Overwhelmed by options?
Answer a few questions to see advisors matched to you.
544 advisors near
68512
within the area shown on the map
Out of 400,000+ nationwide
Christopher C
CFP®, Series 63, Series 65
Lincoln, NE
LPL Financial
Christopher Collins is a CFP® professional with 36 years of industry experience, currently affiliated with LPL Financial. His previous roles include positions at OSAIC, Securities America Advisors, and SII Investments, Inc. He is involved with Tomorrow's Money, LLC, a non-variable insurance business based in Lincoln, NE. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs and financial planning services, including model portfolios and technology-driven strategies.
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 financial advisor with LPL Enterprise holding a Series 66 designation. He has been with LPL Enterprise since 2026 and previously worked at TSL Logistics from 2012 to 2017. Outside of his advisory role, he has been involved with the Beaver Lake Association since 2017. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that combines adviser programs with a range of financial products.
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.
Amy S
Series 66
Lincoln, NE
STIFEL
Amy Scott is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel, she held roles with Sting Sports Group LLC and Nebraska Sports Center LLC, and was involved with the Lincoln Soccer Association. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment methodologies developed by its Investment Strategy Group.
Derrick C
Series 65
Lincoln, NE
OSAIC
Derrick Clevenger is a financial advisor at OSAIC with four years of industry experience. He holds a Series 65 designation and has prior roles with Securities America Advisors and Syngenta. He is also involved in insurance activities through Futurity First Insurance Group. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm utilizes various asset-allocation tools and multiple advisory platforms to construct diversified portfolios tailored to clients’ risk tolerance and investment restrictions.
Benjamin T
CFP®, Series 63, Series 66
Lincoln, NE
LPL Financial
Benjamin Thiele is a CFP® with nine years of industry experience, currently advising clients at LPL Financial. His prior roles include positions at Focus Partners Wealth, Buckingham Strategic Wealth, Morgan Stanley, and TD AMERITRADE. Early in his career, he was involved with Lincoln Parks and Recreation and Lincoln Catholic Youth Sports. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and technology-driven strategies.
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 with LPL Financial in Lincoln, NE, holding CFP® and ChFC® designations and over 30 years of industry experience. Her prior career includes 25 years with Waddell & Reed, Inc. and various insurance carriers, as well as ownership of Step By Step, LLC. Webb also maintains an active role as a licensed agent selling life, health, long-term care insurance, and Medicare supplement products. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and technology-driven strategies.
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 at LPL Financial based in Lincoln, NE, holding a Series 66 designation. He has one year of industry experience, including time at Union Bank & Trust and NJN Financial Group. Prior to entering the financial advisory field, he held various roles in hospitality and education. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management strategies supported by extensive research and technology.
Samuel M
CFP®, Series 66
Lincoln, NE
Wells Fargo Clearing
Samuel Myhre is a CFP® with 20 years of industry experience, currently advising at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.
Christopher D
Series 66
Lincoln, NE
Raymond James Financial
Christopher Domgard is a financial advisor with Raymond James Financial, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at RBC Capital Markets Corporation and City National Bank. Domgard is also the CEO of Capitol Private Wealth, a support company affiliated with his branch. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary advice supported by analytical tools and is noted for its municipal advisory affiliation and innovative SIMPLE IRA Employer Advisory program.
Douglas P
Series 63, Series 65
Lincoln, NE
Primerica Advisors
Douglas Porter is a financial advisor with Primerica Advisors in Lincoln, NE, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Primerica Advisors since 2002 and Primerica Financial Services since 2001. Outside of investment advice, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm employs third-party asset managers vetted through independent due diligence and uses a tiered wrap fee structure rather than fixed fees.
Eric C
CFP®, Series 66
Lincoln, NE
Edward Jones
Eric Christensen is a CFP® and Series 66-licensed financial advisor with Edward Jones in Lincoln, NE. He has 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of thousands of financial advisors and branch offices.
Andres L
Series 66
Lincoln, NE
LPL Financial
Andres Lovato Needham is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Financial, he worked at Northwestern Mutual and has been involved with community activities including Habitat for Humanity Omaha and Campus Ministry at Creighton University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios and research from multiple sources.
Megan G
Series 66
Lincoln, NE
Edward Jones
Megan Gramann is a financial advisor at Edward Jones with nine years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and TD Ameritrade. Outside of her advisory role, she manages a customer referral program for local businesses through The Midnight Collective LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.
Tod M
Series 63, Series 65
Lincoln, NE
LPL Financial
Tod Masin is a financial advisor with LPL Financial in Lincoln, NE, holding Series 63 and Series 65 credentials and over 33 years of industry experience. His career includes previous roles at WealthPlan Partners LLC and Securities America, Inc., and he has operated MasinMisko since 2002. Masin is also a co-owner of Summit Developments, LLC. 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 wide range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.
James P
Series 63, Series 65
Lincoln, NE
OSAIC
James Predoehl is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at Woodbury Financial Services for 18 years and has operated Predoehl Enterprises Inc. since 1996, focusing on insurance marketing. Outside of his advisory role, he serves as president of Ambassador in Christ Ministries, a nonprofit organization distributing funds to various charities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and offering portfolios that include a range of securities managed on discretionary or non-discretionary bases.
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...
544 advisors near
68512
within the area shown on the map
Out of 400,000+ nationwide