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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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Michelle S

Series 65

Lincoln, NE

LPL Financial

Michelle St.Clair is a Series 65 licensed financial advisor with five years of industry experience. She currently works at LPL Financial and previously held roles at Thrivent Advisor Network, LLC, and First National Bank of Omaha. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

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

CFP®, Series 66

Lincoln, NE

Wells Fargo Clearing

Kevin Bryson is a CFP® professional with 16 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is a 50% owner of Tri City Ventures LLC, a business involved in purchasing past due tax certificates. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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Grant K

Series 66

Lincoln, NE

Edward Jones

Grant Krieger is a Series 66-licensed financial advisor at Edward Jones in Lincoln, NE, with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Uber and served on the Nebraska Real Property Appraiser Board. Since 2010, he has also been involved with the Junior Saltdogs. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of advisors and branch offices.

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

Series 66

Lincoln, NE

Edward Jones

Edward Wyatt is a Series 66 licensed financial advisor with Edward Jones in Lincoln, NE, and has 22 years of industry experience. He has been with Edward Jones since 2011. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 63, Series 66

Lincoln, NE

Wells Fargo Clearing

Jenni Christiansen is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding Series 63 and Series 66 licenses and having seven years of industry experience. She has been with Wells Fargo Clearing since 2020 and has worked at Wells Fargo bank since 1999. Outside of her advisory role, she serves as Audit Committee Chairperson for the Foundation for Educational Services Inc. and is a Finance Committee member for the Pius X Foundation, both in Lincoln, NE. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
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Matthew F

Series 63, Series 66

Lincoln, NE

LPL Financial

Matthew Fox is a financial advisor with LPL Financial in Lincoln, NE, holding Series 63 and Series 66 licenses and having 21 years of industry experience. Prior to joining LPL Financial in 2023, he worked for Berthel Fisher & Company Financial Services, Inc. for 13 years. Outside of his advisory role, he is involved with two private ventures, No Drinking on Ground LLC and Musentpro LLC, based in Lincoln. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory and brokerage services, utilizing discretionary and non-discretionary management, model portfolios, and research from multiple sources.

College savings (529s, UTMA, etc.)
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Gregory Y

Series 66

Lincoln, NE

RBC Capital Markets

Gregory Yank is a financial advisor with RBC Capital Markets based in Lincoln, NE, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He also serves as power of attorney for his parents in investment-related matters. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies through multiple wrap fee advisory programs. The firm offers discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, integrating 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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Jason P

Series 66

Lincoln, NE

OSAIC

Jason Peplinski is a financial advisor with Osaic, holding a Series 66 designation and 26 years of industry experience. Prior to joining Osaic in 2023, he worked at SagePoint Financial, Inc. for seven years and Investacorp Advisory Services for eight years. Outside of his advisory role, he serves as a board member of the Peace Lutheran Church Endowment Committee and operates Entrust Tax Counsel LLC, a tax return processing business. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools and third-party managers to construct diversified portfolios tailored to client risk tolerances and investment restrictions.

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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Jeffrey K. J

Series 66

Lincoln, NE

UBS Financial Services

Jeffrey K. Johnson is a Series 66 credentialed financial advisor with 22 years of industry experience. He has been with UBS Financial Services Inc. since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor investment plans.

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

Series 66, Series 63

Lincoln, NE

Edward Jones

Michelle Scamehorn is a financial advisor with Edward Jones in Lincoln, Nebraska, holding Series 66 and Series 63 registrations and bringing 19 years of industry experience. She has been with Edward Jones since 2004. 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 including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 63, Series 65

Lincoln, NE

Merrill

Julie Hash is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Lincoln, Nebraska. She began her career in financial services in 1990 and joined Merrill Lynch in 1992. Julie works with a select group of multigenerational high-net-worth families, business executives, physicians, and educators, providing strategic guidance tailored to their complex financial needs. She is experienced in helping clients navigate critical life events such as retirement, the death of a loved one, divorce, and remarriage. Julie holds the Chartered Retirement Planning Counselor (CRPC™) designation and is an alumnus of the College for Financial Planning. Her approach emphasizes understanding clients’ goals and aspirations before developing customized wealth management strategies. She manages personalized and defined investment strategies that may include individual securities, model portfolios, and third-party strategies to help clients pursue their financial objectives. Residing in Lincoln with her husband, Jay, Julie is involved in community efforts as a team leader for the Alzheimer’s Association. Her personal interests include traveling, photography, biking, and outdoor activities. She values spending time with her family, including her grown sons and grandchildren.

Wealth management Retirement income strategy General retirement planning ESG / Sustainable investing Retirement withdrawal strategies Executive Doctor or Medical Professional Educators, Teachers, and Academics Mid-Career Professionals Established Professionals Women Professionals Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Paul J

Series 66

Lincoln, NE

Edward Jones

Paul Jedlicka is a financial advisor with Edward Jones in Lincoln, Nebraska, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. 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, operating under a fiduciary standard and supported by a large 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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Becky B

Series 63, Series 65

Lincoln, NE

OSAIC

Becky Brockman is a financial advisor at OSAIC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors and Mutual of Omaha Investor Services. Outside of her advisory work, she owns Within Body Healing, a holistic healing business focused on body rebalancing through lifestyle changes and functional medicine protocols. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a variety of investment solutions and utilizes asset-allocation tools, risk assessment, and portfolio management across discretionary and non-discretionary accounts.

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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Marvin S

ChFC®, Series 63, Series 65

Lincoln, NE

Cambridge Investment Research Advisors

Marvin Souchek is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 45 years of experience in the industry and has served at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2009. He is also the founder of Benefit Planning Specialist, Inc., an insurance, benefits, and human resources firm operating since 1975. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, using a range of portfolio management and model-based strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Scott G

Series 66

Lincoln, NE

Edward Jones

Scott Grof is a financial advisor at Edward Jones in Lincoln, NE, with eight years of industry experience. He holds the Series 66 designation and previously worked at Ameritas Investment Corp and Ameritas Life Insurance Corp. Outside of his advisory role, he manages a rental property in Lincoln, Nebraska. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary mutual funds.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Wealth management Retired Founder/Business Owner Executive
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Jeffrey K

Series 63, Series 65

Lincoln, NE

LPL Financial

Jeffrey Kusek is a financial advisor with LPL Financial in Lincoln, Nebraska, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior roles include positions at John Oestreich, 37 Wealth, Michael Haman, Adam Mach, Loren Kampschnieder, various insurance carriers for W&R Insurance Agencies, and Waddell & Reed Inc. 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 advisory programs, financial planning, retirement consulting, and brokerage services supported by research, model portfolios, and technologies such as machine learning.

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

Series 66

Lincoln, NE

OSAIC

Darrin Riha is a Series 66-licensed advisor with nine years of industry experience, currently with OSAIC since 2024. His prior roles include seven years at Woodbury Financial Services Inc. and six years at the Nebraska Department of Insurance. He is also a director at Midwest Financial Group, Inc., where he engages in market research and supports securities business activities. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party money managers.

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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Ryan T

Series 66

Lincoln, NE

Thrivent Investment Management

Ryan Thompson is a Series 66 licensed advisor at Thrivent Investment Management with two years of experience in the financial industry. Prior to his current role, he served for 19 years in the Nebraska National Guard and briefly worked at Symmetry Financial Group and the Veterans Benefits Administration. Thompson holds an independent insurance broker position with Symmetry Financial but has no active duties. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based analyses and written recommendations on a broad range of financial topics. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate oversight of each service.

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