Melinda Mc Cubbin is a CFP®, ChFC®, and Series 65-licensed financial advisor with seven years of industry experience. She has worked at Equita Financial Network, Inc. and Shelter Mutual Insurance Company before joining Truman Wealth Advisors, where she has been since 2018. Truman Wealth Advisors provides investment management, financial planning, consulting, and retirement services to individuals, families, retirement plans, corporations, and charitable foundations. The firm emphasizes diversified asset allocation using mutual funds, ETFs, government and municipal debt, and cash equivalents, and offers services that include legacy position management and third-party manager engagement.

Ellen Osthus is a CFP® and holds a Series 66 license with 14 years of industry experience. She is currently with Truman Wealth Advisors, where she has worked since 2023. Her prior experience includes roles at Equita Financial Network, Feathered Paddle Wealth Partners, Access Financial Services, and BGM Wealth Partners. Truman Wealth Advisors offers investment management, financial planning, and consulting services to individuals, high-net-worth families, retirement plans, corporations, and charitable foundations. The firm emphasizes diversified asset allocation and incorporates third-party tools to support risk profiling, account management, financial planning, and reporting.

Maria Hernandez Huerta is a CFP® and Series 65-licensed advisor at Truman Wealth Advisors with seven years of industry experience. She has worked at firms including Coats Financial Planning and Hilliard Lyons. In addition to her advisory role, she teaches an Investment Planning course at Bellarmine University through Kaplan North America, LLC. Truman Wealth Advisors is a small SEC-registered firm managing approximately $106 million for nearly 100 clients. The firm serves individual and high-net-worth clients, multi-generational families, and institutional plan sponsors with diversified portfolios and a technology-assisted planning approach that includes discretionary and non-discretionary investment management, financial planning, and fiduciary services.