Seasoned financial advisors in Beatrice, NE

Andrew Miesbach is a financial advisor at LPL Financial with five years of industry experience. He holds a Series 66 designation and has previously worked at Waddell & Reed, Inc, Nolan Rathe, Nathan Rink, and Jason Rolf. LPL Financial is a registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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 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.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

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.

David Cade is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Next Financial Group, Inc. for 20 years before joining LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, utilizing research and model portfolios to support diversified investment strategies.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.