Peyton Story is a financial advisor with ProPartners Wealth holding a Series 65 designation and three years of industry experience. Prior to joining ProPartners Wealth, Peyton worked briefly at Crowe. ProPartners Wealth serves individuals, families, small business owners, and employee benefit plans by providing financial planning, investment management, and pension services, including ERISA 3(21) consulting and 3(38) fiduciary management. The firm uses fundamental analysis to determine target asset mixes and selects Envestnet sub-managers to implement allocations, offering discretionary management primarily outside of retirement plans unless formally appointed as a 3(38) investment manager.

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.

Cade Snyder is a financial advisor at ProPartners Wealth with a Series 65 designation and five years of industry experience. He has been with ProPartners Wealth since 2020 and is currently part of the ProPartners Team, LLC. Outside of his advisory role, he is involved with Caddies Indoor Golf. ProPartners Wealth serves individuals, families, small business owners, and employee benefit plans by providing financial planning, investment management, and pension services, including ERISA 3(21) consulting and 3(38) fiduciary management. The firm uses fundamental analysis to establish target asset mixes and employs Envestnet sub-managers to implement and monitor client portfolios.

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.

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 designation with one year of industry experience. Prior to joining ProPartners Wealth, Weiss's background includes roles at Enertrag SE, the University of Missouri, and the Butting Group. Weiss has also spent time in education at Otto Hahn Gymnasium. ProPartners Wealth serves individuals, families, small business owners, and employee benefit plans with financial planning, investment management, and pension services, using fundamental analysis and Envestnet sub-managers to implement client portfolios. The firm offers both discretionary and advisory services, including ERISA fiduciary management and standalone personal financial planning.

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.

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.

Brian Sullivan is a financial advisor at Commercial Trust Financial Services with credentials including Series 63 and Series 65 licenses and over 20 years of industry experience. His prior roles include positions at Ivy Distributors, Inc., Delaware Distributors, L.P., and Waddell & Reed, Inc. He is based in Fayette, Missouri. Commercial Trust Financial Services provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm follows a long-term investment approach using fundamental and cyclical analysis, focusing on a defined set of investment types and offering ongoing portfolio monitoring.

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.

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.

Frances Lawrence is a Series 65-licensed financial advisor with six years at Elwood & Goetz Wealth Advisory Group and five years of overall industry experience. Prior to joining Elwood & Goetz, Lawrence worked in academic roles at the University of Missouri and Louisiana State University for over four decades. Elwood & Goetz Wealth Advisory Group is a fee-only investment management and financial planning firm serving affluent individuals, families, trusts, and plan sponsors. The firm employs a diversified, tax-efficient investment approach based on Modern Portfolio Theory, managing assets on a discretionary basis with an emphasis on passive investments.

Alexander LaBrunerie is a financial advisor with Alexander LaBrunerie & Co., Inc. in Columbia, MO, holding Series 63 and Series 66 licenses and possessing 34 years of industry experience. He has been with Alexander LaBrunerie & Co. since 1995 and previously operated LaBrunerie Financial Services, Inc. He serves as Treasurer and board member of the Columbia Community Land Trust and is a 50% owner and operator of local Jimmy John’s franchise locations. Alexander LaBrunerie & Co., Inc. provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, corporations, pension and profit-sharing plans, and charitable organizations. The firm employs a combination of cyclical and fundamental analysis, pursuing long-term holdings tailored to clients’ objectives and offers financial planning, retirement plan consulting, and limited consulting engagements.

Austin Francis is a financial advisor at Commercial Trust Financial Services with one year of industry experience. He holds a Series 66 designation and previously worked at Veterans United Home Loans and Widhalm Construction LLC. Commercial Trust Financial Services provides discretionary portfolio management and investment advice to individuals, high-net-worth clients, charitable organizations, and corporations. The firm employs a long-term trading approach based on fundamental and cyclical analysis, offering a limited selection of investment types and overseeing portfolio monitoring as the sole portfolio manager of its wrap fee program.

Thomas Chaney is a financial advisor at Alexander LaBrunerie & Co., Inc. with a Series 65 designation. He has been with the firm since 2024 and has previous experience across various roles including positions at Northwestern Mutual and Midway USA. Alexander LaBrunerie & Co., Inc. provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, corporations, pension and profit-sharing plans, and charitable organizations. The firm combines cyclical and fundamental analysis to pursue long-term holdings tailored to clients’ profiles and objectives, managing accounts on both discretionary and non-discretionary bases.

Kale Flaspohler is a Series 65-licensed financial advisor with ProPartners Wealth in Columbia, Missouri, holding five years of industry experience. He has been with ProPartners Wealth since 2019 and is currently part of the ProPartners Team, LLC. Prior to his advisory career, he held positions at the University of Missouri and Golden Eagle Distributing. ProPartners Wealth serves individuals, families, small business owners, and employee benefit plans with financial planning, investment management, and pension services, including ERISA 3(21) consulting and 3(38) fiduciary management. The firm employs fundamental analysis for asset allocation and utilizes Envestnet sub-managers to implement client portfolios while offering both discretionary managed accounts and non-discretionary advisory services.

Kyle Elliott is a financial advisor with Commercial Trust Financial Services, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Commercial Trust Company since 1992 and has held roles at LPL Financial, Convergence Financial, LLC, and Good Life Advisors, LLC. Elliott also has experience overseeing trust department management and is a licensed notary. Commercial Trust Financial Services provides discretionary portfolio management primarily through a wrap fee program and LPL-sponsored platforms. The firm serves individuals, high-net-worth clients, charitable organizations, and corporations, focusing on tailored, long-term investment strategies using fundamental and cyclical analysis alongside modern portfolio theory.