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Deborah E
Series 63, Series 66
Cape Girardeau, MO
Edward Jones
Deborah Etherton is a financial advisor at Edward Jones in Cape Girardeau, MO, holding Series 63 and Series 66 licenses with 20 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Michael O
Series 66
Jackson, MO
Thrivent Investment Management
Michael O Loughlin is a financial advisor with Thrivent Investment Management in Jackson, MO. He holds a Series 66 designation and began his advisory career in 2026 after prior experience at Procter & Gamble, AT&T, Biokyowa, and Cape County Private Ambulance. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses across a broad range of financial planning topics without discretionary trading authority.
Cheryl M
CFP®, Series 63
Jackson, MO
Edward Jones
Cheryl Mothes is a CFP® with 26 years of industry experience, currently affiliated with Edward Jones since 1999. She is based in Jackson, MO, and holds the Series 63 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.
William D
CFP®, Series 63
Cape Girardeau, MO
Wells Fargo Clearing
William Duffy is a CFP® professional affiliated with Wells Fargo Clearing, based in Cape Girardeau, MO, with 24 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm employs an IPS-driven approach grounded in modern portfolio theory and includes insurance-related products and bank deposit sweep options among its investment offerings.
Dakota A
Series 66
Jackson, MO
Mass Mutual Investors Services
Dakota Adams is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has three years of industry experience and has worked previously at Fastenal Company and Arkansas State University. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, including specialized services such as divorce planning and estate settlement.
Christopher P
Series 66
Cape Girardeau, MO
Mass Mutual Investors Services
Christopher Poston is a financial advisor with Mass Mutual Investors Services in Cape Girardeau, Missouri. He holds a Series 66 designation and has four years of industry experience. In addition to his advisory role, he serves as a Master Sergeant in the Missouri Air National Guard, where he works on the operations and maintenance of radio frequency equipment. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm provides ongoing, collaborative planning engagements using firm-approved software and offers specialized programs including estate settlement and employer-sponsored planning.
John T
Series 66
Cape Girardeau, MO
LPL Financial
John Thompson is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He previously worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company for nine years before joining LPL Financial in 2020. 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 portfolio programs, third-party asset management, and institutional platforms.
Jonathan B
Series 66
Cape Girardeau, MO
Thrivent Investment Management
Jonathan Bremer is a financial advisor with Thrivent Investment Management in Cape Girardeau, MO, holding a Series 66 designation and 11 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based planning across a broad range of topics, offering planning and managed-account services separately but with a consolidated billing option called WealthPlan.
Andrew B
Series 66
Cape Girardeau, MO
Edward Jones
Andrew Buelow is a financial advisor with Edward Jones in Cape Girardeau, MO. He holds a Series 66 designation and has experience in physical therapy and rehabilitation prior to joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 advisors.
Paul M
Series 66
Cape Girardeau, MO
LPL Financial
Paul Mills is a financial advisor with LPL Financial in Cape Girardeau, MO, holding a Series 66 license and eight years of industry experience. Prior to joining LPL Financial in 2026, he worked at Cetera Advisors LLC and First Allied Advisory Services, among other firms. Outside of his advisory role, Mills serves as treasurer for a nonprofit homeowners association. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services through a large network of investment adviser representatives, utilizing various investment strategies and technology tools to support clients’ financial goals.
Christine O
Series 63, Series 66
Jackson, MO
Thrivent Investment Management
Christine Ostendorf is a financial advisor at Thrivent Investment Management with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Thrivent Financial since 2022. Outside of her advisory role, she serves as treasurer for St. Ambrose Catholic School's Home and School organization and owns an Etsy shop creating custom digital and printed greeting cards. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial analyses and planning without discretionary portfolio management. The firm provides ongoing or one-time planning engagements addressing a broad range of financial topics.
Clara C
Series 66
Cape Girardeau, MO
Thrivent Investment Management
Clara Chavarria is a financial advisor at Thrivent Investment Management with Series 66 credentials and one year of industry experience. Her prior roles include positions at Mary's Pence and the Church of the Brethren. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across various financial topics, without discretionary trading authority or institutional portfolio management.
Benjamin G
Series 66
Cape Girardeau, MO
Cetera
Benjamin Glaus is a financial advisor with Cetera based in Cape Girardeau, MO, holding a Series 66 designation and six years of industry experience. He is the owner of Seed to Sow Financial, LLC, which provides financial, tax, and accounting services, and he also works in an accounting and tax services capacity at Glaus & Associates, C.P.A., L.L.C. Prior to his advisory roles, he spent twelve years at MilliporeSigma. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary authorities across multiple program structures and custodial relationships.
Travis W
Series 66
Cape Girardeau, MO
Edward Jones
Travis Walter is a financial advisor at Edward Jones in Cape Girardeau, MO, holding a Series 66 designation with three years of industry experience. Before joining Edward Jones in 2022, he worked at Walmart for 19 years. He is also involved in coaching a club volleyball team for youth aged 10 to 18. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households and organizations. The firm offers various advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.
Garrett O
Series 66
Cape Girardeau, MO
Merrill
Garrett Ozbun is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on cultivating relationships with high-net-worth clients to develop wealth strategies tailored to their individual needs and goals. Garrett employs a Goals-Based Wealth Management approach, emphasizing cash management, wealth planning, and investment advisory services. He uses tools such as Personal Wealth Analysis to forecast clients' financial pictures over time and inform long-term decision-making. Garrett joined Merrill in 2011 and has earned several professional designations including CERTIFIED FINANCIAL PLANNER® and CERTIFIED PLAN FIDUCIARY ADVISOR. He holds a Bachelor of Science in Business Administration with an emphasis in Finance from the University of Missouri and a Master of Business Administration (M.B.A.) from the University of Mississippi, completed through an accelerated graduate program. Prior to becoming a certified financial planner in 2016, Garrett focused on aligning financial strategies with clients' lifestyles and goals. Outside of his professional role, Garrett enjoys cooking, music, spending time with his family, and traveling.
Ethan B
Series 66, Series 63
Cape Girardeau, MO
Thrivent Investment Management
Ethan Brown is a financial advisor with Thrivent Investment Management in Cape Girardeau, MO, holding Series 63 and Series 66 licenses and having one year of industry experience. Prior to his current role, he worked in various positions including at Academy Sports and Outdoors and Mercy Fitness. Outside of finance, he occasionally performs as a violinist at weddings and funerals with his brother. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial analyses and recommendations across multiple planning areas without portfolio management or institutional advisory services.
Tyler C
Series 66
Cape Girardeau, MO
LPL Financial
Tyler Cuba is a financial advisor with LPL Financial in Cape Girardeau, MO, holding a Series 66 designation and 16 years of industry experience. His career includes positions at Cetera Advisors LLC and First Allied Advisory Services. He serves as president of the Southeast Health Foundation Ambassador Board and is involved with several local nonprofit boards, including St. Vincent de Paul Men's Association and the Cape Girardeau Parks and Recreations Foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 advisors.
Spencer S
Series 66
Cape Girardeau, MO
LPL Financial
Spencer Schoch is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 10 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company from 2015 to 2020. 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 advisory and brokerage services through a broad network of representatives and utilizes a range of investment strategies including model portfolios, third-party subadvisors, and customized solutions.
James B
Series 66
Jackson, MO
Edward Jones
James Beasley is a financial advisor at Edward Jones in Jackson, Missouri, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013 and concurrently serves in the judiciary for the State of Missouri since 1992. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
John W
CFP®, Series 63
Cape Girardeau, MO
Ameriprise
John Wolpers II is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Ameriprise since 2013. He is based in Cape Girardeau, MO, and holds a Series 63 license. Outside of his advisory role, he serves on the boards of the Cape Girardeau Public School Foundation and the Poplar Bluff Schools Foundation, acting as chairman of the latter. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.
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