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.

Thomas Murphy is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been associated with Cetera and its affiliated entities since 2002 and is also a partner at MSMF Wealth Management and Life Bridge Insurance Solutions. Murphy serves on the board of Benefit Advisors Network and is involved in employee benefits through Sonus Benefits. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing advisor-managed accounts, model portfolios, and third-party solutions supported by an extensive institutional and retirement-capable platform.

Joseph Jones is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial, he worked for the Missouri Board of Probation & Parole for 21 years. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides a range of investment solutions supported by an in-house research team and a broad platform that combines advisory operations with non-advisory product offerings.

Meredith Rines is a CFP® with 11 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2021. She has worked at Avantax Investment Services and maintains ownership of Rines & Co, LLC, a consulting and coaching business. Rines is also a board member of Women Aware Inc., a volunteer organization, and serves as treasurer for GG Elite Baseball, a youth sports group. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a broad network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and investment strategies tailored by its advisors.

Amy Deken is a financial advisor at LPL Financial with over five years of industry experience. She holds the Series 66 designation and has been with LPL Financial since 2006. Outside of her advisory role, she is a commissioned notary and provides tax preparation services on a limited basis. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a range of investment solutions, combining large-scale advisory operations with non-advisory product offerings.

Timothy Heuiser is a financial advisor with Ameriprise in Poplar Bluff, Missouri, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he manages agricultural and wildlife programs for his family farm and serves as vice president on the board of the Poplar Bluff Gun Club. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Mark Finke is a CFP® professional with 32 years of experience in the financial industry, currently affiliated with Cetera. His career includes roles at Cetera Financial Specialists LLC since 1996 and Life Bridge Insurance Solutions since 2017. Outside of advisory work, he has co-authored a book titled *So You Think You Are Ready to Retire* and serves as vice president of the Chaminade Hockey Club, managing a local private boys’ high school hockey program. He also holds leadership positions as board president for a condominium association and a nonprofit fraternity alumni association. Cetera Investment Advisers supports a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, firm-sponsored model portfolios, and third-party solutions.

Brian Taylor is a financial advisor at Edward Jones in Poplar Bluff, MO, with 25 years of industry experience and holding Series 63 and Series 65 credentials. He has been with Edward Jones since 2007. Outside of his advisory role, Taylor serves on the Kiwanis Club board, participates on the finance committee of First Baptist Church, and holds board positions with local community organizations including the Poplar Bluff Mules Booster Club and PB Letter Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Dairel Denton Jr. is a CFP® with 38 years of experience in the financial services industry. He is currently affiliated with Cambridge Investment Research Advisors and has a background that includes over three decades with Avantax and operating his own CPA firm. Denton also works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations, offering financial planning, portfolio management, and access to third-party sub-advisers through multiple account platforms.

James Nicholson is a financial advisor at Edward Jones in Poplar Bluff, MO, holding a Series 66 license with 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he is involved with Great Circle, a children’s emergency shelter, and owns Five Twelve Properties LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Thomas Mengel is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been associated with Cetera and its related entities since 1996 and also operates MSMF Wealth Management and Life Bridge Insurance Solutions. Mengel serves as a lay ministry worker on the board of Messiah Lutheran Church & School. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing both advisor-managed and firm-sponsored investment solutions.

Erick Kirkman is a CFP® professional with 27 years of industry experience, currently serving with LPL Financial since 2006. Based in Poplar Bluff, MO, he facilitates the Dave Ramsey Financial Peace University course for local church groups as a ministry to assist families with financial management. LPL Financial provides advisory and brokerage services to a diverse client base, offering a range of financial planning and asset management solutions supported by an in-house research team and a large network of investment adviser representatives.

Kevin Henderson is a ChFC® credentialed financial advisor with 28 years of industry experience, currently serving clients at Cetera since 2014. He has worked with Cetera Investment Services LLC and First Midwest Bank of Poplar Bluff since 2000. Outside of his advisory work, he serves as a deacon for the Roman Catholic Diocese of Springfield-Cape Girardeau in Missouri. Cetera Investment Advisers supports a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts, model portfolios, and third-party solutions with unique retirement and institutional capabilities.

Rebecca Kester is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has been with Cetera since 2014 and co-owns Heartland Ridge Enterprises LLC, a senior citizens housing rental business, where she provides bookkeeping services. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and consulting services, combining advisor-managed accounts, model portfolios, and third-party solutions along with retirement and fiduciary capabilities.