Overwhelmed by options?
Answer a few questions to see advisors matched to you.
90 advisors near
68333
within the area shown on the map
Out of 400,000+ nationwide
Robert D
Series 66
Lincoln, NE
Raymond James Financial
Robert Downey is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 19 years of industry experience, including 12 years at Morgan Stanley prior to joining Raymond James in 2019. Downey serves as treasurer for the Lincoln local chapter of Legatus and participates on the advisory board and finance sub-committee of the Pius X Foundation, contributing to nonprofit fund-raising and financial oversight. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofits. The firm provides tailored non-discretionary planning and consulting, utilizing advanced analytical tools and supporting municipal and public finance work.
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.
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.
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.
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.
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.
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.
Christopher D
Series 66
Lincoln, NE
Raymond James Financial
Christopher Domgard is a financial advisor with Raymond James Financial, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at RBC Capital Markets Corporation and City National Bank. Domgard is also the CEO of Capitol Private Wealth, a support company affiliated with his branch. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary advice supported by analytical tools and is noted for its municipal advisory affiliation and innovative SIMPLE IRA Employer Advisory program.
Andres L
Series 66
Lincoln, NE
LPL Financial
Andres Lovato Needham is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Financial, he worked at Northwestern Mutual and has been involved with community activities including Habitat for Humanity Omaha and Campus Ministry at Creighton University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios and research from multiple sources.
Andrew K
CFP®, Series 63, Series 65
Lincoln, NE
Raymond James & Associates
Andrew Kritikos is a CFP® professional with nine years of industry experience. He is currently with Raymond James & Associates and previously worked at TD Ameritrade and Wells Fargo Clearing. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, charitable organizations, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.
Tyler W
Series 66
Lincoln, NE
LPL Financial
Tyler Wellman is a Series 66-registered financial advisor with LPL Financial, based in Lincoln, Nebraska, and has 11 years of industry experience. Prior to joining LPL Financial in 2021, he held roles at Waddell & Reed, Inc., various insurance agencies, and managed Wellman Farms, Inc. He has also been a commissioned notary since 2013. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.
William Z
ChFC®, Series 63
Lincoln, NE
LPL Financial
William Zimmer is a financial advisor at LPL Financial with 40 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining LPL Financial in 2020, he spent 13 years at Securities America Advisors Inc. He is also involved in operating Zimmer Insurance Group and Zimmer Financial Services. Outside of his advisory work, Zimmer is a farm owner. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers a range of advisory programs and financial planning services through a nationwide network of investment adviser representatives.
Willis S
Series 66
Lincoln, NE
LPL Financial
Willis Scofield is a financial advisor with LPL Financial, holding a Series 66 designation and 28 years of industry experience. His prior career includes roles at multiple firms such as Waddell & Reed, Inc., various insurance carriers within W&R Insurance Agencies, and 37 Wealth. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services through a national network of investment adviser representatives.
Randall T
Series 66
Lincoln, NE
LPL Financial
Randall Tvrdik is a financial advisor with LPL Financial in Lincoln, NE, holding a Series 66 designation and 17 years of industry experience. He previously worked at Rink & Rolf Inc. and Waddell And Reed, Inc. from 2009 to 2021. Outside of his advisory work, he serves as a spinal cord injury instructor for a nonprofit through Quality Living Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and alternative strategies.
Melissa B
Series 63, Series 66
Lincoln, NE
Raymond James & Associates
Melissa Barnett is a financial advisor at Raymond James & Associates with 27 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Raymond James since 2016, with prior experience at RBC Capital Markets Corporation dating back to 2008. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers a range of financial planning, advisory, and consulting services supported by various portfolio management styles and affiliated research.
Chet B
Series 63, Series 65
Lincoln, NE
LPL Financial
Chet Bigley is a financial advisor with LPL Financial based in Lincoln, NE, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. Prior to joining LPL Financial in 2021, he was associated with Rink & Rolf Inc., Jason Rolf, Nathan Rink, Jerry Haertel, and Waddell & Reed Inc. His work history also includes involvement with various insurance carriers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.
Aaron P
CFP®, Series 66
Lincoln, NE
Raymond James Financial
Aaron Petersan is a CFP®-certified financial advisor with 26 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. since 2019 and previously spent ten years with Morgan Stanley Smith Barney. He is also the owner of two support companies, Aaron W Petersan, LLC and Focus Financial, LLC, where he serves as an independent contractor and branch manager. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services using analytical tools such as deterministic and probability modeling, and maintains specialized programs in municipal advisory and SIMPLE IRA employer consulting.
Eric T
Series 66
Crete, NE
Edward Jones
Eric Thornburg is a financial advisor with Edward Jones in Crete, Nebraska, holding a Series 66 designation and having 10 years of industry experience. He has worked at Edward Jones since 2016. Outside of his advisory role, Thornburg serves on the board of the Crete Chamber of Commerce, participating in board meetings and assisting with community events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.
Jerald C
Series 63, Series 66
Lincoln, NE
Edward Jones
Jerald Connot is a financial advisor with Edward Jones in Lincoln, NE, holding Series 63 and Series 66 credentials and offering 39 years of industry experience. He has been with Edward Jones since 1986. Connot serves as a trustee for irrevocable trusts established for minor children and gift enforcement. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a network of more than 23,700 financial advisors nationwide.
Brent C
Series 66
Crete, NE
Edward Jones
Brent Cole is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, he worked for 13 years at Crete Public Schools. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
90 advisors near
68333
within the area shown on the map
Out of 400,000+ nationwide