James Gatlin Jones

Troy Bethards is a Series 65–licensed financial advisor with Sterling Investment Advisors, LLC, based in Bolivar, Missouri, and has six years of industry experience. He has held a long-term academic role as Dean of the College of Business and Computer Science at Southwest Baptist University since 2000. Sterling Investment Advisors is an SEC-registered firm that provides discretionary investment management and financial planning services to a diverse client base, including individuals, trusts, charitable organizations, and corporations. The firm employs a strategic asset allocation approach using primarily low-cost index funds and ETFs, with quarterly portfolio reviews and stress-testing.

Tara Parson is a financial advisor with Sterling Investment Advisors, LLC, holding a Series 65 credential and three years of industry experience. Prior to joining Sterling Investment Advisors in 2022, she worked independently for a year and spent seven years at Southwest Baptist University. Sterling Investment Advisors is an SEC-registered firm that provides discretionary investment management and financial planning services to individuals, estates, trusts, charitable organizations, corporations, pension and profit-sharing plans, and an endowment. The firm emphasizes strategic asset allocation using lower-cost index funds and ETFs, incorporates forward-looking return estimates, and employs quarterly portfolio reviews with stress testing.

Nicole Avery Young is a financial advisor with Benjamin F. Edwards Wealth Management, LLC, holding Series 63 and Series 66 licenses and 25 years of industry experience. She has been with Benjamin F. Edwards & Co. since 2017 and previously worked for the Bolivar R-1 School District. Benjamin F. Edwards Wealth Management provides advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, and charitable entities. The firm offers discretionary investment management, financial planning, and consulting through multiple portfolio management strategies and maintains a multi-office team managing approximately $705 million in discretionary assets.

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® and holds a Series 66 license with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to his current role, he was involved with Folbre Outdoors LLC and Whiskey Roundtable LLC, and worked at Kansas Sampler/Rally House. He is also the owner of Missouri Wine Farm LLC, which operates a crop farming business along with a wine tasting room and event center. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Charles Campbell is a financial advisor at Osaic with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Osaic since 2024, following previous roles at Securities America and Linsco/Private Ledger Corp. In addition to his advisory role, Campbell provides fee-based asset management services through Bolivar Investment Services, focusing on portfolios involving stocks, mutual funds, ETFs, and UITs. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to create tailored investment portfolios.