Top tax-loss harvesting financial advisors in Scottsbluff, NE

Samuel Bradley is a financial advisor at Edward Jones with seven years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2019, he worked at Team Chevrolet and Luikens Well and Pump. Outside of finance, he is involved in horse training, specializing in starting and preparing colts for market. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various segments. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and supports its services with affiliated mutual funds, tax-efficient offerings, and securities-based lending.

Brandy Reichert is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Sanctuary Advisors, LLC since 2022. Prior to this, she worked at Edward Jones for 12 years. Outside of her advisory role, she is involved as Vice President of Eric Reichert Insulation and Construction Inc and holds ownership interests in several local businesses, including a Wich Which restaurant franchise. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports more than 400 independent advisers who deliver tailored investment solutions through multiple managed account platforms and employs diverse analytical approaches in its fiduciary services.

Troy Hilyard is a financial advisor at MBE Wealth Management, LLC with 24 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining MBE Wealth Management, he worked at E & H Certified Public Accountants & Management Consultants and Fred A. Lockwood & Co., PC. Outside of his advisory role, he is a partner at MBE CPAs, a certified public accounting firm, and is also a licensed insurance agent. MBE Wealth Management serves a diverse client base including individuals, trusts, estates, businesses, retirement plans, and financial institutions. The firm builds diversified, long-term oriented portfolios using low-cost mutual funds and ETFs, individual securities, and independent managers, employing both fundamental and technical analysis while offering comprehensive financial planning and fiduciary services.

Bradley Childs is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Cambridge since 2011 and has operated as a self-employed advisor since 1993. Childs serves as a board member of Advancing Technology Sub Chapter S Corp and is involved in nonprofit work as the Hospital Chairman for the Panhandle Shrine Club, assisting families of disabled children. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through independent Financial Professionals, offering both proprietary and third-party model strategies across multiple platform arrangements.

Robert Findley is a CFP® professional with 36 years of industry experience. He is currently with LPL Financial and has previously worked at Securities America Advisors and First State Bank. He also serves as a trustee for the Bullock Trust and holds a financial institution duty role at Riverstone Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of programs including financial planning, model portfolios, and institutional platforms, supported by advanced tools and a broad network of investment adviser representatives.

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.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

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.

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.

Deborah Etherton is a financial advisor at Edward Jones in Cape Girardeau, MO, holding Series 63 and Series 66 licenses with 20 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.