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Belinda Fox

Advisor at Gradient Advisors, LLC

Updated today

Location

Whitewater, MO

Credentials

Series 63, Series 65

Industry experience

16 years

About

Belinda Fox is a financial advisor at Gradient Advisors, LLC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Transamerica Financial Advisors, Anthem Blue Cross Blue Shield, and AlphaStar Capital Management. She is also the owner of Vulpes Wealth Management, LLC, where she provides advisory services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm supports a network of 169 advisors across 154 offices and employs a combination of fundamental, technical, and cyclical analysis to tailor investment strategies.

Client services

Based on Gradient Advisors, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Gradient Advisors, LLC

Retirement income strategy General tax planning

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Fee options

Other

Minimum fee: Financial planning fees range from $300 up to more than $2,000, negotiable based on complexity and advisor experience. Fee-only: Fixed fees for financial planning and consulting services, negotiable between $300 and over $2,000, possibly recurring (e.g., quarterly).

Location

Whitewater, MO

Most active in

Missouri

Work history

Concentrix

2026 - Present (1 year)

Gradient Advisors, LLC

2023 - Present (3 years)

Vulpes, LLC

2020 - Present (6 years)

AlphaStar Capital Management, LLC

2020 - 2023 (3 years)

Retina Associates

2019 - 2023 (4 years)

Anthem Blue Cross Blue Shield

2017 - 2021 (4 years)

Clarkson Eyecare

2015 - 2019 (4 years)

Transamerica Financial Advisors, Inc

2012 - 2020 (8 years)

World Financial Group

2008 - 2020 (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John H

Series 65

Cape Girardeau, MO

Strategic Investment Advisors, Ltd.

John Hillin is a financial advisor at Strategic Investment Advisors, Ltd. in Cape Girardeau, MO, holding a Series 65 designation with 26 years of industry experience. He has been with Strategic Investment Advisors since 1998 and also operates HILLIN AND COMPANY, PC. Strategic Investment Advisors, Ltd. manages approximately $78.5 million in discretionary assets for individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, asset-allocation investment approach based on Modern Portfolio Theory, utilizing passively managed mutual funds and third-party model portfolios, while providing comprehensive financial planning and employee benefit advisory services.

Passive / index investing General retirement planning College savings (529s, UTMA, etc.) General tax planning
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Jason L

Series 65

Cape Girardeau, MO

Alspaugh Wealth Management

Jason Lee is a financial advisor with Alspaugh Wealth Management in Cape Girardeau, MO, holding a Series 65 designation and five years of industry experience. He has worked at Alspaugh Wealth Management since 2020 and concurrently at Innovative Insurance Consultants since 2009, where he serves as a licensed insurance agent. Alspaugh Wealth Management provides discretionary asset management and financial planning to individual and high-net-worth clients, along with ERISA 3(21) fiduciary services for retirement plan sponsors. The firm employs a multi-method approach to portfolio management and supports client-directed accounts as well as relationships with third-party money managers.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Brock A

Series 66

Cape Girardeau, MO

Alspaugh Wealth Management

Brock Alspaugh is a financial advisor at Alspaugh Wealth Management with 24 years of industry experience. He holds a Series 66 designation and has worked at his current firm since 2013. His prior experience includes roles at Taylor Capital Management and ownership in Unique Baby, a non-investment business. Alspaugh Wealth Management provides discretionary asset management and financial planning for individual and high-net-worth clients, as well as ERISA 3(21) fiduciary services to retirement plan sponsors. The firm combines multiple analytical methods in portfolio management and supports client-directed accounts, often working with third-party money managers.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Kerry L

Series 63, Series 65

Cape Girardeau, MO

Tactive Advisors, LLC

Kerry Lang is a financial advisor with Tactive Advisors, LLC in Cape Girardeau, MO, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Strategy Marketplace LLC, Mainstreet RIA LLC, PlanMember Securities Corporation, and Forrest T. Jones & Co. Lang also operates as a sole proprietor, engaging in insurance sales focused on annuity and life insurance products. Tactive Advisors serves individuals, trusts, businesses, employee benefit plans, and institutional investors, including other advisor-managed portfolios. The firm employs a Black-Litterman framework for constructing blended model portfolios and offers portfolio management through a robo-advisor platform combined with sub-advisory and TAMP services.

Active portfolio management Factor investing / smart beta Options & derivatives strategies
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Jacquelyn M

CFP®, Series 63, Series 65

Cape Girardeau, MO

Nbc Securities, Inc.

Jacquelyn Majoros is a CERTIFIED FINANCIAL PLANNER™ professional with 29 years of industry experience. She is currently with NBC Securities, Inc. and has previously worked at First State Financial Management and Wells Fargo Advisors. NBC Securities provides investment management, financial planning, and brokerage services to a diverse client base, including high-net-worth individuals, institutional investors, and municipalities. The firm offers multiple fee-based advisory programs and integrates brokerage and custody services through RBC platforms.

Retirement income strategy Wealth management Founder/Business Owner Retired
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Jon H

CFP®, Series 63, Series 65

Cape Girardeau, MO

Farther

Jon Hodges is a CFP® with 23 years of experience in financial advising. He is currently with Farther, having joined in 2025, and previously worked for Anchor Pointe Wealth Management, LLC for 10 years. In addition to his advisory work, he has been involved with Cape Girardeau Public Schools since 2014. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and offers discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm employs a Modern Portfolio Theory-based approach using bespoke and algorithmic model portfolios with automatic rebalancing.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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