Top tax-loss harvesting 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, holding a Series 66 designation and seven years of industry experience. He is also the owner of Seed to Sow Financial, LLC, which provides financial, tax, and accounting services. Additionally, he is involved in accounting and tax work through Glaus & Associates, C.P.A., L.L.C. Cetera Investment Advisers LLC is a nationwide institutional firm that serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers.

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 in Cape Girardeau, MO. He holds Series 63 and Series 66 designations and has 44 years of industry experience. His prior work includes two years at A. G. Edwards & Sons, Inc. before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

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.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

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.