Top financial advisors working with founders and business owners in Poplar Bluff, MO

Robert Whelan is a CFP® with 37 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His prior experience includes over three decades with Avantax entities in various advisory and investment roles. In addition to his advisory work, he operates his own CPA practice and is involved in a sports training business in Columbia, MO. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, institutions, and corporations through a nationwide network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house research and third-party resources.

Brian Taylor is a financial advisor with Edward Jones in Poplar Bluff, Missouri, holding Series 65 and Series 63 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he serves on multiple community committees, including the Kiwanis Club board, the First Baptist Church finance committee, the Poplar Bluff R-1 School Long Range Building Committee, the Poplar Bluff Mules Booster Club board, and the PB Letter Club, where he helps organize local sports banquet events. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Dairel Denton Jr. is a CFP®-certified financial advisor with 39 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His career includes over three decades at Avantax Insurance Agency and Avantax Advisory Services, alongside running his own CPA firm, Dairel L. Denton Jr & Associates CPA, P.C. Outside of advising, he works as an independent insurance agent and leads his CPA firm. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm combines proprietary and third-party strategies with multiple platform options to tailor investment approaches to client goals.

Betsy Mays is a CFP® professional at Coffman Wealth Advisors, LLC with one year of experience in investment management. She is also a shareholder at Coffman and Company, P.C., an accounting firm providing accounting, tax compliance, bookkeeping, and payroll tax compliance services. Coffman Wealth Advisors primarily serves institutional clients and plan sponsors, offering investment management and retirement plan services. The firm employs a fee-only approach and combines passive and active asset allocation strategies guided by modern portfolio theory.

Kevin Henderson is a financial advisor with Cetera, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 28 years of industry experience and has been with Cetera and its related entities since 2000. Outside of his advisory role, Henderson serves as a deacon for the Roman Catholic Diocese of Springfield–Cape Girardeau in Missouri. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary programs across numerous custodial relationships.

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.

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.

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.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.