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Sharon K

Series 63, Series 65

Lincoln, NE

Ameriprise

Sharon Kresse is a financial advisor with Ameriprise in Omaha, NE, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. She has worked with Ameriprise and its predecessor firms since 1980. Outside of Ameriprise, she owns and manages the business Kralvey and serves as a financial advisor at Cirksena, Knight, Jacobsen, Sieps and Kresse LLC. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Gary S

Series 63, Series 66

Lincoln, NE

Edward Jones

Gary Schleppenbach is a financial advisor with Edward Jones in Lincoln, NE, holding the Series 63 and Series 66 designations and bringing 35 years of industry experience. He has been with Edward Jones since 1990. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
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Erin G

Series 66

Lincoln, NE

Raymond James Financial

Erin Greve is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has seven years of industry experience. Prior to joining Raymond James in 2022, she worked at RBC Capital Markets LLC and Byrd & Greve Law, L.L.C. Erin is a partner in Canopy Dreams and Retreats, a business that rents out party supplies and sets up for birthday parties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and institutional clients. The firm offers tailored, non-discretionary consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Matthew M

Series 63, Series 66

Lincoln, NE

Edward Jones

Matthew Mullendore is a financial advisor with Edward Jones in Lincoln, NE, holding Series 63 and Series 66 designations and with 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he manages farm operations in Nebraska, including collecting cash and pasture rents and performing farm maintenance. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a broad range of advisory strategies and affiliated investment products through a large network of financial advisors and branch offices nationwide.

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

CFP®, Series 63, Series 65

Lincoln, NE

Raymond James & Associates

Holly Boucher is a CFP® professional with 25 years of industry experience, currently serving at Raymond James & Associates since 2015. She holds Series 63 and Series 65 licenses and is based in Lincoln, NE. Outside of her advisory role, she is the CEO of Vagabond Ventures, a personal investment LLC. 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 client base including individuals, institutions, and municipal entities, offering financial planning and consulting through various advisory programs and a broad range of portfolio management styles.

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

Series 63, Series 66

Lincoln, NE

Edward Jones

Joshua Huenergardt is a financial advisor with Edward Jones in Lincoln, NE, holding Series 63 and Series 66 designations and 25 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he serves as the Finance Board Chairperson for College View Academy in Lincoln. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and services, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 63, Series 65

Lincoln, NE

Raymond James & Associates

Jason Schluckebier is a financial advisor with Raymond James & Associates in Lincoln, NE, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at LPL Financial, Securities America Advisors, and Cornhusker Bank. Outside of advising, he is involved as a managing partner in Bruder Unlimited, LLC, a licensed property and casualty insurance agency in Nebraska, alongside other business ventures with family members. Raymond James & Associates manages approximately $501 billion in assets and serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, employing a range of portfolio management styles supported by affiliated research and sub-advisers.

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

Series 66

Lincoln, NE

Edward Jones

Jamison Ketter is a Series 66 licensed financial advisor with Edward Jones in Lincoln, Nebraska, and has three years of industry experience. Before joining Edward Jones in 2022, he worked at HopeSpoke from 2020 to 2022 and held various roles related to gymnastics and fitness instruction between 2015 and 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

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

Series 63, Series 66

Lincoln, NE

Raymond James & Associates

Randy Rankin is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 44 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he serves as an officer for the Gateway Sertoma Club of Lincoln, NE, a nonprofit organization. Raymond James & Associates is a large dual-registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

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

Series 66

Lincoln, NE

Ameriprise

Austin Jablonski is a financial advisor at Ameriprise with a Series 66 designation and experience beginning in 2024. His prior work includes roles at Lutz, Concordia University Nebraska, and Gabriel, Burger & Else, CPA. He is also involved in managing an advisory business outside of his main employment. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with significant investable assets, providing customized, non-discretionary recommendation reports. The firm combines research, modeling, and tax-efficiency analysis to support clients’ retirement planning needs.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Lauryn J

Series 66

Lincoln, NE

Ameriprise

Lauryn Johnson is a financial advisor at Ameriprise with a Series 66 credential and two years of industry experience. Her prior work includes roles at Little Movements Apparel and Gallup, among others. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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

Series 66

Lincoln, NE

Ameriprise

James Moore is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and previously worked at Ideal Images for five years. Outside of his advisory role, Moore co-hosts the Big Red Wrap Up on Nebraska Public Media during the football season. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security claiming options.

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

Series 66

Lincoln, NE

LPL Financial

Bradley Miller is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. He also has a background in the tent manufacturing business, having worked at Lincoln Tent Inc for 19 years prior to his financial career. Miller operates through Ferris Financial Group, a DBA related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with model portfolios and research from various sources.

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

Series 63, Series 66

Crete, NE

Edward Jones

Thomas Sorensen Jr. is a financial advisor with Edward Jones in Crete, Nebraska, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Edward Jones since 1987. Outside of his advisory role, he serves as a board member for the Crete Public Schools Trust and is involved in developing a pickleball facility intended to be donated to the city of Crete. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary offerings. The firm has approximately $1.01 trillion in assets under management and is notable for its large retail advisor network and integrated financial services.

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

CFP®, Series 66

Lincoln, NE

Ameriprise

Leisa Olson is a CFP® professional with 21 years of experience in financial services, currently with Ameriprise. She has been with Ameriprise and its affiliates since 2011. Olson is involved in pro bono financial planning through the Angel Care Foundation and facilitates educational workshops with the nonprofit Second Saturday. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, offering detailed, research-based recommendations and a range of advisory, brokerage, and insurance solutions through its institutional platform.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Conrad P

Series 63, Series 65

Lincoln, NE

Raymond James Financial

Conrad Parde is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 53 years of experience in the industry. Prior to joining Raymond James in 2019, he worked at Morgan Stanley for 10 years. He is also owner of Conrade Parde LLC and Focus Financial, businesses based in Lincoln, NE. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as institutional and charitable organizations. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains specialized programs for municipal and public finance clients.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Oliver E

Series 66

Lincoln, NE

Edward Jones

Oliver Edwards is a financial advisor with Edward Jones in Lincoln, NE. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Nutrl and Northwestern Mutual, and spent five years at Wrangler Babies Childcare. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 financial advisors.

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

Series 66

Lincoln, NE

Edward Jones

Deanna Mazour is a financial advisor at Edward Jones in Lincoln, NE, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2020, she worked at Neogen and has experience in education and administrative roles. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

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

Series 66

Lincoln, NE

Edward Jones

Edward Wyatt is a Series 66 licensed financial advisor with Edward Jones in Lincoln, NE, and has 22 years of industry experience. He has been with Edward Jones since 2011. 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.

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

Series 66

Lincoln, NE

Thrivent Investment Management

Ryan Thompson is a Series 66 licensed advisor at Thrivent Investment Management with two years of experience in the financial industry. Prior to his current role, he served for 19 years in the Nebraska National Guard and briefly worked at Symmetry Financial Group and the Veterans Benefits Administration. Thompson holds an independent insurance broker position with Symmetry Financial but has no active duties. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based analyses and written recommendations on a broad range of financial topics. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate oversight of each service.

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