Top retirement plans for business owners (SEP, solo 401k) financial advisors 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.

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.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. 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, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad 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 provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Thomas Trefzger is a Series 66-credentialed financial advisor with eight years of industry experience. He has worked at Hantz Financial Services, Inc. since 2018 and previously held roles at Sprint and Cleveland State University. Hantz Financial Services, Inc. serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios across five risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance activities under one platform.

Taylor Reed is a financial advisor at Oppenheimer with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at NYLIFE Securities LLC, New York Life Insurance Co, and Atlas Capital Advisors LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs including asset management, consulting, and retirement services, managing both discretionary and non-discretionary accounts across diverse portfolio strategies.