Matt Myers is a financial advisor at Bagby Wealth Management in Dexter, MO, holding a Series 65 designation with one year of industry experience. He previously worked at First Midwest Bank for ten years before joining Bagby Wealth Management. Bagby Wealth Management serves individual, high-net-worth, fiduciary, corporate, and institutional clients by providing investment management, advisory programs, and financial planning services. The firm uses a combination of discretionary tactical investment management and non-discretionary advisory arrangements, beginning client relationships with a detailed financial assessment to tailor suitable programs and risk levels.

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.

Jerry Bagby is a financial advisor at Bagby Wealth Management with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Bagby Investment Consultants since 1994. Outside of advisory work, he manages a small equipment rental business that owns an airplane and serves as trustee for several family-related trusts. Bagby Wealth Management serves individual, high-net-worth, fiduciary, corporate, and institutional clients, offering investment management, advisory programs, and financial planning. The firm employs a mix of discretionary and non-discretionary accounts, including a tactical, rules-based investment approach called Tactical Investment Management (TIM).

Gary Eaton is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Walmart for 24 years. He serves as the board president for the Bernie R13 School District, where he is involved in guidance and creation of school policy as well as evaluation of the superintendent. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors.

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.

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.

Austin Fridley is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has worked previously at First State Community Bank and State Bank of Southwest Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients with discretionary and non-discretionary investment strategies. The firm manages over $1 trillion in assets and maintains a large network of advisors and branch offices across the United States.

Robert Monroe is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with LPL Financial and previously worked at Edward Jones for 11 years. Monroe is also involved in a non-investment business entity, Monroe Financial Services LLC. 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 wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

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.

Madison Fridley is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, Madison worked at First State Community Bank and Missouri State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

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.

Allie Rowland is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Edward Jones, National Title and Escrow, and Shelter Insurance Companies. 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 investment solutions supported by an in-house Research team and a large network of investment adviser representatives.

Kellie Hoelting is a Series 66-licensed financial advisor with Edward Jones, based in Puxico, MO. She has been with the firm since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Benjamin Worley is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 27 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. from 1998 to 2025. Outside of his advisory role, he is associated with Bootheel Pediatric Therapy, LLC, a pediatric therapy business. 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 variety of investment solutions supported by an in-house Research team and a broad network of investment adviser representatives.