Richard Blankenship

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 Mobility Worldwide-Columbia, MO (Past Board President & Current 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)

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.

Michael Flanagan is a Senior Resident Director with Merrill Lynch Wealth Management, bringing nearly three decades of experience to his role. He specializes in family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, and retirement income. Michael leverages the full range of Bank of America and Merrill resources to provide comprehensive financial advice aimed at integrating all aspects of clients' financial lives. Michael holds a Bachelor's Degree from Northwest Missouri State University and is a Personal Investment Advisor (PIA). His professional background includes managing director responsibilities and extensive involvement in community organizations such as the Columbia Youth Wrestling Club, Missouri Wrestling Foundation, and the Country Club of Missouri. He has been active in the Columbia community since 1989. Outside of his professional commitments, Michael enjoys golfing, traveling, practicing yoga, and spending time with his family. He has a long-standing personal philosophy of working closely with clients to develop personalized financial strategies tailored to their long-term goals.

Matthew Volk is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in corporate executive services, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, small business strategies, and both individual and corporate investment strategy. Matthew works closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals. Matthew earned a Bachelor's Degree from the University of Missouri System and holds the Professional Investment Advisor (PIA) designation. He is committed to community involvement, actively volunteering with the Central Missouri Food Bank and the Central Missouri Humane Society. In his personal time, Matthew enjoys playing tennis, following baseball—particularly the St. Louis Cardinals—traveling, and spending time with his family.