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Jeremy H

Series 66

Lincoln, NE

OSAIC

Jeremy Hill is a financial advisor at OSAIC with nine years of industry experience and a Series 66 designation. He previously worked at Securities America Advisors and Questar Asset Management. In addition to his advisory role, Hill serves as Vice President of Hill & Associates CPA's PC, an accounting and tax preparation firm. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified 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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Brian S

Series 63, Series 65, Series 66

Lincoln, NE

Edward Jones

Brian Stork is a financial advisor with Edward Jones in Lincoln, Nebraska, holding Series 63, 65, and 66 designations and four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Frye Frazey & Associates for nine years and held roles with the City of Crete over multiple periods. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm emphasizes a large retail advisor presence and maintains affiliated capabilities such as a trust company and securities-based lending.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Wealth management Inheritance planning Government Employee Founder/Business Owner
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Adam M

CFP®, Series 63, Series 65

Lincoln, NE

LPL Financial

Adam Mach is a Certified Financial Planner® with 21 years of industry experience, currently affiliated with LPL Financial since 2021. His prior work includes roles at 37 Tax, Inc., 37 Wealth, KAM Enterprises, Waddell & Reed, and various insurance carriers. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of advisors. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, 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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Joseph H

Series 66

Lincoln, NE

UBS Financial Services

Joseph Hilger is a financial advisor with UBS Financial Services in Lincoln, Nebraska, holding a Series 66 designation and 10 years of industry experience. He has worked at UBS since 2015. Outside of his advisory role, he serves as a board member and treasurer for Clinic with a Heart, a healthcare charity, where he manages financial reporting and strategic planning. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

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

Series 63, Series 66

Lincoln, NE

RBC Capital Markets

Marnie Stark is a financial advisor with RBC Capital Markets in Lincoln, NE, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She previously worked at UBS Financial Services Inc. for 13 years before joining RBC Capital Markets in 2021. Outside of her advisory role, she is an owner of LuckySlims, LLC, an entity formed to manage a jointly owned vacation home. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with investment strategies tailored to clients’ risk profiles and implemented through a combination of 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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Larry S

Series 63, Series 65

Lincoln, NE

UBS Financial Services

Larry Sock is a financial advisor with UBS Financial Services in Lincoln, Nebraska, holding Series 63 and Series 65 licenses and 44 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he serves as an officer of a professional sports marketing company involved in endorsement deals. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a wide range of capital markets and custody services.

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

Series 63, Series 66

Lincoln, NE

LPL Enterprise

Justin Toth is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining LPL Enterprise, he worked at Charles Schwab and has held various roles including positions outside the financial industry. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm primarily uses model-driven investment portfolios and offers financial planning, access to third-party asset managers, and participates in a wrap program, along with affiliated trust, insurance, and lending services.

Tax-loss harvesting
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Jackson P

Series 63, Series 65

Lincoln, NE

OSAIC

Jackson Puls is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 65 designations and has four years of industry experience. His prior work includes roles at Woodbury Financial Services and Pacific Life Insurance. Outside of his advisory role, Puls operates a sole proprietorship providing Medicare supplements and life insurance. Osaic Wealth serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services across multiple platforms, utilizing asset-allocation tools, risk-tolerance assessments, and access to third-party managers to construct diversified 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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Connor R

CFP®, Series 66

Lincoln, NE

OSAIC

Connor Ruth is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with three years of industry experience, currently associated with OSAIC. His prior work history includes roles at Dew Wealth Management and Woodbury Financial Services. Outside of advising, he assists with traditional insurance products at RJ RUTH ENTERPRISES and works as a tax preparer during tax season with Strategic Tax Management. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of advisors and multiple advisory platforms. The firm offers a range of integrated services and utilizes various tools and third-party solutions to construct and manage portfolios across numerous 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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Nicholas J

Series 66

Lincoln, NE

Wells Fargo Clearing

Nicholas Janssen is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he worked at Sandhills Global and held roles at Husker Mercedes, the University of Nebraska - Lincoln, Holdrege High School, and Janssen Auto Group. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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Brenda A

Series 63, Series 66

Lincoln, NE

Wells Fargo Clearing

Brenda Abele is a financial advisor with Wells Fargo Clearing in Lincoln, NE, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent two years with A. G. Edwards & Sons, Inc. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Michael P

Series 63, Series 66

Lincoln, NE

OSAIC

Michael Puls is a financial advisor at OSAIC with 30 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining OSAIC in 2024, he worked at Universal Financial Strategies since 2004 and Woodbury Financial Services from 2003 to 2024. Outside of advisory work, he is a sales agent for insurance products through Universal Financial Strategies. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services supported by a broad network of affiliated advisers and multiple platforms. The firm employs various investment tools and third-party solutions to construct portfolios that may 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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Joseph B

Series 66

Lincoln, NE

RBC Capital Markets

Joseph Burt is a financial advisor at RBC Capital Markets with one year of industry experience and holds a Series 66 designation. His prior experience includes roles at City National Bank, Forvis Mazars, and UBS Wealth Management. Burt serves as Treasurer on the board of the Cornhusker Chapter of Pheasants Forever, Inc., a nonprofit organization focused on conservation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations, offering tailored advisory programs that combine discretionary portfolio management, 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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James S

Series 66

Lincoln, NE

Edward Jones

James Sullivan is a financial advisor with Edward Jones in Lincoln, NE, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is part owner of a waste collection company and manages several rental properties through LLCs he established. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm operates one of the largest financial advisor networks in the industry and offers both discretionary and non-discretionary portfolio solutions under a fiduciary standard.

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

Series 66

Lincoln, NE

UBS Financial Services

Austin Sankey is a financial advisor at UBS Financial Services with a Series 66 designation and experience spanning multiple roles in both the public and private sectors since 2016. His background includes positions at Charles Schwab, KPMG, SP Group, and the Federal Bureau of Investigation. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and 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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Michael H

CFP®, Series 63, Series 65

Lincoln, NE

LPL Financial

Michael Haman is a CFP® professional with 19 years of industry experience, currently affiliated with LPL Financial since 2021. His prior roles include positions at 37 Tax, Inc, 37 Wealth, KACA Corp, Loren Kampschnieder, various insurance carriers, and Waddell & Reed, Inc. He is also the founder and content creator of a financial education website. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to 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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Jeffrey B

CFP®, Series 63, Series 65

Lincoln, NE

RBC Capital Markets

Jeffrey Butterfield is a CFP® professional at RBC Capital Markets with 25 years of industry experience. He has worked at RBC Capital Markets since 2010 and at City National Bank since 2019. Butterfield serves on the advisory committee for the Radene Goldberg Stump Memorial Scholarship Trust and holds board positions with the Rural Water District No. 1 in Lancaster County, Nebraska, and the South Ridge Acres Homeowner's Association. 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 tailored advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and a variety of investment options implemented through a combination of 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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Brandon C

Series 66

Lincoln, NE

Cetera

Brandon Carlson is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has previously worked with Alpha Wealth Advisors and served on the Douglas County Board of Equalization. In addition to his advisory role, he acts as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform allowing advisors to implement various portfolio management strategies through discretionary and non-discretionary programs.

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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Brian A

Series 66

Lincoln, NE

RBC Capital Markets

Brian Adams is a Series 66-licensed financial advisor with 13 years of industry experience. He is currently with RBC Capital Markets in Lincoln, NE, and has previously worked at UBS Financial Services and City National Bank. Adams served on the Board of Directors for the Nebraska Fellowship of Christian Athletes, participating in organizing ministry programs and events. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, and charitable organizations with tailored investment strategies and multiple advisory programs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and brokerage services, leveraging both in-house and third-party investment 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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Tracy M

Series 66

Lincoln, NE

Edward Jones

Tracy Madsen is a financial advisor at Edward Jones in Lincoln, Nebraska, holding a Series 66 designation with 11 years of industry experience at the firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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