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Tamara U

CFP®, Series 63, Series 65

Lincoln, NE

Edward Jones

Tamara Uribe is a financial advisor at Edward Jones in Lincoln, NE, with 28 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Outside of her advisory role, she teaches a kickboxing class at Farrell's Extreme Body Shaping. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business exit / sale strategy Founder/Business Owner
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Cory H

Series 66

Lincoln, NE

LPL Financial

Cory Hoagstrom is a financial advisor with LPL Financial in Lincoln, NE. He holds a Series 66 designation and has 22 years of industry experience, including prior roles at Berthel Fisher & Company and Edward Jones. Outside of his advisory work, he owns CB Woodworking, a business that creates furniture and wood crafts. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers diverse advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across a broad range of asset classes and credit solutions.

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

Series 66

Lincoln, NE

Edward Jones

Cole Miller is a financial advisor at Edward Jones in Lincoln, NE, holding a Series 66 designation with one year of experience at the firm. Prior to Edward Jones, he worked at Durham Designs for five years and has held roles at United Parcel Service, Nebraska Game and Parks, Ray's Lawn Care, and Peace Lutheran Church. 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, supported by a large nationwide network of financial advisors and branches.

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

CFP®, Series 66

Lincoln, NE

LPL Financial

Austin Costello is a CFP® professional with eight years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Capital Consulting & Asset Management, Geneos Wealth Management, and Raymond James Financial Services. Outside of advisory work, he owns and operates Send A Boost LLC, a website business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and 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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Grant K

Series 66

Lincoln, NE

Edward Jones

Grant Krieger is a Series 66-licensed financial advisor at Edward Jones in Lincoln, NE, with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Uber and served on the Nebraska Real Property Appraiser Board. Since 2010, he has also been involved with the Junior Saltdogs. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of advisors and branch offices.

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

Series 63, Series 66

Lincoln, NE

LPL Financial

Matthew Fox is a financial advisor with LPL Financial in Lincoln, Nebraska, holding Series 63 and Series 66 credentials and over 21 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Berthel Fisher & Company Financial Services, Inc. for 13 years and Edward Jones for three years. Outside of his advisory role, he is involved with multiple business entities including a notary service, a tax and investment-related corporation, and two other non-investment ventures. 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 wide range of financial planning and investment management services, combining model portfolios, third-party asset management, and customized strategies supported by advanced operational tools.

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

Series 63, Series 66

Lincoln, NE

Edward Jones

Michelle Scamehorn is a financial advisor at Edward Jones in Lincoln, NE, with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2004. 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.

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

Series 63, Series 65

Lincoln, NE

Merrill

Julie Hash is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Lincoln, Nebraska. She began her career in financial services in 1990 and joined Merrill Lynch in 1992. Julie works with a select group of multigenerational high-net-worth families, business executives, physicians, and educators, providing strategic guidance tailored to their complex financial needs. She is experienced in helping clients navigate critical life events such as retirement, the death of a loved one, divorce, and remarriage. Julie holds the Chartered Retirement Planning Counselor (CRPC™) designation and is an alumnus of the College for Financial Planning. Her approach emphasizes understanding clients’ goals and aspirations before developing customized wealth management strategies. She manages personalized and defined investment strategies that may include individual securities, model portfolios, and third-party strategies to help clients pursue their financial objectives. Residing in Lincoln with her husband, Jay, Julie is involved in community efforts as a team leader for the Alzheimer’s Association. Her personal interests include traveling, photography, biking, and outdoor activities. She values spending time with her family, including her grown sons and grandchildren.

Wealth management Retirement income strategy General retirement planning ESG / Sustainable investing Retirement withdrawal strategies Executive Doctor or Medical Professional Educators, Teachers, and Academics Mid-Career Professionals Established Professionals Women Professionals Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Paul J

Series 66

Lincoln, NE

Edward Jones

Paul Jedlicka is a financial advisor with Edward Jones in Lincoln, Nebraska, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. 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 advisory programs and investment solutions, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices.

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

ChFC®, Series 63, Series 65

Lincoln, NE

Cambridge Investment Research Advisors

Marvin Souchek is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 45 years of experience in the industry and has served at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2009. He is also the founder of Benefit Planning Specialist, Inc., an insurance, benefits, and human resources firm operating since 1975. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, using a range of portfolio management and model-based strategies.

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

Series 63

Lincoln, NE

LPL Financial

Michael Peterson is a financial advisor with LPL Financial in Lincoln, NE, holding a Series 63 designation and 37 years of industry experience. His prior roles include positions at Cetera Advisors LLC, Smith Hayes Advisers Inc, and Citigroup Global Markets. Peterson operates a business under the name Peterson Wealth Management as part of his advisory activities. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and various technology and financial product offerings.

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

Series 63, Series 65

Lincoln, NE

LPL Financial

Ricky Meyer is a financial advisor with LPL Financial in Lincoln, Nebraska, holding Series 63 and Series 65 designations and possessing 38 years of industry experience. He has worked at LPL Financial since 1995 and at Pinnacle Bank since 2009. 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 investment services, including model portfolios, third-party asset management, and 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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Dylan D

Series 66

Lincoln, NE

Edward Jones

Dylan Dragoo is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has a background that includes roles at Loyalty Training LLC and Genesis Health Clubs prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and affiliated financial products. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

ESG / Sustainable investing Wealth management Retired Founder/Business Owner Executive Young Professionals
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Taylor P

Series 63, Series 66

Lincoln, NE

Charles Schwab

Taylor Poland is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at TD Ameritrade. His background includes roles at Fremont Family YMCA, Rink Management Services, University of Nebraska - Lincoln, and Lincoln Public Schools. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Seth R

Series 66

Lincoln, NE

Ameriprise

Seth Rhodes is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2018, including time at Ameriprise Financial Services, Inc. Prior to that, he was involved with Rentping, LLC. Outside of his advisory role, he owns and manages Rhodes Industrial Solutions, a non-investment-related business. Ameriprise is a large institutional firm that offers a retirement-income planning service focused on individuals approaching or in retirement, typically with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities, combining algorithmic tools and research to deliver tailored retirement income recommendations.

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

Series 63, Series 65

Lincoln, NE

Primerica Advisors

Victor Martinez is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles including with Nebraska Wesleyan University and Genesis Health Clubs. Martinez also has part-time involvement with affiliated companies in sales of loan products and home security services. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by third-party asset managers and has approximately $15.5 billion in assets under management.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Richard R

Series 63

Lincoln, NE

LPL Financial

Richard Rimel Jr. is a financial advisor with LPL Financial in Lincoln, NE, holding a Series 63 designation and over 37 years of industry experience. His prior roles include positions at First State Financial Services, JFC Financial Services, Securities America Advisors, and Securian 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 services through a large network of investment adviser representatives, offering financial planning, model portfolios, third-party asset management, and 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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Christopher C

CFP®, Series 63, Series 65

Lincoln, NE

LPL Financial

Christopher Collins is a CFP®-certified financial advisor with 36 years of industry experience, currently with LPL Financial. His prior roles include positions at Securities America Advisors and SII Investments, Inc. He is also involved with Tomorrow's Money, LLC, a non-variable insurance business based in Lincoln, NE. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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, supporting advisors with research tools while overseeing more than $819 billion in discretionary assets.

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

Series 66

Lincoln, NE

STIFEL

Amy Scott is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel, she held roles with Sting Sports Group LLC and Nebraska Sports Center LLC, and was involved with the Lincoln Soccer Association. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Gary R

CFP®, ChFC®, Series 66

Lincoln, NE

Mass Mutual Investors Services

Gary Roberts is a CFP®, ChFC®, and Series 66-licensed financial advisor with MassMutual Investors Services in Lincoln, Nebraska, with 22 years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance Company since 2007. Roberts also works as a broker and agent offering life, disability, long-term care, and health insurance. MassMutual Investors Services, LLC is a subsidiary of MassMutual that provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, money-manager programs, and educational seminars, structuring planning engagements as annual, collaborative relationships.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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