Robert Whelan

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.

Calvin Rutledge is a financial advisor with Coppell Advisory Solutions LLC who holds Series 63 and Series 65 licenses and has 16 years of industry experience. He has worked at Fusion Capital Management since 2019 and previously at Royal Fund Management, LLC from 2015 to 2019. Rutledge also operates as an independent insurance agent specializing in fixed insurance sales. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm uses a combination of internally developed and independent asset allocation models alongside fundamental and technical analysis to implement tailored investment strategies.

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.