Kellie Sue Hoelting

Matt Myers is a financial advisor at Bagby Wealth Management with a Series 65 credential and two years of industry experience. He previously worked at First Midwest Bank for ten years before joining Bagby Wealth Management in 2024. Bagby Wealth Management provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, fiduciaries, corporate, and institutional clients. The firm offers a range of program options, combining a buy-and-hold, ETF-based strategic approach with a market-driven tactical program that uses proprietary trend and technical analysis.

Jordan Worley is a CFP® certificant with three years of industry experience, currently serving as an advisor at Coffman Wealth Advisors, LLC since 2025. He has prior experience at Northwestern Mutual in various capacities from 2016 to 2019 and also holds a senior accounting role 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, LLC is a fee-only registered investment adviser serving individuals, pension and profit-sharing plans, and businesses. The firm applies Modern Portfolio Theory through a combination of passive and active investment vehicles and provides both discretionary portfolio management and financial planning services.

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 with Bagby Wealth Management in Dexter, Missouri, holding Series 63 and Series 65 designations and over 42 years of industry experience. He has been associated with Bagby Investment Consultants since 1994 and previously with Bagby Financial Services, Inc. Mr. Bagby manages several family trusts and oversees a small aircraft rental business. Bagby Wealth Management provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, fiduciaries, corporate, and institutional clients. The firm employs both a buy-and-hold ETF-based strategic approach and a market-driven tactical program using proprietary trend and technical analysis, offering multiple program options including discretionary and non-discretionary strategies.

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 with Edward Jones, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones for 13 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.