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Phillip D

Series 65

Cameron, MO

Generational Wealth Development

Phillip Durbin is a financial advisor at Generational Wealth Development, LLC with a Series 65 credential and two years of industry experience. Prior to founding his current firm in 2023, he worked in community banking at BTC Bank for six years and held positions at Farmers Business Network and Bank Northwest. Outside of his advisory role, he is co-owner and president of Durbin Investments, a small private business focused on developing land for residential rental properties. Generational Wealth Development provides fee-only financial planning services to individuals and high-net-worth clients, emphasizing a planning-centered process with written plans and investment recommendations while leaving implementation decisions to clients. The firm offers a range of services including business, estate, retirement, and tax planning, as well as educational seminars.

Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy
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Michael B

Series 63, Series 65

Hamilton, MO

Eagle Strategies (NY Life)

Michael Brown is a financial advisor with Eagle Strategies (NY Life) based in Hamilton, MO, holding Series 63 and 65 licenses and bringing 30 years of industry experience. He has operated Himmelberg-Brown & Associates since 2003 and has been associated with Nylife Securities Inc. since 1995. Outside of advisory work, Brown is involved in cattle production and serves on several local boards, including the J.C. Penney Memorial Library & Museum Maintenance Trust and the Hamilton Methodist Church board. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm works with individual investors, institutional clients, and retirement plans, delivering tailored advice primarily on a non-discretionary basis within a New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Christopher W

Series 63, Series 66

Gallatin, MO

Ameriprise

Christopher Wolfgram is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Park Avenue Securities, Guardian Life Insurance, Principal Life Insurance, and Princor Financial Services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies through a collaborative, non-discretionary approach.

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

Series 66

Cameron, MO

LPL Financial

Spencer Ice is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and previously worked in muscle car restorations and completed his studies at McPherson College. 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 portfolios, third-party asset management, and institutional platforms.

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

CFP®, Series 63, Series 66

Cameron, MO

LPL Financial

Everett Ice is a CFP® professional with 24 years of industry experience, currently affiliated with LPL Financial since 2021. His prior career includes eleven years at Wells Fargo Advisors Financial Network LLC and two years at Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.

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

Series 63

Cameron, MO

Raymond James Financial

Roger McCoy is a financial advisor with Raymond James Financial, holding a Series 63 designation and 47 years of industry experience. He has operated Roger McCoy Financial Services LLC since 1984 and has been with Raymond James Financial Services in various capacities since 1999. Outside of advisory work, he owns and manages rental real estate properties. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary advisory services using risk profiling and modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Joshua S

CFP®, Series 66

Cameron, MO

Edward Jones

Joshua Strong is a financial advisor with Edward Jones in Cameron, MO, holding CFP® and Series 66 credentials with nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Nucor for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Equity Recipients (RS/RSU, SOP, ESPP) Business ownership considerations Business succession planning Inheritance planning Multi-generational wealth transfer Founder/Business Owner
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Todd B

Series 63, Series 65

Cameron, MO

Thrivent Investment Management

Todd Baker is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 designations and 27 years of industry experience. He has worked at Thrivent since 2021 and previously held roles at State Farm Investment Management and State Farm Insurance. Outside of his advisory work, Baker serves as Deacon Chairperson at First Baptist Church in Cameron, MO, where he organizes church leadership and participates in community outreach activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering areas such as retirement, tax, estate, and special needs planning, with clients able to combine these services with managed accounts under consolidated billing while keeping planning and portfolio management distinct.

Business ownership considerations
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Dawn W

Series 63, Series 65

Gallatin, MO

Thrivent Investment Management

Dawn Wolfgram is a financial advisor with Thrivent Investment Management in Gallatin, MO, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her career includes long tenures at Principal Financial Group and Princor Financial Services Corporation, as well as recent roles at Ameriprise and her own consulting firm focused on leadership development and business efficiency coaching. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial planning without portfolio management or discretionary trading authority. The firm offers integrated planning and managed-account options while maintaining a separation between these services.

Business ownership considerations
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Randall T

Series 66

Cameron, MO

Edward Jones

Randall Teerlink is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. 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 solutions supported by a nationwide network of advisors and branch offices.

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

Series 65, Series 66

Cameron, MO

Raymond James Financial

Mark Hemry is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 65 and Series 66 licenses and bringing 12 years of industry experience. He is a partner at Integrity Land Auction, LLC, where he assists with real estate auctions, and serves as secretary and officer on the board of the Daviess County Country Club. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports multiple advisory programs alongside a large network of affiliated advisors.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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