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William C

Series 63, Series 65

Marshfield, MO

IHT Wealth Management LLC

William Campbell is a financial advisor at IHT Wealth Management LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and LPL Financial before joining IHT Wealth Management in 2019. Outside of his advisory role, he is involved with w.Reid Campbell LLC, a business entity used for tax and investment purposes. 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 to manage diversified model portfolios, offering discretionary asset management, financial planning, ERISA consulting, and access to third-party managers through a network of approximately 153 advisors.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
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Kevin P

Series 66

Seymour, MO

Gradient Advisors, Llc

Kevin Plain is a financial advisor at Gradient Advisors, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Integrity Alliance, Sheepdog Financial LLC, LPL, Revecore, and UnitedHealthCare. Outside of his advisory role, he is a business owner of IYH Guns LLC and has volunteered with Realove Church. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third‑party money managers, delivering a largely non‑discretionary model that emphasizes client transaction approval and risk analysis.

Retirement income strategy General tax planning
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Richard C

CFP®, Series 63, Series 65

Seymour, MO

Edward Jones

Richard Cunningham is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He is involved in community activities, including co-directing the Lake Point Community Association and serving as president of the board for Lighthouse Adult Care Services, a grassroots effort to establish an adult daycare facility in Tooele County. Edward Jones is a full-service wealth management firm with over 23,700 advisors, serving a broad client base that includes individual, institutional, and charitable clients. The firm offers a range of advisory programs and investment solutions under a fiduciary standard and maintains a large retail advisor and branch network alongside affiliated financial services.

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

Series 66, Series 63

Marshfield, MO

Edward Jones

Craig Bell is a financial advisor with Edward Jones in Marshfield, MO, holding Series 66 and Series 63 designations and having 38 years of industry experience. He has worked at Edward Jones since 1987. Outside of his advisory role, he serves on the board of the Waxahachie Foundation and is involved in a family farm and investments. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy Retirement income strategy General retirement planning Wealth management ESG / Sustainable investing Retired Founder/Business Owner Executive Religious/faith focused Values-based investing
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Adam B

Series 66

Marshfield, MO

Edward Jones

Adam Blanch is a financial advisor with Edward Jones in Marshfield, Missouri, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of advising, he is involved in property management through Blanch Management LLC and operates a local laundromat, Blue Jay Laundry. 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.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Retirement income strategy Income planning General retirement planning Founder/Business Owner
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Kimberly B

Series 66

Marshfield, MO

Edward Jones

Kimberly Browning Clift is a financial advisor at Edward Jones with seven years of industry experience. She has been with Edward Jones since 2018 and previously worked for the David Potter Agency, Inc. for 26 years. She holds the Series 66 designation. 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 wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Business exit / sale strategy Charitable giving & philanthropy General retirement planning Wealth management Retired Founder/Business Owner Executive
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David B

Series 66

Marshfield, MO

Edward Jones

David Bell is a Series 66 licensed financial advisor with Edward Jones in Marshfield, MO, where he has worked since 2017. He has three years of industry experience and previously held positions at Price Cutter and McDonald's. Outside of his advisory work, he manages a family investment LLC called Bell Legacy Investments. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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

Series 66

Strafford, MO

Edward Jones

James Barainca is a financial advisor at Edward Jones in Strafford, MO, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.

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