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Tristin J

Series 66

Poplar Bluff, MO

Working Class Wealth Solutions LLC

Tristin Johnson is a financial advisor at Working Class Wealth Solutions LLC with two years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Enterprise and The Prudential Insurance Company of America. His background includes roles in banking and finance as well as other varied positions. Working Class Wealth Solutions LLC provides financial planning and discretionary investment management to individuals, families, working professionals, wage earners, and small business owners. The firm focuses on long-term, diversified, tax-aware portfolios using strategic asset allocation, buy-and-hold strategies, and periodic rebalancing, offering fixed-fee financial planning without account minimums.

Cash flow / budgeting Home buying College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner Young Professionals
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Jordan W

CFP®, Series 65, Series 63

Poplar Bluff, MO

Coffman Wealth Advisors, LLC

Jordan Worley is a CFP® professional with two years of industry experience, currently serving as an advisor at Coffman Wealth Advisors, LLC. Prior to joining Coffman Wealth Advisors in 2025, he held roles at Northwestern Mutual from 2016 to 2019 and provides accounting and tax services at Coffman and Company, P.C. He serves as a trustee on the Board of Trustees and participates in committees for both the Missouri Baptist Foundation and its subsidiary, Straightway Holdings, Inc. Coffman Wealth Advisors, LLC is a fee-only registered investment adviser offering discretionary portfolio management, financial planning, and retirement plan consulting to individuals, businesses, and pension plans. The firm employs an investment approach based on Modern Portfolio Theory, integrating passive and active investment vehicles to construct diversified portfolios, and is affiliated with the accounting firm Coffman and Company, P.C.

Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner
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Betsy M

CFP®

Poplar Bluff, MO

Coffman Wealth Advisors, LLC

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.

Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner
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Calvin R

Series 63, Series 65

Poplar Bluff, MO

Coppell Advisory Solutions LLC

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.

Retirement income strategy General estate planning guidance Cash flow / budgeting Concentrated stock management Private / alternative investments Executive Founder/Business Owner
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Robert W

CFP®, Series 63

Poplar Bluff, MO

LPL Financial

Robert Whelan is a CFP® professional with 38 years of industry experience, currently serving as a financial advisor with LPL Financial since 2021. He previously held roles at Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services, spanning over three decades. In addition to his advisory work, he operates Robert J Whelan CPA PC, providing tax preparation and accounting services, and is involved in a sports training business on a limited basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Kade R

Series 66

Poplar Bluff, MO

LPL Financial

Kade Richardson is a financial advisor with LPL Financial holding a Series 66 designation. Based in Poplar Bluff, MO, he has experience at Southern Bank, Arkansas State University, and First National Bank prior to joining LPL Financial and Kissinger & Kirkman Investment Centre in 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice implemented through various strategies and supported by advanced operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Andrew P

Series 66

Poplar Bluff, MO

Edward Jones

Andrew Phelan II is a financial advisor with Edward Jones, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones for 13 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner
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J H

Series 63, Series 66

Poplar Bluff, MO

Ameriprise

J Hillis is a financial advisor with Ameriprise in Poplar Bluff, MO, holding Series 63 and Series 66 credentials and offering 25 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Southern Bank. Outside of his advisory work, he owns a business that assists property owners in securing land leases for hunting. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement-income planning. The firm’s approach combines investment research, third-party data, and algorithmic tools to deliver tailored recommendations within a defined investment ecosystem.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Thomas M

Series 63, Series 65

Poplar Bluff, MO

Cetera

Thomas Murphy is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He has been with Cetera since 2005 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 LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services with multiple program structures and access to third-party managers.

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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Joseph J

Series 66

Poplar Bluff, MO

LPL Financial

Joseph Jones is a financial advisor at LPL Financial in Poplar Bluff, Missouri, holding a Series 66 designation with five years of industry experience. Prior to joining LPL Financial, he worked for the Missouri Board of Probation & Parole for 21 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad range of advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms with a variety of investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jerry P

Series 63, Series 65

Poplar Bluff, MO

OSAIC

Jerry Pyles is a financial advisor at OSAIC with 33 years of industry experience. He previously worked at Edward Jones for 10 years before joining OSAIC in 2026. He holds Series 63 and Series 65 licenses. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage diversified portfolios.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Meredith R

CFP®, Series 63

Poplar Bluff, MO

Cambridge Investment Research Advisors

Meredith Rines is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2021. She has held roles at Avantax Investment Services and maintains involvement with Rines & Co, LLC, where she provides consulting and coaching services. Rines also serves as a board member of the nonprofit Women Aware Inc. and as treasurer for a local youth sports organization. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent advisors using a range of portfolio management approaches and platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Amy D

Series 66

Poplar Bluff, MO

LPL Financial

Amy Deken is a Series 66-licensed financial advisor with LPL Financial, where she has worked for 20 years. She is based in Poplar Bluff, Missouri, and has six years of industry experience. Outside of her advisory role, she performs notary services and provides tax preparation and accounting assistance on a limited basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Timothy H

Series 63, Series 65

Poplar Bluff, MO

Ameriprise

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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Mark F

CFP®, Series 63, Series 65

Poplar Bluff, MO

Cetera

Mark Finke is a financial advisor with Cetera, holding CFP® certification and Series 63 and 65 licenses. He has 33 years of industry experience and has been with Cetera and its affiliates since 1996. Outside of his advisory role, he is co-author of a retirement planning book and serves as board president of both a condo association in Florida and a nonprofit fraternity alumni association. He is also vice president of a local high school hockey club and a registered agent for a hockey endowment fund. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, corporate, retirement plan, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers and program structures.

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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Brian T

Series 65, Series 63

Poplar Bluff, MO

Edward Jones

Brian Taylor is a financial advisor with Edward Jones in Poplar Bluff, Missouri, holding Series 65 and Series 63 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he serves on multiple community committees, including the Kiwanis Club board, the First Baptist Church finance committee, the Poplar Bluff R-1 School Long Range Building Committee, the Poplar Bluff Mules Booster Club board, and the PB Letter Club, where he helps organize local sports banquet events. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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James H

Series 66

Poplar Bluff, MO

LPL Financial

James Harmon is a Series 66-licensed financial advisor with LPL Financial, based in Poplar Bluff, Missouri. He has one year of industry experience and prior work history that includes roles at Kissinger & Kirkman Investment Centre and Edmundson & Holt LLC, as well as legal positions including the Butler County Prosecuting Attorney's Office. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services supported by a large network of advisors and proprietary research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Michael W

Series 66

Poplar Bluff, MO

OSAIC

Michael Wiseman is a financial advisor with OSAIC who holds a Series 66 designation and has 13 years of industry experience. He previously worked at Edward Jones and Stifel Independent Advisors, LLC before joining OSAIC in 2026. Wiseman serves on the boards of the Library Foundation and the Three Rivers Community College Foundation in Poplar Bluff, MO. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing various asset-allocation tools and access to third-party managers to construct diversified portfolios.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Dairel D

CFP®, Series 63

Poplar Bluff, MO

Cambridge Investment Research Advisors

Dairel Denton Jr. is a CFP®-certified financial advisor with 39 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His career includes over three decades at Avantax Insurance Agency and Avantax Advisory Services, alongside running his own CPA firm, Dairel L. Denton Jr & Associates CPA, P.C. Outside of advising, he works as an independent insurance agent and leads his CPA firm. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm combines proprietary and third-party strategies with multiple platform options to tailor investment approaches to client goals.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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James N

Series 66

Poplar Bluff, MO

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Thomas M

Series 63, Series 65

Poplar Bluff, MO

Cetera

Thomas Mengel is a financial advisor at Cetera with 46 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Cetera since 1996. Mengel is also a partner in MSMF Wealth Management and Life Bridge Insurance Solutions. Outside of his advisory roles, he serves as a lay ministry worker on the board of Messiah Lutheran Church & School. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and retirement services through a multi-manager platform with discretionary and non-discretionary program 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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Erick K

CFP®, Series 63

Poplar Bluff, MO

LPL Financial

Erick Kirkman is a CFP® professional with 28 years of industry experience, currently advising at LPL Financial since 2006. Prior to that, he worked at Edward Jones for seven years. He facilitates the Dave Ramsey Financial Peace University course for local church groups as part of a ministry effort to help families manage their finances. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm supports diverse investment approaches, including model portfolios, third-party asset management, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Kevin H

ChFC®, Series 63, Series 65

Poplar Bluff, MO

Cetera

Kevin Henderson is a financial advisor with Cetera, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 28 years of industry experience and has been with Cetera and its related entities since 2000. Outside of his advisory role, Henderson serves as a deacon for the Roman Catholic Diocese of Springfield–Cape Girardeau in Missouri. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary programs across numerous 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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Rebecca K

Series 63, Series 65

Poplar Bluff, MO

Cetera

Rebecca Kester is a financial advisor at Cetera with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cetera and affiliated firms since 2000. Outside of her advisory role, she is a co-owner of Heartland Ridge Enterprises LLC, a senior citizens housing rental business, where she provides bookkeeping services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers multiple portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform with access to affiliated and third-party managers.

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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