Top financial advisors working with retirees in Missouri

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.

Nathaniel Kane is a financial advisor at Stifel with Series 66 credentials and three years of industry experience. His work history includes multiple roles at Stifel and its affiliates, as well as positions at the University of Missouri and State Farm. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach employs proprietary methodologies developed by its Investment Strategy Group, focusing on capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Anthony Lyons is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He works closely with clients to navigate financial complexities and support wealth growth over their lifetime. Anthony has held several roles in the financial advisory field, including Financial Advisor positions at PNCI and Edward Jones in 2021 and 2020, respectively. Prior to that, he served as a Private Wealth Advisor at Regions Bank from 2017 to 2020 and was Vice President - Planning & Development Manager at Arvest Wealth Management from 2016 to 2017. Outside of his professional career, Anthony has an interest in baseball, cars, family activities, football, and social events with friends.

Grant Trower is a financial advisor at Charles Schwab with 10 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Inc. and Wells Fargo Advisors. Since 2019, he has been affiliated with Charles Schwab Bank, SSB, and Charles Schwab and Co., Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Grant Walker is a financial advisor at Convergence Financial in Ozark, MO. He holds a Series 65 designation and has been with Convergence Financial since 2026. Prior to his current role, he worked in various positions in the healthcare industry and related fields from 2015 to 2024. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm utilizes a strategic asset allocation and fundamental analysis approach to construct customized portfolios and offers fiduciary retirement plan services, third-party asset management access, and cryptocurrency custody recommendations.

Omar Esparza is a financial advisor at Voya Financial Advisors, Inc. with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Voya since 2014. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting through multiple program structures, emphasizing recommendation-based advice over discretionary management.

Daniel Esquirell is a CFP® professional with 25 years of industry experience. He has been with Wescott Financial Advisory Group LLC since 2022 and previously worked for Asset Planning Services, Ltd for 15 years. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, families, trusts, foundations, pension and profit-sharing plans, and corporations. The firm employs an open-architecture, multi-manager investment approach combining passive and active strategies within a tax-sensitive, disciplined process.

William Hurt is a financial advisor with Arax Advisory Partners in Houston, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at U.S. Capital Wealth Advisors, LLC and USCA Securities LLC. Arax Advisory Partners is a multi-team SEC-registered wealth manager overseeing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans using a combination of internal portfolio management, third-party models, and tailored asset allocation strategies.

Jeffrey Meenes is a CFP® and Series 66 licensed financial advisor with 14 years of industry experience. He has worked at Blueprint Financial Planning, LLC since 2010. Meenes operates as the sole advisor at Meenes Wealth Partners in Shrewsbury, MA. Meenes Wealth Partners provides flat-fee, fiduciary wealth management and comprehensive financial planning primarily for pre-retiree and retiree households. The firm emphasizes evidence-based investment strategies focused on global diversification, tax-aware management, and client-approved, non-discretionary portfolio implementation.

Scott Pinheiro is a Senior Consultant with Merrill Lynch Wealth Management, bringing extensive experience to his role since joining the firm in 2015. He has been involved in the financial services industry since 1979. Scott holds a Bachelor of Science degree in Business Administration from Thomas Edison State University and professional designations including Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Certified Plan Fiduciary Advisor (CPFA) from the American College of Financial Services. Scott specializes in working with executives and retirees from major banks and insurance companies, managing client accounts typically ranging from $500,000 to $5,000,000. His expertise encompasses a disciplined financial process tailored to clients’ unique situations, including college education planning, family wealth management, retirement income, tax minimization, and socially responsible investing. As a Senior Portfolio Advisor, he also builds and manages customized investment strategies utilizing Merrill model portfolios and third-party investments. In addition to his professional work, Scott is committed to community involvement through his participation with the local Optimist Club. He resides near Princeton, New Jersey with his wife of 40 years and their Yorkshire terrier. Personal interests include cooking, fishing, golfing, reading, and traveling.