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Kale C
Series 66
Lincoln, NE
Edward Jones
Kale Consbruck is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Kale worked in various roles including education and service positions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices.
Matthew M
Series 63, Series 65
Lincoln, NE
OSAIC
Matthew Mullin is a financial advisor at Osaic with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services and Questar Asset Management. He is also president of Mullin Financial Services, an LLC offering fixed life, long-term care, disability insurance, and fixed annuities. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across multiple asset classes.
Dustin A
CFP®, Series 63, Series 66
Lincoln, NE
Wells Fargo Clearing
Dustin Addison is a CFP® with 22 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016. He holds Series 63 and Series 66 licenses and is based in Lincoln, NE. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.
Thomas N
Series 63, Series 65
Lincoln, NE
RBC Capital Markets
Thomas Novotny is a financial advisor with RBC Capital Markets and holds Series 63 and Series 65 licenses. He has 33 years of industry experience, including roles at City National Bank since 2019 and RBC Capital Markets Corporation since 2010. Outside of his advisory work, he is a partner in businesses related to stadium seat rentals and arena reserved seating in Lincoln, Nebraska. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers multiple advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers to implement customized portfolio strategies.
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.
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.
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.
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.
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 holds a Series 65 designation and has previous experience at State Farm and Triune Financial Partners. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers a range of workplace solutions, wealth management, and retirement income services, combining a committee-driven modeling process with planner delivery and online tools.
Ciera A
Series 66
Lincoln, NE
LPL Financial
Ciera Andersen is a financial advisor with LPL Financial based in Lincoln, NE. She holds a Series 66 designation and has four years of industry experience, including prior roles at Raymond James and Great Western Bank. Andersen has also worked with the YMCA and First Interstate State Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.
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.
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.
Nathan S
CFP®, Series 63, Series 66
Lincoln, NE
LPL Financial
Nathan Schmidt is a CFP® professional with 25 years of industry experience, currently an advisor at LPL Financial since 2024. Prior to LPL, he worked at Purshe Kaplan Sterling Investments and Thrivent Financial, with nearly two decades at Thrivent Advisor Network and Thrivent Investment Management. Outside of advisory work, he is involved in a farm construction and farming business and provides operational assistance to a basement finishing company. LPL Financial serves a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs and financial planning services, utilizing model portfolios, research, and technology-driven strategies.
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.
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.
Chelsea S
Series 63, Series 65
Lincoln, NE
LPL Financial
Chelsea Slavin is a financial advisor with LPL Financial in Lincoln, NE, holding Series 63 and Series 65 licenses and four years of industry experience. She previously worked at Securities America, Inc. and has been involved with Compass Financial Resources, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and retirement plan consulting services.
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.
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.
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.
Bruce S
Series 63, Series 65
Lincoln, NE
LPL Financial
Bruce Schreiner is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 21 years of industry experience. Prior to joining LPL Financial in 2025, he spent 13 years at Berthel Fisher & Company Financial Services Inc. He also has a long-standing role at Schroeder & Schreiner, P.C., a professional corporation specializing in tax preparation and accounting. Outside of advisory work, he is involved in several business ventures, including ownership in multiple LLCs and a senior living community company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management, model portfolios, and research from multiple sources.
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