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Edward D

CFP®

Chillicothe, MO

Ed Douglas

Edward Douglas is a CFP® professional with 8 years of industry experience, operating under the firm Ed Douglas in Chillicothe, MO. He has led Ed Douglas Certified Financial Planning Services since 2006. Outside of advisory work, he serves as a director of Citizens Bancshares. Ed Douglas provides financial planning and investment advisory services to not-for-profit foundations, high-net-worth individuals, and institutional clients. The firm follows a conservative investment philosophy focused on high-quality, dividend-paying equities and offers a combination of advisory services, authored publications, and financial seminars.

Cash flow / budgeting Wealth management General estate planning guidance
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Jared I

Series 66

Dawn, MO

IHT Wealth Management LLC

Jared Ireland is a financial advisor at IHT Wealth Management LLC with two years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and Canadian Pacific Railroad. Outside of his advisory role, he is involved in farm operations through Ireland Farms, where he handles equipment maintenance and livestock care. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools, offering diversified model portfolios and algorithmic investment options, alongside comprehensive ERISA fiduciary and consulting services.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
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Carrie B

Series 63, Series 66

Chillicothe, MO

Lombard Advisers Incorporated

Carrie Busse is a financial advisor at Lombard Advisers Incorporated with 25 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at CETERA Advisor Networks LLC and Summit Financial Group Inc. Outside of her advisory role, she serves as treasurer for a charitable scholarship fund and assists with bookkeeping for a church preschool. Lombard Advisers provides personalized investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers both discretionary and non-discretionary portfolio management and employs various analytical methods to construct portfolios, managing approximately $670 million in assets as of the end of 2025.

College savings (529s, UTMA, etc.)
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Brittany S

Series 66

Dawn, MO

IHT Wealth Management LLC

Brittany Shiflett is a Series 66 licensed financial advisor with IHT Wealth Management LLC, holding two years of industry experience. Prior to joining IHT, she worked at LPL Financial and has held roles in various sectors including healthcare and retail. Outside of financial advising, she works as a wedding coordinator on a part-time basis. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, offering services such as discretionary asset management, financial planning, and ERISA plan consulting. The firm’s investment approach integrates fundamental value screening, quantitative optimization, and tailored portfolio management through both proprietary models and third-party managers.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
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Thomas I

Series 63, Series 65

Dawn, MO

IHT Wealth Management LLC

Thomas Ireland is a financial advisor with IHT Wealth Management LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been associated with LPL Financial, LLC and IHT Wealth Management since 2016. Outside of his advisory work, he is involved in agricultural operations through Ireland Farms and manages an agricultural drone business. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, providing services including discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements. The firm employs a combination of fundamental value screening, quantitative optimization, and other strategies to tailor investment portfolios through a network of advisers.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
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Mark H

Series 63, Series 65, Series 66

Chillicothe, MO

Edward Jones

Mark Harrison is a financial advisor at Edward Jones with 34 years of industry experience. He has held Series 63, Series 65, and Series 66 credentials and has been with Edward Jones since 1993. 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 options supported by a nationwide network of financial advisors and branch offices. The firm is notable for its extensive retail presence and affiliated capabilities, including trust services and proprietary mutual funds.

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

Series 66

Chillicothe, MO

Edward Jones

Kayla Massie is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and previously worked at Veterans United Home Loans, Orscheln Products, Spectrum, and AT&T. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Founder/Business Owner
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