Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

5 advisors near
68649

Out of 400,000+ nationwide

user avatar
firm logo

Beth B

Series 63, Series 65

Scribner, NE

Thrivent Advisor Network, LLC

Beth Boyle is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 65 licenses and 20 years of industry experience. Her prior work includes positions at Purshe Kaplan Sterling Investments, Thrivent Financial for Lutherans, and Waddell & Reed. Outside of advising, she serves as chairperson of the Scrivner Sports Complex Board, participates in Scrivner Economic Development activities, and is a board member of Low Income Ministry of Dodge County. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm typically constructs diversified, long-term portfolios using low-cost mutual funds and ETFs, while offering access to independent managers and model portfolios.

Private / alternative investments College savings (529s, UTMA, etc.) Annuities Wealth management
user avatar
firm logo

Jessica Y

Series 63, Series 65

Schuyler, NE

J. W. Cole Advisors, Inc.

Jessica Yost is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and with eight years of industry experience. She has worked at J.W. Cole Advisors and J.W. Cole Financial since 2020, previously spending two years at Securities America, Inc. Outside of her advisory role, she is actively involved in her community, serving as President of the Schuyler Class of 2003 and holding volunteer leadership positions in the Schuyler Seratoma Club and P.E.O., an organization focused on educational opportunities for women. J.W. Cole Advisors operates with a large network of independent investment adviser representatives and offers fee-based portfolio management, financial planning, retirement plan services, and digital advice. The firm serves individuals, high-net-worth clients, and institutional accounts using a variety of investment strategies and custodial platforms.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner
user avatar
firm logo

Jeffrey P

Series 63, Series 66

North Bend, NE

Cambridge Investment Research Advisors

Jeffrey Peters is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at multiple firms, including D.A. Davidson & Co., Smith Hayes Advisers Inc, RBC Capital Markets, and Edward Jones. Peters also operates Peters Wealth Management in North Bend, Nebraska. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of investment solutions, including proprietary and third-party model strategies, with both discretionary and non-discretionary options.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
user avatar
firm logo

James G

Series 66

North Bend, NE

LPL Financial

James Gilbert is a Series 66 licensed financial advisor with 28 years of industry experience. He is currently with LPL Financial, where he has worked since 2020, and has prior experience at Securities America Advisors Inc. and Securus, Inc. In addition to his advisory role, he is involved with Securus, Inc., which supports LPL business activities. 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, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and oversight of substantial discretionary assets.

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

Brett B

Series 63

Schuyler, NE

LPL Financial

Brett Bayer is a financial advisor with LPL Financial, holding a Series 63 license and possessing 32 years of experience in the industry. He previously worked at Cetera Advisor Networks LLC and Cetera Wealth Services, LLC, where he spent nearly three decades combined. Bayer also maintains a non-variable insurance business in Schuyler, Nebraska. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a broad range of advisory and brokerage services through a network of investment adviser representatives serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management access, and institutional platforms, supported by machine-learning tools for operational and research support.

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