Top financial advisors working with founders and business owners in Beatrice, NE

Andrew Miesbach is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Waddell & Reed, Nolan Rathe, Nathan Rink, and Jason Rolf, each in 2020-2021, as well as service at the Lincoln Airport Authority from 2018 to 2020. 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 and access to third-party asset management, with a focus on customized investment strategies and technology-supported research tools.

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.

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.

Anthony Schnuelle is a financial advisor with Wells Fargo Advisors in Beatrice, NE, holding Series 63 and Series 66 licenses and having 14 years of industry experience. He worked at Wells Fargo Clearing for nine years before joining Wells Fargo Advisors in 2025. Schnuelle also serves as a co-trustee for Watchtower Wealth Management 401K. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning specialties and tailored recommendations supported by Wells Fargo research and planning tools.

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.