Top advisors focused on doctor or medical professional in Nebraska

Patricia Lammli is a CFP®-certified financial advisor with 14 years of industry experience. She is currently affiliated with Commonwealth Financial Network and CalmWater Financial Group, having previously worked at Boden Daniel Bierman and Northwestern Mutual Investment Management. Her career spans roles at multiple firms since 2011. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers extensive operational and investment resources, alongside discretionary model portfolios managed by its Investment Management and Research team.

Michael Borns is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked for Investment Centers Of America, Inc. for 23 years before joining LPL Financial in 2017. Outside of his advisory role, Borns serves as a volunteer firefighter and scholarship committee member with the Nebraska City Volunteer Fire Department. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team, combining large-scale advisory operations with insurance and annuity product offerings.

Michael Forker is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 65 credential and 12 years of industry experience. He previously worked at CLS Investments, LLC for 10 years before joining Orion in 2022. Orion Portfolio Solutions, LLC manages a multi-billion dollar asset base across pooled vehicles and institutional mandates, serving a diverse client base including high-net-worth individuals, pension and municipal clients, and charitable organizations. The firm offers a range of portfolio management and advisory services supported by integrated technology and a comprehensive platform that includes retirement plan consulting, recordkeeping, and its own investment company.

Mark Saferstein is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 license, and has 41 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has longstanding roles at Ameritas Life Insurance Corp, Central Financial Services, and Ameritas Investment Corp. He is also licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, offering fee-based asset management and fiduciary advice through a combination of model portfolios, third-party sub-advisers, and custom strategies.

Anna Apodaca is a CFP® professional with 17 years of industry experience, currently with Mercer Global Advisors Inc. Her prior roles include positions at TD Ameritrade, Scottrade, and Lake Point Wealth Management. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts and a variety of implementation options.

Amanda Fleming is a financial advisor at Edward Jones in Lexington, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she was involved with several businesses including Max Travels, LLC, a travel agency she founded and where she designed vacations for clients, primarily family. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment programs and advisory services supported by a nationwide network of over 23,000 financial advisors.

Myranda Johnson is a Financial Advisor with Merrill Lynch Wealth Management. She partners with busy professionals and families to build and transition wealth by understanding their goals, values, and vision for the future. Myranda crafts personalized strategies that integrate financial planning, investment management, banking, and lending solutions to support clients through every stage of wealth management, from building a strong foundation to navigating complex estate strategies. Her client focus areas include Family Wealth Management Strategies, Legacy Planning, Liquidity Management, Managing New Wealth, Personal Retirement Planning, Women and Wealth, and Tax Minimization. Myranda works with rising and established executives and professionals with families, providing calm, strategic guidance aligned with their life goals. Myranda holds a Personal Investment Advisor (PIA) designation and earned her High School Diploma from Geneva High School. In her personal time, she enjoys camping, hiking, reading, skiing, spending time with her family, and practicing yoga.

Ashley Owens is a financial advisor at 11 Financial with 13 years of industry experience. She holds a Series 66 designation and has previously worked at CapFinancial Securities LLC, Benchmark Bank, Infinex Investments, and Securities America. Outside of her advisory role, Owens is a loan officer at Neighbors Bank. 11 Financial provides portfolio management, financial planning, and education services primarily to individual and high-net-worth clients, as well as corporate clients. The firm employs a combination of fundamental and technical analysis with modern portfolio theory, offering tailored strategies that include both long-term allocations and more active approaches.

Kevin Harper is a CFP® professional with 29 years of industry experience, currently serving at RFG Advisory, LLC since 2015. He has previously worked with Private Client Services and LPL Financial. Outside of his advisory role, he is a co-owner of LHP Capital LLC, where he assists with buying and managing commercial real estate. RFG Advisory is an enterprise registered investment adviser serving individuals, charitable organizations, corporations, ERISA retirement plans, and other institutional clients. The firm combines active and passive investment strategies across various platforms and acts as a sub-adviser to a multi-ETF suite, offering a range of services including portfolio management, financial planning, and retirement plan consulting.

David Lochstampfor is a financial advisor at Larson Financial Group, LLC in Saint Louis, MO, holding a Series 66 designation with 13 years of industry experience. He has worked at Larson Financial Securities, LLC and Larson Financial Group, LLC since 2012. Outside of his advisory role, he assists his wife with evaluating and managing real estate investments, including flipping properties and handling financial analysis. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm employs a mix of strategic and tactical investment approaches, offers 3(38) and 3(21) pension consulting services, and uses AI-assisted tools alongside human review to support its advice.