Independent financial advisors in North Platte, NE

Troy Fry is a financial advisor with Professional Financial Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He previously worked at Wells Fargo Investments and Wells Fargo Bank, with tenures of 10 and 21 years respectively. Outside of finance, he assists with event setup and teardown for weddings in Hastings, Nebraska. Professional Financial Advisors, LLC serves individuals, pension and profit-sharing plans, trusts, estates, foundations, and other entities through discretionary portfolio management, financial planning, and retirement consulting. The firm integrates investment management with accounting and specialized retirement consulting, operating across seven offices and managing approximately $614 million in assets for over 2,000 clients.

Misty Robertson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and six years of industry experience. Her background includes roles at Wells Fargo Bank and First National Bank, where she has been associated since 2019. Outside of financial advising, she operates a farming business as a sole proprietor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm uses analytical tools for tailored, non-discretionary planning and supports a broad network of advisors with specialized programs and consulting services.

Casey Schiel is a financial advisor with Edward Jones in North Platte, NE, holding a Series 66 credential and having four years of industry experience. He has been with Edward Jones since 2018, with a brief interruption, and is also involved in product invention through Door Night Light, LLC, which holds a U.S. utility patent. Additionally, Schiel serves as a volunteer firefighter for the North Platte Volunteer Fire Department. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory and investment services supported by a broad network of financial advisors and branch offices nationwide.

Susan Maline is an Investment Advisor Representative at Avantax Planning Partners, Inc. with two years of industry experience. She holds a Series 65 designation and has been serving clients since 2023. In addition to her advisory role, Maline is the secretary of McChesney Martin Sagehorn, P.C., a public accounting firm, and is involved in managing a community BMX track as treasurer of 308 BMX, Inc. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm offers discretionary portfolio management using model-based style allocation strategies, retirement plan management, and tax-intelligent overlays, operating within a larger corporate group with access to multiple affiliated financial and consulting entities.

Melinda Borges is a financial advisor at LPL Financial with 11 years of industry experience. She holds the Series 66 designation and previously worked at SII Investments, Inc. from 2014 to 2018. Outside of her advisory role, Borges is a part owner of a family farm in Venango, NE. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, along with retirement plan consulting and brokerage services, utilizing both discretionary and non-discretionary management approaches.

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.

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.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

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.