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, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Convergence Financial since 2019 and previously spent 11 years at Smith Moore & Co. Outside of his advisory role, he is an owner of Briscoe & Briscoe, a business unrelated to investment services. Convergence Financial serves individuals, families, and various entities by providing investment advisory and comprehensive financial planning services. The firm focuses on strategic asset allocation and fundamental analysis to create tailored portfolios, offering both discretionary and non-discretionary management along with retirement plan consulting and access to third-party 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 financial advisor with Convergence Financial in Columbia, MO, holding a Series 65 designation and bringing nine years of industry experience. He previously worked at Mader & Shannon Wealth Management for over a decade before joining Convergence Financial. 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 build tailored portfolios, offering a range of services including retirement plan consulting and access to third-party asset managers, supported by a team of 24 advisors across multiple offices.

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.

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 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.

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.

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.

Dawna Westberg Welch is a financial advisor with Convergence Financial in Columbia, MO, holding Series 63 and Series 65 registrations and possessing 16 years of industry experience. Prior to joining Convergence Financial in 2026, she served at Stratos Wealth Partners, Ltd and LPL Financial, LLC. Outside of her advisory work, she has involvement in family business ventures including Wilderness Family Tree and Lawn Service and Virtual Ventures LLC. 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 to create tailored portfolios and offers a range of services including retirement plan fiduciary management and access to third-party asset managers across multiple offices.

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.

Jeffrey Kenney 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 Convergence Financial and LPL Financial LLC. Outside of advisory roles, he provides administrative support to an independent investment advisory firm. Commercial Trust Financial Services offers discretionary portfolio management, serving individuals, high-net-worth clients, charitable organizations, and corporations. The firm emphasizes long-term trading based on fundamental and cyclical analysis within a defined set of investment types and acts as both wrap fee sponsor and sole portfolio manager for its programs.