Betsy Mays

Tristin Johnson is a financial advisor at Working Class Wealth Solutions LLC with two years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Enterprise and The Prudential Insurance Company of America. His background includes roles in banking and finance as well as other varied positions. Working Class Wealth Solutions LLC provides financial planning and discretionary investment management to individuals, families, working professionals, wage earners, and small business owners. The firm focuses on long-term, diversified, tax-aware portfolios using strategic asset allocation, buy-and-hold strategies, and periodic rebalancing, offering fixed-fee financial planning without account minimums.

Jordan Worley is a CFP® professional with two years of industry experience, currently serving as an advisor at Coffman Wealth Advisors, LLC. Prior to joining Coffman Wealth Advisors in 2025, he held roles at Northwestern Mutual from 2016 to 2019 and provides accounting and tax services at Coffman and Company, P.C. He serves as a trustee on the Board of Trustees and participates in committees for both the Missouri Baptist Foundation and its subsidiary, Straightway Holdings, Inc. Coffman Wealth Advisors, LLC is a fee-only registered investment adviser offering discretionary portfolio management, financial planning, and retirement plan consulting to individuals, businesses, and pension plans. The firm employs an investment approach based on Modern Portfolio Theory, integrating passive and active investment vehicles to construct diversified portfolios, and is affiliated with the accounting firm Coffman and Company, P.C.

Calvin Rutledge is a financial advisor with Coppell Advisory Solutions LLC who holds Series 63 and Series 65 licenses and has 16 years of industry experience. He has worked at Fusion Capital Management since 2019 and previously at Royal Fund Management, LLC from 2015 to 2019. Rutledge also operates as an independent insurance agent specializing in fixed insurance sales. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm uses a combination of internally developed and independent asset allocation models alongside fundamental and technical analysis to implement tailored investment strategies.

Robert Whelan is a CFP® with 37 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His prior experience includes over three decades with Avantax entities in various advisory and investment roles. In addition to his advisory work, he operates his own CPA practice and is involved in a sports training business in Columbia, MO. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, institutions, and corporations through a nationwide network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house research and third-party resources.

Andrew Phelan II is a financial advisor with Edward Jones, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones for 13 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

J Hillis is a financial advisor with Ameriprise in Poplar Bluff, MO, holding Series 63 and Series 66 credentials and offering 25 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Southern Bank. Outside of his advisory work, he owns a business that assists property owners in securing land leases for hunting. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement-income planning. The firm’s approach combines investment research, third-party data, and algorithmic tools to deliver tailored recommendations within a defined investment ecosystem.