Convergence Financial

Travis Cook is a CFP® professional with 19 years of industry experience, currently serving at Convergence Financial since 2019. His prior experience includes roles at LPL Financial LLC and Good Life Advisors, LLC. Outside of his advisory work, he founded Convergence Accounting, a tax preparation and accounting service, and serves as CEO of Convergence Companies, an umbrella business entity. Convergence Financial is a multi-advisor registered investment adviser serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers discretionary and non-discretionary asset management, comprehensive financial planning, and retirement plan consulting, employing strategic asset allocation and fundamental analysis tailored to client goals and risk tolerance.

Joshua Evans is a financial advisor at Convergence Financial with a Series 66 designation and five years of industry experience. His prior work includes roles at LPL Financial, Waddell & Reed, and State Street Bank and Trust. Outside of advisory work, he has been involved with entrepreneurial ventures, including Alexander's Renovations LLC. Convergence Financial is a multi-advisor firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers discretionary and non-discretionary asset management, comprehensive financial planning, and retirement plan consulting, using strategic asset allocation and fundamental analysis tailored to client goals and risk tolerance.

Andrew Ramos is a financial advisor at Convergence Financial with 23 years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at Edward Jones for 22 years before joining Convergence Financial and LPL Financial LLC in 2024. Ramos also serves as Chief of Staff in the US Army Reserve. Convergence Financial is a multi-advisor registered investment adviser serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers discretionary and non-discretionary asset management, comprehensive financial planning, and retirement plan consulting, utilizing strategic asset allocation and fundamental analysis tailored to client goals and risk tolerance.

Philip Mc Gregor is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Convergence Financial in Columbia, MO. His prior experience includes 16 years at Edward Jones and more recent roles at Four Rivers Financial and LPL Financial. Outside of advisory work, he is a co-owner of 3 Peaks Custard, a small business in Tennessee. Convergence Financial is a multi-advisor registered investment adviser that serves individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers discretionary and non-discretionary asset management, comprehensive financial planning, and retirement plan consulting, employing strategic asset allocation and fundamental analysis tailored to client goals and risk tolerance.

Cameron Byrd is a financial advisor at Commercial Trust Financial Services with 13 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial, Saxony Securities, and Waddell & Reed. Byrd also provides investment advisory services through Convergence Financial, LLC, an independent registered investment advisor. Commercial Trust Financial Services acts as sponsor and portfolio manager for a wrap-fee investment program, offering discretionary portfolio management and ongoing investment advice for accounts custodied at LPL Financial. The firm uses a range of investment instruments and employs strategies based on fundamental and cyclical analysis, modern portfolio theory, and a long-term trading orientation.

Bradyn Ramos is a financial advisor at Convergence Financial in Overland Park, KS. He holds a Series 66 designation and has prior experience with Edward Jones and LPL Financial. Ramos has also worked outside the industry, including at Lionsgate Golf Club and Scheels Sporting Goods. Convergence Financial is a multi-advisor registered investment adviser serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers discretionary and non-discretionary asset management, comprehensive financial planning, and retirement plan consulting, using strategic asset allocation and fundamental analysis tailored to client goals and risk tolerance.

Joseph Boyd is a financial advisor at Convergence Financial in Columbia, MO, with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for eight years and at Public Water Supply District #3 for nine years. Convergence Financial is a multi-advisor registered investment adviser serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers discretionary and non-discretionary asset management, comprehensive financial planning, and retirement plan consulting, using strategic asset allocation and fundamental analysis tailored to clients’ goals and risk tolerance.

Garry Weiss is a financial advisor at Convergence Financial with 23 years of industry experience. He holds a Series 66 designation and has worked at Convergence Financial since 2019, following prior roles at LPL Financial and Cetera Investment Advisors. He also provides administrative support to Convergence Financial, an independent investment advisory firm. Convergence Financial is a multi-advisor registered investment adviser serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers discretionary and non-discretionary asset management, financial planning, and retirement plan consulting, employing strategic asset allocation and fundamental analysis tailored to client goals and risk tolerance.

Marc Neighbor is a financial advisor at Convergence Financial in Columbia, MO, with five years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones and Sysco Foods. Neighbor is involved in a separate business entity, Neighbors and Friends Holdings LLC, which is unrelated to investment advisory services. Convergence Financial is a multi-advisor registered investment adviser serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers discretionary and non-discretionary asset management, comprehensive financial planning, and retirement plan consulting, utilizing strategic asset allocation and fundamental analysis tailored to clients’ goals and risk tolerance.

Victor Semenov is a financial advisor at Convergence Financial in Overland Park, KS, holding a Series 66 designation. He has experience with LPL Financial, Edward Jones, and a background in education at Heritage Christian Academy and Johnson County Community College. Convergence Financial is a multi-advisor registered investment adviser serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary asset management, comprehensive financial planning, and retirement plan consulting, using strategic asset allocation and fundamental analysis tailored to clients’ goals and risk tolerance.

William Mc Crea is a financial advisor at Convergence Financial with 24 years of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. for 18 years. Convergence Financial is a multi-advisor registered investment adviser serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan sponsors. The firm employs strategic asset allocation and fundamental analysis to tailor portfolios based on client goals and risk tolerance, offering a range of asset management and financial planning services.

Phillip Bacon is a financial advisor at Convergence Financial with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including LPL Financial LLC, Veterans United Home Loans, MML Investors Services, and Mass Mutual Life Insurance. Outside of his advisory role, he operates a business entity for tax and investment purposes. Convergence Financial is a multi-advisor registered investment adviser serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary asset management, comprehensive financial planning, and retirement plan consulting, employing strategic asset allocation and fundamental analysis tailored to clients’ goals and risk tolerance.

Cole Horstmann is a financial advisor at Convergence Financial with three years of industry experience. He holds a Series 66 designation and has previously been employed at firms including LPL Financial and Commercial Trust Bank. Outside of his advisory role, he has worked at Emmet's Kitchen and Tap for eight years. Convergence Financial is a multi-advisor registered investment adviser serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers discretionary and non-discretionary asset management, comprehensive financial planning, and retirement plan consulting, employing strategic asset allocation and fundamental analysis tailored to clients' goals and risk tolerance.

Tyler Hoffmann is a financial advisor with Convergence Financial, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at firms including SCOTTRADE, TD Ameritrade, and LPL Financial before joining Convergence Financial in 2021. Hoffmann provides investment advisory services through Convergence Financial, an independent registered investment advisor. Convergence Financial is a multi-advisor firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary asset management, comprehensive financial planning, and retirement plan consulting, using strategic asset allocation and fundamental analysis tailored to clients’ goals and risk tolerance.