Brendan Michael Jewell

I am a Certified Public Accountant and Certified Financial Planner who specializes in stock option compensation planning, tax planning, and wealth management. I work primarily with self employed individuals and executives receiving equity compensation from public companies. I started Foundations Financial Planning, LLC to utilize my tax and financial planning experience to provide comprehensive services for my clients. After graduating with a Master's degree in Accounting from the University of Missouri, I obtained my CPA license and worked for PricewaterhouseCoopers. In 2014, I began my own tax practice while working full time in the finance industry. Working with personal taxes made me realize the importance of comprehensive financial planning. Too many people miss out on potential savings because of a lack of planning. In 2016, I obtained my Personal Financial Specialist (PFS) license in order to become an investment advisor to assist people with comprehensive financial planning. In 2019, I officially became a CFP® which helps me provide the best service to my clients. Whatever your situation is, I am here to help!

Troy Stovern is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Truenorth Wealth & Impact, LLC since 2022. Prior to joining Truenorth Wealth & Impact, he worked at Wells Fargo Clearing for six years. Truenorth Wealth & Impact, LLC provides investment and wealth management, financial planning, and consulting services to individuals, retirement plans, trusts, foundations, and businesses. The firm focuses on customized, tax-efficient asset allocation across a range of investment vehicles and integrates ongoing financial planning into portfolio management.

Connor Williamson is a financial advisor at Truenorth Wealth & Impact, LLC, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Dankpack, Bryanston Country Club, Missouri Southern State University, Bastion Advisory, and St Stithians College. Truenorth Wealth & Impact provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, foundations, and businesses. The firm employs a customized, risk-adjusted, tax-aware investment approach using a combination of active and passive strategies across various asset classes and integrates third-party manager programs into its portfolio management.

Bryan Vowels is a CFP® and CFA® with 26 years of industry experience. He has worked at Truenorth Wealth & Impact, LLC since 2022 and previously spent six years at Wells Fargo Clearing. Truenorth Wealth & Impact, LLC provides investment and wealth management services to individuals, retirement plans, trusts, foundations, and businesses. The firm focuses on customized, risk-adjusted, tax-efficient asset allocation using both active and passive strategies, and integrates ongoing financial planning into portfolio management.

Alan Heltzel is a financial advisor at PlanVision, LLC in Joplin, MO, holding a Series 65 designation with two years of industry experience. His previous work includes five years at Southwest Missouri Bank and roles at United Way of Southwest Missouri and Crowder College. PlanVision provides fee-only financial planning and consulting primarily to high-net-worth individuals, offering services through written plans or ad-hoc consultations without account minimums. The firm emphasizes fundamental analysis and a long-term, simplified allocation strategy favoring passive investments, delivering advice without managing client assets or requiring implementation through the firm.

Christopher Anderson is a financial advisor with Cornerstone Wealth Management, LLC in Joplin, MO. He holds a Series 66 designation and has 17 years of industry experience. Anderson has been with Cornerstone Wealth Management and LPL Financial since 2014. Outside of his advisory role, he is involved in managing Anderson Investments, LLC, a business entity for tax and investment purposes. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand operating model with a focus on continuous account supervision, asset allocation, and a combination of fundamental, quantitative, and qualitative analysis.