RLB Financial

Robert Baltzell is a financial advisor with RLB Financial in Springfield, MO, holding a Series 66 designation and 17 years of industry experience. He has worked with RLB Financial since 2009 and with RLB & Associates since 2007. Outside of his advisory role, he serves as president of an affiliated insurance services business. RLB Financial provides investment management and financial planning primarily to individual and high-net-worth clients, offering discretionary portfolio management, written financial plans, and access to third-party money managers. The firm’s investment approach incorporates fundamental, technical, and cyclical analysis and utilizes model portfolios and managed account solutions through program sponsors such as SEI and AssetMark.

Michael Thomas is a financial advisor at RLB Financial with 10 years of industry experience. He holds the Series 66 designation and has worked at RLB Financial since 2018. Prior to that, he was associated with 1st Global Advisors, Inc. and 1st Global Capital Corp. from 2015 to 2018. Thomas is also a partner at Miller and Co. LLP, a CPA firm, where he has been involved since 2007. RLB Financial provides investment management and financial planning primarily to individual and high-net-worth clients, offering discretionary portfolio management, written financial plans, and access to third-party money managers. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment process and utilizes model portfolios and managed account solutions through program sponsors like SEI and AssetMark.

Wayne Miller II is a financial advisor at RLB Financial with 10 years of industry experience. He holds a Series 65 designation and previously worked at Hofmeister Advisory Group LLC. Outside of finance, he is the owner and musician of two music-related businesses, Bleed The Sky LLC and Wayne Miller Music LLC. RLB Financial provides investment management and financial planning services primarily to individual and high-net-worth clients, utilizing discretionary portfolio management, written financial plans, and third-party money managers. The firm’s investment approach incorporates fundamental, technical, and cyclical analysis and offers model portfolios through program sponsors such as SEI and AssetMark.