Kellie Hoelting

Matt Myers is a financial advisor at Bagby Wealth Management in Dexter, MO, holding a Series 65 designation with one year of industry experience. He previously worked at First Midwest Bank for ten years before joining Bagby Wealth Management. Bagby Wealth Management serves individual, high-net-worth, fiduciary, corporate, and institutional clients by providing investment management, advisory programs, and financial planning services. The firm uses a combination of discretionary tactical investment management and non-discretionary advisory arrangements, beginning client relationships with a detailed financial assessment to tailor suitable programs and risk levels.

Jordan Worley is a CFP® professional with two years of industry experience, currently serving at Coffman Wealth Advisors, LLC. He has previously worked with Northwestern Mutual in various roles from 2016 to 2019 and is also a senior accountant at Coffman and Company, P.C. Worley serves as a trustee on the Board of Trustees and on committees for the Missouri Baptist Foundation and its subsidiary, Straightway Holdings, Inc. Coffman Wealth Advisors provides investment management and retirement plan services primarily to institutional clients and plan sponsors, employing a fee-only structure and discretionary asset allocation strategies that incorporate both passive and active management approaches.

Betsy Mays is a CFP® professional at Coffman Wealth Advisors, LLC with one year of experience in investment management. She is also a shareholder at Coffman and Company, P.C., an accounting firm providing accounting, tax compliance, bookkeeping, and payroll tax compliance services. Coffman Wealth Advisors primarily serves institutional clients and plan sponsors, offering investment management and retirement plan services. The firm employs a fee-only approach and combines passive and active asset allocation strategies guided by modern portfolio theory.

Jerry Bagby is a financial advisor at Bagby Wealth Management with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Bagby Investment Consultants since 1994. Outside of advisory work, he manages a small equipment rental business that owns an airplane and serves as trustee for several family-related trusts. Bagby Wealth Management serves individual, high-net-worth, fiduciary, corporate, and institutional clients, offering investment management, advisory programs, and financial planning. The firm employs a mix of discretionary and non-discretionary accounts, including a tactical, rules-based investment approach called Tactical Investment Management (TIM).

Gary Eaton is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Walmart for 24 years. He serves as the board president for the Bernie R13 School District, where he is involved in guidance and creation of school policy as well as evaluation of the superintendent. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors.

Andrew Phelan II is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.