Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

75 advisors near
63755

Out of 400,000+ nationwide

firm logo

Michael D

Series 63, Series 66

Cape Girardeau, MO

Edward Jones

Michael Domian is a financial advisor at Edward Jones with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2005. The firm serves more than four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

General retirement planning Retired Founder/Business Owner Executive
user avatar
firm logo

Leonardo G

Series 63, Series 65

Cape Girardeau, MO

LPL Financial

Leonardo Gelain is a financial advisor with LPL Financial holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at multiple firms, including Primerica and Securities America, and currently operates Leon Financial Services LLC alongside his role at LPL. 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, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
firm logo

Timothy D

Series 66

Cape Girardeau, MO

Edward Jones

Timothy Domian is a financial advisor at Edward Jones with a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory work, he serves on the board of The Glenn House in Cape Girardeau, MO, where he participates in event planning and house upkeep. 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 programs, including discretionary and non-discretionary strategies, with a nationwide network of more than 23,700 financial advisors.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Divorce financial planning General retirement planning Wealth management Retired Founder/Business Owner Executive
user avatar
firm logo

Robert R

ChFC®, Series 63

Cape Girardeau, MO

Mass Mutual Investors Services

Robert Rueseler is a ChFC® credentialed financial advisor with 36 years of industry experience, currently with MassMutual Investors Services. He has been with MassMutual and its affiliated entities since 1989. Outside of his advisory role, he is involved in individual life, property/casualty, health, group life and health insurance sales, as well as life settlements and viaticals. MassMutual Investors Services, LLC 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, emphasizing goal-based planning and collaborative client relationships.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
firm logo

Gregory D

Series 63, Series 65

Cape Girardeau, MO

Merrill

Gregory Deimund is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since beginning his financial career in 1989, he has focused on providing goals-based wealth management to affluent families, accomplished professionals, and business owners. Gregory works alongside a team of specialists to deliver customized advice, investment management, and comprehensive financial planning that addresses client priorities such as family, finances, health, home, leisure, work, and philanthropic giving. Gregory’s areas of expertise include retirement planning, money management, and advising on employer-sponsored retirement plans such as 401(k)s and SIMPLE IRAs. He also assists clients with legacy planning, estate planning, and strategies for not-for-profit foundations and charitable giving. He holds several professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Gregory earned a Bachelor of Science degree in Business Administration from William Jewell College in 1989. A native of Cape Girardeau, Gregory resides there with his wife and two sons. He participates actively in his community through involvement with his church, the Boy Scouts of America, and other local organizations. His personal interests include boating, camping, fishing, golfing, hiking, hunting, skiing, and traveling.

General retirement planning Wealth management Charitable giving & philanthropy General estate planning guidance
firm logo

Heath F

Series 63, Series 65

Cape Girardeau, MO

Edward Jones

Heath Fulton is a financial advisor with Edward Jones in Cape Girardeau, MO, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His prior experience includes roles at US Bancorp Investments Inc and US Bank. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, operating under a fiduciary standard.

Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
firm logo

Dane B

Series 66

Cape Girardeau, MO

Merrill

Dane Balsmann is a Financial Advisor at Merrill Lynch Wealth Management. He began his career in finance in 2015 and joined Merrill in 2023. Dane focuses on assisting clients with individualized wealth management strategies, including investment management and financial planning. He also advises businesses and institutions on implementing financial strategies. Dane's expertise includes personal retirement planning, portfolio management services, small business strategies, and retirement income. He employs a comprehensive approach to wealth management that starts with understanding a client's financial situation and goals, then develops a customized strategy that adapts to changing needs and market conditions. Dane provides access to investment insights from Merrill and banking services from Bank of America to address various aspects of clients' financial lives. He holds a Bachelor's Degree from Southeast Missouri State University and is designated as a Personal Investment Advisor (PIA). Dane resides in Cape Girardeau with his wife, Ashton, and their three children.

Wealth management Active portfolio management Retirement income strategy Business ownership considerations Tax strategies for small businesses Married/Couples/Partners Parents
user avatar
firm logo

Jacob G

Series 63, Series 66

Jackson, MO

Thrivent Investment Management

Jacob Glaus is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials. He has two years of experience at Thrivent, following prior roles in the automotive industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. Their services include planning across various financial topics, with options to combine planning and managed accounts under consolidated billing.

Business ownership considerations
user avatar
firm logo

Stanley I

Series 63, Series 66

Cape Girardeau, MO

Edward Jones

Stanley Irwin is a financial advisor with Edward Jones in Cape Girardeau, Missouri, holding the Series 63 and Series 66 designations with 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, Irwin serves on the finance council board for the Diocese of Springfield-Cape Girardeau and on the investment advisory board for the Foundation of the Ozarks. 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 with a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and affiliated investment products.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Scott V

Series 66

Cape Girardeau, MO

Cetera

Scott Van De Ven is a financial advisor with Cetera, holding a Series 66 designation and 14 years of industry experience. He has worked at Cetera since 2018 and previously spent six years with 1ST Global Advisors, Inc. In addition to his advisory role, he is involved in an accounting and tax consulting firm, Van De Ven, LLC, based in Cape Girardeau, MO. Cetera is an SEC-registered adviser that serves individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, managing over $256 billion in assets across more than 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Lindsey C

Series 66

Jackson, MO

Edward Jones

Lindsey Curtis is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, Lindsey worked at Mayson Capital Partners and MRV Banks. Outside of advising, Lindsey manages the accounting for Pintail Holdings LLC, a rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide. The firm offers a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Cara M

Series 66

Cape Girardeau, MO

Edward Jones

Cara Mayberry is a financial advisor at Edward Jones with 22 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Matthew S

Series 63, Series 66

Cape Girardeau, MO

Wells Fargo Clearing

Matthew Siemers is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 44 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in modern portfolio theory. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
user avatar
firm logo

John H

Series 63, Series 65

Cape Girardeau, MO

LPL Financial

John Hogin Jr. is a financial advisor with LPL Financial in Cape Girardeau, MO, holding Series 63 and Series 65 credentials and 37 years of industry experience. His prior roles include tenure at Independent Financial Group and Main Street Advisors, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Jerry R

Series 63, Series 65

Cape Girardeau, MO

Cetera

Jerry Roe is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with firms including Arnzen & Roe Financial Services, Inc. and Beussink, Hey, Roe, PC, where he serves as president of a CPA firm. In addition to his advisory role, he is engaged in business activities such as serving as a partner in various local ventures. Cetera operates as a large institutional investment advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, supported by over 10,000 advisors managing more than $256 billion in assets.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")