Seasoned 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.

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.