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 Certified Financial Planner® with 34 years of industry experience. He has been with Prospera Financial Services, Inc. since 2025, following a 33-year tenure at Cutter & Company, Inc. He is also involved in insurance sales through Brokerage Unlimited. Prospera Financial Services, Inc. is a multi-team firm serving individuals, corporate and charitable clients, and retirement plans, overseeing approximately $12.4 billion in assets. The firm offers investment advisory and financial planning services across various platforms, using a blend of firm models, third-party sub-advisers, and customizable allocations.

Jason Kemble is a financial advisor with Integrity Advisory Solutions, holding Series 63 and Series 65 credentials and nine years of industry experience. He has previously worked at Concorde Investment Services and Concorde Asset Management, and maintains ongoing roles with WR Wealth Planners LLC and JK Financial, LLC. Outside of his advisory work, he consults with high-net-worth individuals on tax-advantaged investments, including DSTs, 1031 exchanges, and opportunity zone funds. Integrity Advisory Solutions serves a diverse client base, including individuals, trusts, estates, charitable organizations, and corporate retirement plans, through a network of investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a variety of strategies and relying on third-party platforms and managers.

Jarod Aholt is a financial advisor at Integrity Advisory Solutions with a Series 65 credential and one year of industry experience. Prior to his current role, he worked at McBee's Coffee N Carwash and held positions at Missouri State University, Drury University, HyVee, Father Tolton Catholic High School, and the Columbia School District. He is also involved with JK Financial, LLC, where he provides wealth planning services. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing both discretionary and non-discretionary strategies across a range of investment types.

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 Series 65 licensed advisor with five years of industry experience, currently affiliated with The Wealth Consulting Group. His prior work includes roles at V Wealth Management and Cerner. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate sponsors, charities, and trusts. The firm employs a tailored investment process that combines multiple analytical approaches and offers services through various custodial platforms and sponsored programs.

Nicholas Farley is a financial advisor with Integrity Advisory Solutions in Columbia, MO, holding a Series 65 designation and one year of industry experience. Prior to joining Integrity Advisory Solutions and JK Financial, LLC, he worked in various roles at Walmart, CommunityAmerica Credit Union, Deloitte, and the University of Missouri. He is also involved with Missouri Holdings NF, LLC, providing financial consulting and business strategy services. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors and manages about $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and various advisory programs using fundamental and technical analysis and multiple asset-allocation frameworks.

Christopher Mark is a Series 66-licensed financial advisor at Integrity Advisory Solutions with nine years of industry experience. He previously worked at PGN Financial and Securities America, and he maintains involvement with Mark Insurance, LLC. In addition to his advisory role, Mark advises Medicare beneficiaries on insurance options and retirement planning through Senior Benefit Services. Integrity Advisory Solutions serves individuals, high-net-worth clients, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors managing about $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and utilizes a range of asset-allocation strategies alongside third-party platforms to tailor investment solutions.

Payton Sapp is a financial advisor at NewEdge Advisors with a Series 65 designation and one year of industry experience. Prior to joining NewEdge Advisors, he worked at WR Wealth Planning, LLC and WR Wealth Planners, LLC. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Leah Flaspohler is a financial advisor with Kestra Advisory Services LLC in Columbia, MO, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She previously worked at Princor Financial Services Corporation and Principal Life Insurance Company. Outside of her advisory work, she serves as a deaconess and board member for First Christian Church, co-owns Flash Creations, LLC—a business involved in handmade items, auto repair, and auctions—and holds leadership roles on several local boards including as president of the Fayette Golf Club. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual clients. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions, serving approximately $79.8 billion in assets under management.

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 six years of industry experience. Ryan has been affiliated with Bankers Life Advisory Services since 2019 and also works as an insurance agent for Bankers Life and Casualty Company, writing Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a mix of fundamental, technical, and cyclical analysis to guide investment decisions.

Christina Link is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. Her prior roles include positions at Wells Fargo Clearing Services and Principal Financial entities. She is also involved in her local community as a board member and social committee member of the Copperstone Neighborhood HOA in Columbia, MO. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a Partner-led Team model supported by a centralized Investment Department and provides diversified, multi-asset allocation strategies along with specialized services such as trustee offerings and planning for professional athletes.

Eric Niswonger is a financial advisor with Voya Financial Advisors, Inc. who holds Series 63 and Series 66 credentials and has 17 years of industry experience. He has been with Voya Financial Advisors since 2014 and is also associated with Marathon Benefits Group since 2009. Niswonger serves on the board of directors for the William and Donna Headrick Pet Foundation, which supports SEMO Pets in Cape Girardeau, MO. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting through multiple program structures, with a majority of assets managed in non-discretionary, recommendation-based arrangements.

Chancellor Spangler is a CFP® and Series 65 licensed financial advisor with five years of industry experience, currently with Creative Planning in Columbia, MO. He has worked at Creative Planning since 2019 and previously held roles at StorageMart and the University of Missouri. He also was involved with the Redhead Yacht Club from 2016 to 2019. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by selective private market exposure and tax-loss harvesting.

Kale Gentry is a financial advisor at Money Concepts Capital Corp with eight years of industry experience. He holds a Series 66 designation and has been with Money Concepts since 2017. Prior to his current role, he worked at Cerner Corp. from 2015 to 2017. Gentry is involved with Peterman Financial Group and owns Gentry Wealth Solutions Inc., both non-investment-related businesses. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across 14,700 clients through various managed programs using model portfolios, third-party sub-advisers, and fundamental and technical analysis.

Daniel Kellar is a financial advisor at Farther with seven years of industry experience. He holds a Series 65 designation and previously worked at WR Wealth Partners and KIA of Columbia. Outside of his advisory role, he is the owner of an insurance agency, DK Pro Consulting LLC, in Columbia, Missouri. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs an investment approach based on Modern Portfolio Theory, using bespoke allocations and proprietary algorithmic model portfolios with automatic rebalancing, primarily investing in ETFs, mutual funds, equities, and fixed income.