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Marty H

Series 63, Series 66

Omaha, NE

Raymond James Financial

Marty Hodge is a financial advisor with Raymond James Financial Services Advisors, Inc. in Omaha, NE, holding Series 63 and Series 66 licenses and bringing six years of industry experience. His prior roles include positions at Capital Analysts and Lincoln Investment, and he is a partner in Croker & Associates, a business he co-owns and manages. Hodge also has interests in insurance referral businesses, holding partial ownership stakes in agencies serving home, auto, and Medicare supplement clients. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and employs risk profiling and analytical tools to support client goals while maintaining distinctive capabilities in municipal advisory and SIMPLE IRA employer consulting.

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

Series 66

Gretna, NE

Edward Jones

Hannah Barkdoll is a financial advisor with Edward Jones in Gretna, NE, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2025, she worked at D.A. Davidson & Co. for six years and has held roles at The MSR Group, Uptown Bounce, BidPal/OneCause, and BrandProtect. 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, and manages approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.

Business ownership considerations Business succession planning Multi-generational wealth transfer Military & Veterans Government Employee Intergenerational Families Women Professionals
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Thomas M

Series 63, Series 65

Omaha, NE

LPL Financial

Thomas Mcdonald is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2020. Prior to that, he was with Securities America Advisors, Inc. and Securities America, Inc. for over 20 years. In addition to his advisory work, he is involved with Mcdonald Enterprises, Inc., an insurance agency where he serves as an agent for long-term care and term life 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 a range of advisory and brokerage services, including financial planning and third-party asset management, supported by a network of investment adviser representatives and various institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Amanda M

Series 66

Omaha, NE

LPL Financial

Amanda Miser is a Series 66-licensed financial advisor with 10 years of industry experience, currently with LPL Financial since 2025. She previously worked at Western International Securities, Inc. for six years and held multiple roles at First Command from 2015 to 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Catherine H

Series 63, Series 65

Omaha, NE

Primerica Advisors

Catherine Haldeman is a financial advisor with Primerica Advisors in Omaha, NE, holding Series 63 and Series 65 licenses and over 25 years of industry experience. She has been with Primerica Advisors since 2000 and Primerica Financial Services since 1999. Outside of her advisory role, she is an owner and partner of The Halden Corporation, Inc. in Council Bluff, IA. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, operating primarily on a tiered wrap-fee basis.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Jeremy G

Series 63, Series 66

Lavista, NE

OSAIC

Jeremy Girard is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Securities America Advisors, SII Investments, and Northwestern Mutual Investment Management. Outside of his advisory work, Girard serves as a member of the Greens & Grounds Committee at the North Shore Golf Club. OSAIC serves a diversified client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing firm-provided tools and third-party solutions to construct and manage portfolios across a range of asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Todd B

Series 63, Series 65

Omaha, NE

Primerica Advisors

Todd Baumbach is a financial advisor with Primerica Advisors in Omaha, NE, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 1993. His other business activities include sales of investment-related products and compensation from affiliated companies for referrals related to loan products, home security, and automation services. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm delivers advisory services through a large network of advisors and utilizes model-driven investment strategies managed by unaffiliated asset managers.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Mike S

Series 66

Omaha, NE

Edward Jones

Mike Sintek is a financial advisor at Edward Jones in Omaha, NE, holding a Series 66 designation and with three years of industry experience. Prior to joining Edward Jones, he spent 15 years at Sid Dillon Chevrolet. Outside of his advisory work, he serves as an officer of Sintek Land & Cattle, LLC, a farmland rental business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Business exit / sale strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General estate planning guidance Founder/Business Owner
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Joshua W

Series 66

Omaha, NE

LPL Financial

Joshua Wilken is a Series 66-credentialed financial advisor with LPL Financial, based in Omaha, NE, and has one year of industry experience. Prior to joining LPL Financial, he worked at Western International Securities Inc. and has experience in education, including roles at Ralston Public Schools and the Educational Service Unit. He serves on multiple nonprofit boards, including Teammates-Ralston Public Schools and Papio Pool, and teaches at Midland University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing a blend of model portfolios, third-party subadvisors, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Robert H

Series 66

Omaha, NE

Edward Jones

Robert Holzapfel is a financial advisor with Edward Jones in Omaha, NE, holding a Series 66 designation. He began his financial services career with Edward Jones in 2026. Prior to joining the firm, he worked in medical staffing and education. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

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

Series 63, Series 65

Omaha, NE

Primerica Advisors

Rodney Griess is a financial advisor with Primerica Advisors in Lincoln, NE, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been associated with PFS Investments Inc. since 1997 and Primerica Financial Services since 1989. Outside of his advisory role, he is a small landowner involved in irrigated farm crop rental in Nebraska. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and a limited number of discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure for its services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Taylor C

Series 66

Omaha, NE

LPL Financial

Taylor Cleveland is a financial advisor with LPL Financial in Omaha, NE, holding a Series 66 designation and eight years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at Securities America Advisors and JFC Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage solutions, including financial planning and access to third-party asset management programs, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Timothy M

Series 66

Gretna, NE

Edward Jones

Timothy Matulka is a financial advisor at Edward Jones with 19 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, he is the owner of an LLC that manages a recreational hunting property. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs with both discretionary and non-discretionary strategies under a fiduciary standard.

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

CFP®, Series 63, Series 65

Omaha, NE

LPL Financial

Patrick Ricketts is a CFP®-certified financial advisor with 18 years of industry experience, currently affiliated with LPL Financial. He has held roles at Principal Life Insurance Company and Principal Securities Inc., and has operated Vintage Financial Group and Ricketts Executive Planning concurrently for over a decade. Outside of his advisory work, he owns PRD Investments LLC, a real estate rental business. 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 model portfolio programs and institutional platforms, supported by advanced operational tools and a broad non-advisory financial services network.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Le Ann P

Series 66

Wahoo, NE

Edward Jones

Le Ann Poston is a financial advisor with Edward Jones in Wahoo, Nebraska, holding a Series 66 designation and three years of industry experience. She has worked at Edward Jones since 2012, with a brief career at Pampered Chef from 2008 to 2019. 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 and investment strategies through a nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy Retired Founder/Business Owner Executive
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Joshua K

Series 66

Wahoo, NE

Edward Jones

Joshua Krueger is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

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