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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.

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

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

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

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

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management 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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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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Robert C

Series 66

Bellevue, NE

Edward Jones

Robert Cordray III is a financial advisor with Edward Jones in Bellevue, NE, holding a Series 66 designation and three years of industry experience. Prior to his current role, he served two decades at the Department of Defense and concurrently holds a part-time position as a Colonel and Director in the U.S. Army Reserve, leading a joint military intelligence unit. He is scheduled to retire from the Army Reserve in June 2024. 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 strategies, including discretionary and non-discretionary wrap fee programs, 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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Keith B

Series 66

Bellevue, NE

Edward Jones

Keith Bowman is a financial advisor with Edward Jones in Bellevue, NE, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Union Pacific Railroad for five years. Outside of his advisory role, he is the owner of a property management business, DKB Properties LLC. 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 advisory services, supported by a nationwide network of over 23,000 financial advisors and manages approximately $1.01 trillion in assets.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Wealth management General retirement planning Military & Veterans
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Susan S

CFP®, Series 63, Series 66

Papillion, NE

UBS Financial Services

Susan Stults is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2013. She previously worked at Piper Sandler & Co. from 2005 to 2006. Outside of her advisory role, she has experience as a spokesperson for a pharmacy and has engaged in mystery shopping activities. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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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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Ayden K

Series 66

Papillion, NE

J.P. Morgan Securities

Ayden Kenkel is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at Farm Bureau Financial Services, Heritage Bank and Insurance, and Buckle, Inc. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities, operating on a non-discretionary basis with recommendations supported by an in-house manager solutions team and centralized due diligence.

Wealth management Executive Founder/Business Owner
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John B

ChFC®, Series 63, Series 65

Bellevue, NE

Ameriprise

John Barrientos is a financial advisor at Ameriprise with 25 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Ameriprise in 2024, he worked at Raymond James Financial Services Advisors Inc. and First National Bank, among other roles. Barrientos also served on the Barrientos Scholarship Foundation for eight years. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing tailored written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support clients approaching or in retirement.

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

Series 66

Bellevue, NE

Ameriprise

Hilda Morales is a financial advisor at Ameriprise with one year of industry experience. She holds the Series 66 designation and previously worked at Security National Bank-Omaha for five years, as well as positions at Nelnet and Spartannash. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning 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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