Convergence Financial

Grant Walker is a financial advisor at Convergence Financial in Ozark, MO. He holds a Series 65 designation and has been with Convergence Financial since 2026. Prior to his current role, he worked in various positions in the healthcare industry and related fields from 2015 to 2024. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm utilizes a strategic asset allocation and fundamental analysis approach to construct customized portfolios and offers fiduciary retirement plan services, third-party asset management access, and cryptocurrency custody recommendations.

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.

Joshua Evans is a CFP® professional with five years of industry experience, currently serving as an advisor at Convergence Financial in Columbia, MO. His prior work includes roles at LPL Financial and Waddell & Reed. Convergence Financial provides investment advisory and comprehensive financial planning to individuals, families, business entities, trusts, estates, and charitable organizations. The firm utilizes a strategic asset allocation and fundamental analysis approach to create tailored portfolios and offers retirement plan consulting, fiduciary services, and access to third-party asset managers.

Adam Parrie is a financial advisor at Convergence Financial with 11 years of industry experience. He holds a Series 66 designation and previously worked at Waddell & Reed, LPL Financial, Prospera Financial Services, and Rice Voelker LLC. He also serves as an Independent Non Public Arbitrator for FINRA. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, and various entities. The firm uses strategic asset allocation and fundamental analysis to create tailored portfolios, offers retirement plan fiduciary services, and manages over $900 million in client assets across multiple offices.

Hunter Rice is a financial advisor at Convergence Financial with a Series 66 designation and two years of industry experience. He previously worked at LPL Financial and Good Life Advisors, LLC. Hunter provides administrative support to Good Life Advisors LLC, an independent investment advisor firm. Convergence Financial offers investment advisory and financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and fundamental analysis to create tailored portfolios, and it manages over $900 million in client assets across multiple offices and a team of 27 advisors.

Greg Lebold is a financial advisor at Convergence Financial with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cambridge Investment Research Advisors for 21 years. Outside of his advisory role, he volunteers as a core team leader for the “This Man Is You!” program and serves as treasurer and board member for the Transitions Family Visitation Center. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and fundamental analysis to create tailored portfolios and offers a range of asset management and retirement plan consulting services across multiple offices.

Elliott Decker is a financial advisor with Convergence Financial in Overland Park, KS. He holds a Series 66 designation and has been in the industry since 2025. Prior to entering the financial services field, his work experience includes roles at FedEx Ground and University of Missouri Kansas City. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and fundamental analysis in portfolio construction and offers retirement plan consulting, fiduciary services, and access to third-party asset managers, operating across multiple offices and managing significant client assets.

Andrew Ramos is a financial advisor with Convergence Financial in Prairie Village, KS, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Edward Jones for 22 years before joining Convergence Financial and LPL Financial in 2024. Ramos serves as Chief of Staff in the US Army Reserve, a role he has held since 2005. Convergence Financial offers investment advisory and comprehensive financial planning services to individuals, families, and various organizational clients. The firm utilizes strategic asset allocation and fundamental analysis to build customized portfolios, providing both discretionary and non-discretionary management alongside retirement plan consulting and access to third-party asset managers.

Philip Mc Gregor Jr. is a CFP® with 19 years of industry experience, currently advising at Convergence Financial in Columbia, MO. His prior experience includes 16 years at Edward Jones and roles at LPL Financial LLC and Four Rivers Financial. Outside of advising, he is a co-owner of 3 Peaks Custard, a business unrelated to financial services. Convergence Financial serves individuals, families, and various entities by providing investment advisory and comprehensive financial planning, using a process focused on strategic asset allocation and fundamental analysis. The firm operates multiple offices and manages substantial client assets, offering a range of services including retirement plan consulting and fiduciary services.

Christopher Danner is a financial advisor at Convergence Financial with 16 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, Good Life Advisors, Kestra Advisory, and NFP Advisor Services. Outside of his advisory work, he serves as a volunteer firefighter. Convergence Financial provides investment advisory and comprehensive financial planning to individuals, families, and institutional clients. The firm employs a strategic asset allocation approach and fundamental analysis to create tailored portfolios, offering discretionary and non-discretionary asset management alongside fiduciary retirement plan services.

Bradyn Ramos is a financial advisor with Convergence Financial in Overland Park, KS, holding a Series 66 credential and one year of industry experience. He has worked previously at Edward Jones and LPL Financial. Ramos also serves as an investment advisor with Convergence Financial, an independent registered investment advisor. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm employs a strategic asset allocation and fundamental analysis approach to portfolio construction and offers a range of services including discretionary asset management, retirement plan consulting, and access to third-party asset managers.

Joseph Boyd is a financial advisor with Convergence Financial in Columbia, MO, holding a Series 66 credential and nine years of industry experience. His prior work includes eight years at Edward Jones and nine years with Public Water Supply District #3. Boyd also provides investment advisory services through Legacy Group Financial Advisors, affiliated with LPL Financial. Convergence Financial offers investment advisory and comprehensive financial planning to individuals, families, and business entities. The firm employs a strategy focused on strategic asset allocation and fundamental analysis, providing tailored portfolios along with retirement plan fiduciary services and access to third-party managers.

Kaden Moore is a financial advisor at Convergence Financial with two years of industry experience. He previously worked at LPL Financial and UBS Financial, and has experience outside the financial sector at Hallbrook Country Club. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and fundamental analysis to build tailored portfolios and offers retirement plan consulting, fiduciary services, and access to third-party asset managers.

Marc Neighbor is a financial advisor at Convergence Financial with five years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and Sysco Foods. Neighbor is associated with a non-investment related business entity, Neighbors and Friends Holdings LLC, based in Overland Park, KS. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm combines strategic asset allocation and fundamental analysis to create tailored portfolios and offers retirement plan fiduciary services and access to third-party asset managers.

Victor Semenov is a financial advisor at Convergence Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Edward Jones. Prior to his financial career, he spent several years in education at Heritage Christian Academy and Johnson County Community College. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm focuses on strategic asset allocation and fundamental analysis to build tailored portfolios, offering both discretionary and non-discretionary asset management alongside retirement plan consulting and access to third-party asset managers.