Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Location: Springfield

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Brent Singleton, CFP®, AIF

Partner

Springfield, Leawood

Blake Parker, CFP®

Wealth Advisor

Springfield, Leawood, Chesterfield

Ethan Wallace, CPWA®, CFP®, EA

Sr. Wealth Advisor

Springfield, Leawood

Holly Gray, CFP®

Sr. Wealth Advisor

Springfield, Leawood

Jeff Bilberry, CFP®

Sr. Wealth Advisor

Branson, Springfield, Leawood

Nick McDowell, CFP®

Wealth Advisor

Chesterfield, Springfield, Leawood

Ryan Bly, CPFA®, CEPA. NQPC™

Wealth Advisor, Retirement Plans

Omaha, Ames, West Des Moines, Chicago, Schaumburg, Minneapolis, Green Bay, Madison, Onalaska, Branson, Chesterfield, Leawood, Springfield

Amanda Reed

Sr. Manager, Client Service

Ames, Branson, Chesterfield, Springfield

Amber Strength

Sr. Client Service Specialist

Branson, Springfield

Brian Pahl

Client Service Specialist Broker – Dealer

Springfield

Haiden Bowman

Director, Client Service

Springfield

Jessica Livingston

Sr. Client Service Specialist

Springfield

Kennedy Bateman

Service Operations Associate

Springfield

Stacy Strawn

Sr. Client Service Specialist

Springfield

Carrie Ohm

VP, M&A Partner Development

Springfield

Kaz Woodward, CFP®, CPWA®

Regional Vice President

Branson, Springfield, Chesterfield, Ames, West Des Moines, Leawood

Alexander Ornes

Financial Planner

Springfield

Noah Hughes

Wealth Strategist

Springfield

Laura Combs - Executive Managing Director

Laura Combs, CFP®, MBA

Executive Managing Partner, Head of Women and Wealth

Chicago, Ames, Boulder, Branson, Chesterfield, Denver, Frisco, Granbury, Green Bay, Madison, Omaha, Onalaska, Plano, Rockwall, Schaumburg, Springfield, Denver – Greenwood Village

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Insurance Solutions

One Team, One Plan, One Vision: Integrated Insurance Planning

July 2, 2026

Family & Health

529 Plan Leftover Funds: Your Options Explained

July 1, 2026

Investment Management

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June 30, 2026

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