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Treva N

Series 66

New York, NY

Retirable

Treva Nostdahl is a Fiduciary Financial Advisor who focuses on helping clients plan for retirement with clarity and confidence. She specializes in retirement income planning and goals-based financial planning, working closely with individuals to build strategies that align with their long-term priorities. Before joining Retirable, Treva worked at Oppenheimer & Co. Inc., where she supported financial advisors and their clients with retirement planning, account management, and ongoing financial guidance. Her experience spans both client-facing work and behind-the-scenes planning, giving her a well-rounded perspective on the financial planning process. Treva holds a B.S. in Business Administration with an emphasis in Finance and a minor in Communication from Regis University in Denver. She is known for her clear, thoughtful approach and her ability to explain complex financial topics in a way that helps clients feel informed and supported as they plan for retirement.

Retirement income strategy Income planning Social Security optimization Retired Approaching retirement Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Values-based investing Behavioral coaching / decision support

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Eric H

CFP®, Series 66

Papillion, NE

ARC Element Wealth Design

Eric Horne is a CFP® with 20 years of experience in the financial services industry. He is the sole advisor at ARC Element Wealth Design, an independent firm he has operated since 2024. His prior experience includes roles at Charles Schwab & Co., Inc., and TD Ameritrade, where he worked for over 18 years combined. ARC Element Wealth Design provides investment management, financial planning, and consulting services to individuals, trusts, estates, and charitable organizations. The firm manages approximately $29.5 million in discretionary assets and employs a strategic asset allocation approach with customized rebalancing, primarily using ETFs and mutual funds, while occasionally incorporating individual securities and option strategies.

Options & derivatives strategies Real estate investing Concentrated stock management Active portfolio management
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Thomas M

CFP®, Series 65

Papillion, NE

WealthMark

Thomas Maher is a CFP® with 11 years of industry experience, currently serving as the sole advisor at WealthMark in Papillion, NE. He has worked with WealthMark since 2016 and concurrently holds a senior role as Director of Implementations at Orion Advisor Services, a portfolio accounting solutions provider. WealthMark offers financial planning and discretionary portfolio management to individuals, high-net-worth clients, and small businesses. The firm’s investment approach emphasizes fundamental analysis combined with passive, long-term buy-and-hold strategies, primarily using diversified mutual funds and ETFs.

Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning General estate planning guidance
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Charles S

Series 65

Papillion, NE

Charles Capital

Charles Stiegemeier is the sole advisor at Charles Capital, an independent registered investment adviser based in Papillion, NE. He holds a Series 65 designation and has four years of experience in the financial industry. Outside of his advisory role, Stiegemeier works full-time as a project lead engineer for Aldridge Electric. Charles Capital serves individual clients, including some high-net-worth households, through discretionary portfolio management on a third-party managed-account platform and non-discretionary portfolio consulting. The firm’s investment approach emphasizes factor-based and quantitative analysis, with momentum as the primary factor, and employs various strategies tailored to client goals.

Factor investing / smart beta
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Daniel K

CFP®, ChFC®, Series 63, Series 65

Papillion, NE

Fair Winds Financial Planning

Daniel Kline is a CFP® and ChFC® with seven years of industry experience. He is the principal advisor at Fair Winds Financial Planning in Papillion, NE, and previously worked for ten years at First National Bank of Omaha. Fair Winds Financial Planning provides financial planning services to individuals and high-net-worth clients, focusing on areas such as retirement, risk management, college savings, and estate planning. The firm operates as an advice-only planner, charging hourly or fixed fees, and does not manage client assets or accept commissions.

College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting Debt management
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Brian F

Series 63

Lavista, NE

Financial Design Group, LLC

Brian Farris is a financial advisor at Financial Design Group, LLC with 28 years of industry experience. He holds the Series 63 designation and previously worked at Cetera Advisors LLC for 11 years before joining Financial Design Group. Financial Design Group is a small advisory firm serving individual investors, including high-net-worth individuals, as well as retirement plan sponsors and participants. The firm focuses on strategic asset allocation and long-term holdings, providing discretionary asset management and retirement plan fiduciary consulting tailored to client needs.

Income planning Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Christopher F

Series 66

Lavista, NE

Financial Design Group, LLC

Christopher Farris is a financial advisor at Financial Design Group, LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked for Cetera Advisors LLC from 2012 to 2022. Farris is a licensed insurance agent but does not sell commissionable insurance or annuity products to clients of Financial Design Group. Financial Design Group serves individual investors, including high-net-worth clients, as well as retirement plan sponsors and participants. The firm focuses on discretionary asset management and retirement plan consulting, emphasizing strategic asset allocation, long-term holdings, and customized advisory services.

Income planning Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Robert H

CFP®, Series 63, Series 65

Bellevue, NE

Van Clemens Wealth Management, LLC

Robert Hahn is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Van Clemens Wealth Management, LLC. His prior experience includes roles at Willet, LLC dba Beyond Tangible Wealth, LPL Financial, Waddell & Reed, Inc., and Securities America Inc. Outside of advising, he is Vice-President and Coach at Advisor Game Plan, LLC, focusing on executive coaching for business leaders. Van Clemens Wealth Management, LLC serves individuals, trusts, estates, and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm customizes advice based on client objectives and employs a blend of modern portfolio theory with fundamental and technical analysis, offering access to over 500 third-party managers and a specialized Growth Opportunities Model focused on micro- and small-cap equities.

Annuities Private / alternative investments Options & derivatives strategies Business ownership considerations Retirement income strategy Founder/Business Owner Executive Retired
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Michael M

Series 63, Series 66

Bellevue, NE

Missionsquare Retirement

Michael Mcintosh is a financial advisor with Missionsquare Retirement in Bellevue, NE, holding Series 63 and Series 66 licenses and having nine years of industry experience. He has worked at ICMA RC since 2019 and previously held roles at Bank of the West and TD AMERITRADE. Missionsquare Retirement serves state and local government employers, their employees, and certain nonprofits by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and advisory services including discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
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Carmen M

Series 63, Series 66

Papillion, NE

StoneX Advisors Inc.

Carmen Mitchell is a financial advisor at StoneX Advisors Inc. with 22 years of industry experience. She holds Series 63 and Series 66 licenses and spent 11 years at Edward D. Jones & Co., L.P. before joining StoneX in 2026. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and consulting services through a combination of independent advisors and an in-house Private Client Group. The firm utilizes a variety of model-based and third-party manager solutions, supported by platforms such as Envestnet and Advyzon.

ESG / Sustainable investing
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Karla E

Series 63, Series 66

Papillion, NE

Private Client Services, LLC

Karla Elliott is a financial advisor at Private Client Services, LLC with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Securities America Advisors and Securities America Inc. Outside of her advisory role, she participates in market research activities involving online surveys and focus groups. Private Client Services is an SEC-registered, multi-team advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers multiple implementation platforms, managing approximately $1.05 billion across more than 3,200 client accounts.

Options & derivatives strategies Tax-loss harvesting
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Brian B

Series 63, Series 66

Papillion, NE

Merit Financial Advisors

Brian Brashaw is a financial advisor at Merit Financial Advisors with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Ladenburg Thalmann & Co. and TD Ameritrade. Outside of advising, he is the founder of 401Kurator, a venture focused on event planning, consulting, public speaking, and freelance writing, though it has not yet commenced formal operations. Merit Financial Group, LLC manages approximately $10.6 billion for a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by a central Investment Management team and Investment Committee, while allowing advisors flexibility in portfolio management.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Dawn C

Series 63, Series 65

Bellevue, NE

Mutual Advisors, LLC

Dawn Claussen is a financial advisor at Mutual Advisors, LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Mutual Advisors since 2016. Outside of her advisory role, she serves as a volunteer member at large on the Pacific Springs Home Owner Association board and is a managing partner at Fundalyzer, LLC, a software development company specializing in mutual fund share class analysis. Mutual Advisors, LLC manages approximately $6.75 billion through a network of 123 advisors, serving individuals, institutional investors, trusts, and retirement plan participants. The firm offers a range of services including asset management, financial consulting, and ERISA plan advisory, employing a combination of passive and active investment strategies tailored to client objectives.

Annuities Options & derivatives strategies
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John L

Series 66

La Vista, NE

Ameritas Advisory Services, LLC

John Loudon is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. His work history includes roles at Investment Advisors Inc., Ameritas Advisory Services, Ameritas Investment Company, inSOURCE Financial Advisors, and Ball, Loudon, Ebert & Brostrom LLC. Outside of advisory work, he has experience in the hospitality sector, including positions at Firethorn Golf Club and Culver's Fast Food Restaurant Company. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies with regular client reviews.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Kyle R

Series 63, Series 65

Papillion, NE

Commonwealth Financial Network

Kyle Ryan is a financial advisor at Commonwealth Financial Network with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pacific Life Insurance and Dort's. Outside of his advisory role, he serves as an auditor for the South Omaha Eagles Club #154. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers a variety of advisory programs and services, including discretionary model portfolios, wealth management, and retirement plan consulting, while providing operational and practice-management support to its affiliated advisors.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Bryan H

Series 63, Series 65

La Vista, NE

Ameritas Advisory Services, LLC

Bryan Holen is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 25 years of industry experience. He has worked at several firms including Principal Life Insurance Company and Principal Securities, and currently serves as president of Plat1num One Investment and Insurance Group. Holen is also a board member of the NAIFA National PAC, contributing to the oversight of the political action committee for the National Association of Insurance and Financial Advisors. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a notable focus on plan sponsors and participants.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Grant G

Series 66

Papillion, NE

First Command Advisory Services

Grant Gotschall is a Series 66-registered financial advisor with First Command Advisory Services in Omaha, NE, and has eight years of industry experience. He has held positions at several firms including Mutual of Omaha, MassMutual, Raymond James Financial Services, and Ameriprise. Outside of his advisory work, he owns and manages a single-family rental property. First Command serves a diverse client base including individual, high-net-worth, corporate, and charitable clients through a multi-service platform that features financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning with a structured 12-month engagement and offers discretionary model portfolio management through its in-house Investment Management Team.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
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Joyce S

Series 66

Bellevue, NE

VOYA Financial Advisors, Inc.

Joyce Sobczyk is a financial advisor at VOYA Financial Advisors, Inc. with 23 years of industry experience. She holds a Series 66 designation and has worked at several firms, including multiple roles within Voya from 2015 to 2021 and positions at Cobalt Credit Union and various Cetera entities in 2021. Outside of her advisory work, Sobczyk serves as Vice President of the Nebraska Trailblazers, a walking club. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of adviser-led and third-party managed investment programs, combining an advisory platform with an active broker-dealer model and a broad affiliate network.

General retirement planning Retirement income strategy Cash flow / budgeting Social Security optimization Retired Founder/Business Owner Executive Approaching retirement Retired
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Michael R

Series 66

La Vista, NE

First Command Advisory Services

Michael Rouse is a financial advisor with First Command Advisory Services, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Bancwest Investment Services, Bank of the West, Arbor Point Advisors, and Securities America. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage, and insurance and banking products. The firm focuses on advisor-led planning relationships and offers structured financial coaching and tailored professional services on a recurring engagement cycle.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
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Kevyn S

Series 63, Series 65

Papillion, NE

Commonwealth Financial Network

Kevyn Sopinski is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Commonwealth since 2017 and previously spent 12 years at Waddell & Reed, Inc. Sopinski is also involved in several business ventures, including serving as co-owner and president of SWP RE Holdings, LLC, and managing member of Pathfinder Wealth Advisors, LLC. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, providing operational, trading, technology, and compliance support while allowing advisors discretion in portfolio construction.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Kari W

Series 63, Series 65

Papillion, NE

First Command Advisory Services

Kari Wolfe is a financial advisor with First Command Advisory Services in Bellevue, NE. She holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to her advisory role, Kari served nine years in the US Air Force and worked in retail positions at Old Navy and Target. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, and brokerage and insurance product distribution. The firm emphasizes advisor-led planning relationships and offers structured engagement programs supported by an in-house investment management team.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
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