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Jay S

ChFC®, Series 63, Series 65

Lincoln, NE

LPL Financial

Jay Svehla is a financial advisor with LPL Financial in Lincoln, NE, holding the ChFC® designation and Series 63 and 65 licenses. He has 28 years of industry experience and has worked with LPL Financial since 2020. Prior to this, he was affiliated with Premier Trust and Securities America Advisors, among other roles. Outside of his advisory work, he served as treasurer for Troop 22 for six years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, supporting both discretionary and non-discretionary management with various model portfolios and research resources.

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

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Victor M

Series 63, Series 65

Lincoln, NE

Primerica Advisors

Victor Martinez is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His background includes roles at Nebraska Wesleyan University and involvement with the University of Nebraska Foundation, as well as experience in health clubs and nonprofit foundations. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and limited discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Ty C

Series 66

Lincoln, NE

LPL Enterprise

Ty Coen is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. He has a background that includes various roles outside finance, such as coaching at Firethorn Golf Club. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, and institutional investors, offering services through advisory and brokerage channels supported by a combination of in-house research, model portfolios, and third-party asset management.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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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 37 years of industry experience. His prior experience includes roles at First State Financial Services and Securities America Advisors, Inc. Rimel is associated with JFC Advisor Network, an investment-related business supporting his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisor representatives. The firm offers a broad range of advisory programs and services, including financial planning and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Kami S

Series 63, Series 66

Denton, NE

Edward Jones

Kami Solko is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Edward Jones since 2021, following 17 years at Alfs, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and maintaining 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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Loren K

CFP®, Series 66

Lincoln, NE

LPL Financial

Loren Kampschnieder is a CFP®-certified financial advisor with over 40 years of industry experience, currently affiliated with LPL Financial since 2021. His prior experience includes long-term roles at Waddell & Reed, Inc. and various insurance carriers, spanning nearly four decades. He is also involved in agricultural business activities. 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, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

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

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

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

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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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.

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

General retirement planning Income planning
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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.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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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.

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

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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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.

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

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

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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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.

College savings (529s, UTMA, etc.)
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