Greater Than Financial is a fee-only fiduciary financial planning and wealth management firm based at 412 Court Street in Savannah, Missouri. The firm works with families, including high-net-worth households, business and farm owners, and retirees within roughly 100 miles of Savannah. Communities served include St. Joseph, Maryville, Cameron, Platte City, the Kansas City Northland, and nearby areas. Wakefield Hare, CFP®, has 18 years of industry experience. He helps clients coordinate investments, retirement income, tax planning, estate questions, business succession, and major financial decisions. Current fees and controlling disclosures are available at greaterthanfinancial.com/fees.

Max Nelson is the sole advisor at BN Investment, LLC, an independent firm based in Amazonia, Missouri. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Nelson has led BN Investment since 2012. BN Investment, LLC provides discretionary portfolio management to individuals, trusts, and small businesses, focusing on U.S.-listed equities, ETFs, and related derivatives. The firm employs a combination of fundamental and technical analysis, routinely uses options and derivatives for income generation and risk management, and applies margin and intraday trading techniques within managed accounts.

Hi I’m Donovan! I'm a financial planner that serves Millennials that tend to be at least one of the following: • high earners • tech professionals • equity compensated • inherited/sudden wealth / high-net worth Because of the unique challenges the above groups face I've created my financial planning process to focus on, but not limited to: • cash flow planning • equity/stock compensation • investments and investment management • tax planning I'd love to talk with you if you're fit the above and are looking to prosper with purpose. Visit the link below to learn more about my complimentary analysis: https://www.prospurposewealth.com/free-financial-analysis

Sidney Davis is a Series 65-licensed advisor with five years of industry experience, currently working at Family Investment Center since 2019. Prior to this, Davis held positions at Goetz Credit Union and Kohl’s Department Store. Family Investment Center is a registered investment adviser with a team of about 12 advisors managing approximately $689 million for individuals, families, pension plans, charitable organizations, and businesses. The firm follows a fundamentally driven, long-term investment strategy emphasizing diversification and tax-aware considerations, while incorporating client education through newsletters and seminars.

Paul Albright is a Series 65-credentialed advisor at Family Investment Center in Saint Joseph, MO, with one year of industry experience. Prior to joining Family Investment Center, he spent ten years at Oracle. Family Investment Center is a registered investment adviser with a team of about a dozen advisors managing approximately $689 million for individuals, families, pension plans, charitable organizations, and businesses. The firm employs a fundamentally driven, long-term investment approach with an emphasis on diversification and tax-aware strategies, complemented by comprehensive financial planning and a distinctive focus on client education and communication.

Christine Danford is a financial advisor at Family Investment Center in Saint Joseph, MO, with eight years of industry experience. She holds a Series 65 designation and practices as part of a team of 12 advisors. Family Investment Center serves individuals and families, including high-net-worth clients, as well as pension plans, charitable organizations, and businesses. The firm employs a fundamentally driven, long-term investment approach that emphasizes diversification and tax-aware strategies, combined with comprehensive financial planning and client education through periodicals and seminars.

Thaddus "Dan" Danford is a CFP® and Series 65-registered financial advisor at Family Investment Center, where he has worked since 1998, totaling 28 years of industry experience. He serves on the boards of several related entities, including National Advisors Trust Company and National Advisors Holdings, Inc. These roles involve governance and fiduciary responsibilities at nationally and state-chartered trust companies serving RIA firms and their clients. Family Investment Center is a team-based registered investment adviser managing approximately $689 million for individuals, families, pension plans, charitable organizations, and businesses. The firm employs a fundamentally driven, long-term investment approach combined with comprehensive financial planning services and emphasizes client communication and education through newsletters and seminars.

Winston Meyer is a CFP® professional with five years of industry experience, currently serving at Family Investment Center. His prior roles include positions at Invisor Financial LLC, Carlson Financial, and Cornerstone Financial. Family Investment Center is a registered investment adviser with a team of about a dozen advisors managing roughly $689 million for individuals, families, pension plans, charitable organizations, and businesses. The firm employs a fundamentally driven, long-term investment approach with a focus on diversification and tax awareness, and emphasizes client education through newsletters and seminars.

Christopher Stiens is a financial advisor at Family Investment Center with 14 years of industry experience and holds a Series 66 designation. He has been with Family Investment Center since 2012. Outside of his advisory role, Stiens is the owner of Advanced Aquatics, an environmental consulting business where he works as a soil scientist consultant. Family Investment Center is a registered investment adviser with a team of approximately 12 advisors managing about $689 million for nearly 873 clients. The firm serves individuals, families, pension plans, charitable organizations, and businesses, offering portfolio management and comprehensive financial planning through a fundamentally driven, long-term investment approach and client education initiatives.

Daniel Ahl is a financial advisor with Family Investment Center in Saint Joseph, MO, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Family Investment Center, he worked at Tower Trust & Investment Company and Northwestern Mutual in various roles. Family Investment Center is a registered investment adviser with a team of about a dozen advisors managing approximately $689 million for individuals, families, pension plans, charitable organizations, and businesses. The firm employs a fundamentally driven, long-term investment approach combined with comprehensive financial planning and incorporates client communications and education through newsletters and seminars as part of its service model.

Ryan Hook is a financial advisor at IHT Wealth Management LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Commerce Brokerage Services Inc. Outside of his advisory role, Hook is involved in seasonal fireworks sales through Kovac's Fireworks. IHT Wealth Management serves a diverse client base including individuals, pension plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach combining fundamental stock selection with quantitative tools across diversified portfolios and offers a range of advisory and fiduciary services through a network of over 150 advisors.

Christian Bryant is a financial advisor at Integrated Wealth Concepts LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Stifel Nicolaus & Co Inc and Fidelity Brokerage Services LLC. Bryant is based in St. Joseph, MO. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, utilizing customized portfolios with mutual funds, ETFs, equities, and fixed income, and employs both internal management and third-party sub-advisers.

Cristina Wiebelt Smith is a Series 65 licensed financial advisor with CWM, LLC, based in Saint Joseph, Missouri. She has five years of industry experience, including eight years at CliftonLarsonAllen LLP and multiple roles at Gertsema Wealth Advisors. Outside of her advisory work, she serves as a board member for St. Joseph Catholic Academy. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios overseen by an internal Investment Committee.

Nicholas Gertsema is a financial advisor with CWM, LLC based in St. Joseph, MO, holding a Series 66 designation and 13 years of industry experience. He has worked at Gertsema Wealth Advisors and CWM, LLC since 2018 and previously at Cetera Advisor Networks LLC and Stifel Nicolaus. Gertsema serves as Advocacy Chair for the Financial Planning Association of Greater Kansas City, focusing on title protection for financial planners. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools.

Easton Grisamore is a financial advisor with Integrated Wealth Concepts LLC and holds a Series 65 designation. He has less than one year of industry experience, previously working at Nold Bryant Planning and Investments and Labrunerie Financial. Prior to entering the financial industry, he spent several years in educational roles, including at Cedarville University and middle and high schools. Integrated Wealth Concepts LLC serves a broad client base including individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, utilizing customized portfolios with a primarily long-term investment approach.

Scott Keegan is a financial advisor at CWM, LLC with five years of industry experience. He holds a Series 65 designation and has worked previously at Gertsema Wealth Advisors and the Missouri Department of Revenue. Before entering the financial industry, he was employed by Chick-fil-a for seven years. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, combining fundamental and technical analysis with third-party sub-advisors and customized investment solutions.

Hunter Rich is a Series 65–licensed financial advisor with two years of industry experience. He is currently with Integrated Wealth Concepts LLC and has prior experience at Nodaway Valley Bank, Bank of Weston, and USA Mortgage. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios with a long-term investment approach alongside model and wrap-fee programs.

Kelly Petersen is a financial advisor at Integrated Wealth Concepts LLC with nine years of industry experience. Prior to joining Integrated in 2022, Kelly worked at Stifel for six years. Outside of finance, Kelly is a part-time photographer and owner of Black Walnut Photography LLC and is also a part owner of Tubes Bike Shop, a bicycle repair and supply business. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, consulting, and family office services, employing a primarily long-term investment approach and customized portfolios using mutual funds, ETFs, equities, and fixed income.

Andrew Spitzer Fox I is a Series 65-licensed financial advisor with CWM, LLC, based in St. Joseph, Missouri. He has one year of industry experience and has previously worked at Gertsema Wealth Advisors. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages discretionary accounts using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools, emphasizing fiduciary processes for retirement plans and offering a range of investment and administrative services.

Thomas Tewell is a financial advisor with Eagle Strategies (New York Life) based in St. Joseph, MO, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has worked with New York Life Insurance Company and Nylife Securities Inc. since 1994 and has operated Tewell & Associates Financial Services since 2007. Tewell serves on the boards of the Missouri Western State University Foundation, Missouri Western State University Gold Coat, BioZyme Inc., and Mosaic Life Care. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.