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Brenden F

Series 66

Omaha, NE

Advisornet Wealth Partners

Brenden Fitzpatrick is a financial advisor with Advisornet Wealth Partners in Omaha, NE, holding a Series 66 designation and eight years of industry experience. He has worked with multiple firms, including Alpha Wealth Advisors and The Prudential Insurance Company of America. Fitzpatrick is also the owner of Fitzpatrick Capital LLC and has involvement in insurance services as an independent contractor. Advisornet Wealth Partners provides investment management, financial planning, retirement-plan and participant consulting, and advisory services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, and ETFs and offers both discretionary and non-discretionary management tailored to client objectives.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments
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John D

CFA®, Series 65

Omaha, NE

Bridges Investment Management Inc

John Darwin is a CFA® charterholder and Series 65 licensee with five years of industry experience. He has been with Bridges Investment Management, Inc. since 2021 and previously worked at Creighton University from 2016 to 2021. Outside of advisory work, he serves as an officer in relationship management for Bridges Trust Company. Bridges Investment Management, Inc. is a multi-team registered investment adviser managing approximately $11.3 billion, providing a range of services including investment management, financial planning, and pension consulting to individuals, families, trusts, foundations, corporations, and institutional clients. The firm employs a client-driven, long-term approach centered on fundamental analysis and offers distinctive capabilities through its affiliations with trust companies and proprietary investment vehicles.

Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner
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Mary C

CFA®, Series 63

Omaha, NE

Avior Wealth Management, LLC

Mary Campion is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Avior Wealth Management, LLC. She has worked at Avior since 2024 and has prior experience with Midkiff & Stone Capital Group, Inc. and Champion Capital Research, Inc. In addition to her advisory role, she operates Campion Research, a fiduciary education and expert testimony consulting business where she serves as adjunct faculty and expert witness. Avior Wealth Management is an SEC-registered enterprise advisor managing over $5 billion in client assets through approximately 120 financial professionals. The firm serves individuals, pension plans, charitable and corporate entities, and banking institutions, employing a fundamental analysis investment process with both long- and short-term strategies.

Founder/Business Owner Executive
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Adam B

Series 66

Elkhorn, NE

ValMark Advisers, Inc.

Adam Bailey is a financial advisor with ValMark Advisers, Inc., holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at LPL Financial, Cetera Advisors LLC, and Tagge Rutherford Financial Group. Outside of his advisory work, he serves as secretary for Parian Lodge, a nonprofit organization in Callaway, NE. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 representatives. The firm utilizes diversified, goal-based model portfolios with mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive back-office services.

Annuities Wealth management Business exit / sale strategy Executive Founder/Business Owner
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Micah W

CFP®, Series 66, Series 63

Omaha, NE

Guardian Wealth Advisors, LLC

Micah Wheat is a CFP® with eight years of industry experience, currently serving as a financial advisor at Guardian Wealth Advisors, LLC. Prior to joining Guardian Wealth Advisors in 2025, he worked at ORG Partners for five years and held positions at Raymond James Financial Services and Wells Fargo Advisors. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities by providing investment advisory and portfolio management, financial planning, and retirement plan consulting. The firm employs a quantitative investment approach using ETFs and mutual funds, combining fundamental and technical analysis with risk-mitigation strategies.

Retired Founder/Business Owner
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Andrew G

Series 63, Series 65

Omaha, NE

Diversify Advisory Services, LLC

Andrew Guiney is a financial advisor at Diversify Advisory Services, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Diversify Advisory Services, LLC provides investment advisory and financial planning to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach using a variety of internal models and third-party solutions across multiple platforms, offering services that range from portfolio management to retirement plan fiduciary and multi-family office support.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Doctor or Medical Professional Executive
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Anthony E

Series 63, Series 65

Omaha, NE

First National Advisers, LLC

Anthony Essay is a financial advisor at First National Advisers, LLC with four years of industry experience. He previously worked at Wells Fargo Private Bank and has been associated with First National Bank of Omaha. Essay serves on the board of directors for the CHI Health Foundation, a healthcare organization focused on community partnerships. First National Advisers, LLC provides discretionary investment management to individuals, including high-net-worth clients, as well as institutional clients. The firm employs a team-based investment approach emphasizing asset allocation, fund screening, and risk monitoring, and is a wholly owned subsidiary of First National Bank of Omaha with approximately $7.3 billion in discretionary assets under management.

Wealth management ESG / Sustainable investing Real estate investing
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Andrea B

Series 66

Omaha, NE

Sequent Planning, Llc

Andrea Butler is a financial advisor with Sequent Planning, LLC in Omaha, NE, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at Pacific Select Distributors, LPL Enterprise, PayPal, Charles Schwab, and TD Ameritrade. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, and retirement-plan services, utilizing a diversified investment approach within a structured risk framework.

Retirement income strategy Roth conversion strategy Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Founder/Business Owner Executive
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Laura O

Series 66

Omaha, NE

First National Advisers, LLC

Laura O'Connor is a financial advisor with First National Advisers, LLC, holding a Series 66 designation and 17 years of industry experience. She has worked at Raymond James Financial Services and FNBO, where she serves as Director of the Private Client Managers team and Program Manager of Team Led Financial Advisory Services. O'Connor is also a board member of the Greater Omaha American Heart Association. First National Advisers, LLC is a wholly owned subsidiary of First National Bank of Omaha, providing discretionary investment management to individuals and institutions. The firm uses a team-based approach and diversified models that combine quantitative and qualitative screening, serving a range of clients including affiliated banking and trust entities.

Wealth management ESG / Sustainable investing Real estate investing
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Brenda K

Series 65

Omaha, NE

Bridges Investment Management Inc

Brenda Keady is a financial advisor at Bridges Investment Management Inc with a Series 65 credential and one year of industry experience. She has worked at Bridges Investment Management since 2016 and was an Independent Scentsy Consultant for over two decades. Outside of advising, she manages operations teams at affiliated trust companies in Omaha, NE, and South Dakota. Bridges Investment Management is a multi-team registered investment adviser managing approximately $11.3 billion, serving individuals, families, trusts, foundations, corporations, and retirement plans. The firm employs a client-driven, long-term investment approach focused on fundamental analysis and provides a range of services including financial planning, pension consulting, adviser selection, and philanthropic support.

Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner
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James S

Series 66

Omaha, NE

Gladstone Wealth Partners

James Stanek is a financial advisor at Gladstone Wealth Partners with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and Silverleaf Advisor Group. Outside of his advisory roles, he maintains business interests through J&K Management, LLC. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, and charitable organizations. The firm operates through a network of independent advisers who tailor strategies and utilize third-party managers and technology solutions for comprehensive portfolio and plan management.

Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired Executive
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Zachary R

CFP®, Series 65

Omaha, NE

IAMS Wealth Management, LLC

Zachary Reeg is a CFP®-certified financial advisor with six years of industry experience, currently affiliated with IAMS Wealth Management, LLC and Goodlife Wealth Management. He has held roles at Goodlife Wealth Management since 2022 and at IAMS Wealth Management since 2021, with prior experience at CWM, LLC and a brief tenure with the Texas Rangers. Outside of his advisory work, he is president and owner of Goodlife Wealth Management, where he also manages life and health insurance and annuities. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management tailored to client objectives using a mix of proprietary and third-party model portfolios and an asset-allocation approach that includes equities, ETFs, fixed income, and alternative instruments.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Diana W

Series 65, Series 63

Omaha, NE

First National Advisers, LLC

Diana Whitman is a financial advisor with First National Advisers, LLC in Omaha, NE, holding Series 65 and Series 63 licenses. She has 21 years of industry experience, including 17 years at First National Bank of Omaha and 4 years at First National Advisers. First National Advisers, LLC provides discretionary investment management to individuals, including high-net-worth clients, and institutional clients. The firm offers a team-based Private Wealth Reserve service emphasizing asset allocation, fund screening, and risk monitoring, and manages approximately $7.3 billion in discretionary assets as a wholly owned subsidiary of First National Bank of Omaha.

Wealth management ESG / Sustainable investing Real estate investing
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Seth N

Series 65

Omaha, NE

The Patriot Financial Group, LLC

Seth Neben is a financial advisor at The Patriot Financial Group, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Unified Legacy Advisors since 2013. Neben is also vice president of Unified Retirement Specialists, a fixed insurance sales business, and serves as an instructor for the American Financial Education Alliance, a nonprofit focused on financial education. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm constructs customized portfolios using a variety of securities and investment strategies, with quarterly reviews and oversight of unaffiliated independent managers.

ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Wealth management Private / alternative investments Annuities Founder/Business Owner
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Mark S

ChFC®, Series 63, Series 65

Omaha, NE

Wealth Watch Advisors, INC

Mark Scherer is a financial advisor at Wealth Watch Advisors, INC with 33 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Before joining Wealth Watch Advisors in 2026, he worked at Brookstone Capital Management, Specialized Advisors, Secure Investment Management, and Cambridge Investment Research Advisor Inc. Outside of advisory roles, Scherer is a licensed insurance agent involved with J.D. Mellberg Financial, LLC. Wealth Watch Advisors serves individual and high-net-worth clients as well as institutional accounts, providing portfolio management, financial planning, and access to third-party model portfolios. The firm uses a model-driven investment approach primarily implemented through approved third-party sub-advisors and offers tailored recommendations based on client risk profiles.

Private / alternative investments Options & derivatives strategies Real estate investing Concentrated stock management Founder/Business Owner Retired
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Shawn P

ChFC®, Series 63, Series 66

Omaha, NE

Thrivent Advisor Network, LLC

Shawn Petersen is a financial advisor with Thrivent Advisor Network, LLC, holding the ChFC® designation and Series 63 and 66 licenses. He has 35 years of industry experience, including roles at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Outside of his advisory work, he is the owner of TAS114, LLC, a company established for business-related clerical and accounting activities, and manages TLSC19 LLC, an entity that holds land for development. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm emphasizes a long-term investment approach with customized asset allocations using low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, and benefits from integration within the broader Thrivent group.

Annuities College savings (529s, UTMA, etc.) Private / alternative investments
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Michael D

CFP®, Series 66

Elkhorn, NE

ValMark Advisers, Inc.

Michael Demers is a CFP® professional with six years of industry experience, currently serving as a financial advisor at ValMark Advisers, Inc. He has worked previously with Cetera Advisor Networks, Carson Group, and Thrivent Advisor Network. ValMark Advisers provides investment advisory and financial planning services to a diverse clientele, including individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based model portfolios and asset allocation, delivering services through a network of representatives using proprietary and third-party platforms.

Annuities Wealth management Business exit / sale strategy Executive Founder/Business Owner
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Raisa T

Series 63, Series 65

Omaha, NE

Mutual of Omaha Investor Services, Inc.

Raisa Turner is a financial advisor with Mutual of Omaha Investor Services, Inc. She holds Series 63 and Series 65 licenses and has seven years of industry experience. Her prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, Pacific Life Insurance Company, JP Morgan Chase Bank, JP Morgan Securities, and Wells Fargo Clearing. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, managed accounts, and retirement plan consulting through a network of Investment Advisor Representatives.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Jordan B

Series 65

Omaha, NE

Creativeone Wealth, LLC

Jordan Brill is a financial advisor at CreativeOne Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and RCIS. Brill is also involved with Trinity Financial Group in Omaha, where he focuses on insurance and Medicare-related services. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a range of investment strategies including proprietary ETF-based models, third-party managers, and option-based approaches, supporting tailored assessments and regular portfolio rebalancing.

Active portfolio management ESG / Sustainable investing Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
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Timothy S

Series 63, Series 65

Omaha, NE

RFG Advisory, LLC

Timothy Snyder is a financial advisor at RFG Advisory, LLC with 16 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Principal Securities Inc. and Principal Life Insurance Company prior to joining RFG Advisory in 2024. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, retirement plan consulting, and access to both third-party and proprietary investment strategies with a focus on risk-managed, tax-aware approaches.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Educators, Teachers, and Academics Doctor or Medical Professional Executive Women Professionals
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