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Sam T

CFP®, Series 63, Series 65, AIF®

Castle Rock, CO

Fidelis Wealth Advisors

Sam began his wealth management career in 2000. He was previously a partner in a registered investment advisory firm in Denver, acting as its Director of Financial Planning, Chief Financial Officer, and OSJ. Sam completed his CERTIFIED FINANCIAL PLANNER™ designation from the CFP® Board of Standards in early 2006. He holds insurance licenses in the State of Colorado for life, accident, property, casualty, and health. He’s also a member of the Financial Planning Association (FPA) and very active in his local chapter. Sam’s been featured on the local Channel 9 news affiliate segment, Moneyline 9 and currently serves his community providing pro bono financial advice to families in distress. He has a unique ability to relate to his clients, help them feel comfortable with difficult topics, and offer advice to meet their individual and family needs. His exceptional talent to see the big picture helps direct specific pieces of the planning puzzle to meet the overall needs of each client. PERSONAL Sam graduated from the University of Phoenix with a major in Finance. He enjoys spending time with his seven children. They participate in many sports activities, and Sam coaches several of his kids’ basketball teams. Sam resides in Castle Rock, Colorado.

Wealth management Business ownership considerations Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving tax strategies Dentist Attorney Retired Founder/Business Owner Executive Established Professionals Approaching retirement Retired Mid-Career Professionals Divorced

16 advisors near 68310

Out of 400,000+ nationwide

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Paul G

Series 63, Series 65

Beatrice, NE

Garnett Investment Strategies

Paul Garnett is a financial advisor with Garnett Investment Strategies in Beatrice, Nebraska, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with Primary Wealth Management, LLC since 2016 and previously operated Garnett Insurance Solutions, LLC. Outside of his advisory role, Garnett is involved in several other business activities, including managing family-owned agricultural and business investment ventures and serving on the President's Advisory Council and Foundation Board at Truman State University. Primary Wealth Management, LLC, doing business as Garnett Investment Strategies, provides discretionary investment management and retirement-plan consulting to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and employer plans. The firm uses an active, total-portfolio approach that integrates fundamental, technical, and cyclical analysis with a proprietary model to position portfolios toward undervalued asset classes.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Founder/Business Owner Retired
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Traci G

Series 63, Series 66

Beatrice, NE

Garnett Investment Strategies

Traci Garnett Froscheiser is a financial advisor at Garnett Investment Strategies with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has a background that includes work at Broker Dealer Financial Services and managing Garnett Insurance Solutions, LLC. Outside of her advisory role, she volunteers as an ambassador for the Beatrice Area Chamber of Commerce and serves on the boards of the Gage County Humane Society Foundation and NGage, a local economic development group. Garnett Investment Strategies provides discretionary investment management and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, and employer retirement plans. The firm uses an active, total-portfolio approach with a proprietary reversion-to-the-mean model and offers access to multiple investment platforms, including Envestnet’s UMA, APM, and mutual fund/ETF options.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Founder/Business Owner Retired
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Robert M

Series 63, Series 65

Beatrice, NE

Edward Jones

Robert Moran is a financial advisor at Edward Jones with 34 years of industry experience, all spent with the firm since 1992. He holds the Series 63 and Series 65 designations. In addition to his advisory role, Moran serves as vice chair of the Gage County Hospital Authority No. 1 and is a board member of the Beatrice Board of Public Works. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual households, pension plans, and charitable organizations. The firm provides a range of advisory services through its nationwide network of over 23,000 financial advisors and offers discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Jody S

CFP®, Series 66

Beatrice, NE

Wells Fargo Advisors

Jody Starr is a CFP®-certified financial advisor with 11 years of industry experience, currently affiliated with Wells Fargo Advisors. Prior to joining Wells Fargo Advisors in 2025, she worked with Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of her advisory role, she co-owns a plumbing and HVAC business and serves as a joint venture girls basketball referee for Fairbury Public Schools. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized offerings such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Kimberly B

Series 66

Beatrice, NE

Edward Jones

Kimberly Barnes is a financial advisor at Edward Jones with a Series 66 designation and eight years of industry experience. She has worked at Edward Jones since 2018, with prior experience at Beatrice State Developmental Center and E Energy Adams, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Heath H

Series 66

Beatrice, NE

Edward Jones

Heath Hovendick is a financial advisor with Edward Jones in Beatrice, Nebraska. He holds a Series 66 designation and has one year of industry experience, including six years at Farmers Cooperative and prior roles with the YMCA of Lincoln and Beatrice Country Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a network of over 23,000 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management Retirement income strategy Retired Founder/Business Owner Executive
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Harold H

Series 66

Beatrice, NE

Wells Fargo Advisors

Harold Hinz is a Series 66 licensed financial advisor with 15 years of industry experience, currently with Wells Fargo Advisors. His career includes nearly 16 years of prior service within Wells Fargo entities. He is a 25% owner of Watchtower Wealth Management, LLC, a financial planning practice based in Beatrice, NE, where he also holds co-trustee roles for multiple 401(k) plans. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutions. The firm offers a broad range of investment and financial planning services, with tailored recommendations supported by Wells Fargo research and planning tools, and integrates advisory services with other financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Gina W

Series 66

Beatrice, NE

Wells Fargo Advisors

Gina Weise is a Series 66-credentialed financial advisor with 12 years of industry experience, currently with Wells Fargo Advisors. Her career includes prior roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. She serves as co-trustee of a family trust and is a church council member at Peace Lutheran Church. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning solutions supported by Wells Fargo’s research and tools, delivering tailored recommendations through a combination of meetings and written reports.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Stephen H

Series 66

Beatrice, NE

Edward Jones

Stephen Hovendick is a financial advisor with Edward Jones in Beatrice, NE, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and strategies supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jill K

Series 66

Beatrice, NE

Wells Fargo Advisors

Jill Karlin is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she owns and manages a residential rental property. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu tailored to clients meeting net-worth thresholds, covering areas such as retirement, education, and business-owner transition planning.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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John G

Series 63, Series 66

Beatrice, NE

Edward Jones

John Guernsey is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 1999. 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 operates a broad network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive
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Mark S

Series 66

Beatrice, NE

Edward Jones

Mark Simonson is a financial advisor with Edward Jones in Beatrice, Nebraska, holding a Series 66 designation and having four years of industry experience. Before joining Edward Jones in 2021, he worked at Security First Bank from 2016 to 2021. He serves as a board member for the Beatrice YMCA Real Estate Holding Company, an entity involved in a New Markets Tax Credits real estate transfer. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of advisors and offices.

Retirement income strategy General retirement planning Retirement withdrawal strategies Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Catherine P

Series 66

Beatrice, NE

Wells Fargo Advisors

Catherine Plessel is a financial advisor with Wells Fargo Advisors in Beatrice, NE, holding a Series 66 designation and 18 years of industry experience. She has worked across several Wells Fargo entities since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet a net-worth threshold, utilizing Wells Fargo research, planning tools, and simulation models to support its advisory and brokerage programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Jeffrey K

Series 66

Beatrice, NE

Wells Fargo Advisors

Jeffrey Kidder is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. He holds the Series 66 designation and has worked within Wells Fargo entities since 2015. Kidder serves on the Gage County Hospital Authority Board and is a Staff Sergeant in the Nebraska Air National Guard. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients who meet specific net-worth criteria. The firm combines advisory services with other financial products and referral channels through a network of financial advisors.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Jonathan D

Series 66

Beatrice, NE

Edward Jones

Jonathan Deines is a financial advisor with Edward Jones in Beatrice, Nebraska, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Stonehouse Publishing, Inc. from 2013 to 2017. Outside of his advisory role, Deines serves as a board member of Beatrice Aces LLC, where he supports local high school golf programs by providing equipment and uniforms to youth participants. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households and organizations. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Anthony S

Series 63, Series 66

Beatrice, NE

Wells Fargo Advisors

Anthony Schnuelle is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. He held prior roles within Wells Fargo Clearing and Wells Fargo Advisors since 2013. Outside of his advisory work, he serves as co-trustee of Watchtower Wealth Management 401K. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition planning and special-needs analysis, supported by Wells Fargo research and planning tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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