Top active portfolio management financial advisors in Cape Girardeau, MO

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.

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.

Christopher Ward is a CFP® and holds a Series 66 license, with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is involved in several business ventures, including ownership in a child development center in Arkansas through CJW Enterprises. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutions, pension plans, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Maxton is a financial advisor at Stifel with 18 years of industry experience. He holds the Series 66 designation and has been with Stifel since 2007. Outside of his advisory work, Maxton is a part owner of Maxton Farm in Jackson, Missouri. Stifel serves a wide range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

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.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.