CFP®-certified financial advisors in Omaha, NE

Anthony Daniel is a CFP® with 19 years of industry experience, currently affiliated with Commonwealth Financial Network. His prior experience includes roles at Securities America Advisors, MassMutual, and Nationwide Investment Services Corporation. Outside of his advisory work, he is co-owner of Grove Park Companies, LLC, a woodworking business based in Omaha, NE. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and various investment options including model portfolios and tax-aware strategies.

Brooks Call is a financial advisor at Lakewood Asset Management, LLC in Omaha, NE, holding Series 63 and Series 65 credentials with 22 years of industry experience. He has worked with UBS Financial Services Inc since 2005. Lakewood Asset Management serves individual and high-net-worth clients, trusts, estates, pension, and charitable entities, managing approximately $249 million across 155 client relationships. The firm employs a bottom-up, fundamental, long-term value investing approach, focusing on undervalued companies and special situations, and offers both discretionary portfolio management and stand-alone financial planning.

Eric Campbell III is a financial advisor at Mutual Advisors, LLC with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Mutual Advisors since 2013. He also serves as an independent insurance agent, conducting life, universal life, non-indexed linked annuity, and long-term care insurance transactions. Mutual Advisors offers investment management, financial planning, ERISA plan advisory, and third-party money manager selection services to individuals, high-net-worth clients, trusts, retirement plans, and institutional investors, including sovereign wealth funds. The firm utilizes a combination of active and passive strategies and supports a range of operational platforms and manager arrangements.

Steven Anderson is a financial advisor at Edward Jones in Omaha, NE, holding a Series 66 designation with 25 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, Anderson is involved in entrepreneurial ventures including management roles in companies focused on patents and sports card sales. 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 through a nationwide network of financial advisors and offers diverse investment strategies alongside affiliated mutual funds and fiduciary advisory services.

James Olson is a financial advisor with M Holdings Securities, Inc., holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked at M Holdings since 2009 and is also associated with Swartzbaugh Farber & Associates, where he serves as an account manager focused on client services and marketing. Olson operates out of Omaha, NE. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, retirement plan, and other clients nationwide. The firm offers a range of advisory services including investment management, retirement plan consulting, financial planning, and sub-advisory services, working through a network of Financial Professionals who tailor recommendations based on client objectives and risk tolerance.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.