Dawn Wolfgram

Phillip Durbin is a financial advisor at Generational Wealth Development, LLC with a Series 65 credential and two years of industry experience. Prior to founding his current firm in 2023, he worked in community banking at BTC Bank for six years and held positions at Farmers Business Network and Bank Northwest. Outside of his advisory role, he is co-owner and president of Durbin Investments, a small private business focused on developing land for residential rental properties. Generational Wealth Development provides fee-only financial planning services to individuals and high-net-worth clients, emphasizing a planning-centered process with written plans and investment recommendations while leaving implementation decisions to clients. The firm offers a range of services including business, estate, retirement, and tax planning, as well as educational seminars.

Michael Brown is a financial advisor with Eagle Strategies (a New York Life company) based in Hamilton, Missouri. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has been associated with Himmelberg-Brown & Associates since 2003 and with NYLife Securities Inc. since 1995. Outside of his advisory work, Brown is involved in cattle production and serves in various community roles including trustee of the J.C. Penney Memorial Library & Museum Maintenance Trust and board member of both the Lloyd R. Wallace Charitable Foundation and the Cameron Regional Medical Center. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and employs third-party managers and model portfolios, with a notable combination of advisory services and affiliated insurance and broker-dealer capabilities as part of New York Life.

Spencer Ice is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and previously worked in muscle car restorations before entering the financial services field. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Everett Ice is a CFP®-designated financial advisor with 24 years of industry experience. He is currently with LPL Financial, where he has worked since 2021, following an 11-year tenure at Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, he is involved in business entities for tax and investment purposes in Cameron, MO. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Roger McCoy is a financial advisor with Raymond James Financial, holding a Series 63 designation and 47 years of industry experience. He has operated Roger McCoy Financial Services LLC since 1984 and has been associated with Raymond James in various capacities since 1999. In addition to his advisory work, he manages rental real estate properties. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through detailed risk profiling and asset allocation analysis.

Joshua Strong is a CFP® and holds a Series 66 license with eight years of industry experience. He has worked at Edward Jones since 2017 and previously held roles at Nucor and as a self-employed professional. Outside of his advisory work, he owns an LLC established for the purpose of purchasing the Edward Jones office building he occupies. Edward Jones is a full-service wealth management firm serving over four million clients including individuals, institutions, and charitable organizations. The firm offers a range of investment strategies and advisory services supported by a network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets.