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.

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.

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.

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 with Convergence Financial, holding a Series 66 designation and seven years of industry experience. His prior roles include work at LPL Financial, Veterans United Home Loans, MML Investors Services, and Mass Mutual Life Insurance. He is also involved in a personal business entity, Bacon Properties, LLC. 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 offers a range of services including retirement plan consulting and access to third-party managers.

Richard Bartolacci is a ChFC® credentialed financial advisor with 25 years of industry experience. He has been with Sundvold Financial since 2006 and has concurrent experience with Securities America Advisors Inc. and Securities America Inc. since 2005. Sundvold Financial is a team of six advisors providing personalized financial planning and investment management to individuals, trusts, charitable organizations, pension and profit-sharing plans, and small businesses. The firm employs a strategic asset allocation approach combining institutional, active, and passive managers, emphasizing documented, process-driven relationships with non-discretionary client trade approval.

Tyler Hoffmann is a financial advisor at Convergence Financial with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, TD Ameritrade, and Scottrade. Hoffmann provides investment advisory services through Convergence Financial, an independent registered investment advisor. Convergence Financial offers investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm focuses on strategic asset allocation and fundamental analysis to build tailored portfolios, providing discretionary and non-discretionary asset management along with retirement plan consulting and access to third-party asset managers.

John Briscoe II is a financial advisor with Convergence Financial in Columbia, MO, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Convergence Financial since 2019 and previously worked for Smith Moore & Co for 11 years. Outside of his advisory role, he is the owner of Briscoe & Briscoe, a non-investment related business. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm focuses on strategic asset allocation and fundamental analysis to create tailored portfolios, offering both discretionary and non-discretionary management, as well as retirement plan consulting and access to third-party asset managers.

Stacey Wescoat is a financial advisor with Convergence Financial in Columbia, MO, holding a Series 66 designation and 13 years of industry experience. She previously worked at Edward Jones for 10 years and spent time at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 build tailored portfolios, offers fiduciary retirement plan services, and manages assets across multiple offices serving a broad client base.

Austin Harrison is a Series 65 licensed advisor with 10 years of industry experience. He is currently with Convergence Financial and has previously worked at Mader & Shannon Wealth Management. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm employs a strategic asset allocation and fundamental analysis approach, offers retirement plan fiduciary services, and manages portfolios with regular reviews, serving clients through multiple offices and a team structure.

Frances Lawrence is a financial advisor at Elwood & Goetz Wealth Advisory Group, LLC with four years of industry experience. She holds the Series 65 designation and has worked at Elwood & Goetz since 2020. Prior to her advisory role, she was affiliated with the University of Missouri and Louisiana State University. Elwood & Goetz is an independent, fee-only investment management and financial planning firm serving affluent individuals, families, trusts, estates, and institutional clients. The firm emphasizes strategic asset allocation using low-cost index funds and ETFs, offering discretionary portfolio management and comprehensive financial planning.

Brian Atchley is a financial advisor at Convergence Financial in Columbia, MO, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Convergence Financial since 2025. Prior to that, he has held advisory and accounting roles at Tri-Lakes Accounting, Tri Lakes Financial Services, and Golden Rule Insurance for over two decades. Outside of his advisory work, Atchley serves as a trustee for the Elks Lodge Scholarship Fund and co-trustee for the Scholarship Fund of the Community Foundation of the Ozarks. 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, offering discretionary and non-discretionary management, retirement plan consulting, and access to third-party asset managers, while operating across multiple offices and managing nearly $904 million in client assets.

Alexander Labrunerie is a financial advisor with Alexander LaBrunerie & Co., Inc. in Columbia, Missouri, holding Series 66 and Series 63 licenses and possessing 34 years of industry experience. He has been with Alexander LaBrunerie & Co. since 1995 and previously operated Labrunerie Financial Services, Inc. Outside of his advisory work, he serves as Treasurer and board member of the Columbia Community Land Trust and co-owns a Jimmy John’s franchise. 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 to manage long-term holdings across various asset classes, tailoring allocations and ongoing supervision to clients’ profiles and objectives.