Calvin Rutledge

Jordan Worley is a CFP® professional with two years of industry experience, currently serving at Coffman Wealth Advisors, LLC. He has previously worked with Northwestern Mutual in various roles from 2016 to 2019 and is also a senior accountant at Coffman and Company, P.C. Worley serves as a trustee on the Board of Trustees and on committees for the Missouri Baptist Foundation and its subsidiary, Straightway Holdings, Inc. Coffman Wealth Advisors provides investment management and retirement plan services primarily to institutional clients and plan sponsors, employing a fee-only structure and discretionary asset allocation strategies that incorporate both passive and active management approaches.

Betsy Mays is a CFP® professional at Coffman Wealth Advisors, LLC with one year of experience in investment management. She is also a shareholder at Coffman and Company, P.C., an accounting firm providing accounting, tax compliance, bookkeeping, and payroll tax compliance services. Coffman Wealth Advisors primarily serves institutional clients and plan sponsors, offering investment management and retirement plan services. The firm employs a fee-only approach and combines passive and active asset allocation strategies guided by modern portfolio theory.

Robert Whelan is a CFP®-designated financial advisor with LPL Financial, bringing 37 years of industry experience. He has held roles at Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services, and has operated Robert J Whelan CPA PC, a tax preparation and accounting firm, since 1988. Outside of finance, he is involved in sports training through R R & L Sports Training in Columbia, MO. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plans, institutions, and high-net-worth households. The firm offers a range of investment solutions, supported by an in-house research team, and combines large-scale advisory operations with non-advisory product offerings.

J Hillis is a financial advisor at Ameriprise with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Morgan Stanley Smith Barney and Southern Bank. Outside of his advisory work, he is involved in securing land leases for hunting through a separate business. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations primarily for clients holding assets in Ameriprise-managed accounts.

Thomas Murphy is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been associated with Cetera and its affiliated entities since 2002 and is also a partner at MSMF Wealth Management and Life Bridge Insurance Solutions. Murphy serves on the board of Benefit Advisors Network and is involved in employee benefits through Sonus Benefits. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing advisor-managed accounts, model portfolios, and third-party solutions supported by an extensive institutional and retirement-capable platform.