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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.
Kelsey M
Series 66
Papillion, NE
Edward Jones
Kelsey Mc Eowen is a financial advisor at Edward Jones with seven years of industry experience. She has held her current role at Edward Jones since 2018 and previously worked at Pioneer HiBred. Mc Eowen holds a Series 66 designation. 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, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets.
Jacob B
Series 66
Bellevue, NE
Edward Jones
Jacob Burton is a financial advisor at Edward Jones in Bellevue, NE, holding a Series 66 designation and with one year of industry experience. Prior to joining Edward Jones, he worked at Benetrends Financial and Aspire Staffing Group, among other positions. 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 strategies and affiliated investment products, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.
Todd G
Series 63, Series 65
La Vista, NE
OSAIC
Todd Gaswick is a financial advisor at OSAIC with 22 years of industry experience. He previously spent 10 years at Securities America Advisors and Securities America Inc. Outside of his advisory role, Gaswick is the author of the book *Conquering Your Wealth* and serves as the President of the Nebraska chapter of the National Association of Insurance and Financial Advisors (NAIFA), with upcoming leadership responsibilities beginning in 2026. OSAIC serves a diverse client base including individual and high-net-worth investors, retirement plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm employs a range of advisory platforms and tools to provide integrated brokerage and investment advisory services.
Matthew M
Series 66
Papillion, NE
Edward Jones
Matthew Mc Williams is a financial advisor at Edward Jones in Papillion, NE, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2010. 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 investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Erik W
Series 63, Series 65
Papillion, NE
LPL Financial
Erik Wiese is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at LPL Financial since 2021 and also has experience with Cobalt Credit Union and Walmart. 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 offers a range of advisory and brokerage services, including financial planning and model portfolio programs, and supports its advisors with both proprietary research and third-party strategies.
Matthew K
CFP®, Series 66
Papillion, NE
Edward Jones
Matthew Knier is a CFP® and holds a Series 66 license, serving as a financial advisor at Edward Jones in Papillion, NE with six years of industry experience. Prior to joining Edward Jones in 2020, he worked at James Hardie Building Products for 16 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 offers a range of advisory programs, including both discretionary and non-discretionary strategies, alongside affiliated mutual funds and a proprietary money market fund.
Crystal N
Series 66
Papillion, NE
Thrivent Investment Management
Crystal Neihoff is a financial advisor at Thrivent Investment Management with eight years of industry experience. She holds a Series 66 designation and has been with Thrivent and its affiliated entities since 2017. Prior to her current role, she worked at Speckmann Realty & Auction and has an academic background from Creighton University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial topics. The firm uses goal-based analyses and modeling tools and allows clients to combine planning with managed-account programs, maintaining separate services and typically conducting annual plan reviews.
Kelley S
Series 63, Series 65
Papillion, NE
LPL Financial
Kelley Schaecher is a financial advisor with LPL Financial in Papillion, NE, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has been with LPL Financial since 2003. Schaecher works with a senior care specialist to offer clients long-term care insurance through MetLife. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment strategies.
Shannon P
Series 63, Series 66
Glenwood, IA
OSAIC
Shannon Parks is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Woodbury Financial Services and Securities America Inc. Outside of advising, he creates arts and crafts sold at shows and galleries and administers non-ERISA 403(b) plans for school districts and nonprofits. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios that can include stocks, bonds, options, mutual funds, ETFs, and alternative investments.
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.
Bradley K
Series 63, Series 66
Plattsmouth, NE
Edward Jones
Bradley Ksiazek is a financial advisor at Edward Jones with 20 years of industry experience. He has held his current position at Edward Jones since 2005 and holds Series 63 and Series 66 designations. Outside of his advisory role, he raises cattle as a hobby with his father, occasionally selling meat to friends and family. Edward Jones is a full-service wealth management firm serving more than 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.
Abigail F
Series 63, Series 66
Bellevue, NE
Edward Jones
Abigail Fletcher is a financial advisor at Edward Jones in Bellevue, Nebraska, with eight years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade, the US Army Corps of Engineers, US Air Force, GameStop Inc., and Doane University. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Matthew P
Series 63, Series 66
Glenwood, IA
Edward Jones
Matthew Portrey is a financial advisor with Edward Jones in Glenwood, Iowa, holding Series 63 and Series 66 licenses and having 19 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, Portrey serves as a member of the Glenwood Community School District School Board. 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.
Andrew M
Series 66
Plattsmouth, NE
Fisher Investments
Andrew Mccarville is a financial advisor at Fisher Investments with 14 years of industry experience. He holds a Series 66 designation and has worked at Fisher Investments since 2014, following two years at Merrill. Outside of advising, he owns Moneyballing Hits, a sports card trading business. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research to construct globally diversified portfolios and manages risk through various strategies including tax-aware processes and defensive tactics.
Erin D
Series 66
Papillion, NE
J.P. Morgan Securities
Erin Dillon Pasillas is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill, Bank of America, and Wells Fargo. Outside of her advisory role, she has served as a volleyball referee for City Wide Sports since 2019. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.
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.
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.
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.
Elizabeth W
CFP®, Series 66
Papillion, NE
Cambridge Investment Research Advisors
Elizabeth Williams is a financial advisor with Cambridge Investment Research Advisors and holds the CFP® and Series 66 designations. She has 19 years of industry experience, including prior work at Cetera Wealth Services, LLC. Williams is also president of Estate & Wealth Planning Inc., reflecting involvement in wealth planning beyond her advisory role. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals and employs a range of portfolio management strategies across multiple custody platforms.
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