Top active portfolio management financial advisors in Maryville, MO

Duane Sturm is a financial advisor at SageSpring Wealth Partners with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Raymond James Financial and Southwestern Investment Advisory Services. Outside of advising, he is involved in property management as a landlord. SageSpring Wealth Partners serves individual clients, institutional and plan sponsors, and governmental entities. The firm offers discretionary investment management and consulting, tailoring portfolios with a range of asset types and employing both fundamental and technical analysis, while managing approximately $8.5 billion for over 11,500 clients.

Greater Than Financial is a fee-only fiduciary financial planning and wealth management firm based at 412 Court Street in Savannah, Missouri. The firm works with families, including high-net-worth households, business and farm owners, and retirees within roughly 100 miles of Savannah. Communities served include St. Joseph, Maryville, Cameron, Platte City, the Kansas City Northland, and nearby areas. Wakefield Hare, CFP®, has 18 years of industry experience. He helps clients coordinate investments, retirement income, tax planning, estate questions, business succession, and major financial decisions. Current fees and controlling disclosures are available at greaterthanfinancial.com/fees.

Dannen Merrill is a financial advisor with Cetera and holds a Series 66 credential. He has four years of industry experience and also serves as mayor of Maryville, Missouri. Merrill is involved in several other activities including ownership in a CPA firm, serving as treasurer for local organizations, and leading a fraternity alumni association as president. Cetera Investment Advisers LLC is an SEC-registered firm offering a range of portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm serves individual and institutional clients with access to a multi-manager platform that includes affiliated and third-party managers across various program structures.

Janette Padgitt is a CFP® with 14 years of industry experience and has been with Edward Jones since 2011. She holds the Series 66 designation and owns an Edward Jones office in Maryville, MO. She is also an author of lab units for Cengage Learning. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, managing over $1 trillion in assets through a large network of advisors and branch offices nationwide.

Gabriel Rockers is a financial advisor with Principal Financial Services based in Savannah, Missouri. He holds a Series 66 designation and has 15 years of industry experience, including 16 years at Edward Jones and one year at Principal Financial Services. Outside of his advisory work, Mr. Rockers owns and operates a farm where he raises cattle. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

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.