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 NBC Securities, Inc., holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Her career includes long-term roles at Conservative Financial Services, Inc. and American Express Financial Advisors. Outside of finance, she owns and performs with a music business, Cindy Minnis Music. Lanark Financial, Inc. provides investment advisory, financial planning, and portfolio management services to individuals, trusts, businesses, and institutional clients through multiple fee-based programs and managed-account platforms, employing both fundamental and technical analysis in its approach.

Blake Nephew is a financial advisor with NBC Securities, Inc. in Farmington, MO, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones and U.S. Bancorp Investments, Inc. He serves as a director on the board of the Rotary Club of St. Francois County. NBC Securities operates as a multi-team firm serving a diverse client base. The firm offers investment advisory services and employs a range of fee-based advisory programs and managed-account platforms, utilizing both fundamental and technical analysis along with discretionary and non-discretionary management options.

Nicholas Oberle is a financial advisor at Lanark Financial, Inc. with five years of industry experience. He holds a Series 66 designation and has worked previously at First State Financial Management and Missouri State University. Outside of his advisory work, he operates an eBay business selling antiques, miscellaneous items, and sports cards. Lanark Financial provides investment advisory, financial planning, and portfolio management services to individuals, institutional clients, and businesses, utilizing multiple fee-based advisory programs and managed-account platforms with discretionary and non-discretionary options.

Lisa Sumpter is a CFP® professional affiliated with NBC Securities, Inc. who has 25 years of industry experience. She has worked at First State Financial Management since 2007. Outside of her advisory role, she is a partner in a cattle farming venture with her husband. Lanark Financial, Inc., the firm associated with NBC Securities, provides investment advisory services, financial planning, and portfolio management to individuals, trusts, businesses, and institutional clients. The firm offers multiple advisory programs and employs both fundamental and technical analysis, managing accounts on discretionary or non-discretionary bases.

Malia Toman is a financial advisor with Lanark Financial, Inc. She holds a Series 66 designation and has two years of industry experience. Her prior roles include positions at First State Financial Management and Town & Country Bank, as well as work in higher education administration and public service. Lanark Financial, Inc. provides investment advisory services, financial planning, and portfolio management to individuals, ERISA-qualified accounts, trusts and estates, businesses, and other institutional clients. The firm offers multiple fee-based advisory programs and managed-account platforms, combining fundamental and technical analysis with discretionary and non-discretionary management approaches.

Neil Bales is a financial advisor with NBC Securities, Inc. in Farmington, MO, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, where he worked for a combined 12 years. Lanark Financial, Inc. provides investment advisory, financial planning, and portfolio management services to individuals, ERISA‑qualified accounts, trusts and estates, businesses, and institutional clients. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering multiple fee-based advisory programs and employing a combination of discretionary and non-discretionary account management approaches.

Brian Gallagher is a financial advisor with NBC Securities, Inc. He holds Series 63 and Series 66 licenses and has 13 years of industry experience. He has worked at First State Financial Management since 2016. Lanark Financial, Inc. provides investment advisory services, financial planning, and portfolio management to individuals, ERISA-qualified accounts, trusts and estates, businesses, and institutional clients. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering multiple fee-based advisory programs and managed-account platforms with discretionary and non-discretionary options.

Joseph Woodard is a financial advisor with NBC Securities, Inc. He holds a Series 66 designation and has four years of industry experience. His prior roles include positions at First State Financial Management and two State Farm agencies. Lanark Financial, Inc. provides investment advisory services, financial planning, and portfolio management to individuals, ERISA-qualified accounts, trusts and estates, businesses, and institutional clients. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering multiple fee-based advisory programs and managed-account platforms that utilize discretionary manager selection, model portfolios, and overlay management.

Susan Evans is a CFP® and ChFC® with 39 years of experience in the financial services industry. She has worked at NBC Securities, Inc. since 2019 and has been with Conservative Financial Services, Inc. since 1990. She serves on the Board of Directors of First State Community Bank. Lanark Financial, Inc. provides investment advisory services, financial planning, and portfolio management to individuals, ERISA-qualified accounts, trusts and estates, businesses, and institutional clients. The firm offers a range of fee-based advisory programs and managed-account platforms, combining fundamental and technical analysis with discretionary and non-discretionary management options.

Brett Ellis is a financial advisor at NBC Securities, Inc. with three years of industry experience. He holds Series 63 and Series 66 designations. His previous experience includes roles at Ellis Precision LLC and Northwestern Mutual Investment Services LLC. NBC Securities, Inc. is part of Lanark Financial, Inc., which provides investment advisory services, financial planning, and portfolio management to a wide range of clients including individuals, trusts, businesses, and institutional investors. The firm offers multiple fee-based advisory programs and managed-account platforms, employing both discretionary and non-discretionary management strategies.

Ryan Wolk is a financial advisor at Commonwealth Financial Network with 24 years of industry experience. He previously worked at Farmers Financial Solutions and Farmers Insurance Group. He holds Series 63 and Series 65 licenses. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, wealth management, and retirement plan consulting, supported by comprehensive operations, trading, technology, and compliance infrastructure.

Elaine Mooney is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and previously worked at Bankers Life and Bankers Life Securities, Inc. Before entering the financial industry, she was involved with Sainte Genevieve Winery for 18 years. Outside of her professional work, she serves as the director of the PSR program at Ste Genevieve Catholic Parish, managing a budget and coordinating nine teachers for around 70 students. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across the wealth spectrum, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Jason Blum is a financial advisor with Cetera, holding a Series 66 designation and 10 years of industry experience. He has been with Cetera and its affiliated entities since 2017. Outside of his advisory role, Blum is engaged in several community and nonprofit organizations, including serving as a donor consultant for the Valle Catholic Schools Foundation, a volunteer baseball coach with the American Legion, and holding various board and treasurer positions with local development and educational nonprofits. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, supporting a broad range of investment strategies and client needs.

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.

Matthew Morice is a financial advisor with Cetera holding a Series 66 designation and six years of industry experience. He has previously worked at Edward Jones and currently serves as a board member for the Missouri State Troopers Association. In addition to his advisory role, Morice is an assistant football coach at Helias Catholic High School and an instructor for the Missouri Association of Prosecuting Attorneys. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Elizabeth Roth is a Certified Financial Planner® with 39 years of industry experience. She has been with Morgan Stanley since 2009, including her current role at Morgan Stanley Private Bank, National Association. Outside of financial advising, she is a partner in Silver Sycamore Gallery, a fine arts business in Ste. Genevieve, Missouri. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.

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.

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.

Amy Pfaff is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a network of more than 23,000 advisors and offers a range of advisory programs, including discretionary and nondiscretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

Jeffrey Okenfuss is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 21 years of industry experience. He previously worked at Farmers Insurance Group and Farmers Financial Solutions for nearly two decades before joining Cetera and its affiliated entities in 2023 and 2024. Outside of advisory activities, he assists with tax return preparation through HSB Advisors LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and financial planning services, supported by a nationwide network of over 10,000 advisors and significant assets under management.

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.

Becky Shaughnessy is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management supported by a large nationwide network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other financial services.

Jason Basler is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Cetera since 2004 and also owns HSB Advisors, LLC, a CPA practice offering tax, accounting, auditing, and consulting services. Outside of his advisory work, Basler is involved in his local community as a finance board member for St. Genevieve Catholic Church, head coach of a youth baseball team, and serves on the board of directors for MRV Banks. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and advisory services, utilizing a multi-manager platform with access to affiliated and third-party managers, and manages over $256 billion in assets.

Matthew Trautman is a Series 66 licensed financial advisor with Edward Jones in Ste Genevieve, Missouri, and has 18 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is involved in family business activities including operating a cattle and farmland LLC and owning a commercial office building through separate limited liability companies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

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.