Roger Reed II

I am a Certified Public Accountant and Certified Financial Planner who specializes in stock option compensation planning, tax planning, and wealth management. I work primarily with self employed individuals and executives receiving equity compensation from public companies. I started Foundations Financial Planning, LLC to utilize my tax and financial planning experience to provide comprehensive services for my clients. After graduating with a Master's degree in Accounting from the University of Missouri, I obtained my CPA license and worked for PricewaterhouseCoopers. In 2014, I began my own tax practice while working full time in the finance industry. Working with personal taxes made me realize the importance of comprehensive financial planning. Too many people miss out on potential savings because of a lack of planning. In 2016, I obtained my Personal Financial Specialist (PFS) license in order to become an investment advisor to assist people with comprehensive financial planning. In 2019, I officially became a CFP® which helps me provide the best service to my clients. Whatever your situation is, I am here to help!

Troy Stovern is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Truenorth Wealth & Impact, LLC since 2022. Prior to this, he worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC from 2009 to 2022. Truenorth Wealth & Impact provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, foundations, and businesses. The firm employs a customized, risk-adjusted, tax-aware investment approach using a blend of active and passive strategies and conducts due diligence on third-party managers as part of its portfolio management.

Connor Williamson is a financial advisor at Truenorth Wealth & Impact, LLC, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Dankpack, Bryanston Country Club, Missouri Southern State University, Bastion Advisory, and St Stithians College. Truenorth Wealth & Impact provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, foundations, and businesses. The firm employs a customized, risk-adjusted, tax-aware investment approach using a combination of active and passive strategies across various asset classes and integrates third-party manager programs into its portfolio management.

Bryan Vowels is a CFP® and CFA® with 25 years of experience in the financial services industry. He has worked at Wells Fargo Advisors and Wells Fargo Clearing Services before joining Truenorth Wealth & Impact, LLC in 2022. Truenorth Wealth & Impact provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, foundations, and businesses. The firm emphasizes customized, risk-adjusted, tax-aware asset allocation using a combination of active and passive strategies and integrates third-party manager programs into its portfolio implementation.

Weston Woodring is a financial advisor at OFG Financial Services, Inc. with one year of industry experience. He holds the Series 66 designation and has worked at OFG Financial Services since 2024. Outside of advising, Weston serves as a youth minister at Joplin Calvary Church of the Nazarene and is involved with Acumen Fiscal Agent LLC, where he supports individuals with special needs. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets across 843 client relationships. The firm emphasizes fundamental analysis and non-discretionary portfolio management, offering access to various third-party platforms and a mix of no-load mutual funds and listed securities.

Christopher Anderson is a financial advisor with Cornerstone Wealth Management, LLC in Joplin, MO. He holds a Series 66 designation and has 17 years of industry experience. Anderson has been with Cornerstone Wealth Management and LPL Financial since 2014. Outside of his advisory role, he is involved in managing Anderson Investments, LLC, a business entity for tax and investment purposes. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand operating model with a focus on continuous account supervision, asset allocation, and a combination of fundamental, quantitative, and qualitative analysis.