Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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.)
user avatar
firm logo

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.)
firm logo

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
user avatar
firm logo

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.)
user avatar
firm logo

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
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

Matthew F

Series 63, Series 65

Lincoln, NE

LPL Financial

Matthew Ferris is a financial advisor with LPL Financial in Lincoln, Nebraska, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been associated with Linsco Private Ledger since 2006. Ferris also operates a separate business under the name Ferris Financial Group. 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 and financial planning services, utilizing model portfolios, third-party research, and various investment strategies.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Benjamin F

Series 66

Lincoln, NE

Cetera

Benjamin Frodyma is a financial advisor at Cetera with three years of industry experience. He holds a Series 66 designation and has worked at several firms including Renaissance Financial Corp and Minnesota Life Insurance Company. Outside of his advisory role, Frodyma volunteers as a business consultant for SCORE, a nonprofit organization supporting entrepreneurs. Cetera Investment Advisers LLC distributes services through a large nationwide network of independent advisors, serving 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
user avatar
firm logo

Bradley S

Series 66

Lincoln, NE

LPL Financial

Bradley Slaughter is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Northland Securities, First National Capital Markets, Piper Jaffray & Co., and Ameritas Investment Corp. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
firm logo

Philip R

Series 63, Series 66

Lincoln, NE

Edward Jones

Philip Rihanek is a financial advisor with Edward Jones in Lincoln, Nebraska, holding Series 63 and Series 66 licenses and over 35 years of industry experience. He has been with Edward Jones since 1990. Outside of his advisory role, he is involved with Flying Giese Farms in Wayne, Nebraska. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of advisors and branch offices, and operates under a fiduciary standard.

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

Joel W

Series 66

Lincoln, NE

Edward Jones

Joel Weyand is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to that, he was employed at Aspire Strategic Advising and Doane University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Divorce financial planning General estate planning guidance Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
user avatar
firm logo

Sharon K

Series 63, Series 65

Lincoln, NE

Ameriprise

Sharon Kresse is a financial advisor with Ameriprise in Omaha, NE, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. She has worked with Ameriprise and its predecessor firms since 1980. Outside of Ameriprise, she owns and manages the business Kralvey and serves as a financial advisor at Cirksena, Knight, Jacobsen, Sieps and Kresse LLC. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Robert S

Series 63, Series 65

Lincoln, NE

Ameriprise

Robert Sieps is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and over 36 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of advising, Sieps serves as COO and CFO for Cirksena, Knight, Jacobsen, Sieps & Kresse, LLC, where he manages business operations. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Brian L

Series 63, Series 65

Lincoln, NE

LPL Financial

Brian Luther is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior roles include positions at Compass Financial Resources and Securities America Advisors, among others. He is also involved with Ameritime, LLC, an independent investment advisor firm where he provides administrative support. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
firm logo

Gary S

Series 63, Series 66

Lincoln, NE

Edward Jones

Gary Schleppenbach is a financial advisor with Edward Jones in Lincoln, NE, holding the Series 63 and Series 66 designations and bringing 35 years of industry experience. He has been with Edward Jones since 1990. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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

Richard M

Series 63, Series 65

Lincoln, NE

OSAIC

Richard Morris is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SagePoint Financial, Inc. for 12 years. In addition to his advisory role, he is a partner in Liberty Tax Service, a tax preparation business. OSAIC 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 with access to multiple platforms and third-party money managers, using a range of portfolio construction tools and investment options.

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

Erin G

Series 66

Lincoln, NE

Raymond James Financial

Erin Greve is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has seven years of industry experience. Prior to joining Raymond James in 2022, she worked at RBC Capital Markets LLC and Byrd & Greve Law, L.L.C. Erin is a partner in Canopy Dreams and Retreats, a business that rents out party supplies and sets up for birthday parties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and institutional clients. The firm offers tailored, non-discretionary consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")