Top financial advisors working with doctors and medical professionals 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 with Lakewood Asset Management, LLC in Omaha, NE, holding Series 63 and Series 65 licenses with 22 years of industry experience. His prior work includes ten years at UBS Financial Services and one year at Merrill. Lakewood Asset Management serves individual and high-net-worth clients, trusts, estates, pension, and charitable entities, managing approximately $249 million across about 155 client relationships. The firm employs a bottom-up, fundamental, long-term value investment approach across a range of securities and offers both discretionary portfolio management and stand-alone financial planning services.

Eric Campbell III is a financial advisor with Mutual Advisors, LLC in Torrance, CA, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has previously worked at LPL Financial and Citigroup Global Markets and has been with Mutual Advisors since 2013. In addition to his advisory role, he is also an independent insurance agent handling life, universal life, non-indexed linked annuities, and long-term care transactions. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients, managing portfolios through a combination of active and passive strategies aligned with client objectives. The firm is notable for its scale, institutional expertise, and use of multiple analytical approaches and third-party tools to customize investment solutions.

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. in Omaha, NE, holding Series 63 and Series 65 credentials and possessing 16 years of industry experience. He has been with M HOLDINGS SECURITIES since 2009 and also serves as an Account Manager at Swartzbaugh Farber & Associates, a role he has held since 2000. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and professionals. The firm offers a broad range of advisory and brokerage services, combining investment management delivered by its Financial Professionals with third-party sub-advisors and model portfolios, supported by comprehensive trading and reporting platforms.

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, where she partners with busy professionals and families to build and transition wealth. She works closely with clients to develop personalized strategies that align with their life goals, integrating financial planning, investment management, banking, and lending solutions. Her client focus areas include family wealth management strategies, legacy planning, personal retirement planning, women and wealth, and tax minimization. Myranda's expertise centers on assisting individuals and families balancing demanding careers and family life. She aims to simplify financial complexities and help clients gain confidence in their financial future by guiding them through each stage of wealth—from building a strong foundation to navigating complex estate strategies. Her approach begins with understanding clients' goals, values, and visions for the future to create tailored financial plans. She holds the Personal Investment Advisor (PIA) designation and earned her high school diploma from Geneva High School. Based in Chicago, Myranda enjoys camping, hiking, reading, skiing, practicing yoga, and spending time with her family.

Ashley Owens is a financial advisor at 11 Financial with 14 years of industry experience. She holds a Series 66 designation and has previously worked at firms including CapFinancial Securities LLC and Benchmark Bank. In addition to her advisory role, she is a loan officer at Neighbors Bank. 11 Financial serves individuals, high-net-worth clients, and corporations by providing portfolio management and financial planning services. The firm employs a combination of fundamental and technical analysis along with modern portfolio theory to tailor investment strategies and risk tolerance, offering both discretionary and non-discretionary services.

Kevin Harper is a Certified Financial Planner (CFP®) with 29 years of industry experience. He is currently with RFG Advisory, LLC in Birmingham, AL, where he has worked since 2015, including prior roles at LPL Financial and Ameriprise. Harper is a co-owner of LHP Capital LLC, a commercial real estate business. RFG Advisory provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and select institutional clients. The firm employs discretionary investment strategies through model portfolios, third-party platforms, and serves as a sub-adviser to multiple ETFs, with additional specialized services for retirement accounts and alternative investments.

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.