Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

Richard W

Series 65

Lincoln, NE

Tlg Advisors, Inc.

Richard Wall Jr. is a financial advisor at TLG Advisors, Inc. with a Series 65 credential and over two years of industry experience. He is also an attorney and owner of Richard J Wall Jr PC LLO, providing estate planning services. Additionally, he serves as trustee of the John Stone Trust Agreement and owns Cornhusker Financial Solutions, which refers clients for insurance and annuity products. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory, portfolio management, and comprehensive financial and estate planning services.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations Founder/Business Owner Retired
user avatar
firm logo

Bradley B

Series 63, Series 65

Lincoln, NE

Eagle Strategies (NY Life)

Bradley Brodersen is a financial advisor with Eagle Strategies (NY Life) in Lincoln, NE, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Eagle Strategies and affiliated New York Life entities since 2013 and previously operated Brodersen Wealth Strategies from 2018 to 2020. Outside of his financial advisory work, he serves as a trustee and board member for the Wyuka Historical Foundation and Wyuka Cemetery, and owns a local professional networking group, Network Titans, LLC. Eagle Strategies serves a diverse client base, including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services primarily through non-discretionary asset management. The firm focuses on customized solutions tailored to client and plan sponsor needs and operates within the integrated structure of New York Life.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar
firm logo

Wanda C

Series 63, Series 65

Lincoln, NE

Ameritas Advisory Services, LLC

Wanda Caffrey is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has held roles at Ameritas and affiliated firms since 2002 and also operates inSource Inc and inSource Financial Advisors. Additionally, she has been an independent Mary Kay beauty consultant since 2001. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, retirement plan advisory, and variable product subaccount management across discretionary and non-discretionary programs.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
user avatar
firm logo

Richard B

Series 63, Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Richard Berthold is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked with Ameritas-related firms since 2001, including roles at Ameritas Investment Corp and a brief tenure at McCarthy Holthus, LLP. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a range of investment options and program platforms, integrating third-party technology and managers while operating within a mutual holding company structure that includes affiliated broker-dealer and insurance entities.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
user avatar
firm logo

Carina S

Series 63, Series 66

Lincoln, NE

AE Wealth Management, LLC

Carina Smaus is a financial advisor at AE Wealth Management, LLC with nine years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Wells Fargo and Shunkwiler Financial. Additionally, she is a limited partner in a family farm, Smaus Farms, LLC. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a range of investment strategies, managing roughly $49.8 billion for more than 127,000 clients.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
user avatar
firm logo

Peter G

Series 63, Series 65

Bennet, NE

Integrated Wealth Concepts LLC

Peter Gaide is a financial advisor at Integrated Wealth Concepts LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at PRISM Financial Strategies, LLC and Cornerstone Capital Advisors. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, focusing on customized portfolios with a mix of mutual funds, ETFs, equities, and fixed income using a primarily long-term investment approach.

Retirement income strategy Active portfolio management Wealth management Founder/Business Owner Executive
user avatar
firm logo

Cory C

Series 63, Series 65

Palmyra, NE

Empower Advisory Group

Cory Callahan is a financial advisor with Empower Advisory Group in Palmyra, NE, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at AllState Financial Services, Allstate Financial Advisors, and Heritage Financial Services. Outside of his advisory work, he serves as President of the Palmyra Volunteer Rescue and Assistant Chief of the Palmyra Volunteer Fire Department and volunteers with the Palmyra Action League. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, delivering services through integrated platforms focused on long-term portfolio returns and annual rebalancing.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar
firm logo

Illya S

Series 66

Lincoln, NE

Integrated Wealth Concepts LLC

Illya Syniy is a financial advisor at Integrated Wealth Concepts LLC with four years of industry experience and holds the Series 66 designation. His prior work includes roles at LPL Financial and Rhythm Financial Group. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios with a primarily long-term investment approach.

Retirement income strategy Active portfolio management Wealth management Founder/Business Owner Executive
user avatar
firm logo

Susan M

Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Susan Maly is a Series 66-credentialed financial advisor with 24 years of industry experience. She has been with Ameritas Investment Corp. since 2002 and currently advises clients at Ameritas Advisory Services, LLC. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of investment strategies, including model portfolios, mutual funds, ETFs, and individual securities, to build customized client portfolios across multiple program platforms.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
user avatar
firm logo

Antonio O

Series 63

Lincoln, NE

Ameritas Advisory Services, LLC

Antonio Ojeda is a financial advisor with Ameritas Advisory Services, LLC in Lincoln, NE, holding a Series 63 designation and 31 years of industry experience. He has worked with Ameritas in various capacities since 1994 and is also the owner of Tony Ojeda Financial Center, which provides financial planning, professional development, and productivity training. Additionally, he operates Made2Thrive, a coaching and workshop service for business leaders. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment strategies and platforms, combining model portfolios, mutual funds, ETFs, and individual securities, while maintaining operational practices designed to optimize cost and expand investment options.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
user avatar
firm logo

Brian S

Series 66

Lincoln, NE

D.A. Davidson & Co.

Brian Sunderman is a financial advisor with D.A. Davidson & Co., holding a Series 66 designation and 13 years of industry experience. He has been with D.A. Davidson & Co. since 2016. Outside of his advisory role, he volunteers with Junior Achievement, teaching classes on investing basics. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a specialized Private Wealth program for clients with significant assets.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
user avatar
firm logo

Lindsay K

Series 63, Series 65

Lincoln, NE

Focus Partners Wealth, LLC

Lindsay Kobus is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Buckingham Asset Management, LLC and Executive Wealth Management. Her career also includes experience at LPL Financial. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies under an enhanced open architecture framework, integrating quantitative and fundamental analysis along with specialized tools such as trend-following and options overlay strategies.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
user avatar
firm logo

Darin D

Series 63, Series 65

Lincoln, NE

Ameritas Advisory Services, LLC

Darin Dauel is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameritas Advisory Services since 2022 and also works with Ameritas Life Insurance Corp and Ameritas Investment Company, LLC, where he has been active since 2013. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a range of investment strategies and program platforms, incorporating both firm-developed and third-party model portfolios along with a variety of securities, while maintaining operational practices such as cost-efficient share class conversions.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
user avatar
firm logo

Melanie J

CFP®, Series 66

Lincoln, NE

D.A. Davidson & Co.

Melanie Johnson is a CFP® with 18 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2016. She is also a notary public, providing notary services for existing clients and colleagues in her office. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
user avatar
firm logo

Diana S

Series 63, Series 66

Hickman, NE

Ameritas Advisory Services, LLC

Diana Stanley is a financial advisor at Ameritas Advisory Services, LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Ameritas Investment Corp since 2000, joining Ameritas Advisory Services in 2021. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a range of investment strategies using model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technology.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
user avatar
firm logo

Suzanne S

Series 63, Series 65

Lincoln, NE

Ameritas Advisory Services, LLC

Suzanne Showers is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials. She began her career in financial services in 2026 and has a background that includes roles in education at Concordia University and public schools. Showers also serves as a program director at Concordia University Nebraska. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base that includes individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of investment management solutions through multiple program platforms, utilizing both firm-developed and third-party model portfolios along with a broad product set.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
user avatar
firm logo

Lisa S

Series 63, Series 65

Lincoln, NE

D.A. Davidson & Co.

Lisa Smith is a financial advisor with D.A. Davidson & Co. in Lincoln, Nebraska, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She worked at Smith Hayes Advisers Inc. for 16 years before joining D.A. Davidson in 2016. Outside of her advisory role, Smith serves on several nonprofit and educational boards, including the University of Nebraska Foundation, Joslyn Art Museum, Child Advocacy Center, and Bryan Medical Center. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers comprehensive financial planning and advisory services under fiduciary standards, with specialized programs for high-net-worth clients and unique capabilities such as municipal advisory and custodial services.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
user avatar
firm logo

Jeffrey J

CFP®, Series 63, Series 65

Lincoln, NE

Focus Partners Wealth, LLC

Jeffrey Johnson is a Certified Financial Planner (CFP®) with 44 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, LPL Financial, Citigroup Global Markets, and the University of Nebraska. Outside of his advisory work, he is an author involved in publishing multiple investment-related books and owns a franchise of "The Maids" in Lincoln, Nebraska. Focus Partners Wealth, LLC serves a broad client base including individuals, high-net-worth families, family offices, and institutional clients, offering a comprehensive range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
user avatar
firm logo

Shannon L

CFP®, Series 63, Series 65, Series 66

Lincoln, NE

Focus Partners Wealth, LLC

Shannon Linder is a CFP®-designated financial advisor with 26 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, Executive Wealth Management, Waddell & Reed, and Securities America Advisors. Outside of advising, he holds a role as an office manager with Heartland Sales. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
user avatar
firm logo

Jeffrey F

Series 63, Series 65

Lincoln, NE

Ameritas Advisory Services, LLC

Jeffrey Fern is a financial advisor with Ameritas Advisory Services, LLC and holds Series 63 and Series 65 licenses. He has 20 years of industry experience, including roles at Ameritas Investment Corp and Ameritas Life Insurance Corp since 2007, and a brief tenure at Waddell & Reed. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions utilizing model portfolios, mutual funds, ETFs, and individual securities across various program platforms.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
Warmer team member

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.

Find your advisor

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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)