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Brock M

Series 65

Paris, MO

Building Wealth Financial Advisory LLC

Brock Miller is a financial advisor at Building Wealth Financial Advisory LLC in Paris, Missouri, holding a Series 65 designation with no prior industry experience. He has a background that includes service in the United States Air Force, work at Regional Missouri Bank, and employment with the Paris School District. Outside of advisory services, he operates Building Wealth with Brock, a personal finance education and digital media brand focused on budgeting, investing fundamentals, and financial literacy. Building Wealth Financial Advisory LLC is a fee-only fiduciary firm that provides discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, families, trusts, retirement plans, and small businesses. The firm uses a core-satellite investment approach combining low-cost passive ETFs and selective individual stocks, emphasizing retirement plan consulting and held-away account advice.

Retirement plans for business owners (SEP, solo 401k) Passive / index investing Active portfolio management Founder/Business Owner
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Courtney J

Series 66

Paris, MO

LPL Financial

Courtney Jones is a Series 66 licensed financial advisor with 15 years of industry experience. She currently works at LPL Financial and has previously held roles at Securities America Advisors and Securities America Inc. Jones is also involved with Tpnp, formerly The Paris National Bank, where she has served since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, with access to model portfolios, third-party research, and various specialized strategies.

College savings (529s, UTMA, etc.)
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Alisa B

Series 66

Madison, MO

Ameriprise

Alisa Blackwell is a financial advisor at Ameriprise in Madison, MO, holding a Series 66 designation with three years of industry experience. She has been with Ameriprise since 2019 and previously attended Western Governor's University. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

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