Brian Upton

Edward Douglas is a CFP® professional with 8 years of industry experience, operating under the firm Ed Douglas in Chillicothe, MO. He has led Ed Douglas Certified Financial Planning Services since 2006. Outside of advisory work, he serves as a director of Citizens Bancshares. Ed Douglas provides financial planning and investment advisory services to not-for-profit foundations, high-net-worth individuals, and institutional clients. The firm follows a conservative investment philosophy focused on high-quality, dividend-paying equities and offers a combination of advisory services, authored publications, and financial seminars.

Jared Ireland is a financial advisor at IHT Wealth Management LLC with two years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and Canadian Pacific Railroad. Outside of his advisory role, he is involved in farm operations through Ireland Farms, where he handles equipment maintenance and livestock care. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools, offering diversified model portfolios and algorithmic investment options, alongside comprehensive ERISA fiduciary and consulting services.

Carrie Busse is a financial advisor with Lombard Advisers Incorporated, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her career includes roles at Cetera Advisor Networks, Summit Financial Group, and VSR Financial Services. Outside of advising, she serves as a bookkeeper for a church preschool and as treasurer for a charitable scholarship fund. Lombard Advisers provides personalized investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm utilizes both discretionary and non-discretionary programs and combines fundamental, technical, charting, and cyclical analysis in portfolio construction, with a majority of assets managed on a non-discretionary basis.

Brittany Shiflett is a financial advisor with IHT Wealth Management LLC, holding a Series 66 designation and two years of industry experience. She has worked at LPL Financial since 2023 and has held various roles in retail and healthcare sectors prior to her advisory career. Outside of her advisory work, she also works as a wedding coordinator on a part-time basis. IHT Wealth Management serves individuals, pension plans, charitable organizations, trusts, and corporate clients, offering discretionary asset management, financial planning, and consulting services. The firm employs a blend of fundamental stock selection and quantitative tools within diversified portfolios, and provides comprehensive ERISA fiduciary services alongside proprietary investment programs.

Thomas Ireland is a financial advisor with IHT Wealth Management LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been associated with LPL Financial, LLC and IHT Wealth Management since 2016. Outside of his advisory work, he is involved in agricultural operations through Ireland Farms and manages an agricultural drone business. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, providing services including discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements. The firm employs a combination of fundamental value screening, quantitative optimization, and other strategies to tailor investment portfolios through a network of advisers.

Kyle Marcolla is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Stifel since 2011. He holds the Series 66 designation and is based in Chillicothe, Missouri. Outside of his advisory role, Marcolla is involved in his community through board memberships at the Chillicothe Country Club, Chillicothe Chamber of Commerce, Hope Haven Industries, Bishop Hogan Memorial School Advisory Council, and The Ronnie and Dolores Stamper Educational Foundation. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation, retirement, insurance, and estate planning analyses.