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John K

Series 66

Omaha, NE

Raymond James & Associates

John Kamp is a financial advisor with Raymond James & Associates, holding a Series 66 credential and 17 years of industry experience. He previously worked at Edward Jones for 11 years before joining Raymond James in 2020. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, and various organizations, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Tad P

Series 66

Omaha, NE

Raymond James & Associates

Tad Petersen is a financial advisor at Raymond James & Associates in Omaha, NE, holding a Series 66 designation with 10 years of industry experience. He has been with Raymond James since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Reem R

Series 66

Omaha, NE

Raymond James & Associates

Reem Rawashdeh is a financial advisor at Raymond James & Associates with six years of industry experience. She holds the Series 66 designation and previously worked with Northwestern Mutual Investment Services LLC, US Bank Wealth Management, and Wells Fargo Private Bank. Rawashdeh serves as a committee member for the nonprofit Girls Inc., where she reviews financial statements and participates in portfolio performance evaluations. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and charitable organizations, offering tailored financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Timothy Z

Series 63, Series 66

Omaha, NE

Raymond James & Associates

Timothy Ziola is a financial advisor with Raymond James & Associates in Omaha, NE, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with Raymond James & Associates since 2014. Outside of his advisory role, he owns Platte River Peakes, where he trains and breeds Chesapeake Bay retrievers, and serves on the advisory board of Compound Sportswear. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services through various programs, combining multiple portfolio management styles with firm research and model manager options.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Sarah M

Series 66

Omaha, NE

Raymond James & Associates

Sarah Madsen is a financial advisor with Raymond James & Associates in Omaha, NE, holding a Series 66 credential and two years of industry experience. Prior to joining Raymond James, she worked at the University of Northern Iowa and Duchesne Academy. She serves as a committee member on the Duchesne Academy Alumni Board, where she supports fundraising events and participates in board meetings. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering a range of financial planning and investment consulting services supported by research and multiple portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Mark K

Series 63, Series 66

Omaha, NE

Raymond James & Associates

Mark Kamp is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Edward Jones for 18 years before joining Raymond James in 2020. Kamp is based in Omaha, NE. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, nonprofit organizations, and municipal entities, offering financial planning and investment consulting through a variety of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Jonas D

Series 63, Series 66

Omaha, NE

Raymond James & Associates

Jonas Dufek is a financial advisor with Raymond James & Associates in Omaha, NE, holding Series 63 and Series 66 credentials and eight years of industry experience. He has been with Raymond James since 2019 and previously worked at Buildertrend from 2016 to 2019. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by extensive research and a range of portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Lori W

Series 63, Series 65

Omaha, NE

Raymond James & Associates

Lori Whiteman is a financial advisor with Raymond James & Associates in Omaha, NE, holding Series 63 and Series 65 credentials and 15 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of finance, she owns an Etsy business creating handmade items and works as a delivery driver for DoorDash. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm provides tailored, non-discretionary financial planning and consulting supported by a broad range of portfolio management strategies and affiliated research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Adam K

Series 66

Omaha, NE

Raymond James & Associates

Adam Kamp is a financial advisor at Raymond James & Associates with a Series 66 designation and four years of industry experience. His prior work includes roles at Reisinger Booth & Associates and the Government of the Republic of Korea, among others. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering tailored financial planning, non-discretionary investment consulting, and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Don C

CFP®, Series 63, Series 65

Omaha, NE

Raymond James & Associates

Don Connot is a CFP® professional with 44 years of industry experience, currently serving at Raymond James & Associates since 2020. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves as Vice President of the Coronado Condominium Association in Omaha, NE. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and municipal entities, offering financial planning and consulting services supported by diverse portfolio management strategies and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Mark R

ChFC®, Series 63, Series 66

Omaha, NE

Raymond James & Associates

Mark Ramaekers is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. His prior experience includes six years at Edward Jones and nine years at Insurance Agency Marketing Services. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning and non-discretionary investment consulting through various advisory programs.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Chase P

Series 66

Omaha, NE

Raymond James & Associates

Chase Prester is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and has prior work experience at Ace Lease Service, Omaha Country Club, and Buffalo Wild Wings. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering a range of financial planning and consulting services supported by extensive research and portfolio management resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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John D

Series 63, Series 66

Omaha, NE

Raymond James & Associates

John Dufek is a financial advisor at Raymond James & Associates with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base including individuals, institutions, pension plans, and charitable organizations. The firm provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions while offering a variety of portfolio management styles supported by firm research and affiliated sub-advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Mark H

ChFC®, Series 63, Series 65

Omaha, NE

Raymond James & Associates

Mark Heeney is a ChFC®-credentialed financial advisor with 46 years of industry experience. He has worked with Raymond James & Associates since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is based in Omaha, NE. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing around $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and investment consulting through various advisory programs and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Julie K

CFP®, Series 63, Series 65

Omaha, NE

Raymond James & Associates

Julie Kramer is a CFP®-certified financial advisor with Raymond James & Associates in Omaha, NE, bringing 35 years of industry experience. She previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Raymond James in 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Karl R

Series 66

Omaha, NE

Raymond James & Associates

Karl Rohrbaugh is a financial advisor with Raymond James & Associates, holding a Series 66 designation and having 18 years of industry experience. He previously worked at Edward Jones for 11 years before joining Raymond James in 2018. Outside of advising, he is involved in managing rental properties owned with his family. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a variety of portfolio management styles supported by research and model manager options.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Michael B

Series 63, Series 66

Omaha, NE

Raymond James & Associates

Michael Bogue is a financial advisor at Raymond James & Associates with nine years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Morgan Stanley, and TD Ameritrade. He holds Series 63 and Series 66 licenses. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services that are generally non-discretionary, with a range of portfolio management styles and affiliated research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Michael S

Series 66

Omaha, NE

Raymond James & Associates

Michael Sigmond is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 14 years and Uber for one year. He serves as a board member and secretary of the Dear Jack Foundation, a nonprofit organization, where he participates in finance and fundraising committees. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipalities, offering financial planning and consulting with a non-discretionary approach supported by a broad range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Bobby O

Series 66

Omaha, NE

Raymond James & Associates

Bobby O'brian III is a financial advisor with Raymond James & Associates in Omaha, NE, holding a Series 66 designation and 17 years of industry experience. He has worked at Raymond James & Associates since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers financial planning, investment consulting, and institutional fiduciary services through various advisory programs.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Gary N

Series 63, Series 65

Omaha, NE

Raymond James & Associates

Gary Noordam is a financial advisor with Raymond James & Associates in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. Prior to joining Raymond James in 2026, he worked at RBC Capital Markets for 12 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting through various specialized programs.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Eric G

CFP®, Series 66

Omaha, NE

Raymond James & Associates

Eric Gustafson is a financial advisor with Raymond James & Associates, holding CFP® and Series 66 designations and bringing 11 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide client base including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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David E

Series 66

Omaha, NE

Raymond James & Associates

David Everson is a financial advisor at Raymond James & Associates in Omaha, NE, with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for seven years before joining Raymond James in 2021. Everson serves as a committee member on the Mount Michael Foundation Investment Committee, which collaborates with an investment firm to manage the school’s endowment. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and charitable organizations, and offers financial planning, investment consulting, and institutional fiduciary services with a primarily non-discretionary approach.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Elizabeth K

Series 66

Omaha, NE

Raymond James & Associates

Elizabeth Kramer is an advisor with Raymond James & Associates in Omaha, NE. She holds a Series 66 designation and has been with Raymond James since 2026. Her professional background includes roles at HDR and experience in retail and service industries prior to entering the financial advisory field. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide client base, including individuals, institutional clients, and municipal entities, offering financial planning and investment consulting services with a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Peter M

ChFC®, Series 66, Series 65, Series 63

Omaha, NE

Raymond James & Associates

Peter Mullen is a financial advisor with Raymond James & Associates holding ChFC®, Series 66, Series 65, and Series 63 designations and has six years of industry experience. He previously worked at Carson Wealth Management Group for eight years. Outside of his advisory role, he coaches a freshman basketball team at Creighton Prep. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a broad range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Steven G

Series 63, Series 65

Omaha, NE

Raymond James & Associates

Steven Gustafson is a financial advisor with Raymond James & Associates based in Omaha, NE. He holds Series 63 and Series 65 designations and has 32 years of industry experience. Prior to his current role, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 17 years. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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John M

Series 63, Series 65

Omaha, NE

Raymond James & Associates

John Madsen is a financial advisor at Raymond James & Associates with 40 years of industry experience. He previously worked at Stifel from 2012 to 2017 before joining Raymond James in 2017. Madsen serves as a board member and chair of the Investment Committee for the Iowa West Foundation, acting as an educational liaison between the board and its outsourced Chief Investment Officer. Raymond James & Associates is a large, dually registered broker‑dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting supported by a nationwide adviser network and a variety of portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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John B

CFP®, Series 63, Series 65, Series 66

Omaha, NE

Raymond James & Associates

John Boggust is a CFP® professional with over 31 years of experience in the financial industry. He has worked at Raymond James & Associates since 2021 and previously spent 13 years at RBC Capital Markets Corporation. He serves on the Finance and Investment Committee of Duchesne Academy of the Sacred Heart, where he reviews budgets and endowment fund reports for the board. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension and profit-sharing plans, and charitable organizations, offering tailored financial planning and investment consulting with a range of portfolio management styles and affiliated research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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