Direct booking
Book time directly with this advisor, no back-and-forth required
11 advisors near 64429
Out of 400,000+ nationwide
Phillip D
Series 65
Cameron, MO
Generational Wealth Development
Phillip Durbin is a financial advisor at Generational Wealth Development, LLC with a Series 65 credential and two years of industry experience. Prior to founding his current firm in 2023, he worked in community banking at BTC Bank for six years and held positions at Farmers Business Network and Bank Northwest. Outside of his advisory role, he is co-owner and president of Durbin Investments, a small private business focused on developing land for residential rental properties. Generational Wealth Development provides fee-only financial planning services to individuals and high-net-worth clients, emphasizing a planning-centered process with written plans and investment recommendations while leaving implementation decisions to clients. The firm offers a range of services including business, estate, retirement, and tax planning, as well as educational seminars.
Michael B
Series 63, Series 65
Hamilton, MO
Eagle Strategies (NY Life)
Michael Brown is a financial advisor with Eagle Strategies (a New York Life company) based in Hamilton, Missouri. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has been associated with Himmelberg-Brown & Associates since 2003 and with NYLife Securities Inc. since 1995. Outside of his advisory work, Brown is involved in cattle production and serves in various community roles including trustee of the J.C. Penney Memorial Library & Museum Maintenance Trust and board member of both the Lloyd R. Wallace Charitable Foundation and the Cameron Regional Medical Center. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and employs third-party managers and model portfolios, with a notable combination of advisory services and affiliated insurance and broker-dealer capabilities as part of New York Life.
Dillon B
Series 66
Cameron, MO
Edward Jones
Dillon Bird is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at BTC Bank for twelve years. Outside of advising, he co-owns a farming business involved in cattle feeding and bookkeeping in Gallatin, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors and managing approximately $1.01 trillion in assets.
Kim S
Series 63, Series 66
Cameron, MO
Edward Jones
Kim Spidle is a financial advisor at Edward Jones with 16 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual, institutional, and corporate clients. The firm offers a range of investment advisory programs and strategies supported by a large network of financial advisors and branch offices across the United States.
Spencer I
Series 66
Cameron, MO
LPL Financial
Spencer Ice is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and previously worked in muscle car restorations before entering the financial services field. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.
Everett I
CFP®, Series 63, Series 66
Cameron, MO
LPL Financial
Everett Ice is a CFP®-designated financial advisor with 24 years of industry experience. He is currently with LPL Financial, where he has worked since 2021, following an 11-year tenure at Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, he is involved in business entities for tax and investment purposes in Cameron, MO. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.
Roger M
Series 63
Cameron, MO
Raymond James Financial
Roger McCoy is a financial advisor with Raymond James Financial, holding a Series 63 designation and 47 years of industry experience. He has operated Roger McCoy Financial Services LLC since 1984 and has been associated with Raymond James in various capacities since 1999. In addition to his advisory work, he manages rental real estate properties. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through detailed risk profiling and asset allocation analysis.
Joshua S
CFP®, Series 66
Cameron, MO
Edward Jones
Joshua Strong is a CFP® and holds a Series 66 license with eight years of industry experience. He has worked at Edward Jones since 2017 and previously held roles at Nucor and as a self-employed professional. Outside of his advisory work, he owns an LLC established for the purpose of purchasing the Edward Jones office building he occupies. Edward Jones is a full-service wealth management firm serving over four million clients including individuals, institutions, and charitable organizations. The firm offers a range of investment strategies and advisory services supported by a network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets.
Todd B
Series 63, Series 65
Cameron, MO
Thrivent Investment Management
Todd Baker is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 designations and 27 years of industry experience. He has worked at Thrivent since 2021 and previously held roles at State Farm Investment Management and State Farm Insurance. Outside of his advisory work, Baker serves as Deacon Chairperson at First Baptist Church in Cameron, MO, where he organizes church leadership and participates in community outreach activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering areas such as retirement, tax, estate, and special needs planning, with clients able to combine these services with managed accounts under consolidated billing while keeping planning and portfolio management distinct.
Dawn W
Series 63, Series 65
Gallatin, MO
Thrivent Investment Management
Dawn Wolfgram is a financial advisor with Thrivent Investment Management in Gallatin, MO, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her career includes long tenures at Principal Financial Group and Princor Financial Services Corporation, as well as recent roles at Ameriprise and her own consulting firm focused on leadership development and business efficiency coaching. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial planning without portfolio management or discretionary trading authority. The firm offers integrated planning and managed-account options while maintaining a separation between these services.
Mark H
Series 65, Series 66
Cameron, MO
Raymond James Financial
Mark Hemry is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 65 and Series 66 credentials and has 12 years of industry experience. Prior to his current role, he worked briefly at Edward Jones. Outside of advising, Hemry is a partner at Integrity Land Auction, LLC, where he assists with real estate auctions, and he serves as secretary on the board of the Daviess County Country Club. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, charitable organizations, and institutional clients. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored recommendations through a range of brokerage and advisory options.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
We found advisors who
match your criteria
Add your contact info to see them and get help making the right introduction.
We'll only reach out about your advisor search.
No spam.
11 advisors near 64429
Out of 400,000+ nationwide