James Jones

Troy Bethards is a financial advisor at Sterling Investment Advisors, LLC with six years of industry experience. He holds a Series 65 designation and serves as Dean of the College of Business and Computer Science at Southwest Baptist University, where he has worked since 2000. Sterling Investment Advisors provides discretionary investment management and financial planning services to individuals, estates, trusts, charitable organizations, corporations, and pension plans. The firm emphasizes strategic asset allocation using primarily lower-cost index mutual funds and ETFs, with portfolios reviewed quarterly and stress-tested through Monte Carlo simulations.

Tara Parson is a financial advisor at Sterling Investment Advisors, LLC with three years of industry experience. She holds the Series 65 designation and previously worked at Southwest Baptist University for seven years before joining Sterling Investment Advisors in 2022. Sterling Investment Advisors is an SEC-registered firm that provides discretionary investment management and financial planning services to a diverse client base including individuals, estates, trusts, charitable organizations, and pension plans. The firm focuses on strategic asset allocation using primarily low-cost index funds and ETFs, employs forward-looking return estimates, and conducts quarterly portfolio reviews.

Cathy Clift is a CFP® with 39 years of industry experience, currently serving as a financial advisor at SPC since 2021. Her prior experience includes long-term roles at Avantax Advisory Services and related entities dating back to 1986, and she has also operated Bolivar Tax & Financial Services since 1981. In addition to her advisory work, she is employed as a tax preparer at Prime Accounting Solutions in Bolivar, MO. SPC serves a broad mix of individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisors and approximately $5.66 billion in assets under management. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a notable corporate structure that integrates affiliated broker-dealers and insurance agencies alongside fiduciary and non-fiduciary retirement services.

Paul Folbre is a CFP®-certified financial advisor with Edward Jones in Bolivar, MO, where he has worked since 2018. He has eight years of industry experience and has held roles at Bass Pro Shops LLC and Kansas Sampler/Rally House. Outside of advising, he owns Missouri Wine Farm LLC, which involves crop farming, wine production, and operates a wine tasting room and event center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Charles Campbell is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Securities America Advisors and Linsco/Private Ledger Corp. Campbell also provides fee-based asset management services through Bolivar Investment Services, focusing on accounts directed personally or through third-party money managers. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing technology-driven investment processes and access to multiple custodial platforms and third-party managers.

Nancy Erickson is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and over 32 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1993. Outside of her advisory role, she owns a cattle and horse farm and serves on the board of directors for Southwest Electric Cooperative in Bolivar, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment solutions. The firm is notable for its extensive nationwide network of advisors and branches, as well as its affiliated capabilities including a trust company and proprietary investment offerings.