CFP®-certified financial advisors in Prescott, AZ

James Poindexter is a CFP® and ChFC® with 36 years of industry experience. He is affiliated with Independent Wealth Network, Inc. and has worked there since 2017. Prior to that, he held roles at McDermott Investment Services, Brokers International Financial Services, and Broker Dealer Financial Services Corp. Outside of advising, he serves as a volunteer board member for two homeowners associations and provides trust preparation consulting with a licensed attorney. Independent Wealth Network, Inc. offers advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm tailors strategies to client goals using a combination of fundamental and technical analysis, discretionary portfolio management, and access to third-party managers and model portfolios.

Kathleen Nemetz is a CFP® with 21 years of industry experience. She is currently with Stratos Wealth Partners, Ltd and LPL Financial, having joined both firms in 2019. Prior to that, she worked at Mcclurg Capital Corporation for six years. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm’s Strategic Wealth Management platform supports both advisor-managed and model-based portfolios across multiple custodians and emphasizes active monitoring and asset allocation.

Dakoda Peterson is a CFP® and ChFC® credentialed financial advisor with nine years of industry experience, currently practicing at Edward Jones since 2017. Prior to that, he held positions at BCJ Capital Management, AXA Equitable, K and R Tax, and Arizona State University. He is a shareholder in DP Professionals based in Prescott, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is known for its extensive retail advisor network and branch presence, as well as additional affiliated financial services.

Merissa Brinkerhoff is a financial advisor with Raymond James Financial in Prescott, AZ, holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. She previously worked at Wright Wealth Management Group and Center Street Securities, Inc. She is also employed as a financial advisor at Desert Financial Credit Union and Desert Financial Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and supports a broad advisor network with specialized services including municipal and public-finance advisory.

David Edmisten is a CFP® and holds a Series 66 license with 17 years of industry experience. He is currently with Pure Financial Advisors, LLC and has prior experience at Charles Schwab and Schwab Bank. In addition to his advisory role, he provides financial education as a consultant for Addition Wealth, an independent firm focused on employee financial wellness. Pure Financial Advisors primarily serves individual and high-net-worth clients, offering financial planning and portfolio management along with services for trusts, estates, and retirement plans. The firm employs a planning-centered investment approach guided by an Investment Committee, incorporating tax-aware strategies and specialized management through sub-advisers.

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.

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.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.