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.

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.

James Church is a financial advisor at Smith, Moore & Co. in Columbia, MO, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Smith, Moore & Co. since 2010. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, investment consulting, and model-portfolio solutions. The firm employs both advisor-managed accounts and third-party manager arrangements, overseeing approximately $2.0 billion in client assets.

Thomas Luckenbill is a financial advisor at Lifemark Securities Corp. with 28 years of industry experience. He holds Series 63 and 65 licenses. In addition to his advisory role, he is an attorney specializing in estate planning through Luckenbill Law Firm and serves as an adjunct professor at William Woods University. He is also involved with Broadway Christian Church as a member of its Memorial Funds Subcommittee. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers various managed account programs and tailors advice to client suitability through risk assessments, managing accounts on both discretionary and non-discretionary bases.

Ryan Mueller is a CFP® and Series 65-licensed advisor with six years of industry experience. He is currently with The Wealth Consulting Group, where he has worked since 2023, following three years at V Wealth Management and two years at Cerner. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, retirement plan, and trust clients. The firm employs a range of investment approaches including both active and passive strategies, model portfolios, and algorithmic Guided Wealth Portfolios, and provides legal and implementation support through licensed attorneys and third-party vendors.

Nicholas Farley is a financial advisor at Integrity Advisory Solutions with one year of industry experience. He holds a Series 65 credential and has prior work experience at Deloitte, CommunityAmerica Credit Union, Walmart, and the University of Missouri. Farley is also involved in financial consulting and planning through Missouri Holdings NF, LLC. 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 utilizes a variety of investment approaches supported by third-party platforms.

Christopher Mark is a financial advisor with Integrity Advisory Solutions, holding a Series 66 designation and nine years of industry experience. He previously worked at PGN Financial and Securities America Advisors. Outside of his advisory role, he provides insurance services to Medicare beneficiaries and assists clients with retirement planning through his involvement in Senior Benefit Services. Integrity Advisory Solutions serves individuals, trusts, estates, and businesses through a network of independent advisors managing approximately $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and utilizes multiple asset-allocation strategies and third-party platforms to construct tailored client portfolios.

Payton Sapp is a financial advisor at NewEdge Advisors with a Series 65 credential and one year of industry experience. Prior to joining NewEdge Advisors, Sapp worked at WR Wealth Planning and WR Wealth Planners and has experience at the University of Missouri - Columbia and other organizations. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of services, including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing both in-house and third-party strategies supported by technology and centralized due diligence.

Leah Flaspohler is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and 18 years of industry experience. Her prior roles include positions at Princor Financial Services Corporation, Principal Life Insurance Company, and MSI Financial Services. Outside of her advisory work, she serves as a board member and deaconess at First Christian Church Disciples of Christ and co-owns Flash Creations, LLC, a business focused on handmade items, auto repair, and auctions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, employee education, and manages approximately $79.8 billion in assets, serving clients such as sovereign wealth funds and providing access to multiple management platforms and third-party solutions.

Glenn Wilde is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 66 and Series 63 licenses and has 10 years of industry experience. Wilde has worked at Bankers Life Securities, Inc. since 2017 and with Bankers Life & Casualty, Inc. since 1993. Outside of his advisory role, he coaches high school golf for Southern Boone High School in Columbia, MO. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolios to clients’ goals and risk tolerances.

Ryan Stiefermann is a financial advisor with Bankers Life Advisory Services, Inc. in Columbia, MO. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Stiefermann has worked with Bankers Life Advisory Services since 2019 and is also an insurance agent appointed to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to develop tailored asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.