is a financial advisor at Commercial Trust Financial Services with four years of industry experience and holds a Series 66 designation. Prior to joining Commercial Trust Financial Services in 2026, he worked at Convergence Financial and LPL Financial. Outside of advising, he has experience in the hospitality industry with Emmet's Kitchen and Tap. Commercial Trust Financial Services offers discretionary portfolio management for individuals, high-net-worth clients, charitable organizations, and corporations, utilizing fundamental and cyclical analysis alongside modern portfolio theory. The firm manages portfolios through a wrap fee program and LPL-sponsored platforms, emphasizing long-term investment strategies and a defined set of investment types.