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Joel V

Series 66

Lincoln, NE

Integrated Wealth Concepts LLC

Joel Vlasnik is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and 14 years of industry experience. Prior to his current role at Integrated Wealth Concepts, he worked at LPL Financial, LLC and Waddell & Reed, Inc., among other positions. He is also involved with the Fellowship Of Christian Athletes and operates non-investment businesses including Blacktie Properties LLC and Choice Management LLC. Integrated Wealth Concepts LLC serves individuals, families, trusts, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach with customized portfolios and a range of model and wrap-fee options.

Retirement income strategy Active portfolio management Wealth management Founder/Business Owner Executive
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Joshua C

Series 63, Series 65

Lincoln, NE

Tlg Advisors, Inc.

Joshua Curtis is an investment advisor at TLG Advisors, Inc. with 14 years of industry experience. He has worked at several firms, including Cetera Advisors LLC and Brokers Clearing House LTD, before becoming self-employed in 2019. Curtis is also the creator of the Portfolio Waterfall strategy, providing resources to financial professionals for its implementation. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors through a combination of manager selection, ongoing monitoring, and asset allocation-based portfolio construction.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations Founder/Business Owner Retired
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Brian T

Series 63, Series 65

Lincoln, NE

Tlg Advisors, Inc.

Brian Thomas is an investment advisor at TLG Advisors, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Leaders Group Inc. and Clarity Financial LLC. Outside of his advisory work, he serves as a worship leader at Horizons Community Church and performs live music at various venues. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, corporations, and institutional investors. The firm emphasizes manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory, and offers services ranging from portfolio management to financial planning and investment fiduciary services for ERISA-qualified retirement plans.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations Founder/Business Owner Retired
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Jesse T

Series 63, Series 65

Milford, NE

Integrity Alliance, LLC

Jesse Taylor is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at several financial firms including Lion Street Financial and Ameritas Investment Corp., and has maintained concurrent roles at multiple organizations throughout his career. Outside of his advisory roles, he has been involved with Border States Electric since 2017. Integrity Alliance is an enterprise-level firm with over 300 independent advisors managing approximately $5.4 billion in client assets. The firm serves a diverse clientele that includes individual investors, corporations, and qualified retirement plans, offering a range of services such as portfolio management, financial planning, and both wrap and non-wrap programs through various platforms and investment approaches.

Annuities ESG / Sustainable investing
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Adam N

Series 66

Lincoln, NE

Raymond James Financial

Adam Niederklein is a financial advisor at Raymond James Financial in Lincoln, NE, holding a Series 66 designation with one year of industry experience. Prior to joining Raymond James, he was the owner and broker of Custom Coverage LLC, a health insurance business. Niederklein also has experience in education and operates rental real estate businesses as a partner. 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, and institutions. The firm offers tailored, non-discretionary planning and supports municipal and public finance work uncommon among large institutional advisors.

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

Series 66

Lincoln, NE

LPL Financial

Derik Reikofski is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. His prior roles include work with Waddell & Reed Inc, various insurance carriers, and entrepreneurial activities through Step By Step, LLC. He is also a commissioned Notary Public in Nebraska. LPL Financial serves a diverse client base including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services supported by research and technology-driven solutions.

College savings (529s, UTMA, etc.)
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Kyle W

Series 66, Series 63

Lincoln, NE

Ameriprise

Kyle Warday is a financial advisor with Ameriprise in Lincoln, NE, holding Series 66 and Series 63 credentials and nine years of industry experience. His work history includes roles at Ameriprise, Bank of the West, Bancwest Investment Services, TD Ameritrade Holding Corp, and Ameritas. He also maintains outside employment as a financial advisor with Cirksena, Knight, Jacobsen, Sieps & Kresse, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Nicholas E

Series 66

Lincoln, NE

LPL Financial

Nicholas Ehmcke is a financial advisor with LPL Financial in Lincoln, NE, holding a Series 66 designation and five years of industry experience. He previously worked at KJ Partners and Culvers before joining LPL Financial and Waddell & Reed, Inc. in 2018. 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, and retirement consulting services, utilizing model portfolios, third-party subadvisors, and research from LPL Research.

College savings (529s, UTMA, etc.)
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Madison D

Series 66

Lincoln, NE

Ameriprise

Madison Doughty is a financial advisor at Ameriprise in Omaha, NE, holding a Series 66 designation with 10 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she is an owner of MA Gemini, managing an advisory business. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendation reports. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Bethany A

CFP®, Series 66

Lincoln, NE

Edward Jones

Bethany Arnold is a CFP® and Series 66-licensed financial advisor at Edward Jones with 10 years of industry experience. She has been with Edward Jones since 2016, working out of Lincoln, NE. 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 under management and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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Megan G

ChFC®, Series 66

Lincoln, NE

Edward Jones

Megan Gibbs is a financial advisor at Edward Jones in Lincoln, NE, holding the ChFC® designation and Series 66 license with nine years of industry experience. She has been with Edward Jones since 2017 and is also involved with YOLO, LLC (DBA Snap Fitness) and World Instructor Training Schools. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
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Brandon S

Series 63, Series 66

Lincoln, NE

Raymond James & Associates

Brandon Smith is a financial advisor with Raymond James & Associates in Lincoln, NE, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with Raymond James & Associates since 2016. 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 client base including individuals, institutional and pension plans, and charitable organizations, providing financial planning and non-discretionary investment consulting through various specialized programs.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Connor D

Series 66

Lincoln, NE

Thrivent Investment Management

Connor Duis is a Series 66-registered financial advisor with Thrivent Investment Management in Lincoln, Nebraska, with eight years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2018 and previously worked at American Family Insurance's Tara Myers Agency from 2015 to 2018. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of financial advisors. The firm offers holistic, goal-based financial analyses and a consolidated planning and managed-account service known as WealthPlan, while maintaining separate delivery of planning and portfolio management.

Business ownership considerations
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Troy V

Series 66

Lincoln, NE

LPL Financial

Troy Van Dyke is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Bni Of The Heartland, Uber Technologies Inc, Phyllis E Webb, Step by Step LLC, various insurance carriers for W&R Insurance Agencies, and Waddell & Reed, Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a wide range of financial planning, advisory programs, and brokerage services, utilizing model portfolios and research from multiple sources.

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

CFP®, Series 63, Series 65

Lincoln, NE

LPL Financial

Jason Rolf is a Certified Financial Planner (CFP®) with 23 years of industry experience. He is currently with LPL Financial, where he has worked since 2019. Prior to joining LPL, he was involved with Rink & Rolf, Inc. and various insurance agencies over nearly two decades. Jason has also operated a personal business entity, Rolf's Den LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning services, and utilizes both discretionary and non-discretionary management strategies supported by in-house and third-party research.

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

Series 63, Series 66

Lincoln, NE

Raymond James Financial

Jennifer Mckinsey is a financial advisor at Raymond James Financial with 27 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at Raymond James Financial Services Advisors Inc. and Raymond James Financial Services, Inc. since 2019, following a decade at Morgan Stanley. In addition to her advisory role, she is employed as an associate at Focus Financial, providing support and administrative services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides 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
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Scott G

Series 63, Series 66

Lincoln, NE

Edward Jones

Scott Gal is a financial advisor at Edward Jones with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Edward Jones since 2014. Prior to that, he has been associated with Alps Fund Services, Inc. since 2008. 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 strategies, managing approximately $1.01 trillion in assets with a large nationwide 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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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
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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.)
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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.)
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