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Donald S

Series 63

Lincoln, NE

OSAIC

Donald Svoboda is a financial advisor with OSAIC, holding a Series 63 license and bringing 47 years of industry experience. He previously worked at Woodbury Financial for 20 years before joining OSAIC in 2024. Outside of his advisory role, Svoboda is involved in the sales and service of fixed and traditional insurance products through his ownership and directorship positions in related businesses. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services with a focus on asset allocation, risk management, and access to multiple investment platforms and third-party managers.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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William R

Series 63, Series 65

Lincoln, NE

OSAIC

William Reed is a financial advisor at OSAIC with 49 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Woodbury Financial for 20 years. Outside of his advisory role, he is the owner and president of Reed Financial Services, a sole proprietorship involved in the sale of life, LTC, health, and fixed annuities. OSAIC serves a wide range of retail and institutional clients through an extensive network of affiliated advisers and offers integrated brokerage, advisory, and planning services. The firm employs asset-allocation tools and a variety of investment options, managing accounts on discretionary or non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jack E

CFP®, Series 66

Lincoln, NE

Edward Jones

Jack Ehrke is a financial advisor at Edward Jones in Lincoln, NE, holding the CFP® designation and Series 66 license with 11 years of industry experience. He has been with Edward Jones since 2014 and is also affiliated with the University of Nebraska-Lincoln since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices. The firm operates under a fiduciary standard and provides both discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Retirement income strategy Charitable giving & philanthropy Business ownership considerations Family Business General estate planning guidance Founder/Business Owner
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Brittany E

Series 66

Lincoln, NE

UBS Financial Services

Brittany Earl is a financial advisor at UBS Financial Services with one year of industry experience. She holds a Series 66 designation and previously worked at Bryan Medical Center and Southwest Baptist University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and capital market assumptions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Sophia W

Series 65

Lincoln, NE

Edelman Financial Engines

Sophia Weinert is a financial advisor at Edelman Financial Engines with one year of industry experience. She has held previous roles at Edelman Financial Engines, State Farm, Triune Financial Partners, and also worked at Cozad High School. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers diversified model portfolios, planner delivery combined with online tools, and manages approximately $326 billion for about 477,000 clients.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Curtis L

Series 66

Lincoln, NE

OSAIC

Curtis Le Valley is a financial advisor with Osaic Wealth, Inc. in Lincoln, Nebraska, holding a Series 66 credential and nine years of industry experience. He has operated LeValley Wealth Management since 2017, where he also serves as an insurance broker focused on fixed annuities and non-variable insurance products. Curtis has been with Osaic Wealth since 2018 and previously worked at Sii for one year. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to offer diversified portfolio management and investment solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Stephen H

Series 63, Series 65

Lincoln, NE

OSAIC

Stephen Hill is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Securities America Advisors and Questar Asset Management. Hill is also president of Hill & Associates CPAs PC, a CPA firm providing tax and accounting services. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services along with access to third‑party money managers and wrap programs. The firm employs asset‑allocation tools and risk‑tolerance assessments to construct diversified portfolios that can include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Fredrick A

CFP®, Series 66

Lincoln, NE

LPL Financial

Fredrick Alexander is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at LPL Financial since 2020. He previously worked with Securities America Advisors and Jfc Financial Services from 2012 to 2020, and has been involved with his own legal services firm, Alexander & Greenlee, LLC, since 2007. Outside of advisory work, he is active as an attorney and is involved in the business entity WeVote. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios and third-party subadvisors, supported by advanced technology tools for operational and research purposes.

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

CFP®, Series 63, Series 66

Lincoln, NE

LPL Financial

Nathan Schmidt is a financial advisor with LPL Financial, holding the CFP® designation and Securities Series 63 and 66 licenses, with 26 years of industry experience. He has previously worked at Purshe Kaplan Sterling Investments, Thrivent Advisor Network, and Thrivent Financial for Lutherans. Outside of his advisory role, he is involved in a farm business and contributes to a basement finishing operation. 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 services including financial planning, third-party asset management access, and institutional platforms, supporting advisors with both discretionary and non-discretionary strategies.

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

Series 63, Series 65

Lincoln, NE

RBC Capital Markets

Douglas Kuszak is a financial advisor with RBC Capital Markets in Lincoln, NE, holding Series 63 and Series 65 designations and 32 years of industry experience. His prior roles include positions at City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Outside of his advisory work, he acts as a guardian for his son. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies, combining in-house and third-party managers, and provides both discretionary and non-discretionary portfolio management along with financial planning and brokerage services.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Anne J

Series 63

Lincoln, NE

Cetera

Anne Johnson is a financial advisor with Cetera who holds a Series 63 designation and has 29 years of industry experience. She has been with Cetera Wealth Services, LLC since 2013 and joined Cetera in 2023. In addition to her advisory role, she is a registered representative involved in the sale of fixed insurance products and holds a notary public commission. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Chelsea S

Series 63, Series 65

Lincoln, NE

LPL Financial

Chelsea Slavin is a financial advisor at LPL Financial with 4 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Securities America, Inc. and Compass Financial Resources, LLC. 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 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
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Michelle H

Series 66

Lincoln, NE

Wells Fargo Advisors

Michelle Halloran is a financial advisor at Wells Fargo Advisors with nine years of industry experience. She holds a Series 66 designation and has worked within the Wells Fargo organization since 2015. Outside of her advisory role, she has connections to several private business interests through family ownership. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers comprehensive financial planning and investment services using proprietary research and tools, with a focus on tailored, discrete planning engagements.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Adam N

Series 66

Lincoln, NE

Raymond James Financial

Adam Niederklein is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and previously owned and operated Custom Coverage LLC, where he worked as a health insurance broker. Niederklein has additional experience with educational institutions, including Lincoln Public Schools and Southeast Community College. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm utilizes analytical tools and tailored planning to support client goals and offers specialized programs like municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Mark C

Series 66

Lincoln, NE

Edward Jones

Mark Consbruck is a Series 66 credentialed financial advisor with Edward Jones in Lincoln, NE, where he has worked since 2013. He has 14 years of industry experience. Outside of his advisory role, Mark and his spouse own a single-family rental property associated with their son's college education. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with approximately $1.01 trillion in assets under management. The firm offers a wide range of investment strategies and affiliated services, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Derik R

Series 66

Lincoln, NE

LPL Financial

Derik Reikofski is a financial advisor with LPL Financial holding a Series 66 designation and 11 years of industry experience. He has worked at LPL Financial since 2021 and previously held roles at various firms including Waddell & Reed and Step by Step, LLC. Outside of advising, he is a commissioned Notary Public in the state of Nebraska. 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 financial planning and asset management services, utilizing model portfolios and third-party subadvisors, supported by advanced operational tools.

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

Series 63, Series 66

Lincoln, NE

Ameriprise

Kyle Warday is a financial advisor with Ameriprise in Lincoln, NE, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at Ameriprise since 2017 and has prior experience with Bank of the West, TD Ameritrade, and Ameritas. Outside his advisory role, he is involved with Cirksena, Knight, Jacobsen, Sieps & Kresse, LLC in Omaha, NE. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that combine proprietary research and third-party data to provide tax-aware withdrawal strategies and dependable income recommendations.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Leslie E

Series 66

Lincoln, NE

UBS Financial Services

Leslie Evert is a financial advisor at UBS Financial Services with 11 years of industry experience. She holds the Series 66 designation and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Bruce S

Series 63, Series 65

Lincoln, NE

LPL Financial

Bruce Schreiner is a financial advisor with LPL Financial based in Lincoln, NE, holding Series 63 and Series 65 licenses and over 21 years of industry experience. Prior to joining LPL Financial in 2025, he worked for Berthel Fisher & Company Financial Services Inc. for 13 years and has operated Schroeder & Schreiner, P.C., a professional corporation specializing in tax preparation and accounting, since 1991. He is also involved in several business ventures outside of advising, including ownership roles in various companies such as Village at Skyline Pines Group, LLC and Quality Senior Villages, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered by a large network of investment adviser representatives using both proprietary and third-party strategies.

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

Series 66

Lincoln, NE

Edward Jones

Craig Baete is a financial advisor with Edward Jones in Lincoln, NE, holding a Series 66 credential and six years of industry experience. He has worked at Edward Jones since 2019 and previously spent 17 years at State Farm. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors.

College savings (529s, UTMA, etc.) Divorce financial planning Retired Founder/Business Owner Executive
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