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Marisa S

Series 66

Kearney, NE

Raymond James Financial

Marisa Sinclair is a financial advisor with Raymond James Financial, holding a Series 66 designation and three years of industry experience. She has previously worked with FNBO and has been with Raymond James Financial Services Advisors, Inc. since 2021. Outside of her advisory role, she serves as a Client Relationship Associate at First Investments & Planning. 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 institutional entities. The firm offers tailored non-discretionary planning supported by analytical tools and maintains specialized programs for municipal finance and SIMPLE IRA employer advisory services.

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

Series 66

Kearney, NE

Ameriprise

David Mickelson is a financial advisor with Ameriprise in Kearney, NE, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he serves on the Board of Directors for Kearney/Buffalo County CASA. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at individuals approaching or in retirement, typically with at least $1 million in net investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, combining research, modeling, and tax-efficiency analysis to deliver tailored retirement recommendations.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Emily J

CFP®, Series 66

Kearney, NE

LPL Financial

Emily Jameson is a CFP® professional with nine years of industry experience, currently affiliated with LPL Financial. She has prior experience at Securities America Advisors and Securities America Inc. There are no notable outside activities reported. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a broad range of advisory and brokerage services. The firm utilizes both proprietary and third-party investment strategies and operates alongside various financial services, including insurance and banking partnerships.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Ashley M

Series 66

Kearney, NE

Edward Jones

Ashley Mostek is a financial advisor with Edward Jones in Kearney, NE, holding a Series 66 designation and beginning her advisory career in 2024. Prior to joining Edward Jones, she worked for 12 years with Kearney Public 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 including managed solutions, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

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

Series 63, Series 66

Kearney, NE

Edward Jones

Benjamin Homan is a financial advisor at Edward Jones with 27 years of industry experience, all with the firm since 1999. He holds Series 63 and Series 66 licenses. Homan serves as a board member of the Homan Family Foundation in Omaha, NE. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national 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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Carson H

Series 63, Series 65

Kearney, NE

LPL Financial

Carson Hemmann is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 13 years of industry experience. Prior to joining LPL Financial, he worked at Securities America Advisors and Mutual of Omaha Investor Services. In addition to his advisory role, he is involved with Hemmann Farms, a farming business he has operated since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, leveraging technology and a large network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Brian U

Series 66

Kearney, NE

Equitable Advisors

Brian Urban is a financial advisor with Equitable Advisors in Kearney, Nebraska, holding a Series 66 designation and 27 years of industry experience. He has worked with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory roles, Urban is president and owner of Corporate Resource Group, Inc., involved with insurance services, and serves on the financial advisory committee of GP Church. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives with access to a variety of proprietary and third-party investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Stephen H

Series 63, Series 66

Kearney, NE

Edward Jones

Stephen Homan is a financial advisor with Edward Jones in Kearney, NE, holding Series 63 and Series 66 designations and 33 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he serves on the board of the Kearney Community Theatre, where he participates in fundraising and production efforts. Edward Jones is a wealth management firm serving both individual and institutional clients with a range of advisory programs, 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 nationwide network of over 23,000 financial advisors.

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

Series 66

Kearney, NE

Edward Jones

Brette Ensz is a financial advisor at Edward Jones in Kearney, Nebraska, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2020, Brette worked at the University of Nebraska at Kearney from 2015 to 2020. Outside of her advisory role, she is a vocalist at St. Luke’s Episcopal Church, performing regularly at services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a large nationwide network of advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains affiliated mutual funds and other specialized services under a fiduciary standard.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive
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Jason S

Series 63, Series 66

Kearney, NE

Edward Jones

Jason Sharp is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and possessing 28 years of industry experience. He has been with Edward Jones since 1997. Outside of his advisory role, he serves as president of Rooted, a mentorship life group for high school and college-aged students. 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 wide range of investment strategies and affiliated financial services through a large nationwide network of advisors and branch offices.

General retirement planning Retired Founder/Business Owner Executive
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Michael W

Series 63, Series 65

Kearney, NE

Wells Fargo Clearing

Michael Woodman is a financial advisor with Wells Fargo Clearing in Kearney, Nebraska, holding Series 63 and Series 65 licenses and 43 years of industry experience. His career includes positions at Wells Fargo Advisors LLC and Morgan Stanley affiliates, spanning over two decades before joining Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Eric T

Series 66

Kearney, NE

Edward Jones

Eric Trettel is a Series 66-licensed financial advisor with Edward Jones in Kearney, NE, with 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he officiates junior high and high school basketball games. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary advisory programs, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Retirement income strategy General retirement planning Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jami S

Series 66

Kearney, NE

Edward Jones

Jami Swift is a Series 66 licensed financial advisor with Edward Jones in Kearney, Nebraska, bringing two years of industry experience. Prior to joining Edward Jones, Jami worked at the Kearney Country Club and Omaha Country Club for a combined total of eleven years. 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 strategies supported by 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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Drew W

Series 66

Kearney, NE

Edward Jones

Drew Wagner is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to joining Edward Jones, he was employed at Elevate Global and GIX Logistics. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, with an extensive nationwide network of advisors and branch offices.

Retirement income strategy Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner Doctor or Medical Professional Technology Professional Engineering Professional
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Mark S

Series 63

Kearney, NE

LPL Financial

Mark Swanson is a financial advisor at LPL Financial with 41 years of industry experience. He holds a Series 63 credential and has previously worked at Securities America Advisor Inc. and Wealth Advisors Network, Inc. He is also associated with Black Oak Investment Counsel, Inc., which operates as a DBA for his LPL business. 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 offers a range of services including financial planning, model portfolios, third-party asset management access, and institutional platforms, utilizing a combination of strategic and tactical investment approaches supported by research and technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Hugo L

Series 66, Series 63

Kearney, NE

Wells Fargo Clearing

Hugo Longoria Rios is a financial advisor with Wells Fargo Clearing in Kearney, NE. He holds the Series 66 and Series 63 licenses and has been with Wells Fargo since 2005. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Michelle S

CFP®, Series 63, Series 66

Kearney, NE

Edward Jones

Michelle Seeba is a CFP® professional with 19 years of industry experience, currently serving at Edward Jones since 2006. She holds Series 63 and Series 66 licenses and is based in Kearney, Nebraska. Outside of her advisory role, Seeba is involved as Vice President of the Kearney Professional Employers Organization (PEO), where she supports leadership and facilitates meetings. 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 strategies, including discretionary and non-discretionary wrap fee programs, 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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Joseph S

Series 63, Series 66

Kearney, NE

Raymond James Financial

Joseph Straka is a financial advisor at Raymond James Financial Services Advisors, Inc. with 32 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Cambridge Investment Research Advisors, Inc. for 16 years. Outside of his advisory role, he is an independent insurance agent and serves as a member of a local political action committee in Kearney, Nebraska. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning using analytical tools and supports clients through a wide network of advisors and specialized programs.

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

Series 66

Kearney, NE

LPL Enterprise

Philip Lee is a financial advisor with LPL Enterprise in Kearney, NE, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Pruco Securities LLC and Hammerhead Spearguns. In addition to his advisory work, he is the CEO of Best Bros. LLC, a business owner in a non-investment-related venture. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various non-securities products and services.

Tax-loss harvesting
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Amy B

Series 66

Kearney, NE

LPL Financial

Amy Bettles is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, she worked with Securities America Inc and operated her own insurance business. She is also a commissioned notary in Kearney, Nebraska. 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 wide range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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