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.

Luke Taggart is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and two years of industry experience. Prior to his current role, he worked at Schaeffler Group and Leggett & Platt. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and both discretionary and non-discretionary management approaches.

Stephanie Mason is a financial advisor with Arvest Wealth Management in Joplin, MO, holding Series 63 and Series 66 registrations and bringing 16 years of industry experience. She has been with Arvest Asset Management since 2007. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management through wrap programs, retirement plan consulting, and written financial plans, managing a mix of discretionary and non-discretionary assets.

Richard Hinkle is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 10 years of industry experience. His career includes roles at LPL Financial, Independent Financial Partners, and Axa Advisors. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm provides asset management, financial planning, wealth coaching, and retirement plan consulting through a network of 219 advisors using a combination of model portfolios, third-party managers, and technology platforms.

Garrett Taylor is a CFP® with 19 years of experience in the financial services industry. He has been with Arvest Wealth Management since 2012, currently serving in Webb City, MO. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm uses Investment Policy Statements to guide service and allocation recommendations, offering both discretionary and non-discretionary portfolio management.

Justin Boudreaux is a financial advisor with Arvest Wealth Management, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has worked at Arvest Asset Management since 2008. Outside of his advisory role, Boudreaux serves as a color commentator for MSSU football radio broadcasts during the season. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management through wrap programs and retirement plan consulting, tailoring recommendations based on Investment Policy Statements.

Robert Herring is a financial advisor at Sequent Planning, LLC with three years of industry experience. He holds the Series 63 and Series 65 designations and also serves as president of Specialty Insurance Group LLC, an insurance agency based in Joplin, MO. Prior to joining Sequent Planning, he worked at Advisornet Wealth Partners and held various roles including a position at Portland State University. Sequent Planning, LLC is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and retirement plan sponsors. The firm manages approximately $394.7 million in assets through discretionary asset management and financial planning services, utilizing ETF-based strategic models and providing client educational programs and investment newsletters.

Rina Mehta is a financial advisor at Arvest Wealth Management with seven years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley, Commerce Bank, and Copper Financial Network. Outside of her advisory role, Mehta co-founded and serves on the board of Color the World, a nonprofit assisting parentless and low-income children and young adults. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, with client strategies guided by Investment Policy Statements and a combination of discretionary and non-discretionary asset management.

Ashley Franco is a financial advisor at Arvest Wealth Management with eight years of industry experience. She holds a Series 66 designation and has worked at Arvest Wealth Management since 2017, following five years at Arvest Bank. Outside of her advisory role, Franco is a member of Franco Holdings LLC, a real estate business. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, tailoring recommendations based on client objectives and Investment Policy Statements.

Christine Gullett is a financial advisor at Arvest Wealth Management with six years of industry experience. She holds a Series 66 designation and previously worked at US Bank for 15 years. Outside of her advisory role, she owns a small online clothing business. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management and retirement plan consulting with an emphasis on aligning recommendations with client objectives and Investment Policy Statements.

Adrienne Jackson is a CFP® and holds a Series 66 license with 16 years of industry experience. She has been with Arvest Asset Management since 2009. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, serving a broad client base with a combination of discretionary and non-discretionary asset management.

Lewis Medlin is a ChFC® with 39 years of industry experience, currently serving at Calton & Associates, Inc. since 2001. He is also an independent insurance agent with ownership in an insurance business. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple program structures and combines commissionable brokerage and insurance products with fee-based advisory services.

Rachel Hobbs is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at LPL Financial and Raudenbush Financial Services LLC. She is also commissioned as a notary in Joplin, MO. 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 advisor-led discretionary management and LPL-sponsored programs, emphasizing tailored investment advice and continuous account supervision.

Janoah Goldsberry is a financial advisor with Arvest Wealth Management in Joplin, MO, holding a Series 66 designation and three years of industry experience. She is dually employed by Arvest Bank’s Trust Department, splitting her time evenly between the bank and the wealth management firm. Prior to joining Arvest, her work history includes positions at Victra, Verizon, and Spring Mobile/Prime Communications. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm uses Investment Policy Statements to guide portfolio management and retirement plan consulting, serving a diverse client base through both discretionary and non-discretionary advisory services.

Thomas Herrod is a financial advisor with Eagle Strategies (NY Life) based in Joplin, MO, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked with Herrod Financial Group since 2008 and has been associated with New York Life and Nylife Securities Inc. since 1990. Outside of advising, he is involved with Herrod Development Co. LLC, a residential real estate rental and sales business. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions, leveraging third-party managers and model portfolios, and operates as an indirect subsidiary of New York Life with integrated advisory and insurance capabilities.