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

Steven M

Series 63, Series 65

Omaha, NE

LPL Financial

Steven Meier is a financial advisor with LPL Financial in Omaha, NE, holding Series 63 and Series 65 designations and 18 years of industry experience. His previous roles include positions at Securities America Advisors, TD Ameritrade, and Thrivent Investment Management. He serves as vice president of the Eagle Run Drive Homeowners Association in Omaha, an unpaid community leadership role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset managers, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

John H

Series 63, Series 66

Omaha, NE

LPL Financial

John Hatfield is a financial advisor at LPL Financial based in Omaha, NE, holding Series 63 and Series 66 credentials with 24 years of industry experience. His career includes roles at BancWest Investment Services and Bank of the West from 2006 to 2023, and he has been with LPL Financial and BMO since 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its network of advisors with various investment programs, operational tools, and a broad array of financial services.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Austin G

Series 63, Series 65

Omaha, NE

LPL Financial

Austin Gardner is a financial advisor with LPL Financial in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Prior to joining LPL Financial in 2019, he worked at First Command Advisory Services and related entities from 2014 to 2021. Outside of his advisory role, Gardner owns a custom construction and woodworking business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of representatives using models, third-party subadvisors, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Edward Z

Series 66

Omaha, NE

LPL Financial

Edward Zbylut is a financial advisor with LPL Financial in Omaha, NE, holding a Series 66 designation and 23 years of industry experience. His prior work includes roles at Raymond James & Associates, RBC Capital Markets, TD Ameritrade, and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and $819 billion in discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Jeremy D

Series 63, Series 66

Omaha, NE

LPL Financial

Jeremy Doyle is a financial advisor with LPL Financial in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at LPL Financial since 2014 and has prior experience at Securities America Advisors, Inc. and QA3 Financial LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and asset management solutions, including access to third-party managers and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Ryan K

Series 63, Series 65

Omaha, NE

LPL Financial

Ryan Keiser is a financial advisor with LPL Financial in Omaha, NE, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at Morgan Stanley DW Inc. from 2002 to 2005 and has been an adjunct professor at the University of Nebraska at Omaha since 2013. Keiser is a member of the Omaha Suburban Rotary and is also an author and owner of a travel agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Peter B

Series 63, Series 65, Series 66

Omaha, NE

LPL Financial

Peter Bolay is a financial advisor at LPL Financial with over 51 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked with firms including Wells Fargo Advisors and A. G. Edwards & Sons. Bolay operates NAVIQ Wealth Management as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions supported by a large network of advisors and technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Brad G

Series 63

Omaha, NE

LPL Financial

Brad Goracke is a financial advisor with LPL Financial, holding a Series 63 designation and 28 years of industry experience. He previously worked at Ameriprise Financial and its affiliates from 1998 to 2024. Outside of his advisory role, he is involved with Springfield Farm LLC in a real estate rental capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing various strategies and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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

© 2026 Warmer Holdings Inc. (“Warmer”)