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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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Spencer B

Series 66

Marshfield, MO

Edward Jones

Spencer Brown is a financial advisor with Edward Jones in Marshfield, MO, holding a Series 66 designation. He has been with Edward Jones since 2023, following two years of employment at Walmart and five years as a student. 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 under management 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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Craig B

Series 66, Series 63

Marshfield, MO

Edward Jones

Craig Bell is a financial advisor at Edward Jones with 38 years of industry experience. He holds Series 66 and Series 63 credentials and has been with Edward Jones since 1987. Outside of his advisory work, he serves on the board of the Waxahachie Foundation and is involved with family farming and boat modeling activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and manages over $1 trillion in assets under management.

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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