Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Out of 400,000+ nationwide
Heidi A
Series 66
Grand Island, NE
Eagle Strategies (NY Life)
Heidi Adams is a financial advisor with Eagle Strategies (NY Life) based in Grand Island, NE. She holds a Series 66 designation and has 11 years of industry experience. Adams operates under the DBA Hutchinson & Associates, LLC, servicing insurance and financial product clients. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers a range of program types tailored to client objectives, with most assets managed on a non-discretionary basis.
Jodi R
Series 66
Grand Island, NE
Raymond James Financial
Jodi Rauert is a registered financial advisor with Raymond James Financial, holding a Series 66 designation and five years of industry experience. She has been with Raymond James and First National Bank of Omaha/FNBO since 2021 and 2008 respectively. Outside of her advisory role, Rauert serves as Chair of the Board and Finance Committee member for Heartland United Way and is the Treasurer on the Wood River High School board. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, institutions, and charitable organizations, offering tailored, non-discretionary planning supported by analytical modeling and advisory programs.
Mark P
Series 65, Series 63
Grand Island, NE
Ameriprise
Mark Perry is a financial advisor with Ameriprise in Grand Island, NE, holding Series 65 and Series 63 licenses and 11 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2015. Perry serves on the Board of Directors for the International Children's Network. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.
Trevor O
Series 66
Grand Island, NE
Edward Jones
Trevor Oberg is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has worked previously at Pinnacle Bank and Tier One Financial. Outside of finance, his background includes working at Heritage Hills Golf Course and Kansas Wesleyan University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm provides a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.
Wyatt G
Series 66
Grand Island, NE
Cambridge Investment Research Advisors
Wyatt Gleason is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Cambridge, he worked at Western National Bank and Five Points Bank. Gleason also manages Gleason Farms, an agricultural business, alongside his advisory role. He is a member of the Grand Island Young Professionals networking group. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through independent financial professionals. The firm provides various portfolio management options, proprietary and third-party strategies, and features institutional support such as compliance processes and equity participation arrangements.
Michael S
CFP®, Series 66
Grand Island, NE
Cambridge Investment Research Advisors
Michael Schuster is a CFP® with 25 years of experience in financial advisory. He is currently with Cambridge Investment Research Advisors and has held roles at several firms including Principal Securities and Helix Financial. Schuster is also involved as a board member of the Platte Institute. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base with financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers multiple investment platforms and proprietary as well as third-party strategies, supporting both discretionary and non-discretionary approaches tailored to client objectives.
Michael H
Series 66
Grand Island, NE
Edward Jones
Michael Havermann is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and previously worked at Sandhills Global for eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services under a fiduciary standard.
Todd O
ChFC®, Series 66
Grand Island, NE
Edward Jones
Todd Owen is a financial advisor with Edward Jones in Grand Island, NE. He holds the ChFC® and Series 66 designations and has 11 years of industry experience. Owen has been with Edward Jones since 2014. 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.
Alissa A
Series 63, Series 65
Grand Island, NE
LPL Financial
Alissa Axford is a financial advisor with LPL Financial in Grand Island, NE, holding Series 63 and Series 65 licenses and 18 years of industry experience. She previously worked with ICA Group Wealth Management, Investment Centers of America, Inc., and American Investment Services. Axford is involved in insurance-related activities, including servicing existing index annuity contracts and working as an insurance agent for life, health, long-term care, and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with advisors utilizing a range of discretionary and non-discretionary strategies supported by research and technology tools.
Sonja H
Series 66, Series 63
Grand Island, NE
Edward Jones
Sonja Havranek is a financial advisor at Edward Jones with 23 years of industry experience. She holds Series 66 and Series 63 credentials and has been with Edward Jones since 2009. The firm serves more than four million individual and institutional clients and manages approximately $1.01 trillion in assets. Edward Jones offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
David P
Series 63, Series 65
Grand Island, NE
Primerica Advisors
David Prokesh Jr. is a financial advisor with Primerica Advisors in Grand Island, NE, holding Series 63 and Series 65 credentials and possessing 21 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2004. Outside of investment advising, he is involved in sales of loan products and home security and automation services through affiliates of his firm. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and limited discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and maintains a tiered wrap fee structure for its services.
Philip H
Series 66
Grand Island, NE
Edward Jones
Philip Hranac is a Series 66 licensed financial advisor with Edward Jones, based in Grand Island, NE. He has 15 years of industry experience and has been with Edward Jones since 2013. 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.
Norman W
Series 66
St. Paul, NE
LPL Financial
Norman Wilkins III is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. His career includes roles at Homestead Investments and Securities America, Inc., with over two decades of involvement at Homestead Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a wide range of services to individuals, retirement plan participants, banks, trust companies, and institutions, including financial planning and access to various advisory platforms and third-party asset management.
Renee S
Series 66
Grand Island, NE
LPL Financial
Renee Summers is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 22 years of industry experience. Prior to joining LPL Financial in 2021, she worked with various firms including Jeremy Ringlein and Waddell & Reed, Inc. from 2011 to 2021. She is involved with Flatwater Associates, which offers tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services utilizing model portfolios, third-party subadvisors, and customized strategies.
Shawn O
ChFC®, Series 63, Series 65
Grand Island, NE
LPL Financial
Shawn Oconnor is a financial advisor with LPL Financial in Grand Island, Nebraska, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience, including 19 years at Sii Investments, Inc. prior to joining LPL Financial in 2018. Outside of his advisory work, he is involved in operating a family farm. 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 advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools and a broad platform of financial products.
Matthew A
Series 63, Series 66
Grand Island, NE
Edward Jones
Matthew Armstrong is a financial advisor with Edward Jones in Grand Island, Nebraska, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory work, he is involved in managing personal matters. 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 affiliated products, operating under a fiduciary standard and supported by a nationwide network of more than 23,000 financial advisors.
Emily M
Series 66
Grand Island, NE
LPL Financial
Emily Meredith is a financial advisor with LPL Financial in Grand Island, NE, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2024, she worked with Northwestern Mutual Wealth Management Company and Raymond James Financial Services, Inc. Outside of her advisory role, Meredith is involved in fitness coaching through Land Fitness Coaching and participates in the food industry with Cardinal Snacks. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients. The firm offers a comprehensive range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Brett K
Series 66
Grand Island, NE
LPL Financial
Brett Klein is a financial advisor with LPL Financial, holding a Series 66 designation and over 13 years of industry experience. He has previously been associated with firms including Waddell & Reed Inc. and has engaged in business activities such as tax preparation and accounting through Flatwater Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions delivered by a large network of investment adviser representatives using varied portfolio strategies and technology tools.
Michael S
Series 63, Series 65
Grand Island, NE
LPL Financial
Michael Strong is a financial advisor with LPL Financial in Grand Island, Nebraska, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at Waddell and Reed, Inc., the Strong Downey Group, Inc., and serving on the Village of Elm Creek board. He is also a nonprofit board member for the Village of Elm Creek. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors utilizing a variety of portfolios and strategies.
Vincent J
Series 66
Grand Island, NE
LPL Financial
Vincent Jensen is a financial advisor with LPL Financial in Grand Island, NE, holding a Series 66 designation and four years of industry experience. He previously operated Vince Jensen & Associates for 11 years and has worked with Equitable Bank since 2022. Outside of his advisory role, he is involved as a financial consultant at O'Connor & Associates Inc. 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, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Out of 400,000+ nationwide