Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Thomas W

CFP®, Series 63, Series 65

Omaha, NE

First National Advisers, LLC

Thomas Woodward is a CFP® professional with 17 years of experience in the financial services industry. He is currently with First National Advisers, LLC and previously worked at UMB Financial Services Inc, RBC Capital Markets, LLC, and held roles in school districts in Missouri. First National Advisers, LLC is a subsidiary of First National Bank of Omaha that provides discretionary investment management to individuals and institutions, offering diversified equity and fixed-income models, managed strategies, and team-based wealth services. The firm is notable for its integration within a banking and trust complex and its role as sub-advisor to affiliated mutual funds.

Wealth management ESG / Sustainable investing Real estate investing
user avatar
firm logo

Shruthi M

CFA®

Omaha, NE

First National Advisers, LLC

Shruthi Manjunath is a CFA® charterholder with 24 years of experience at First National Advisers, LLC. She is based in Omaha, NE and has worked exclusively with the firm since 2002. First National Advisers, LLC provides discretionary investment management to individual and institutional clients, including high-net-worth individuals. The firm is a subsidiary of First National Bank of Omaha and manages approximately $7.3 billion in discretionary assets, offering services that include asset allocation, fund screening, and risk monitoring through its Private Wealth Reserve platform.

Wealth management ESG / Sustainable investing Real estate investing
user avatar
firm logo

Brett B

Series 66

Omaha, NE

First National Advisers, LLC

Brett Badalucco is a financial advisor at First National Advisers, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including BMO Nesbitt Burns Securities Ltd., BMO Bank N.A., Bancwest Investment Services Inc., and Bank of the West. First National Advisers, LLC, a subsidiary of First National Bank of Omaha, provides discretionary investment management to individuals and institutions. The firm offers diversified equity and fixed-income models, managed mutual fund and individual equity strategies, and a team-based wealth service called Private Wealth Reserve.

Wealth management ESG / Sustainable investing Real estate investing
user avatar
firm logo

Michelle S

CFP®

Omaha, NE

First National Advisers, LLC

Michelle Smithberg is a CFP® professional at First National Advisers, LLC with two years of industry experience. She previously worked at First National Bank of Omaha for 26 years. Outside of her advisory role, she serves as President of the Board of Directors for the Omaha Theater Company, a nonprofit focused on engaging youth and families in theater. First National Advisers, LLC is a subsidiary of First National Bank of Omaha providing discretionary investment management to individuals and institutions. The firm manages approximately $6.6 billion in assets, offering diversified equity and fixed-income models, managed mutual fund and equity strategies, and a team-based wealth service called Private Wealth Reserve.

Wealth management ESG / Sustainable investing Real estate investing
user avatar
firm logo

John S

CFA®, Series 63

Fort Collins, CO

First National Advisers, LLC

John Smith is a CFA® charterholder and holds a Series 63 license with four years of industry experience. He is currently an advisor at First National Advisers, LLC, where he has worked for one year. His prior experience includes roles at Bank of America and several other investment firms. First National Advisers, LLC provides discretionary investment management to individuals, including high-net-worth clients, and institutional clients. The firm offers a team-based Private Wealth Reserve service focused on asset allocation, fund screening, and risk monitoring, and is a wholly owned subsidiary of First National Bank of Omaha with roughly $7.3 billion in discretionary assets under management.

Wealth management ESG / Sustainable investing Real estate investing
user avatar
firm logo

Steven A

CFP®

Omaha, NE

First National Advisers, LLC

Steven Anderson is a CFP® professional with 11 years of industry experience. He is currently with First National Advisers, LLC in Omaha, NE, and has held prior roles at UMB Private Wealth Management LLC, Triune Financial Partners, LLC, Ivy Distributors, Inc., and Waddell & Reed, Inc. Anderson serves on the advisory council for St. Therese Catholic School and is an instructor for CFP® education courses through Dalton Education LLC. First National Advisers, LLC provides discretionary investment management to individuals, including high-net-worth clients, and institutional clients. The firm offers a team-based Private Wealth Reserve service that focuses on asset allocation, fund screening, and risk monitoring, and is a subsidiary of First National Bank of Omaha with approximately $7.3 billion in discretionary assets under management.

Wealth management ESG / Sustainable investing Real estate investing
user avatar
firm logo

David C

CFA®, Series 63

Omaha, NE

First National Advisers, LLC

David Craft is a CFA® charterholder and Series 63 licensee currently with First National Advisers, LLC, where he has worked since 2021. He has over 24 years of experience in the financial industry, previously serving at Wells Fargo Private Bank (formerly Northwest Bank) from 1996 to 2020. First National Advisers, LLC provides discretionary investment management for individuals, including high-net-worth clients, and institutional clients. The firm emphasizes asset allocation, quantitative and qualitative fund screening, and ongoing risk monitoring through a team-based Private Wealth Reserve service and manages approximately $7.3 billion in discretionary assets.

Wealth management ESG / Sustainable investing Real estate investing
user avatar
firm logo

Scott S

CFA®

Omaha, NE

First National Advisers, LLC

Scott Summers is a CFA® charterholder with over 10 years at First National Advisers, LLC and three years of industry experience. He serves as the Director of Investment Management at First National Bank of Omaha and is the Treasurer for the Saint Andrews Pointe Homeowners Association. First National Advisers, LLC provides discretionary investment management to individuals, including high-net-worth clients, and institutional clients using mutual funds, ETFs, fixed income, and individual equities. The firm is a wholly owned subsidiary of First National Bank of Omaha and manages approximately $7.3 billion in discretionary assets, offering team-based wealth management services with a focus on asset allocation, fund screening, and risk monitoring.

Wealth management ESG / Sustainable investing Real estate investing
user avatar
firm logo

Michael S

Series 63, Series 65

Omaha, NE

First National Advisers, LLC

Michael Smith is an investment advisor at First National Advisers, LLC in Omaha, NE, with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of the West, BancWest Investment Services, TD Ameritrade, and Omaha Public Schools. First National Advisers, LLC provides discretionary investment management to individuals, including high-net-worth clients, and institutional clients. The firm uses a team-based approach with an emphasis on asset allocation, quantitative and qualitative fund screening, and ongoing risk monitoring across a range of portfolio objectives.

Wealth management ESG / Sustainable investing Real estate investing
user avatar
firm logo

Christie H

CFA®

Fort Collins, CO

First National Advisers, LLC

Christie Hoffer is a CFA® charterholder with three years of experience at First National Advisers, LLC and over three decades at First National Bank of Omaha. She currently serves as Director of Investment Management at the bank, managing portfolios for high net worth clients, trusts, institutions, foundations, and endowments. First National Advisers, LLC is a subsidiary of First National Bank of Omaha providing discretionary investment management to individuals and institutions, including affiliated clients. The firm offers diversified equity and fixed-income model portfolios, managed mutual fund and equity strategies, and team-based wealth services, leveraging its embedded role within a banking and trust complex.

Wealth management ESG / Sustainable investing Real estate investing
user avatar
firm logo

Robert S

CFP®, Series 66, Series 63

Kansas City, MO

First National Advisers, LLC

Robert Self is a CFP® with nine years of industry experience. He currently works at First National Advisers, LLC and has previously held positions at Country Club Trust Company, Wells Fargo Advisors, Bank of America, and Merrill. First National Advisers, LLC provides discretionary investment management to individuals, including high-net-worth clients, and institutional clients. The firm offers a team-based Private Wealth Reserve service focused on asset allocation, fund screening, and risk monitoring, serving roughly $7.3 billion in discretionary assets under management.

Wealth management ESG / Sustainable investing Real estate investing
user avatar
firm logo

Craig S

CFA®, Series 66

Omaha, NE

First National Advisers, LLC

Craig Sall is a CFA® charterholder with 11 years of industry experience. He is currently with First National Advisers, LLC, where he has worked since 2022. Prior to this, he held roles at First National Bank of Omaha and Raymond James Financial Services from 2015 to 2022. He serves as a board member of the Mount Michael Booster Club, a nonprofit supporting high school sports and activities. First National Advisers, LLC is a subsidiary of First National Bank of Omaha that provides discretionary investment management to individuals and institutions, including affiliated clients. The firm offers diversified equity and fixed-income models, managed mutual fund and individual equity strategies, and a team-based wealth service known as Private Wealth Reserve.

Wealth management ESG / Sustainable investing Real estate investing
user avatar
firm logo

Mark P

Series 65

Omaha, NE

First National Advisers, LLC

Mark Palmesano is a financial advisor at First National Advisers, LLC with three years of industry experience. He holds a Series 65 designation and has worked at First National Bank of Omaha since 2019 and US Bancorp from 1997 to 2019. In addition to his advisory role, he serves as a director managing investments for high net worth individuals at First National Bank of Omaha. First National Advisers, LLC is a subsidiary of First National Bank of Omaha that provides discretionary investment management to individuals and institutions. The firm manages approximately $6.6 billion in discretionary assets and offers diversified equity and fixed-income models, managed mutual fund and individual equity strategies, and a team-based wealth service called Private Wealth Reserve.

Wealth management ESG / Sustainable investing Real estate investing
user avatar
firm logo

Alissa D

Series 65

Omaha, NE

First National Advisers, LLC

Alissa Dehl is a financial advisor with First National Advisers, LLC, holding a Series 65 credential and four years of industry experience. She previously worked for First National Bank of Omaha for eleven years, where she was a Private Client Manager. Outside of her advisory role, she serves as Treasurer and Committee Member for the Boy Scouts of America Pack 464, overseeing financial tracking and fundraising activities. First National Advisers, LLC provides discretionary investment management to individuals, including high-net-worth clients, and institutional clients. The firm offers a team-based Private Wealth Reserve service focusing on asset allocation, fund screening, and risk monitoring, and is affiliated with First National Bank of Omaha and related entities.

Wealth management ESG / Sustainable investing Real estate investing
user avatar
firm logo

Stacy A

CFA®, Series 65

Omaha, NE

First National Advisers, LLC

Stacy Auman is a CFA® charterholder and holds a Series 65 license, serving as a financial advisor with First National Advisers, LLC since 2015 and has four years of industry experience. She is also the Director of Investment Management at First National Bank of Omaha and serves on multiple nonprofit boards, including the Leukemia and Lymphoma Society Lower Plains Board, Marian High School Endowment Board of Trustees, and St. Vincent DePaul Finance Committee. First National Advisers, LLC provides discretionary investment management to individuals, including high-net-worth clients, as well as institutional clients. The firm uses a team-based approach with asset allocation, quantitative and qualitative fund screening, and ongoing risk monitoring to implement model portfolios and is affiliated with First National Bank of Omaha.

Wealth management ESG / Sustainable investing Real estate investing
user avatar
firm logo

Dakota M

CFA®

Kansas City, MO

First National Advisers, LLC

Dakota McMahon is a CFA® charterholder with one year of experience at First National Advisers, LLC. Prior to joining the firm, he worked at Country Club Bank for four years and State Street Corporation for six years. He is based in Kansas City, MO. First National Advisers, LLC provides discretionary investment management to individuals, including high-net-worth clients, and various institutional clients. The firm uses mutual funds, ETFs, fixed income, and individual equities, and offers a team-based Private Wealth Reserve service focusing on asset allocation, fund screening, and risk monitoring.

Wealth management ESG / Sustainable investing Real estate investing
user avatar
firm logo

Todd S

CFA®

Omaha, NE

First National Advisers, LLC

Todd Seawall is a CFA® charterholder with 26 years of experience at First National Advisers, LLC in Omaha, NE. He has worked exclusively with the firm since 2000. First National Advisers, LLC provides discretionary investment management to individuals, including high-net-worth clients, as well as institutional clients. The firm employs a team-based approach emphasizing asset allocation, quantitative and qualitative fund screening, and ongoing risk monitoring to implement model portfolios across a range of investment objectives.

Wealth management ESG / Sustainable investing Real estate investing
user avatar
firm logo

Daniel W

Series 65, Series 63

Omaha, NE

First National Advisers, LLC

Daniel Witt is a financial advisor at First National Advisers, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining First National Advisers in 2025, Witt worked at FNBO and Valmont Industries, Inc. First National Advisers, LLC provides discretionary investment management to individuals, including high-net-worth clients, as well as institutional clients. The firm offers a team-based Private Wealth Reserve service focused on asset allocation, fund screening, and risk monitoring, and operates as a wholly owned subsidiary of First National Bank of Omaha with approximately $7.3 billion in discretionary assets under management.

Wealth management ESG / Sustainable investing Real estate investing
user avatar
firm logo

Philip M

CFP®

Kansas City, MO

First National Advisers, LLC

Philip Michaud is a CFP® professional with experience in wealth management and banking, currently serving at First National Advisers, LLC since 2026. His career includes roles at UMB Private Wealth Management, UMB Bank, and U.S. Bank. First National Advisers, LLC provides discretionary investment management to individual and institutional clients, including high-net-worth individuals, through a team-based service emphasizing asset allocation, fund screening, and risk monitoring. The firm is a wholly owned subsidiary of First National Bank of Omaha and manages approximately $7.3 billion in discretionary assets.

Wealth management ESG / Sustainable investing Real estate investing
user avatar
firm logo

Andrew B

CFP®, Series 63, Series 65

Omaha, NE

First National Advisers, LLC

Andrew Bradshaw is a CFP® with five years of industry experience. He is currently with First National Advisers, LLC and previously worked at Country Club Trust Company, Tower Wealth Managers, and Creative Planning. First National Advisers, LLC provides discretionary investment management to individuals, including high-net-worth clients, as well as institutional clients. The firm offers a team-based Private Wealth Reserve service that focuses on asset allocation, fund screening, and risk monitoring, managing approximately $7.3 billion in discretionary assets.

Wealth management ESG / Sustainable investing Real estate investing
user avatar
firm logo

Frank M

CFP®, CFA®, Series 63, Series 65

Kansas City, MO

First National Advisers, LLC

Frank Maggiorotto Jr. is a CFP® and CFA® with six years of industry experience, currently affiliated with First National Advisers, LLC in Kansas City, MO. He has held roles at Country Club Trust Company, Country Club Financial Services, Inc, and Tower Wealth Managers, Inc. since 2015. First National Advisers, LLC is a wholly owned subsidiary of First National Bank of Omaha that provides discretionary investment management to individuals, including high-net-worth clients, and institutional clients. The firm employs a team-based Private Wealth Reserve service focusing on asset allocation, fund screening, and risk monitoring to implement model portfolios across varied investment objectives.

Wealth management ESG / Sustainable investing Real estate investing
user avatar
firm logo

Maxwell B

Series 63, Series 65

Omaha, NE

First National Advisers, LLC

Maxwell Behnfield is a financial advisor at First National Advisers, LLC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Independent Financial Group, Cantella & Co., Raymond James Financial Services, and UBS Financial Services. First National Advisers, LLC provides discretionary investment management to individuals, including high-net-worth clients, and various institutional clients. The firm uses mutual funds, ETFs, fixed income, and individual equities, and offers a team-based Private Wealth Reserve service emphasizing asset allocation, fund screening, and risk monitoring.

Wealth management ESG / Sustainable investing Real estate investing
user avatar
firm logo

Anthony E

Series 63, Series 65

Omaha, NE

First National Advisers, LLC

Anthony Essay is a financial advisor at First National Advisers, LLC with four years of industry experience. He previously worked at Wells Fargo Private Bank and has been associated with First National Bank of Omaha. Essay serves on the board of directors for the CHI Health Foundation, a healthcare organization focused on community partnerships. First National Advisers, LLC provides discretionary investment management to individuals, including high-net-worth clients, as well as institutional clients. The firm employs a team-based investment approach emphasizing asset allocation, fund screening, and risk monitoring, and is a wholly owned subsidiary of First National Bank of Omaha with approximately $7.3 billion in discretionary assets under management.

Wealth management ESG / Sustainable investing Real estate investing
user avatar
firm logo

Laura O

Series 66

Omaha, NE

First National Advisers, LLC

Laura O'Connor is a financial advisor with First National Advisers, LLC, holding a Series 66 designation and 17 years of industry experience. She has worked at Raymond James Financial Services and FNBO, where she serves as Director of the Private Client Managers team and Program Manager of Team Led Financial Advisory Services. O'Connor is also a board member of the Greater Omaha American Heart Association. First National Advisers, LLC is a wholly owned subsidiary of First National Bank of Omaha, providing discretionary investment management to individuals and institutions. The firm uses a team-based approach and diversified models that combine quantitative and qualitative screening, serving a range of clients including affiliated banking and trust entities.

Wealth management ESG / Sustainable investing Real estate investing
user avatar
firm logo

Diana W

Series 65, Series 63

Omaha, NE

First National Advisers, LLC

Diana Whitman is a financial advisor with First National Advisers, LLC in Omaha, NE, holding Series 65 and Series 63 licenses. She has 21 years of industry experience, including 17 years at First National Bank of Omaha and 4 years at First National Advisers. First National Advisers, LLC provides discretionary investment management to individuals, including high-net-worth clients, and institutional clients. The firm offers a team-based Private Wealth Reserve service emphasizing asset allocation, fund screening, and risk monitoring, and manages approximately $7.3 billion in discretionary assets as a wholly owned subsidiary of First National Bank of Omaha.

Wealth management ESG / Sustainable investing Real estate investing
user avatar
firm logo

Richard E

Series 65

Omaha, NE

First National Advisers, LLC

Richard Engelmann is a Series 65-licensed financial advisor at First National Advisers, LLC with three years of industry experience. He has been with the firm since 2015. First National Advisers, LLC is a subsidiary of First National Bank of Omaha that provides discretionary investment management to individuals and institutions, including affiliated clients. The firm offers diversified equity and fixed-income models, managed mutual fund and individual equity strategies, and a team-based wealth service called Private Wealth Reserve.

Wealth management ESG / Sustainable investing Real estate investing
user avatar
firm logo

Reyn W

Series 66

Omaha, NE

First National Advisers, LLC

Reyn Watanabe is a financial advisor with First National Advisers, LLC in Omaha, NE, holding a Series 66 credential and three years of industry experience. His prior roles include positions at Cetera Advisor Networks, Power Life, CWM, LLC DBA Carson Group Holdings, and Cerner Corporation. First National Advisers, LLC provides discretionary investment management to both individual and institutional clients, including high-net-worth individuals. As a wholly owned subsidiary of First National Bank of Omaha, the firm manages approximately $7.3 billion in discretionary assets and offers a team-based Private Wealth Reserve service that employs asset allocation, quantitative and qualitative fund screening, and risk monitoring across a range of investment objectives.

Wealth management ESG / Sustainable investing Real estate investing
user avatar
firm logo

Andrew F

CFP®, CFA®

Omaha, NE

First National Advisers, LLC

Andrew Frahm is a CFP® and CFA® with three years of experience at First National Advisers, LLC and eight years in wealth management at First National Bank of Omaha. He serves as Director of Investment Management at First National Bank of Omaha, managing portfolios for high net worth clients, institutions, foundations, and endowments. First National Advisers, LLC is a wholly owned subsidiary of First National Bank of Omaha that provides discretionary investment management to individuals and institutions, including affiliated clients. The firm offers diversified equity and fixed-income models, managed mutual fund and equity strategies, and a team-based wealth service called Private Wealth Reserve.

Wealth management ESG / Sustainable investing Real estate investing
user avatar
firm logo

Todd S

Series 63, Series 66, Series 65

Fort Collins, CO

First National Advisers, LLC

Todd Silliman is a financial advisor at First National Advisers, LLC with 17 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at Northwest Wealth Management, LLC and First National Bank of Omaha. Outside of his advisory role, he serves as Treasurer on the Finance Committee for the Harmony Ridge Homeowners Association. First National Advisers, LLC provides discretionary investment management to both individual and institutional clients, including high-net-worth individuals. The firm employs a team-based approach with an emphasis on asset allocation, fund screening, and risk monitoring, managing roughly $7.3 billion in discretionary assets and leveraging its affiliation with First National Bank of Omaha.

Wealth management ESG / Sustainable investing Real estate investing
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")