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.

Joseph Watz is a financial advisor at Convergence Financial in Columbia, MO, with 24 years of industry experience and holds Series 63, 65, and 66 licenses. His prior experience includes roles at LPL Financial, BMO Investment Advisors, and Nationwide Investment Services Corporation. Outside of advising, he is involved as a business owner of Lake Wauwanoka Inc. 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 management along with retirement plan consulting and fiduciary services.

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 financial advisor at ProPartners Wealth with five years of industry experience. He holds a Series 65 designation and has worked with ProPartners Wealth and its affiliated ProPartners Team since 2019. ProPartners Wealth provides financial planning and discretionary investment management services to individuals, families, entrepreneurs, small business owners, and employee benefit plans. The firm emphasizes fundamental analysis and uses Envestnet sub-managers to implement portfolios tailored to clients’ goals and risk tolerances.

Sydney Peak is a financial advisor at ProPartners Wealth with a Series 65 credential and four years of industry experience. Prior to joining ProPartners Wealth, Peak held roles at FCS Financial and worked with the USDA Farm Service Agency. Outside of finance, Peak co-managed Sugar and Spice Bakery for two years. ProPartners Wealth provides financial planning and discretionary investment management services to individuals, families, entrepreneurs, small business owners, and employee benefit plans. The firm uses fundamental analysis and collaborates with clients to develop tailored portfolios implemented through Envestnet sub-managers, offering a range of investment options including individual stocks, bonds, mutual funds, ETFs, and separately managed accounts.

Wesley Hentges is a financial advisor with ProPartners Wealth holding Series 63 and Series 65 licenses and has 26 years of industry experience. His prior roles include work with Generation Strategies, LLC, New York Life, and Eagle Strategies. He is a board member of AgriLegacy, an organization focused on educating the agricultural community about succession and estate planning. ProPartners Wealth provides financial planning and discretionary investment management to individuals, families, entrepreneurs, small business owners, and employee benefit plans. The firm uses fundamental analysis to develop client portfolios through Envestnet sub-managers while maintaining responsibility for manager selection and due diligence.

Mark Brooks is a financial advisor at Convergence Financial in Columbia, MO, holding a Series 65 designation with one year of industry experience. Prior to joining Convergence Financial, he worked for Permanent Equity for five years and spent 14 years at The Motley Fool. Brooks also owns Unleash Consulting, LLC, where he provides business and management consulting and coaching. 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 formal annual reviews.

Leslie Wilbers is a financial advisor at Alexander LaBrunerie & Co., Inc. with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Alexander LaBrunerie & Co., Inc. since 2015 and Saxony Securities, Inc. since 2024. Outside of her advisory role, Wilbers is involved in a family livestock operation and serves as treasurer for the St. Stanislaus Home and School parent organization. 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’s investment process combines cyclical and fundamental analysis to pursue long-term holdings across various asset classes, with client portfolios tailored to their profiles, time horizons, and objectives.

Carroll Wilkerson is a CFP® with 41 years of industry experience. He is currently with Wilkerson Advisory Group LLC and has held prior roles at Deer Hollow LLC, WR Wealth Planners LLC, V Wealth Advisors LLC, LPL Financial, The W Group LLC, CMO LLC, and Waddell & Reed, Inc. Outside of advisory work, he is involved in tax consulting through WR Tax Planners LLC. 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 employs a macro, top-down approach with tactical asset allocation, sector rotation, and a relative growth/value framework, emphasizing diversification and disciplined rebalancing.

Gregory Holloway is a financial advisor with Sundvold Financial in Columbia, MO, holding a Series 63 designation and 26 years of industry experience. He has worked at Sundvold Financial since 2005 and has extensive prior experience with firms including MML Investors Services, Massachusetts Mutual Life Insurance Co, and Legacy Financial Group. Sundvold Financial provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a core-and-satellite investment approach, combining institutional, active, and passive managers to achieve global diversification, and emphasizes documented, process-driven client relationships managed on a non-discretionary basis.

Carl Fudge is a financial advisor at Smith, Moore & Co. in Columbia, MO, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Smith, Moore & Co. since 2008. Outside of his advisory role, he co-owns and operates an investment-related business. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting. The firm employs a multi-team approach and utilizes both advisor-managed accounts and third-party manager arrangements.

John Blattel is a CFP® professional with 34 years of industry experience, currently serving at Prospera Financial Services, Inc. since 2025. He previously worked for Cutter & Company, Inc. for 33 years. Blattel is also involved in insurance sales through Brokerage Unlimited, focusing on life, fixed annuity, and long-term care products. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory platforms including PFS-sponsored Summit programs and third-party platforms administered by Envestnet, SEI, AssetMark, and Wells Fargo.

Jason Kemble is a financial advisor at Integrity Advisory Solutions with 10 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at WR Wealth Planners LLC, Concorde Asset Management, and Concorde Investment Services. Outside of his advisory work, he consults with high-net-worth individuals on tax-advantaged investments such as DSTs, 1031 exchanges, and opportunity zone funds. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in client assets. The firm offers portfolio management, financial planning and consulting, and retirement plan advisory services using a range of asset-allocation strategies and third-party platforms.

Jarod Aholt is a financial advisor at Integrity Advisory Solutions with one year of industry experience. He holds a Series 65 designation and also operates JK Financial, LLC, a wealth planning business. Prior to his advisory role, Jarod has held various positions including work in retail and education. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a range of investment strategies and third-party platforms.

Brook Campbell is a financial advisor with Signal Advisors Wealth, LLC in Columbia, MO. He holds Series 63 and Series 66 licenses and has nine years of industry experience. His prior work includes roles at Woodside, GeoWealth Management, LLC, and Client One Securities, LLC. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm uses a primarily top-down tactical asset allocation process combined with fundamental, quantitative, and technical analysis to manage discretionary strategies.