Collin Black is the principal of Black Financial Planning, LLC in Farmington, MO, and holds a Series 65 credential with five years of industry experience. His background includes roles at Richard Black, CPA, PC, and involvement in a food truck business, The Noodle Nerd, where he is a part owner. Collin also operates as a sole proprietor providing insurance sales and servicing. Black Financial Planning serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities by offering tailored financial plans and consulting, referring clients to third-party money managers for investment implementation rather than managing assets directly. The firm’s process emphasizes documenting client goals, developing customized plans, and monitoring managers while handling client relationships on a case-by-case basis.

Cynthia Minnis is a financial advisor with Lanark Financial, Inc. in Farmington, MO, holding Series 63 and Series 65 licenses and having 36 years of industry experience. She has worked at Conservative Financial Services, Inc. since 1998 and American Express Financial Advisors since 1992. Outside of finance, she owns and performs in a music business called Cindy Minnis Music. Lanark Financial offers investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in assets through multiple advisor teams and provides a combination of discretionary and non-discretionary services using third-party sub-advisers and model portfolios.

Blake Nephew is a financial advisor with Lanark Financial, Inc. in Farmington, MO, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at U.S. Bancorp Investments and Edward Jones. He serves as a director for the Rotary Club of St. Francois County. Lanark Financial provides investment management and financial planning services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in client assets through multiple advisor teams and offers program-based accounts using various platforms and sub-advisers.

Craig Gissy is a financial advisor at Prospera Financial Services, Inc. with 16 years of industry experience. He holds the Series 66 designation and previously worked at Cutter & Company, Inc. for 12 years before joining Prospera Financial Services in 2025. Prospera Financial Services, Inc. is an enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through 207 advisors and offers investment advisory and financial planning services across various platforms and delivery vehicles.

Lisa Sumpter is a CFP® with 25 years of experience in financial advisory. She is currently with Lanark Financial, Inc. and has worked at First State Financial Management since 2007. Outside of her advisory work, she is a partner in a cattle farming venture with her husband. Lanark Financial provides investment management and financial planning services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in assets through multiple advisor teams and offers a range of program-based accounts with both discretionary and non-discretionary arrangements.

Malia Toman is a financial advisor at Lanark Financial, Inc. with a Series 66 designation and two years of industry experience. Her prior roles include positions at First State Financial Management and Town & Country Bank. Lanark Financial provides investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers program-based accounts through various platforms.

Neil Bales is a financial advisor with Lanark Financial, Inc. and holds Series 63 and Series 65 licenses. He has 14 years of industry experience, including roles at NBC Securities, Wells Fargo Clearing, and Wells Fargo Advisors. Lanark Financial provides investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams, offering a mix of discretionary and non-discretionary arrangements and utilizing third-party and affiliated sub-advisers.

Brian Gallagher is a financial advisor with Lanark Financial, Inc. in Farmington, MO. He holds Series 63 and Series 66 credentials and has 13 years of industry experience, including 10 years at First State Financial Management. Lanark Financial offers investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and uses both discretionary and non-discretionary arrangements supported by third-party sub-advisers and model portfolios.

Joseph Woodard is a financial advisor with Lanark Financial, Inc. in Farmington, MO, holding a Series 66 designation and four years of industry experience. His prior work includes roles at First State Financial Management and two State Farm agencies. Lanark Financial provides investment management, financial planning, and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers a combination of discretionary and non-discretionary services, utilizing third-party and affiliated sub-advisers and model portfolios.

Susan Evans is a CFP® and ChFC® with 39 years of industry experience. She is affiliated with Lanark Financial, Inc. and has worked at NBC Securities, Inc. since 2019, in addition to her long tenure at Conservative Financial Services, Inc. since 1990. She serves on the Board of Directors for First State Community Bank. Lanark Financial, Inc. provides investment management and financial planning services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in assets across multiple advisor teams, offering both discretionary and non-discretionary arrangements and utilizing a variety of program-based accounts and affiliated sub-advisers.

Brett Ellis is a financial advisor at Lanark Financial, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company since 2021. Prior to his advisory career, he was a student for ten years. Lanark Financial provides investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in assets across multiple advisor teams, offering program-based accounts through a range of platforms and combining discretionary and non-discretionary approaches.

Chasten Boen is a financial advisor at Fidelity with a Series 66 designation and seven years of industry experience. His previous roles include positions at NBC Securities Inc, First State Financial Management, and Southeast Missouri Community Credit Union. Outside of his advisory work, he is involved with Boen Racing, where he works on and drives a dirt track racing car in events throughout the Midwest. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

Allison Kennon is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has previously worked at Kingston School District and Southeast Missouri State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Kory Kleppe is a financial advisor with Ameriprise in Farmington, MO, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Outside of his advisory role, Kleppe owns Korjul Property LLC, which holds the building where his practice operates. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Kent Marler is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with LPL Financial since 2007. Marler serves on the boards of trustees for his county’s Public Water District and Madison Medical Center, both non-compensated civic roles. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

John Brown is a financial advisor with Edward Jones, holding Series 66 and Series 63 credentials and bringing 28 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jeremy Coleman is a financial advisor at Edward Jones in Farmington, MO, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is involved in buying and selling real estate through Coleman Real Estate LLC and in beef cattle sales with Granite Ridge Farms LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Raven Jaco is a financial advisor with Ameriprise Financial Services in Farmington, MO, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2022, Jaco worked at First State Financial Management and has experience outside finance through a role at RaeCole's Coffee Bar. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service.

Brandon Penberthy is a financial advisor at Edward Jones in Desloge, MO, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he is involved in real estate through multiple business entities and serves as a trustee managing physical assets and budgets for a local church. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Janet Renshaw is a financial advisor with Thrivent Investment Management in Desloge, MO, holding a Series 66 designation and eight years of industry experience. Her prior work includes four years at Ameriprise Financial Services and several years with Thrivent Financial. Outside of her advisory role, she serves as a church clerk and holds board memberships with a local nonprofit assisting community members with support services and the Desloge Chamber of Commerce. Thrivent Investment Management provides Dedicated Planning Services for individuals, families, businesses, and nonprofits, delivering goal-based financial analyses and written recommendations across a broad range of planning topics without including implementation or discretionary portfolio management.

Rebecca Gault is a financial advisor at Edward Jones in Farmington, MO, with one year of experience and a Series 66 credential. She previously worked at U.S. Bancorp Investments Inc and U.S. Bank, and also has experience in bookkeeping and management through her ownership of PS Project Solutions LLC and involvement with Savage Trucking. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Curtis Walter is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, Curtis was involved in operating Walter Cleaning Services LLC from 2016 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Maxwell Kleppe is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2018. His prior work includes roles at Jimmy Johns and the Farmington Civic Center. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm operates as a large institutional provider with a range of advisory, brokerage, and insurance solutions through affiliated entities.

Paul Meinsen is a CFP® and holds a Series 66 designation with Edward Jones, where he has worked for 10 years. Based in Farmington, MO, he has experience in wealth management at Edward Jones since 2016. Outside of his advisory role, he is the owner of 4PM Enterprises, LLC, which invests in commercial real estate. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, and combines a large retail advisor network with affiliated capabilities such as a trust company and proprietary mutual funds.

Lisa Reynolds is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of her advisory role, she is involved in farming through ownership of Reynolds Farm, LLC. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement income recommendations delivered in partnership with clients’ financial advisors.

Michael Hammack is a financial advisor with Cambridge Investment Research Advisors who holds a Series 66 designation and has 14 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014. Outside of his advisory role, Hammack serves on the boards of the Mineral Area College Foundation and Parkland Health Center Foundation and owns a business consulting firm. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing various portfolio management approaches and multiple custody platforms.

Angela Momot is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and 26 years of industry experience. She has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across various wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and supports its clients through a large nationwide network of advisors and branch offices.

Gracie Trokey is a financial advisor with Edward Jones in Farmington, MO, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she held positions at Alliant Bank, BMO Harris Bank, and First State Financial Management. Trokey serves as a board member for the Court Appointed Special Advocates of the Parkland and sits on the advisory board for the Bulldog Student Investment Fund at Truman State University. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing approximately $1.01 trillion in assets via a nationwide network of over 23,000 advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.