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Jacob S

Series 65

Omaha, NE

Red Night Capital LLC

Jacob Semansky is a financial advisor at Red Night Capital LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Mainelli Wagner & Associates, Inc., Ulteig, and the University of Nebraska-Lincoln. Red Night Capital LLC provides portfolio management and financial planning services to high-net-worth individuals, small businesses, charitable organizations, and other advisers. The firm employs a combination of fundamental, quantitative, technical, and modern portfolio techniques and is noted for its Advanced Derivatives Overlay offering, which includes multi-leg option and futures strategies.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Private / alternative investments Executive
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Joseph E

CFP®, Series 65, Series 66

Omaha, NE

Adaptive Advice, LLC

Joseph Elsasser is a CFP® professional with 19 years of industry experience. He is a founding member of Adaptive Advice, LLC, where he has worked since 2020. Prior to that, he held roles at Covisum, LLC, a financial planning software company where he serves as president and partner, as well as positions at Sequent Planning, LLC, Brookstone Capital Management LLC, and Equitable Advisors. Adaptive Advice serves individual and high-net-worth clients and their families, offering discretionary investment management and comprehensive financial planning. The firm employs a tailored approach to portfolio construction, blending fundamental and technical analysis across a range of securities, and supports client needs through ongoing reviews and coordination with other professional advisors.

Options & derivatives strategies Tax-loss harvesting General retirement planning College savings (529s, UTMA, etc.)
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Grant T

Series 66

Papillon, NE

Miller Financial Services LLC

Grant Tesnohlidek is a Series 66-licensed financial advisor with 15 years of industry experience. He currently works at Miller Financial Services LLC and previously held roles at WealthForge Securities LLC, Burlington Capital, Weitz Securities, Inc., and TD Ameritrade. Miller Financial Services LLC provides discretionary portfolio management, financial planning, pension consulting, and non-securities consulting to individual and institutional clients. The firm is known for its work with public entities, including state and local government and municipal plans, and offers fiduciary services such as formal 3(38) plan management.

Options & derivatives strategies College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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Joseph B

Series 63, Series 65

Omaha, NE

Sterling Financial Advisors, LLC

Joseph Bayless is a financial advisor with Sterling Financial Advisors, LLC in Omaha, NE. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. He has worked with Omaha Wealth Management, LLC since 2016 and Raymond James Financial Services, Inc. since 2010. Bayless is also licensed to sell insurance and annuities through Raymond James Insurance Group. Sterling Financial Advisors serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and small businesses, offering asset management and pension consulting services. The firm provides asset management through wrap accounts and employs fundamental and technical analysis with both long- and short-term purchase strategies.

Wealth management Retired Founder/Business Owner
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Michael B

Series 63, Series 65

Omaha, NE

Sterling Financial Advisors, LLC

Michael Butkus is a financial advisor with Sterling Financial Advisors, LLC in Omaha, NE, holding Series 63 and Series 65 licenses and totaling 29 years of industry experience. He has been with Omaha Wealth Management, LLC since 2016. Outside of his advisory role, he manages rental properties through two LLCs. Sterling Financial Advisors serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and small businesses. The firm offers asset management and pension consulting services, utilizing fundamental and technical analysis to implement a range of investment strategies, and operates a wrap-fee program alongside pension plan support.

Wealth management Retired Founder/Business Owner
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Katherine D

Series 66

Omaha, NE

Fyvie Financial LLC

Katherine Derisson is a financial advisor with Fyvie Financial LLC in Omaha, NE, holding a Series 66 designation and eight years of industry experience. She previously worked at Hightower Securities LLC and Edward Jones. Outside her advisory role, she co-owns Fempreneur Fair, an event-focused business supporting female entrepreneurs, and serves as a FemCity Collective leader for business networking. Fyvie Financial provides fee-only advisory and financial planning services to U.S. and cross-border individuals and families, emphasizing tailored investment portfolios based on comprehensive client assessments. The firm also offers tax, bookkeeping, and payroll services for small businesses and manages most assets through wrap-fee programs, with specialized cross-border and U.K. pension consulting capabilities.

Business ownership considerations Tax strategies for small businesses Cross-border / expatriate tax planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Expats
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Scott L

Series 65

Omaha, NE

Sanders Retirement Planning LLC

Scott Leise is a Series 65 licensed advisor at Sanders Retirement Planning LLC in Omaha, NE, with six years of industry experience. His prior roles include positions at TS Bank d/b/a Callahan Financial Planning, Callahan Financial Planning Company, and Wells Fargo. Sanders Retirement Planning LLC offers investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as trusts, estates, and business entities. The firm employs fundamental analysis combined with strategic and tactical asset allocation, managing most assets on a discretionary basis and incorporating ongoing portfolio monitoring and periodic rebalancing.

General retirement planning Income planning Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
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Katie B

CFP®, Series 66

Omaha, NE

Morey & Quinn Wealth Partners

Katie Bruno is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Morey & Quinn Wealth Partners since 2018. She previously worked at Raymond James and has been involved in financial advisory roles since 2014. Outside of her advisory work, she is the owner of Lotus Divorce Services, a certified divorce financial analyst firm, and holds board positions as secretary for both the Financial Planning Association of Nebraska and the Breakfast Optimist Club, as well as serving on the board of directors for the Women’s Fund of Omaha. Morey & Quinn Wealth Partners is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, and corporations. The firm offers tailored financial planning and discretionary wealth management, emphasizing client-specific objectives and fundamental analysis, with oversight of approximately $373 million in assets across three advisors.

General retirement planning General tax planning Charitable giving & philanthropy Cash flow / budgeting
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Keith S

CFP®, ChFC®, Series 63

Omaha, NE

Dessonville Financial Group Incorporated

Keith Schmidt is a CFP® and ChFC® with over 31 years of industry experience. He has been with Dessonville Financial Group Incorporated since 1993 and also operates the Benefits Consulting Group, where he assists employers and individuals with employee benefits and insurance policies. Dessonville Financial Group Inc. is a fee-only, independent investment adviser serving individuals, high-net-worth clients, and private trusts and estates. The firm employs an active, tactical asset-allocation approach with a predominantly non-discretionary asset mix, allowing clients greater control over investment decisions.

Active portfolio management Real estate investing
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Agustin M

Series 66

Omaha, NE

Blue Capital

Agustin Molina is a financial advisor at Blue Capital with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Capital Synergy Partners and Molina Financial, Inc. He has been with Blue Capital since 2019. Blue Capital provides investment advisory and financial planning services primarily to individual clients, tailoring portfolios to clients’ objectives, time horizon, and risk tolerance. The firm employs various investment approaches including asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term trading.

Annuities
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Chad D

Series 66

Omaha, NE

Professional Retirement Strategies LLC

Chad Docken is a financial advisor with Professional Retirement Strategies LLC in Omaha, NE, holding a Series 66 credential and nine years of industry experience. He has previously worked at Heartland Financial Advisors and Gradient Securities. Outside of finance, he owns a costume prop shop called 3DForgeZ. Professional Retirement Strategies LLC provides discretionary portfolio management and ERISA plan advisory services to individual investors and retirement plan clients. The firm employs a documented investment policy and risk-tolerance process with discretionary trading authority and is noted for conducting public investment education seminars.

General retirement planning Retirement income strategy Retired Founder/Business Owner
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Stephen L

Series 63, Series 65

Omaha, NE

Footprints Asset Management & Research, Inc.

Stephen Lococo is a financial advisor with Footprints Asset Management & Research, Inc. He holds Series 63 and Series 65 licenses and has 45 years of industry experience. He has been with GVC Capital LLC since 2003 and is the owner of Midtown Body and Paint Shop, a business unrelated to investments. Lococo also serves on the board of directors of Wegener Corp, a public company specializing in satellite communication equipment. Footprints Asset Management & Research provides discretionary investment supervisory services and separately managed accounts to individuals, pension plans, corporations, and a mutual fund client. The firm follows an Absolute Value investment philosophy focused on long-term wealth creation and incorporates derivatives, primarily covered-call writing, in its portfolio management.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Executive
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Michael H

Series 63, Series 66

Omaha, NE

Blue Capital

Michael Herek is a financial advisor at Blue Capital with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Blue Capital since 2019, previously spending five years with Capital Synergy Partners. Outside of his advisory role, he is the owner of the Red Lion Lounge in Omaha, Nebraska. Blue Capital provides investment advisory and financial planning services primarily to individual clients. The firm offers tailored portfolio management using various strategies and conducts regular account reviews, with a focus on aligning investments to clients’ objectives, time horizons, and risk tolerance.

Annuities
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Brooks C

Series 63, Series 65

Omaha, NE

Lakewood Asset Management, LLC

Brooks Call is a financial advisor at Lakewood Asset Management, LLC in Omaha, NE, holding Series 63 and Series 65 credentials with 22 years of industry experience. He has worked with UBS Financial Services Inc since 2005. Lakewood Asset Management serves individual and high-net-worth clients, trusts, estates, pension, and charitable entities, managing approximately $249 million across 155 client relationships. The firm employs a bottom-up, fundamental, long-term value investing approach, focusing on undervalued companies and special situations, and offers both discretionary portfolio management and stand-alone financial planning.

Wealth management Tax-loss harvesting Retirement income strategy General estate planning guidance
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Earl J

Series 66

Omaha, NE

Lexus Wealth Management

Earl Johnson is a financial advisor at Lexus Wealth Management with 25 years of industry experience. He holds a Series 66 designation and previously worked at EverGreen Capital Management for 11 years before joining Lexus Wealth Management in 2023. Lexus Wealth Management serves individual, high-net-worth, and institutional clients, managing approximately $42.3 million for about 279 clients. The firm uses a combination of fundamental, technical, and modern portfolio theory approaches, focusing on strategic asset allocation and tailored investment profiles.

General retirement planning Income planning Annuities Options & derivatives strategies
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Bryce K

CFP®, Series 65

Omaha, NE

Hiley Hunt Wealth Management, Inc.

Bryce Koch is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Hiley Hunt Wealth Management, Inc. and also operates Bryce Koch CPA & Advisory LLC. His prior experience includes roles at Frankel Zacharia, Kiewit Corporation, and WoodmenLife. Hiley Hunt Wealth Management, Inc. provides fee-only investment advisory services and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm combines fundamental, technical, and cyclical analysis to create asset-allocation recommendations and manages accounts on a discretionary basis, including the use of borrowing and derivative strategies.

General retirement planning Retirement income strategy General tax planning Options & derivatives strategies Founder/Business Owner Retired
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Michael C

CFP®, ChFC®, PFS™, Series 63, Series 65

Omaha, NE

Carlson Wealth, LLC

Michael Carlson is a CFP®, ChFC®, and PFS™ with 14 years of industry experience. He is the principal of Carlson Wealth, LLC, an independent advisory firm in Omaha, NE, and has previously worked at McMill CPA and Advisors, Wealth Management LLC, and Securities America. Carlson also serves as president of Scatter Joys Acres Charity, an animal-assisted therapy organization. Carlson Wealth serves individual investors and retirement plan sponsors, offering asset management, financial planning, and retirement plan services. The firm employs a long-term, diversified investment approach based on modern portfolio theory and integrates financial planning with portfolio management, providing both discretionary and non-discretionary options.

Retirement plans for business owners (SEP, solo 401k) General tax planning Wealth management
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Michael M

Series 63, Series 65

Omaha, NE

Morey & Quinn Wealth Partners

Michael Morey is a financial advisor with Morey & Quinn Wealth Partners in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked at Raymond James Financial Services and Morey-Voorhees Financial Services. Outside of investment advising, he is also licensed as an insurance agent, selling and servicing annuities. Morey & Quinn Wealth Partners is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, and corporations. The firm provides financial planning and discretionary wealth management, managing approximately $373 million in client assets with tailored portfolios based on fundamental analysis and client-specific objectives.

General retirement planning General tax planning Charitable giving & philanthropy Cash flow / budgeting
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Michael L

Series 65

Omaha, NE

Vogel Wealth Management, LLC

Michael Lemon is a financial advisor at Vogel Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at Kathol PC CPAs & Advisors and KPMG US. Outside of his advisory role, he is also active as an insurance agent through his sole proprietorship. Vogel Wealth Management provides non-discretionary investment advisory services to individuals, high-net-worth clients, and corporate entities, including retirement plan fiduciary oversight. The firm emphasizes client approval on transactions and employs a combination of fundamental, technical, charting, and cyclical analysis in its investment approach.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting
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Loren D

Series 65

Omaha, NE

Dessonville Financial Group Incorporated

Loren Dessonville is a financial advisor at Dessonville Financial Group Incorporated in Omaha, NE, holding a Series 65 designation and bringing 31 years of industry experience. He has been with Dessonville Financial Group since 1993. Dessonville Financial Group is a fee-only, independent investment adviser serving individuals, high-net-worth clients, and private trusts and estates. The firm employs an active, tactical asset-allocation approach using a range of investment vehicles, with a notable emphasis on non-discretionary asset management that allows clients greater control over investment decisions.

Active portfolio management Real estate investing
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