Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Out of 400,000+ nationwide
Jacob M
CFP®, ChFC®
Lincoln, NE
Ameritas Advisory Services, LLC
Jacob Messick is a financial advisor at Ameritas Advisory Services, LLC with 11 years of industry experience. He holds CFP® and ChFC® designations and has worked at Ameritas Investment Corp and Ameritas Life Insurance Corp since 2014 and 2008 respectively. Outside of his advisory role, he sells used items on eBay. 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 offers asset management, financial planning, retirement plan advisory, and variable product subaccount management using various model portfolios, mutual funds, ETFs, and individual securities.
Jaime B
Series 66
Lincoln, NE
Empower Advisory Group
Jaime Blakely is a financial advisor at Empower Advisory Group with nine years of industry experience. She holds a Series 66 designation and has worked at GWFS Equities, Inc. since 2021 and Ameriprise Financial Services, Inc. since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and annual rebalancing rather than short-term forecasts.
Andrew B
Series 66
Lincoln, NE
Benjamin F. Edwards & Company, Inc.
Andrew Benton III is a financial advisor at Benjamin F. Edwards & Company, Inc. with eight years of industry experience. He holds the Series 66 designation and has worked at Benjamin F. Edwards since 2020. Prior to that, he was with City National Bank and RBC Capital Markets, LLC from 2018 to 2020 and spent six years at Speedway Motors Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including advisory programs, financial planning, retirement plan consulting, and investment management, combining proprietary strategies and third-party models with in-house equity and fixed-income portfolios.
Shannon B
Series 63, Series 66
Lincoln, NE
Ameritas Advisory Services, LLC
Shannon Berry is a financial advisor at Ameritas Advisory Services, LLC with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked within various Ameritas entities since 2007. 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 employs a range of investment strategies and platforms, utilizing model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technology.
Jeremy R
Series 66
Lincoln, NE
Ameritas Advisory Services, LLC
Jeremy Robson is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 24 years of industry experience. He previously worked at Securities America Advisors, Inc. and operated his own advisory practice before joining Ameritas in 2019. Outside of his advisory role, he coaches youth basketball with the Millard Basketball Association. Ameritas Advisory Services 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 utilizes a range of investment strategies and platforms, combining proprietary and third-party model portfolios with mutual funds, ETFs, and individual securities.
Edwin B
Series 63, Series 65
Lincoln, NE
Principal Financial Services
Edwin Blehm is a financial advisor with Principal Financial Services in Lincoln, NE, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior roles include positions at Arkway Wealth, Midlands Financial, and Capstone Financial Partners. He participates as a youth mentor in the Teammates Mentoring Program, working with local high school students. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.
Nathaniel W
Series 63, Series 66
Lincoln, NE
Eagle Strategies (NY Life)
Nathaniel Workentine is a financial advisor with Eagle Strategies (NY Life) in Lincoln, NE, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has worked with Eagle Strategies since 2023 and has previous experience with Tandem Financial Team LLC, NYLife Securities LLC, and New York Life Insurance Company. Outside of his advisory role, Workentine is actively involved with St. Mark Lutheran School, serving as School Board President and Treasurer of the Parent Teacher Organization, and participates on the school’s Scholarship Foundation Committee. Eagle Strategies serves a diverse mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a broad network of advisors. The firm offers various program types tailored to client objectives, with a majority of its assets managed on a non-discretionary basis and emphasizes fiduciary responsibilities to retirement investors.
Avery S
Series 63, Series 65
Lincoln, NE
Ameritas Advisory Services, LLC
Avery Stege is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials. Avery has been with Ameritas and its affiliated companies since 2024, including experience at Ameritas Life Insurance Company and Ameritas Wealth Advisors. Outside of financial services, Avery is a dance instructor with the United Dance Collective. 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 portfolio construction methods, including model portfolios and individual securities, and offers multiple program platforms supported by third-party technology and managers.
Ryan D
Series 66
Lincoln, NE
Ameritas Advisory Services, LLC
Ryan Draper is a Series 66-credentialed financial advisor with 17 years of industry experience. He is currently affiliated with Ameritas Advisory Services, LLC and has held various roles within the Ameritas organization since 2014, as well as prior experience at Allstate Financial Services and Securities America Advisors, Inc. 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 options and program platforms, combining model portfolios, mutual funds, ETFs, and individual securities, supported by both internal and third-party resources.
Ryan M
Series 63, Series 66
Lincoln, NE
Ameritas Advisory Services, LLC
Ryan Mc Collum is a financial advisor at Ameritas Advisory Services, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Advisors and Axos Invest. Outside of his advisory role, he is a part owner of MRC Precision LLC, a client services business involved in painting and sandblasting. 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 offers a range of asset management and financial planning solutions, utilizing model portfolios, mutual funds, ETFs, and individual securities across various program platforms.
Joshua C
Series 63, Series 65
Lincoln, NE
Tlg Advisors, Inc.
Joshua Curtis is an investment advisor at TLG Advisors, Inc. with 14 years of industry experience. He has worked at several firms, including Cetera Advisors LLC and Brokers Clearing House LTD, before becoming self-employed in 2019. Curtis is also the creator of the Portfolio Waterfall strategy, providing resources to financial professionals for its implementation. 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 through a combination of manager selection, ongoing monitoring, and asset allocation-based portfolio construction.
Matthew S
Series 63, Series 65
Lincoln, NE
Ameritas Advisory Services, LLC
Matthew Schommer is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and one year of industry experience. His work history includes roles at Ameritas Investment Company, Probity-Pay, Ameritas Life Insurance Corp., and Mutual of Omaha. Outside of advising, he is involved in event sales and management through a sole proprietorship and works with credit card processing systems at Probity-Pay. 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 offers a range of portfolio management services across multiple platforms, leveraging firm-developed and third-party models, mutual funds, ETFs, and individual securities.
Craig W
Series 63, Series 65
Lincoln, NE
Eagle Strategies (NY Life)
Craig Willeke is a financial advisor with Eagle Strategies (New York Life) based in Lincoln, NE. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Willeke has worked with New York Life and its affiliates since 2003 and has operated Willeke Financial Group, LLC since 2006. Outside of his advisory work, he owns a drive-through coffee shop called Cafe is our Religion, LLC, which he started in 2024, and he sells photography online. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.
Justin C
Series 66
Lincoln, NE
Ameritas Advisory Services, LLC
Justin Cabeen is a Series 66-licensed financial advisor with Ameritas Advisory Services, LLC, based in Lincoln, NE. He has 19 years of industry experience, including long-term roles at Ameritas Life Insurance Corp. and Ameritas Investment Company, LLC. 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 asset management, financial planning, retirement plan advisory, and variable product subaccount management using a variety of investment vehicles and program platforms.
Brian T
Series 63, Series 65
Lincoln, NE
Tlg Advisors, Inc.
Brian Thomas is an investment advisor at TLG Advisors, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Leaders Group Inc. and Clarity Financial LLC. Outside of his advisory work, he serves as a worship leader at Horizons Community Church and performs live music at various venues. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, corporations, and institutional investors. The firm emphasizes manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory, and offers services ranging from portfolio management to financial planning and investment fiduciary services for ERISA-qualified retirement plans.
Peggy B
Series 63, Series 66
Lincoln, NE
Ameritas Advisory Services, LLC
Peggy Beckenhauer is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and offering 22 years of industry experience. Her career includes roles at Edward Jones, Ameritas Life Insurance, and Insource Financial Advisors. She is also involved with Envision Wealth Network. 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 offers a range of asset management and financial planning solutions, utilizing model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technology providers.
Brayton C
Series 66
Lincoln, NE
Ameritas Advisory Services, LLC
Brayton Christensen is a financial advisor at Ameritas Advisory Services, LLC with one year of industry experience. He holds the Series 66 designation and has worked in various roles at Ameritas-affiliated entities since 2023. Prior to his finance career, he was affiliated with Firethorn Golf Club for two years. 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 offers a range of asset management and financial planning solutions using model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms.
Maria L
Series 66
Lincoln, NE
Ameritas Advisory Services, LLC
Maria Langan is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 24 years of industry experience. She has been with Ameritas Investment Corp since 2002 and with Ameritas Advisory Services since 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 offers a variety of asset management and financial planning solutions, utilizing model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms.
Scott R
Series 63, Series 65, Series 66
Lincoln, NE
Independent Financial Group, LLC
Scott Roetzel is a financial advisor with Independent Financial Group, LLC in Lincoln, Nebraska, holding Series 63, 65, and 66 credentials and having 33 years of industry experience. He has been with Independent Financial Group since 2010. Roetzel is also the owner of Roetzel Company, Inc., which offers life, annuities, accident, and health insurance products. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporations, pension plans, and charitable organizations. The firm utilizes both firm- and third-party models to develop client strategies, combining strategic asset allocation with multi-manager portfolios across active and passive exposures.
Jacob K
Series 66
Lincoln, NE
Empower Advisory Group
Jacob Kramer is a financial advisor at Empower Advisory Group with a Series 66 credential and less than one year of industry experience. His prior roles include positions at Fidelity Investments, Dana F Cole and Co, ITC Federal, Walmart, and Amigos. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with affiliated Empower entities’ platforms.
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