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Laura W
Series 66
Lavista, NE
OSAIC
Laura White is a financial advisor at Osaic Wealth with 12 years of industry experience and holds the Series 66 designation. Her prior work includes roles at Grove Point Advisors LLC, Cadaret, Grant & Co., Inc., Arbor Point Advisors, and Securities America. Outside of her advisory work, she serves as Committee Chair for a local Cub Scout Pack and as Hospitality Chair for the Bennington High School music program. Osaic Wealth serves a wide range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services along with access to multiple investment platforms and third-party money managers.
Nancy B
Series 63, Series 65, Series 66
Omaha, NE
OSAIC
Nancy Bidrowski is a financial advisor with OSAIC in Omaha, NE, holding Series 63, 65, and 66 licenses and bringing 38 years of industry experience. Her prior roles include positions at Securities America Advisors and Voya Financial Advisors. In addition to her advisory work, she operates her own investment advisory firms. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct portfolios across multiple asset classes.
Christopher Q
Series 63, Series 65
Lavista, NE
OSAIC
Christopher Quarles is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked extensively with Securities America Advisors, Inc. and Securities America, Inc. before joining OSAIC in 2024. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party money managers. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios that may include a variety of asset classes and investment restrictions as chosen by clients.
Johann J
CFP®, Series 66
Omaha, NE
Raymond James Financial
Johann Johnson is a CFP® professional with 12 years of industry experience currently with Raymond James Financial in Omaha, NE. His prior experience includes eight years at Fidelity Personal and Workplace Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains unique municipal advisory affiliations and specialized employer consulting programs.
Justin W
Series 63, Series 66
Omaha, NE
LPL Financial
Justin Widick is a financial advisor with LPL Financial in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked with firms including Western International Securities and Financial West Group. Outside of advising, he owns and operates businesses such as Great Plains Tire & Service and Uprising Bakery. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing various investment strategies supported by research and technology tools.
Brent C
CFP®, Series 66
Omaha, NE
Cambridge Investment Research Advisors
Brent Connelly is a CFP® with 14 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He previously worked at Edward Jones for 10 years and Commonwealth Financial Network for 3 years. He is also an owner of several business entities, including a food-related venture named Heavenly Foods LLC. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse range of clients including individuals, pension plans, trusts, and charitable organizations. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, employing a variety of portfolio management strategies across multiple custody platforms.
Erik B
Series 63, Series 66
Omaha, NE
OSAIC
Erik Bidrowski is a financial advisor at Osaic Wealth Inc. based in Omaha, NE, with four years of industry experience. He holds Series 63 and Series 66 licenses and has previous experience at Eagle Distributing, Republic National Distributing Company, State Distributing, and Red 9. Outside of advisory work, he is involved in providing insurance services through an insurance agency. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, using firm-provided tools and third-party platforms to construct diversified portfolios managed on either a discretionary or non-discretionary basis.
Tricia S
Series 63, Series 66
Omaha, NE
LPL Financial
Tricia Seitelbach Green is a financial advisor with LPL Financial in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at Vintage Financial Group since 2010 and was previously with Principal Securities Inc. Green is also the owner of Tricia Green Photography, a business unrelated to investment services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Nicole N
Series 66
Omaha, NE
LPL Financial
Nicole Norris is a financial advisor at LPL Financial in Omaha, NE, holding a Series 66 designation with two years of industry experience. Prior to joining LPL Financial in 2025, she worked at Western International Securities, Inc. and has experience in event management and healthcare. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.
Mindy H
Series 63, Series 65
Omaha, NE
LPL Financial
Mindy Helfrich is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 26 years of industry experience. She has worked at firms including Vintage Financial Group, Helfrich Financial Services LLC, Principal Securities Inc., and Ameritas Investment Company. Outside of her advisory role, she serves as a social director for Commercial Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, and institutions with a range of services including financial planning, model portfolio programs, and institutional platforms.
Ryan J
Series 66
Omaha, NE
Cambridge Investment Research Advisors
Ryan Johnson is a financial advisor with Cambridge Investment Research Advisors in Omaha, NE, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Edward Jones, Commonwealth Financial Network, and Soar Wealth Strategies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers comprehensive financial planning and investment management services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.
Dustin G
Series 63, Series 66
Omaha, NE
Edward Jones
Dustin Galvan is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Edward Jones since 2019, with prior roles at TD Ameritrade, First National Bank of Omaha, and entrepreneurial ventures including Retire SMART, LLC and SMART Wealth, LLC. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Jeffrey S
Series 66
Omaha, NE
LPL Financial
Jeffrey Sietstra is a financial advisor with LPL Financial in Omaha, NE, holding a Series 66 designation and 20 years of industry experience. He previously worked for Securities America Advisors, Inc. and Securities America, Inc. for 20 years before joining LPL Financial in 2024. Outside of his advisory role, he owns a business called Sietstra Coaching. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies, and supports its advisors with operational and research tools.
Jeffrey W
Series 66
Gretna, NE
Edward Jones
Jeffrey Weides is a financial advisor with Edward Jones in Gretna, Nebraska, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked for Corbion-Purac America for seven years. Outside of his advisory role, he manages a single-family rental property as a sole proprietor. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors. The firm operates under a fiduciary standard and provides various discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.
Lori B
Series 66
Gretna, NE
Edward Jones
Lori Blum is a Series 66-licensed financial advisor with Edward Jones in Gretna, NE, where she has worked since 2007, accumulating 19 years of industry experience. She serves as president of the Gretna Optimists Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs with a nationwide network of financial advisors and branch offices.
Gloria T
Series 63, Series 65
Omaha, NE
Primerica Advisors
Gloria Travis is a financial advisor with Primerica Advisors based in Omaha, NE, holding Series 63 and Series 65 registrations and over 20 years of industry experience. She has worked with Primerica Advisors since 2005 and has additional roles at the Nebraska Safety Center and Menards, Inc. Outside of her advisory work, she is involved as a health coach with Optivia. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, focusing on model-delivery strategies and separately managed accounts for individual and high-net-worth clients, using a tiered wrap-fee structure and curating third-party asset managers.
Matthew D
Series 63, Series 65
Omaha, NE
Primerica Advisors
Matthew Demmel is a financial advisor with Primerica Advisors in Omaha, NE, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior work includes 14 years at LRS Healthcare and ongoing roles with PFS Investments Inc since 2026 and Primerica Financial Services since 2004. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies created by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.
Brian F
Series 66
Omaha, NE
LPL Financial
Brian Falkinburg is a financial advisor with LPL Financial, holding a Series 66 credential and three years of industry experience. He previously worked at Western International Securities, Inc. and spent 14 years at Title365. Outside of his advisory role, Falkinburg is involved in life insurance sales through CPS Insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing a range of discretionary and non-discretionary investment strategies supported by proprietary research and technology.
Thomas C
CFP®, Series 63, Series 65
Omaha, NE
LPL Financial
Thomas Cook is a Certified Financial Planner® affiliated with LPL Financial, bringing 27 years of industry experience. He has previously worked with JFC Financial Services and Securities America in various capacities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and retirement advice, supported by a broad platform that includes strategic and tactical allocations and institutional services.
John D
Series 63, Series 66
Omaha, NE
Edward Jones
John Doering III is a financial advisor with Edward Jones in Omaha, NE, holding Series 63 and Series 66 licenses and 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1994. Outside of his advisory work, he serves as an associate minister at The Carpenter's Christian Church and acts as a police chaplain in Council Bluffs, Iowa. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs, including discretionary wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.
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