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Lauryn J

Series 66

Lincoln, NE

Ameriprise

Lauryn Johnson is a financial advisor at Ameriprise with a Series 66 credential and two years of industry experience. Her prior work includes roles at Little Movements Apparel and Gallup, among others. 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 recommendations and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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

Series 66

Lincoln, NE

Ameriprise

James Moore is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and previously worked at Ideal Images for five years. Outside of his advisory role, Moore co-hosts the Big Red Wrap Up on Nebraska Public Media during the football season. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security claiming options.

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

Series 63, Series 66

Lincoln, NE

OSAIC

Jeffrey Kraft is a financial advisor with OSAIC based in Lincoln, Nebraska. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. Prior to joining OSAIC in 2024, he worked with Securities America Advisors and Questar Asset Management. Outside of advising, he is involved in insurance sales and operates a business that connects clients with tax professionals. OSAIC serves a diverse client base including retail, institutional, and high-net-worth investors through a wide network of affiliated advisors. The firm offers integrated brokerage and advisory services, using asset-allocation tools and third-party platforms to manage portfolios that include a broad range of investment products.

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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Bradley M

Series 66

Lincoln, NE

LPL Financial

Bradley Miller is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. He also has a background in the tent manufacturing business, having worked at Lincoln Tent Inc for 19 years prior to his financial career. Miller operates through Ferris Financial Group, a DBA related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with model portfolios and research from various sources.

College savings (529s, UTMA, etc.)
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Zachary P

CFP®, Series 66

Lincoln, NE

OSAIC

Zachary Parker is a CFP® professional with 25 years of industry experience, currently affiliated with Osaic. He previously worked with Securities America Advisors, Inc. for 18 years and has operated his own consulting business since 2010. Parker also instructs CFP courses at Oakland University and participates in competitive bowling tournaments. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with portfolio construction tools and access to multiple investment platforms, managing accounts on both discretionary and non-discretionary bases.

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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Johnathon L

Series 63, Series 65

Lincoln, NE

Primerica Advisors

Johnathon Larreau is a financial advisor with Primerica Advisors in Lincoln, NE, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Primerica Advisors since 2003 and Primerica Financial Services since 2002. Outside of advisory work, he is involved in the sale of home security and automation products through affiliated companies and operates Larreau, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Nicholas L

Series 66

Lincoln, NE

Wells Fargo Clearing

Nicholas Loriaux 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 has held positions at the University of Nebraska-Lincoln and operated a lawn care business. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, relying on research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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William M

Series 63, Series 66

Lincoln, NE

LPL Financial

William Misko is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining LPL Financial in 2022, he held positions at WealthPlan Partners, Securities America, and Summit Brokerage Services among others. He is also involved with Summit Development Company, a business entity focused on tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and investment management supported by in-house and third-party research, providing both discretionary and non-discretionary services.

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

Series 63, Series 65

Lincoln, NE

Wells Fargo Clearing

Jon Miller is a financial advisor with Wells Fargo Clearing in Lincoln, NE, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors LLC. Outside of his advisory role, Miller co-owns a farm and a private aviation company, and serves as a trustee for a family trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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Hannah O

Series 66

Lincoln, NE

UBS Financial Services

Hannah Oliver is a Series 66-licensed financial advisor at UBS Financial Services with one year of industry experience. Prior to joining UBS, she worked in various roles including positions at Crescent Electric Supply Company, West Gate Bank, and Turpin Meadow Ranch. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans according to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management, offering access to capital markets services alongside traditional advisory offerings.

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

CFP®, Series 63, Series 65

Lincoln, NE

Edward Jones

Tamara Uribe is a financial advisor at Edward Jones in Lincoln, NE, with 28 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Outside of her advisory role, she teaches a kickboxing class at Farrell's Extreme Body Shaping. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 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 Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business exit / sale strategy Founder/Business Owner
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Andrew W

Series 66

Lincoln, NE

Edward Jones

Andrew Wolf is a financial advisor with Edward Jones in Lincoln, NE, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Leisa O

CFP®, Series 66

Lincoln, NE

Ameriprise

Leisa Olson is a CFP® professional with 21 years of experience in financial services, currently with Ameriprise. She has been with Ameriprise and its affiliates since 2011. Olson is involved in pro bono financial planning through the Angel Care Foundation and facilitates educational workshops with the nonprofit Second Saturday. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, offering detailed, research-based recommendations and a range of advisory, brokerage, and insurance solutions through its institutional platform.

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

Series 66

Lincoln, NE

LPL Financial

Cory Hoagstrom is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. Prior to joining LPL Financial in 2023, he spent over a decade at Berthel Fisher & Company Financial Services, including seven years at Berthel Fisher & Company Planning. Outside of his advisory work, he owns a woodworking business that creates furniture and decorative items. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives, offering discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Conrad P

Series 63, Series 65

Lincoln, NE

Raymond James Financial

Conrad Parde is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 53 years of experience in the industry. Prior to joining Raymond James in 2019, he worked at Morgan Stanley for 10 years. He is also owner of Conrade Parde LLC and Focus Financial, businesses based in Lincoln, NE. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as institutional and charitable organizations. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains specialized programs for municipal and public finance clients.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Jenna S

Series 63, Series 66

Lincoln, NE

UBS Financial Services

Jenna Schulz is a financial advisor with UBS Financial Services in Lincoln, NE, holding Series 63 and Series 66 licenses and seven years of industry experience. She previously worked at TD Ameritrade for three years. Schulz is also the owner of a children’s fitness franchise, J.R. Fitness LLC DBA Stretch-n-Grow, though the business is not currently operating. UBS Financial Services serves individual, corporate, and institutional clients, offering a range of brokerage and investment advisory services that include financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing customized solutions based on proprietary research and model-based asset allocations.

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

CFP®, Series 66

Lincoln, NE

LPL Financial

Austin Costello is a CFP® professional with eight years of industry experience, currently associated with LPL Financial in Lincoln, NE. His prior roles include positions at Capital Consulting & Asset Management, Geneos Wealth Management, and Raymond James Financial Services. Outside of advisory work, he owns Send A Boost LLC, a website business. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Trudy S

Series 66

Lincoln, NE

RBC Capital Markets

Trudy Soper is a financial advisor at RBC Capital Markets with 21 years of industry experience. She holds the Series 66 designation and has previously worked at UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and tailors investment strategies to clients’ Advisory Risk Profiles using 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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Oliver E

Series 66

Lincoln, NE

Edward Jones

Oliver Edwards is a financial advisor with Edward Jones in Lincoln, NE. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Nutrl and Northwestern Mutual, and spent five years at Wrangler Babies Childcare. Edward Jones is a full-service wealth management firm serving more than 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 and a nationwide network of over 23,700 financial advisors.

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

Series 66

Lincoln, NE

Edward Jones

Deanna Mazour is a financial advisor at Edward Jones in Lincoln, NE, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2020, she worked at Neogen and has experience in education and administrative roles. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

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