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Cyrus K

Series 63, Series 65

Lincoln, NE

OSAIC

Cyrus Kiani is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has longstanding experience with Lincoln Financial Management LLC and Securities America Advisors, Inc. Outside of advisory work, he volunteers with the J.W. Patterson Foundation to support nonprofit fundraising and holds a minority interest in a horse ownership LLC. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing a variety of investment tools and third-party solutions to manage portfolios across multiple asset classes.

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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Scott G

Series 63, Series 66

Lincoln, NE

Edward Jones

Scott Gal is a financial advisor at Edward Jones with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Edward Jones since 2014. Prior to that, he has been associated with Alps Fund Services, Inc. since 2008. 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, managing approximately $1.01 trillion in assets with a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jonathan M

Series 66

Lincoln, NE

LPL Financial

Jonathan Meyer is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Ladenburg Thalmann Financial Services, and Securities America. Meyer is also involved with Pinnacle Bank in Lincoln, NE. 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 range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Lawrence R

Series 63, Series 65, Series 66

Lincoln, NE

Ameriprise

Lawrence Romjue Jr. is a financial advisor with Ameriprise in Lincoln, NE, holding Series 63, 65, and 66 designations and possessing 24 years of industry experience. His prior roles include positions at NBC Trust and Ash Brokerage. He is also a 50% owner and president of L C Romjue Jr Inc., an independent business managing income and expenses for tax purposes. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Richard T

Series 63, Series 65

Lincoln, NE

Primerica Advisors

Richard Treadway is a financial advisor with Primerica Advisors in Lincoln, NE, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Primerica Advisors since 2006 and has been involved with Primerica Financial Services since 1994. Outside of advisory services, he is engaged in sales of loan products and home-related services through affiliated Primerica companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies created by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Kevin H

Series 66

Lincoln, NE

Cetera

Kevin Hartley is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He has previously worked with firms including Alpha Wealth Advisors, Woodbury Financial Services, and Modern Woodmen of America. Outside of his advisory roles, he is the owner of KGH Enterprises LLC, an expense management business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and utilizes a multi-manager platform with various program structures and custodial relationships.

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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Steven F

Series 66

Lincoln, NE

RBC Capital Markets

Steven Fielder is a financial advisor with RBC Capital Markets, holding a Series 66 designation and four years of industry experience. Prior to joining RBC in 2021, he spent 20 years at Union Bank & Trust Co. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers.

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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David M

CFP®, Series 66

Lincoln, NE

Edward Jones

David Muff is a CFP® and Series 66-licensed financial advisor with Edward Jones in Lincoln, NE, where he has worked since 2014. He has 12 years of industry experience. In addition to his advisory role, he teaches investing and family finance courses as an adjunct instructor at Southeast Community College and the University of Nebraska Lincoln. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a nationwide network of approximately 23,700 advisors.

Wealth management Retired Founder/Business Owner Executive
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Ashley S

Series 66

Lincoln, NE

RBC Capital Markets

Ashley Schueth is a financial advisor at RBC Capital Markets with 16 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets, LLC since 2008. 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 discretionary and non-discretionary portfolio management, financial planning, and brokerage services, implementing strategies tailored to each client’s risk profile.

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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Tyler S

Series 63, Series 65

Lincoln, NE

OSAIC

Tyler Steinkuhler is a financial advisor with OSAIC in Lincoln, NE, holding Series 63 and Series 65 credentials and having 14 years of industry experience. Prior to joining OSAIC in 2024, he worked at Securities America Advisors and Mutual of Omaha. He is also active as an insurance agent with Futurity First Insurance Group. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using asset-allocation tools, risk assessments, and various investment platforms to construct tailored portfolios.

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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Robert M

CFP®, Series 63, Series 66

Lincoln, NE

Edward Jones

Robert Miller is a CFP® professional with 26 years of experience in financial advising, currently with Edward Jones since 1999. He is based in Lincoln, NE, and holds Series 63 and Series 66 licenses. Outside of his advisory role, Miller is a manager and partner at VPN Partners LLC, involved in commercial property. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing over $1 trillion in assets. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Retirement withdrawal strategies Retired Founder/Business Owner Executive
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Maria K

Series 66

Lincoln, NE

Raymond James & Associates

Maria Kleinschmidt is a financial advisor at Raymond James & Associates with one year of industry experience. She holds a Series 66 designation. Prior to joining Raymond James, she worked at Stonebridge Insurance & Wealth Management/World Equity Group and Forvis, LLP. 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 financial planning, non-discretionary investment consulting, and institutional advisory services supported by a wide 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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Kirstie M

Series 66

Lincoln, NE

UBS Financial Services

Kirstie Madsen is a financial advisor at UBS Financial Services with five years of industry experience. She holds a Series 66 designation and has worked at UBS since 2021. In addition to her advisory role, she works as a registered nurse on the Youth Mental Health unit at Bryan Medical Center Hospital. She is also president and treasurer of Grace Gate Farm, a faith-based nonprofit offering alternative therapy programs for veterans. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocation to tailor financial plans. The firm provides a broad range of capital markets services alongside wealth management offerings.

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

Series 66

Lincoln, NE

LPL Financial

Marcus Schmidt is a financial advisor with LPL Financial in Lincoln, NE, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Columbia Insurance Group, American Reliable Insurance Company, and State Farm Insurance. Schmidt serves on the board of the nonprofit Rawlings Tigers Omaha. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Kevin D

CFP®, Series 63, Series 65

Lincoln, NE

LPL Financial

Kevin Deaver is a CFP® professional with 28 years of industry experience, currently advising at LPL Financial since 2020. He previously worked at Securities America Advisors, Inc. for 18 years and has been affiliated with Cornhusker Bank in Lincoln, NE for over two decades, where he serves as EVP of wealth management and also acts as a property and casualty insurance agent. 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 both discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Jared H

Series 63, Series 66

Lincoln, NE

Edward Jones

Jared Hemmingsen is a financial advisor with Edward Jones in Lincoln, NE, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Retirement income strategy General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Wealth management Retired Founder/Business Owner Executive
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Jeremy K

CFP®, Series 63, Series 65

Lincoln, NE

LPL Financial

Jeremy Kester is a financial advisor with LPL Financial in Lincoln, NE, holding the CFP® designation and Series 63 and 65 licenses. He has 24 years of industry experience, including roles at Waddell & Reed, INC. and various insurance carriers. Outside of financial services, he has been involved with the Capital Soccer Association and operated non-investment businesses such as I'd Rather Be Surfing, LLC and KJ Partners LLC. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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David M

Series 66

Lincoln, NE

UBS Financial Services

David Meagher is a financial advisor at UBS Financial Services with four years of industry experience. He holds the Series 66 designation and has been with UBS since 2022. Prior to joining UBS, Mr. Meagher was involved in real estate through WRK Real Estate LLC for six years. UBS Financial Services Inc. serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans aligned with 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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Don M

Series 66

Lincoln, NE

Edward Jones

Don Montgomery is a financial advisor with Edward Jones in Lincoln, NE, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of advisory work, Montgomery is involved in farming operations, owning and managing farmland and sharecropping activities in Nebraska and Illinois. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

Charitable giving & philanthropy Business ownership considerations Business exit / sale strategy Retirement income strategy General retirement planning Founder/Business Owner
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Brian H

Series 66

Lincoln, NE

Ameriprise

Brian Heese is a financial advisor at Ameriprise with 26 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate since 2005. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

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