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Tyler B

CFP®, Series 66

Columbia, MO

Cetera

Tyler Bales is a financial advisor with Cetera, holding CFP® and Series 66 credentials and nine years of industry experience. He has been with Cetera since 2017 and concurrently operates Miller, Bales & Company, P.C., a financial services DBA based in Columbia, MO. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform that includes both affiliated and third-party investment options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jodi B

Series 66

Columbia, MO

Cetera

Jodi Bales is a Series 66 credentialed financial advisor with 22 years of industry experience, currently affiliated with Cetera. She co-owns Miller, Bales & Company P.C., a tax and accounting firm, and serves as a board member for First Midwest Bank. Bales also works as an insurance agent selling life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to both affiliated and third-party managers through various program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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