Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Out of 400,000+ nationwide
Stephen H
Series 63, Series 65
Lincoln, NE
OSAIC
Stephen Hill is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Securities America Advisors and Questar Asset Management. Hill is also president of Hill & Associates CPAs PC, a CPA firm providing tax and accounting services. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services along with access to third‑party money managers and wrap programs. The firm employs asset‑allocation tools and risk‑tolerance assessments to construct diversified portfolios that can include stocks, bonds, options, mutual funds, ETFs, and alternative investments.
Fredrick A
CFP®, Series 66
Lincoln, NE
LPL Financial
Fredrick Alexander is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at LPL Financial since 2020. He previously worked with Securities America Advisors and Jfc Financial Services from 2012 to 2020, and has been involved with his own legal services firm, Alexander & Greenlee, LLC, since 2007. Outside of advisory work, he is active as an attorney and is involved in the business entity WeVote. 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 a range of financial planning and investment management solutions, utilizing model portfolios and third-party subadvisors, supported by advanced technology tools for operational and research purposes.
Nathan S
CFP®, Series 63, Series 66
Lincoln, NE
LPL Financial
Nathan Schmidt is a financial advisor with LPL Financial, holding the CFP® designation and Securities Series 63 and 66 licenses, with 26 years of industry experience. He has previously worked at Purshe Kaplan Sterling Investments, Thrivent Advisor Network, and Thrivent Financial for Lutherans. Outside of his advisory role, he is involved in a farm business and contributes to a basement finishing operation. 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 services including financial planning, third-party asset management access, and institutional platforms, supporting advisors with both discretionary and non-discretionary strategies.
Douglas K
Series 63, Series 65
Lincoln, NE
RBC Capital Markets
Douglas Kuszak is a financial advisor at RBC Capital Markets with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at City National Bank, Wells Fargo Clearing, and Wells Fargo Investments. In addition to his advisory work, he serves as guardian for his son. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.
Anne J
Series 63
Lincoln, NE
Cetera
Anne Johnson is a financial advisor with Cetera who holds a Series 63 designation and has 29 years of industry experience. She has been with Cetera Wealth Services, LLC since 2013 and joined Cetera in 2023. In addition to her advisory role, she is a registered representative involved in the sale of fixed insurance products and holds a notary public commission. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
Michelle H
Series 66
Lincoln, NE
Wells Fargo Advisors
Michelle Halloran is a Series 66-credentialed financial advisor with nine years of industry experience. She is currently with Wells Fargo Advisors in Lincoln, NE, where she has worked since 2023, following seven years at Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu using Wells Fargo research and tools, with services that include cash-flow, retirement, education, risk, wealth-transfer, and specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.
Mark C
Series 66
Lincoln, NE
Edward Jones
Mark Consbruck is a Series 66 credentialed financial advisor with Edward Jones in Lincoln, NE, where he has worked since 2013. He has 14 years of industry experience. Outside of his advisory role, Mark and his spouse own a single-family rental property associated with their son's college education. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with approximately $1.01 trillion in assets under management. The firm offers a wide range of investment strategies and affiliated services, operating under a fiduciary standard.
Leslie E
Series 66
Lincoln, NE
UBS Financial Services
Leslie Evert is a financial advisor at UBS Financial Services with 11 years of industry experience. She holds the Series 66 designation and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.
Bruce S
Series 63, Series 65
Lincoln, NE
LPL Financial
Bruce Schreiner is a financial advisor with LPL Financial based in Lincoln, NE, holding Series 63 and Series 65 licenses and over 21 years of industry experience. Prior to joining LPL Financial in 2025, he worked for Berthel Fisher & Company Financial Services Inc. for 13 years and has operated Schroeder & Schreiner, P.C., a professional corporation specializing in tax preparation and accounting, since 1991. He is also involved in several business ventures outside of advising, including ownership roles in various companies such as Village at Skyline Pines Group, LLC and Quality Senior Villages, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered by a large network of investment adviser representatives using both proprietary and third-party strategies.
Craig B
Series 66
Lincoln, NE
Edward Jones
Craig Baete is a financial advisor with Edward Jones in Lincoln, NE, holding a Series 66 credential and six years of industry experience. He has worked at Edward Jones since 2019 and previously spent 17 years at State Farm. 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 solutions, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors.
Tanner W
CFP®, Series 63, Series 65
Lincoln, NE
LPL Financial
Tanner Wachal is a CFP® professional with seven years of industry experience, currently affiliated with LPL Financial. He has prior experience at Purshe Kaplan Sterling Investments, Thrivent Financial, and TD, among others. Outside of his advisory role, he is involved with 5498, LLC, a non-variable insurance business in Lincoln, NE. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced research and operational tools.
Joshua W
Series 66
Lincoln, NE
Cetera
Joshua Welch is a financial advisor at Cetera with seven years of industry experience. He holds the Series 66 designation and has worked at Cetera Wealth Services, Stortz Financial Group, Voya Financial Advisors, and Brightstar Corporation. Welch is also associated with Stortz Financial Group, where he assists with servicing securities products and administrative duties. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with diverse investment options.
Julie C
Series 63, Series 65
Lincoln, NE
RBC Capital Markets
Julie Clark is a financial advisor at RBC Capital Markets with 31 years of industry experience. She has held positions at RBC Capital Markets since 2019 and previously worked at Morgan Stanley from 2013 to 2019. She holds Series 63 and Series 65 licenses. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, corporate, and charitable clients. The firm offers a range of advisory programs with portfolio management, financial planning, and brokerage services, implementing tailored strategies through both in-house and third-party managers.
Matthew W
Series 63, Series 65
Lincoln, NE
Primerica Advisors
Matthew Walker is a financial advisor with Primerica Advisors in Lincoln, Nebraska, holding Series 63 and Series 65 designations and six years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2019. Outside of his advisory role, he owns and operates a construction business, Walker Construction, which he has managed since 2004. Primerica Advisors is a large-scale firm serving individual investors, as well as corporate and charitable clients, through a wrap-fee asset management program that primarily uses model-delivery strategies from unaffiliated asset managers. The firm offers multiple investment models and supports accounts with custodial and trade execution services from Pershing and BNY Mellon Advisors.
David S
Series 66
Lincoln, NE
RBC Capital Markets
David Spinar is a financial advisor at RBC Capital Markets with 30 years of industry experience and holds the Series 66 designation. He has worked at RBC Capital Markets since 2009 and at City National Bank since 2017. Outside of his advisory role, he serves on several boards including the Nebraska State Bar Association Investment Committee, the Open Sky Policy Institute as president-elect of the board, and the Lincoln Electric System Administrative Board, among other nonprofit and community organizations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles through a combination of in-house and third-party investment managers.
Mark G
Series 66
Lincoln, NE
UBS Financial Services
Mark Geist is a financial advisor with UBS Financial Services in Lincoln, Nebraska, holding a Series 66 credential and 21 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, Geist serves as secretary and interim treasurer at Maranatha Camp and is a board member of the Platte Institute, a charity focused on organizational governance and strategic planning. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses model-based asset allocations and proprietary research to tailor financial plans and portfolio management to clients’ goals and risk tolerances.
Jason D
Series 63, Series 65
Lincoln, NE
UBS Financial Services
Jason Dworak is a financial advisor with UBS Financial Services in Lincoln, Nebraska, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he is involved in real estate investments, including hotel development and ownership interests in commercial properties. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor solutions for clients.
Gerald M
CFP®, Series 63, Series 65
Lincoln, NE
Wells Fargo Advisors
Gerald Meyerle is a CFP®-credentialed financial advisor with 33 years of industry experience, currently serving at Wells Fargo Advisors since 2020. His prior experience includes 16 years at UBS Financial Services and four years at Wells Fargo Clearing. Outside of his advisory role, he is involved with several investment-related businesses, including ownership stakes in Meyerle Investment Group, LLC and Arbor Wealth Management. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm emphasizes tailored recommendations supported by proprietary research and planning tools and provides niche planning services alongside traditional wealth management.
Stephen B
Series 66
Lincoln, NE
RBC Capital Markets
Stephen Burt is a financial advisor at RBC Capital Markets with 26 years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services and City National Bank. Burt is a member of the Board of Directors for Cedars Home for Children, an organization focused on caring for wayward children. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.
John O
Series 63, Series 65
Lincoln, NE
LPL Financial
John Oestreich is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at 37 Wealth, Proteus, and Waddell & Reed, Inc. He is also involved with a financial services industry publishing company. 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 financial planning and asset management services through a large network of investment adviser representatives.
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 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”)
Finding advisors...
Find a financial advisor
Out of 400,000+ nationwide