Meredith Rines

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.

Calvin Rutledge is a financial advisor with Coppell Advisory Solutions LLC who holds Series 63 and Series 65 licenses and has 16 years of industry experience. He has worked at Fusion Capital Management since 2019 and previously at Royal Fund Management, LLC from 2015 to 2019. Rutledge also operates as an independent insurance agent specializing in fixed insurance sales. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm uses a combination of internally developed and independent asset allocation models alongside fundamental and technical analysis to implement tailored investment strategies.

Robert Whelan is a CFP®-designated financial advisor with LPL Financial, bringing 37 years of industry experience. He has held roles at Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services, and has operated Robert J Whelan CPA PC, a tax preparation and accounting firm, since 1988. Outside of finance, he is involved in sports training through R R & L Sports Training in Columbia, MO. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plans, institutions, and high-net-worth households. The firm offers a range of investment solutions, supported by an in-house research team, and combines large-scale advisory operations with non-advisory product offerings.

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.

J Hillis is a financial advisor at Ameriprise with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Morgan Stanley Smith Barney and Southern Bank. Outside of his advisory work, he is involved in securing land leases for hunting through a separate business. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations primarily for clients holding assets in Ameriprise-managed accounts.