Trek Wealth Planning is for families who want real financial advice, not a sales pitch. We help you answer the big financial questions like: - How soon can I retire? - How much do I need saved before I can clock out for good? - How do I pay less in taxes? - How can I improve my investment returns? - How much can I expect to spend in retirement? We use our expertise, tools, and the latest technology to stress-test your retirement plan, giving you confidence in the best path forward. And we present it to you without all the financial jargon. Ultimately our mission is to provide transparent, personalized financial guidance that empowers you to make informed decisions and achieve your financial goals.

I am a Columbia, MO fee-only financial advisor serving clients locally and across the country. My firm, Harrison Financial Planning, provides comprehensive financial planning and investment management. I use both my technical competency as a Certified Financial Planner™, as well as my training as a Certified Financial Therapist-I™ to help guide my clients through any financial decisions they must make. Background My fascination with finance began before I even stepped foot in kindergarten when I discovered the eighth wonder of the world– compound interest. In 5th grade when asked to draw what I wanted to be when I grew up, I didn’t draw the customary teacher, doctor, or singer, but rather a stockbroker. And in middle school, instead of reading the typical teenage magazines, my father purchased me subscriptions to Money Magazine and Kiplinger. Prior to beginning my financial planning career I worked as a mortgage lender while attending graduate school and spent seven years as a commercial lender. As a financial planner, I am able to combine my love of finances and passion for helping individuals into a fulfilling career. In my downtime, I spend time with my husband, Jonathan, Group Practice Manager at the local Veterans’ Hospital, my two young sons, William and Alexander, and our dog, Carson. Education University of Missouri: Masters of Business Administration (MBA) Westminster College: Bachelors of Arts in Economics and Business Administration with concentrations in Finance, Management, and Entrepreneurship Certifications CERTIFIED FINANCIAL PLANNER™ Professional Certified Financial Therapist-I™ Professional Community Involvement University of Missouri Business School Master's Programs (Current Advisory Board Member) Mobility Worldwide-Columbia, MO (Past Board President & Board Member) Alzheimer’s Association-Greater Missouri (Past Board Member) Heart of Missouri Girls on the Run (Past Board Treasurer) Rotaract of Columbia (Past Board President)

George Hammontree is a financial advisor at HFP Investments in Columbia, MO, holding a Series 65 designation with nine years of industry experience. He has worked at multiple firms, including Sound Income Strategies LLC and Secure Investment Management, LLC, and maintains involvement with Hammontree Financial Partners, LLC. HFP Investments is an independent firm serving individual investors, high-net-worth individuals, trusts, and estates, managing approximately $3.56 million in assets. The firm offers discretionary asset management, portfolio review services, retirement income planning, and financial consulting, applying fundamental, technical, and cyclical analysis to portfolio construction.

Sarah Wells is the sole advisor at Fee-Only Financial Services LLC in Columbia, Missouri, holding a Series 65 license with 25 years of industry experience. She has served as an assistant professor and advisor at Columbia College for over 40 years and has been involved with Bluebell Hill Farm since 2017. Wells holds an inactive Missouri real estate broker license used exclusively for personal transactions. Fee-Only Financial Services LLC is a state-registered, single-advisor firm providing fee-only personal financial planning and investment advice to middle-income individuals and families on a single-engagement basis. The firm operates as an advice-only practice emphasizing modern portfolio theory principles and offers consulting without discretionary portfolio management or asset custody.

Timothy Sullivan is a CFP®-certified financial advisor with 15 years of industry experience, currently serving as the sole advisor at Clarity Financial in Columbia, MO. He has led Clarity Financial since 2011 and maintains an ownership role in Newgrange Properties, LLC, a residential rental property firm. Clarity Financial is a fee-only advisory firm providing comprehensive financial planning and investment advisory services to individuals, families, and small businesses. The firm emphasizes fixed-fee and hourly engagement models without commissions or performance-based fees, focusing on no-load mutual funds, ETFs, government securities, and coordinated retirement-account management under fiduciary standards.

Robert Almony is the principal of Robert A. Almony, Jr. LLC, an independent financial advisory firm based in Columbia, MO. He holds the Series 65 designation and has 14 years of industry experience. In addition to his advisory work, he has operated a tax consulting business for over 40 years, preparing individual tax returns and addressing federal and state tax issues. Robert A. Almony, Jr. LLC provides financial and retirement planning, portfolio analysis, and investment advice primarily to individual clients with varying ages and wealth levels. The firm focuses on strategic, broadly diversified asset allocations using no-load mutual funds and third-party research, avoiding market timing and individual stock recommendations. It operates as a fee-only adviser without custody of client assets, offering tailored planning under a fiduciary standard.

Jared Gilpin is a financial advisor at Macro Trend, LLC in Columbia, MO, with 17 years of industry experience. He holds the Series 66 designation and has been with Macro Trend since 2012. Macro Trend, LLC provides investment management and financial planning services to individuals, trusts, estates, charitable organizations, small businesses, and qualified retirement plans. The firm offers discretionary portfolio management tailored to clients’ objectives and risk tolerances, utilizing fundamental, technical, and cyclical analysis alongside third-party manager portfolios through Envestnet’s strategist network.

Paul Kanago is a CFP® with 45 years of industry experience. He is the sole advisor at Consolidated Asset Management, LLC, a role he has held since 2023. Prior to this, he worked at Alexander Labrurerie & Co., Inc. and Labrunerie Financial Services, Inc. from 2015 to 2024. Outside of his advisory work, Kanago serves as president of the board for the Sacred Heart Catholic Community Foundation. Consolidated Asset Management provides personalized portfolio management to individual and high-net-worth clients, tailoring investment strategies across a range of assets including mutual funds, equities, ETFs, fixed income, and insurance products. The firm employs both fundamental and technical analysis with an emphasis on long-term trading strategies aligned to clients' risk tolerances and time horizons.

John Pfenenger II is the sole advisor at Prism Capital in Columbia, MO, holding a Series 65 designation and bringing 18 years of industry experience. He has been active in the financial sector since 2000. Prism Capital is a fee-only registered investment adviser serving individuals and small business owners with discretionary portfolio management and investment consulting. The firm employs a disciplined, valuation-based approach across diverse asset classes, utilizing ETFs, passive funds, selective option strategies, and occasional active managers, while also offering specialized pension consulting informed by extensive institutional experience.

Steven Hermann is the principal of Steven Hermann Advisory in Columbia, MO, holding Series 63 and Series 65 licenses with 11 years of industry experience. His prior roles include positions at DVM Partners, LLC, APX, Inc., and New York Life Insurance Company. Outside of advisory work, he is involved in developing veterinary software and owns PPW-SH, LLC, a company used for processing business expenses. Steven Hermann Advisory provides asset management and financial planning services primarily to pooled vehicles and institutional clients, while also serving individuals, trusts, estates, charities, and small businesses. The firm utilizes a combination of fundamental and technical analysis with modern portfolio theory and employs a range of strategies through the Envestnet platform, focusing on tailored asset allocations and tax-aware portfolio management.

Edgerly Roberts is a financial advisor at Eagle Bluffs Wealth Management LLC in Columbia, MO, with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Simmons Bank and Landmark Bank. Eagle Bluffs Wealth Management LLC is an SEC-registered advisory firm serving individuals, families, trusts, estates, foundations, and businesses with discretionary wealth management, financial planning, and investment management. The firm employs a long-term, value-oriented investment approach combining top-down allocation with bottom-up security selection and manages both individual and institutional retirement-plan portfolios.

Melinda Mc Cubbin is a CFP®, ChFC®, and Series 65-licensed financial advisor with seven years of industry experience. She has worked at Equita Financial Network, Inc. and Shelter Mutual Insurance Company before joining Truman Wealth Advisors, where she has been since 2018. Truman Wealth Advisors provides investment management, financial planning, consulting, and retirement services to individuals, families, retirement plans, corporations, and charitable foundations. The firm emphasizes diversified asset allocation using mutual funds, ETFs, government and municipal debt, and cash equivalents, and offers services that include legacy position management and third-party manager engagement.

Jessica Humble is a CFP® professional with 13 years of industry experience. She has worked at Eagle Bluffs Wealth Management LLC since 2020 and previously spent 12 years at Simmons Bank. Eagle Bluffs Wealth Management LLC is an SEC-registered advisory firm serving individuals, families, trusts, estates, foundations, and businesses with discretionary wealth management, financial planning, and investment management. The firm employs a long-term, value-oriented investment approach and offers both individual portfolio services and institutional retirement-plan fiduciary management.

Jordon Pascucci is a financial advisor at JJP Capital Management, Inc. with one year of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Burgiss, Caissa, Oneill Logistics, and Rutgers University. JJP Capital Management, Inc. provides discretionary portfolio management and investment advice primarily for individual and high-net-worth clients, trusts, retirement accounts, and a small number of nonprofit and plan clients. The firm employs a fundamental analysis and long-term, buy-and-hold investment approach, working closely with clients to establish asset allocation and risk tolerances.

Nicholas Thurwanger is a CFA® charterholder with six years of industry experience. He has been with Eagle Bluffs Wealth Management LLC since 2019 and previously worked at Landmark Bank from 2011 to 2019. Eagle Bluffs Wealth Management LLC is an SEC-registered advisory firm serving individuals, families, trusts, estates, foundations, and businesses with discretionary wealth management, financial planning, and investment management. The firm employs a long-term, value-oriented investment approach combining top-down allocation and bottom-up security selection, managing approximately $231 million for around 145 clients.

Luke Hynes is a financial advisor at Alexander LaBrunerie & Co., Inc. He holds a Series 65 designation and has one year of industry experience. His prior work includes positions at Accounting Plus and various roles during his education at Columbia College and Helias Catholic High School. 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 employs a long-term investment approach combining cyclical and fundamental analysis and offers tailored financial planning, retirement plan consulting, and ongoing account supervision.

Travis Cook is a CFP® professional with 19 years of experience in financial advising. He has worked at Convergence Financial since 2019 and previously held roles at LPL Financial and Good Life Advisors. In addition to his advisory work, he is the founder of Convergence Accounting, a firm specializing in tax preparation and accounting services. Convergence Financial provides investment advisory and comprehensive financial planning to individuals, families, business entities, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and fundamental analysis to tailor portfolios and offers a range of services including retirement plan consulting and access to third-party asset managers.

Thomas Squires is a CFP® and holds a Series 66 license with three years of industry experience. He is currently an advisor at Wilkerson Advisory Group LLC and has a background that includes tax consulting and preparation through his ownership of multiple related businesses. Squires also has experience as an insurance agent. Wilkerson Advisory Group LLC provides discretionary investment management and financial planning services to a range of clients including individuals, high-net-worth clients, employer-sponsored plans, trusts, estates, and business entities. The firm employs a macro, top-down investment approach with tactical asset allocation, sector rotation, and a relative growth/value framework.

Benjamin Dierkes is a CFP® and holds a Series 66 license with 13 years of industry experience. He is currently with Wilkerson Advisory Group LLC and has previously worked at WR Wealth Planners LLC and The W Group, among other firms. He is also involved as a tax consultant with WR Tax Planners LLC in Columbia, MO. Wilkerson Advisory Group LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, employer-sponsored plans, trusts, estates, and business entities. The firm uses a macro, top-down investment approach with tactical asset allocation and employs artificial intelligence tools alongside human review to support client services.

Robert Weagley is a CFP® and holds a Series 65 license with 26 years of industry experience. He has been with Sundvold Capital Management since 1999 and serves as a professor at the University of Missouri. Sundvold Financial provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach using a core-and-satellite framework that combines institutional, active, and passive managers to achieve global diversification.