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Jeremy S
Series 66
Omaha, NE
Mutual Advisors, LLC
Jeremy Stalcup is a financial advisor with Mutual Advisors, LLC in Omaha, NE, holding a Series 66 designation and 14 years of industry experience. His work history includes roles at Mutual Securities, Inc., Sowell Management Services, MSI Financial Services, Inc., and Pacific West Financial Consultants Inc. Outside of advisory work, he serves as a board member, coach, and mentor for the CrossOver Basketball league under STEP Ministries, a nonprofit organization. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm manages portfolios through a mix of active and passive strategies and employs multiple analytical approaches to tailor investment solutions across various account types.
Lucas M
Series 63, Series 66
Omaha, NE
Mutual Of Omaha Investor Services, Inc.
Lucas May is a financial advisor at Mutual of Omaha Investor Services, Inc. with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade from 2013 to 2020 before joining Mutual of Omaha in 2020. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, including financial planning, managed account programs, and retirement plan consulting. The firm utilizes platform relationships with Envestnet and Pershing, and many advisors are also licensed as registered representatives or insurance agents within the Mutual of Omaha group.
Justin G
Series 66
Omaha, NE
Gladstone Wealth Partners
Justin Gibson is a financial advisor at Gladstone Wealth Partners with 22 years of industry experience. He holds a Series 66 designation and has previously worked with Silverleaf Advisor Group and LPL Financial. Gibson is also the president and owner of Roxie LLC, an outside business activity he has maintained since 2013. Gladstone Wealth Partners serves individuals, corporations, pension plans, and charitable organizations through a network of nearly 100 advisers. The firm offers discretionary portfolio management and retirement plan consulting, employing diverse investment strategies including individual securities, mutual funds, alternative investments, and tax-managed approaches.
Cameron K
Series 65, Series 63
Omaha, NE
Thrivent Advisor Network, LLC
Cameron Kozol is an investment advisor representative with Thrivent Advisor Network, LLC and a registered representative with Thrivent Investment Management, Inc., holding Series 63 and Series 65 licenses. He has one year of industry experience, including roles at Orion Advisory Technology and Charles Schwab. Prior to entering the financial industry, he worked in lawn care and landscaping. Thrivent Advisor Network provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, businesses, and retirement plans, offering portfolio management, financial planning, and access to independent managers and model portfolios. The firm employs diversified, long-term investment strategies using low-cost mutual funds, ETFs, and other investment vehicles.
Matthew E
CFP®, Series 63, Series 66
Omaha, NE
Bridges Investment Management Inc
Matthew Eglseder is a CFP® with eight years of industry experience, currently serving as an advisor at Bridges Investment Management, Inc. in Omaha, NE. His prior experience includes roles at RBC Capital Markets, TD Ameritrade, and Tributary Capital Management. He is also a director of the Financial Planning Association of Nebraska. Bridges Investment Management is a multi-team registered investment adviser managing approximately $11.3 billion. The firm provides investment management, financial planning, pension consulting, and related services to a wide range of clients, employing a client-driven process with a long-term, fundamental analysis approach.
Derek L
Series 63, Series 65, Series 66
Omaha, NE
Mutual Of Omaha Investor Services, Inc.
Derek Loudenback is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63, 65, and 66 licenses and has 18 years of industry experience. Prior to joining Mutual of Omaha, he worked at AGIA, Valic Financial Advisors, and New York Life. He is also involved in insurance sales and training related to life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm delivers solutions through platforms like Envestnet and Pershing, and operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.
Nicholas B
Series 65
Omaha, NE
Avior Wealth Management, LLC
Nicholas Biever is a financial advisor at Avior Wealth Management, LLC in Omaha, NE, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Nelson Van Denburg & Campbell Wealth Management Group, LLC and Everest Group, LLC, as well as four years at Creighton University. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets through about 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, offering investment management, financial planning, and business consulting with a focus on fundamental analysis and both long- and short-term strategies.
Rebecca J
Series 66
Omaha, NE
Mutual Of Omaha Investor Services, Inc.
Rebecca Jordan is a financial advisor with Mutual of Omaha Investor Services, Inc. She holds a Series 66 designation and has 14 years of industry experience. Her prior roles include positions at Northern Lights Distributors, LLC, Northwestern Mutual Investment Management, and Securities America. Outside of finance, she owns and operates an interior house painting business. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through managed account programs and financial planning. The firm works primarily via a platform relationship with Envestnet and offers a range of third-party money manager options.
Timothy K
Series 66
Omaha, NE
Gladstone Wealth Partners
Timothy Kelly is a financial advisor with Gladstone Wealth Partners in Omaha, NE, holding a Series 66 license and 25 years of industry experience. He has worked at firms including LPL Financial, Silverleaf Advisor Group, Wells Fargo Clearing, and Wells Fargo Advisors. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment programs, with an emphasis on integrating retirement-plan services and institutional manager relationships.
Timothy V
Series 66
Omaha, NE
Gladstone Wealth Partners
Timothy Vanderloo is a financial advisor at Gladstone Wealth Partners with 26 years of industry experience. He holds a Series 66 designation and previously worked at firms including Wells Fargo Advisors and LPL Financial. Vanderloo also provides investment advisory services through independent firms he founded. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisers, offering discretionary portfolio management, financial planning, and retirement plan consulting with a range of investment approaches tailored at the representative level.
Kimberly H
Series 65
Omaha, NE
Bridges Investment Management Inc
Kimberly Hanson is a financial advisor at Bridges Investment Management Inc with one year of industry experience. She previously worked at Artisan Partners for eight years and spent four years at Marquette University. Hanson also serves as a Client Service Associate at Bridges Trust Company, assisting with account opening and documentation. Bridges Investment Management, Inc. is a multi-team registered investment adviser managing approximately $11.3 billion, offering investment management, financial planning, pension consulting, and related services to a diverse client base including individuals, families, trusts, and institutions. The firm employs a client-driven process focused on long-term fundamental analysis and provides a range of portfolio strategies along with fiduciary services for retirement plans.
Jared B
Series 63, Series 65
Omaha, NE
Sequent Planning, LLC
Jared Baker is a financial advisor with Sequent Planning, LLC and holds Series 63 and Series 65 licenses. He has three years of industry experience and also works as a marketing consultant and insurance agent at Senior Market Sales. Jared is based in Omaha, NE. Sequent Planning, LLC (doing business as Futurity First Wealth Management) serves individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations, offering asset management, financial planning, and retirement-plan services through a network of independent advisers using diversified investment models and tax-aware strategies.
Selah R
Series 65
Omaha, NE
Sagespring Wealth Partners
Selah Ray is a financial advisor at SageSpring Wealth Partners with a Series 65 designation and one year of industry experience. Prior to joining SageSpring, Selah worked at First National Bank of Omaha, Beardmore Chevrolet, and Bellevue Public Schools. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion across 75 advisors. The firm serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans, providing discretionary, goals-based portfolio management combined with integrated financial planning and consulting services.
Madelyn P
Series 65
Omaha, NE
Avior Wealth Management, LLC
Madelyn Peters is a financial advisor at Avior Wealth Management, LLC in Omaha, NE, with one year of industry experience. She holds a Series 65 designation and has previously worked in various roles at Creighton University and Ascensus Government Savings. Avior Wealth Management serves a broad mix of individual and institutional clients with discretionary and non-discretionary investment management, financial planning, pension consulting, and business consulting services. The firm employs a fundamental analysis approach and uses a combination of direct portfolio management and separately managed account models.
Jason S
Series 66
Omaha, NE
Mutual Of Omaha Investor Services, Inc.
Jason Swiercek is a financial advisor with Mutual of Omaha Investor Services, Inc. in Omaha, NE, holding a Series 66 designation and 26 years of industry experience. He has been with Mutual of Omaha since 2013 and operates a yard care business on the side. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs through platform relationships with Envestnet and custodial services from Pershing.
James S
Series 66
Omaha, NE
Thrivent Advisor Network, LLC
James Sweeden is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and nine years of industry experience. His career includes roles at Thrivent Investment Management Inc. and The Water's Edge, where he served as a music director. He also serves as a board member for For Elephants, Inc., an organization focused on African elephant conservation through research and education. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, businesses, and retirement plans, combining portfolio management, financial planning, and access to independent managers. The firm emphasizes long-term, diversified portfolios using a range of investment options and supports continuous account monitoring and combined household reviews.
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.
Michael A
Series 65
Omaha, NE
Bridges Investment Management Inc
Michael App is a financial advisor at Bridges Investment Management Inc with 11 years of industry experience. He holds a Series 65 designation and has been with Bridges since 2017, following a year as a self-employed consultant at Firetaft LLC. Outside of his advisory role, he serves on several boards including American National Bank, Tetrad Corporation, and is involved with the Maha Festival, a nonprofit music festival, as treasurer and advisory committee member. Bridges Investment Management is a multi-team registered investment adviser managing approximately $11.3 billion, serving individuals, families, trusts, foundations, corporations, retirement plans, and private funds. The firm employs a client-driven process focused on long-term fundamental analysis and offers a range of investment and operational services, including fiduciary advice on retirement rollovers and management of proprietary investment vehicles.
Connor P
CFA®, Series 65
Omaha, NE
Bridges Investment Management Inc
Connor Pugno is a CFA® charterholder with five years of industry experience, currently serving at Bridges Investment Management Inc. He has worked at Bridges since 2018, with prior experience at Westwood Holdings Group, Mutual of Omaha, Dundee Venture Capital, and Creighton University. Outside of his advisory role, he is a board member of Circle Theatre Omaha, a nonprofit focused on arts programming. Bridges Investment Management, Inc. is a multi-team registered investment adviser managing approximately $11.3 billion. The firm provides discretionary and non-discretionary investment management, financial planning, and pension consulting services to a diverse client base, employing a client-driven process that emphasizes long-term fundamental analysis and offers a range of portfolio strategies as appropriate.
Lisa K
Series 63, Series 65
Omaha, NE
Mutual Of Omaha Investor Services, Inc.
Lisa Kentfield is a financial advisor with Mutual Of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. She has worked with Mutual/United Of Omaha Insurance Company and Mutual Of Omaha Investor Services, Inc. since 1990. Outside of advisory work, she operates Kentfield Financial Company, an S-Corp, and is licensed as an insurance agent for life, health, and annuity products. Mutual Of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes a platform relationship with Envestnet and Pershing to deliver managed solutions and integrates advisory services with broker-dealer and insurance distribution businesses within the Mutual of Omaha group.
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