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Eric H
Series 66
Lincoln, NE
Wells Fargo Advisors
Eric Howerter is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Cetera, Renaissance Financial Corp, and various non-financial positions, including involvement with a berry farm and hospitality businesses. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients who meet certain net-worth thresholds. The firm offers a broad range of planning options using proprietary research and tools, delivering recommendations that clients may implement through various brokerage or advisory programs.
Taylor P
Series 63, Series 66
Lincoln, NE
Charles Schwab
Taylor Poland is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at TD Ameritrade. His background includes roles at Fremont Family YMCA, Rink Management Services, University of Nebraska - Lincoln, and Lincoln Public Schools. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.
Jay S
ChFC®, Series 63, Series 65
Lincoln, NE
LPL Financial
Jay Svehla is a financial advisor with LPL Financial in Lincoln, NE, holding a ChFC® designation and Series 63 and 65 licenses. He has 29 years of industry experience, including prior roles at Premier Trust and Securian Financial Services. Outside of his advisory work, he served as Treasurer for Troop 22 for six years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a network of over 22,800 advisors. The firm offers a broad range of financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.
Seth R
Series 66
Lincoln, NE
Ameriprise
Seth Rhodes is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2018, including time at Ameriprise Financial Services, Inc. Prior to that, he was involved with Rentping, LLC. Outside of his advisory role, he owns and manages Rhodes Industrial Solutions, a non-investment-related business. Ameriprise is a large institutional firm that offers a retirement-income planning service focused on individuals approaching or in retirement, typically with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities, combining algorithmic tools and research to deliver tailored retirement income recommendations.
Victor M
Series 63, Series 65
Lincoln, NE
Primerica Advisors
Victor Martinez is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles including with Nebraska Wesleyan University and Genesis Health Clubs. Martinez also has part-time involvement with affiliated companies in sales of loan products and home security services. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by third-party asset managers and has approximately $15.5 billion in assets under management.
Samuel Z
CFP®, Series 66
Lincoln, NE
Cetera
Samuel Zitek is a CFP® with nine years of industry experience, currently serving as a financial advisor at Cetera. He has worked at Renaissance Financial since 2017 and has held roles at Minnesota Life, Securian Financial, and H&R Block. He is also involved in the sale of fixed insurance products as an insurance agent. Cetera Investment Advisers LLC is a large SEC-registered firm offering portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, institutional clients, and charitable organizations through a nationwide network of independent advisors.
Ty C
Series 66
Lincoln, NE
LPL Enterprise
Ty Coen is a financial advisor at LPL Enterprise with a Series 66 credential and one year of industry experience. Prior to joining LPL Enterprise, he held various roles including coaching at Firethorn Golf Club. Outside of his advisory work, he is involved in sports coaching. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, utilizing model-driven investment implementation and offering access to third-party asset managers and various financial planning services.
Richard R
Series 63
Lincoln, NE
LPL Financial
Richard Rimel Jr. is a financial advisor with LPL Financial in Lincoln, NE, holding a Series 63 designation and over 37 years of industry experience. His prior roles include positions at First State Financial Services, JFC Financial Services, Securities America Advisors, and Securian Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering financial planning, model portfolios, third-party asset management, and institutional platforms.
Loren K
CFP®, Series 66
Lincoln, NE
LPL Financial
Loren Kampschnieder is a CFP®-certified financial advisor with 42 years of industry experience, currently serving clients through LPL Financial since 2021. His career includes long tenure at Waddell & Reed, Inc. and various insurance carriers, as well as involvement in multiple business entities related to tax and farming. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a wide range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions, utilizing both proprietary and third-party investment strategies.
Christopher C
CFP®, Series 63, Series 65
Lincoln, NE
LPL Financial
Christopher Collins is a CFP®-certified financial advisor with 36 years of industry experience, currently with LPL Financial. His prior roles include positions at Securities America Advisors and SII Investments, Inc. He is also involved with Tomorrow's Money, LLC, a non-variable insurance business based in Lincoln, NE. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools while overseeing more than $819 billion in discretionary assets.
Robin S
Series 66
Lincoln, NE
Edward Jones
Robin Shea is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and previously worked for Conejo Adventist Elementary School for 20 years. 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 operates a nationwide network of more than 23,700 financial advisors, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.
Adam R
Series 66
Lincoln, NE
LPL Enterprise
Adam Roy is a Series 66-licensed financial advisor at LPL Enterprise with one year of industry experience. Prior to joining LPL Enterprise, he worked at TSL Logistics and has been involved with the Beaver Lake Association since 2017. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and it offers services such as financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.
Gabryelle M
Series 66
Lincoln, NE
Edward Jones
Gabryelle Mason is a Series 66 licensed financial advisor with Edward Jones in Lincoln, NE, bringing one year of industry experience. Prior to joining Edward Jones in 2025, she held roles at Aflac, Union Bank and Trust, and several other companies across various industries. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.
Derrick C
Series 65
Lincoln, NE
OSAIC
Derrick Clevenger is a financial advisor at OSAIC with five years of industry experience. He holds a Series 65 designation and has worked previously at Securities America Advisors and Syngenta. In addition to his advisory role, he has maintained a position in insurance since 2018. OSAIC serves a broad range of clients including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across multiple asset classes.
Benjamin T
CFP®, Series 63, Series 66
Lincoln, NE
LPL Financial
Benjamin Thiele is a CFP® professional with nine years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Focus Partners Wealth, Buckingham Strategic Wealth, Morgan Stanley, and TD AMERITRADE. His background also includes roles outside traditional finance, such as positions with Lincoln Parks and Rec and Lincoln Catholic Youth Sports. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive technology and a broad financial services network.
Gary R
CFP®, ChFC®, Series 66
Lincoln, NE
Mass Mutual Investors Services
Gary Roberts is a CFP®, ChFC®, and Series 66-licensed financial advisor with MassMutual Investors Services in Lincoln, Nebraska, with 22 years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance Company since 2007. Roberts also works as a broker and agent offering life, disability, long-term care, and health insurance. MassMutual Investors Services, LLC is a subsidiary of MassMutual that provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, money-manager programs, and educational seminars, structuring planning engagements as annual, collaborative relationships.
Phyllis W
CFP®, ChFC®, Series 63, Series 65
Lincoln, NE
LPL Financial
Phyllis Webb is a financial advisor at LPL Financial with 30 years of industry experience. She holds the CFP® and ChFC® designations and has worked at LPL Financial since 2021. Prior to that, she was involved with Step by Step LLC and various insurance carriers affiliated with W & R Insurance Agencies, as well as Waddell & Reed, Inc. Webb also has experience as a licensed insurance agent selling life, health, LTCi, and Medicare supplement products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Michael K
Series 63, Series 65
Lincoln, NE
Raymond James & Associates
Michael Kritikos is a financial advisor with Raymond James & Associates in Lincoln, NE, holding Series 63 and Series 65 licenses and 27 years of industry experience. Prior to joining Raymond James in 2021, he worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC from 2013 to 2021. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele including individuals, institutions, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and affiliated research.
Kelli K
Series 66
Lincoln, NE
RBC Capital Markets
Kelli Kruse is a financial advisor with RBC Capital Markets in Lincoln, NE, holding a Series 66 designation and possessing 23 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining RBC in 2021. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s risk profile and utilizing both in-house and third-party investment resources.
Jack L
Series 66
Lincoln, NE
LPL Financial
Jack Lubischer is a financial advisor with LPL Financial in Lincoln, Nebraska. He holds a Series 66 designation and has one year of industry experience, with prior roles at Union Bank & Trust and NJN Financial Group. Outside of his advisory work, he has experience in the hospitality industry, including management positions at Big Red Sports Bar and Bo’s West Bar. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.
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