ABOUT US GET TO KNOW ADVISOR SEEKERS
OUR STORY
Advisor Seekers was founded with a clear vision: to serve as a dedicated partner for RIA owners. Our journey began by helping firms find the right people, and today we’ve evolved our services to meet the complex challenges of the wealth management industry.

OUR MISSION
To empower RIA owners with the people, insights and strategies they need to grow, transition and thrive.
OUR VALUES
Integrity
Partnership
Precision
Authority
Our Team

Jon Duncan Co-Founder | President

AREAS OF EXPERTISE:
Wealth Management, Executive Recruitment, Accounting, Human Resources, Foreign Currency, Insurance
Jon Duncan Co-Founder | President
A veteran recruiter in the wealth management space, Jon has a reputation for building lasting relationships with financial professionals and executive leaders across the country. His deep understanding of the financial industry and down-to-earth approach enable him to create the level of trust it takes to find and place top-tier talent.
Jon lives in Omaha, Nebraska, with his wife, Melissa, and three children, Caitlin, Alex and Molly. In his spare time, Jon can be found on the golf course or watching his kids’ sporting events.

Mitch Lillie Co-Founder | Senior Vice President

AREAS OF EXPERTISE:
Wealth Management, Registered Investment Advisory Firms, Independent Broker-Dealers, Executive Recruitment, Mergers, Acquisitions
Mitch Lillie Co-Founder | Senior Vice President
Mitch has spent his career in business development and national recruitment, developing strong relationships with leaders in the independent financial services industry. He also has years of experience helping Registered Investment Advisory and independent broker-dealer firms grow their businesses by recruiting top talent, assisting with succession plans and evaluating potential acquisitions.
Mitch lives in Omaha, Nebraska, with his wife, Ashley, and their four children: Colin, Evan, Landon and Riley. When Mitch is not working, he enjoys spending time at his second home in Destin, Florida, or attending his kids’ sporting events.

Cole Grennan Senior Recruitment Manager
Cole Grennan Senior Recruitment Manager
Cole’s career included working in the financial services industry during college at the University of Nebraska-Lincoln and in the technology industry before joining the Advisor Seekers team in August 2021. During his time with Advisor Seekers, he has built in-depth relationships with financial advisors and support staff to help them take the next step in their careers.
Cole lives in Omaha, Nebraska, with his wife, Taylor, and their new French Bulldog puppy, Pierre. Outside the office, Cole can be found boating in the summer, watching sports and attending Nebraska Cornhuskers home football games.

Amber Burnett Director of Operations
Amber Burnett Director of Operations
Amber joined Advisor Seekers in June 2021, bringing a wealth of experience from her previous roles in the banking industry. With a strong compliance and customer service background, she is dedicated to providing top-notch support and guidance to our clients.
Amber lives in Saint Joseph, Missouri, with her husband, Wyatt, and their two daughters. Outside of work, she enjoys camping during the summer and spending quality time with her family on the golf course.

Jace Schuppan Director of Acquisitions & Strategic Partnerships

AREAS OF EXPERTISE:
Mergers and Acquisitions, Wealth Management, Registered Investment Advisory Firms, Independent Broker-Dealer Firms, CPA Firms
Jace Schuppan Director of Acquisitions & Strategic Partnerships
Jace joined Advisor Seekers in May 2022. He brings over a decade of experience serving in various leadership and business development roles in the financial services industry. During that tenure, he consulted investment professionals and financial advisors on launching/operating mutual funds, ETFs, interval funds and hedge funds. He is passionate about developing collaborative relationships with clients and partners to help them achieve their goals.
Jace resides in Omaha, Nebraska, with his wife, Julie, and their four children: Lilly, Noelle, Barrett and Finn, plus their border terrier, Rocket. Outside the office, you will find him attending his kids’ many sporting events, barbequing and cheering on the Huskers.

Chris McCormick Director of Recruitment
Chris McCormick Director of Recruitment
Chris joined Advisor Seekers in 2023. Before joining the team, Chris held leadership positions in various industries, including 14 years in the telecommunications industry, where he worked in both the retail-to-consumer and business-to-business space. With over 15 years of experience leading high-performing sales teams, he oversees our client marketing team, where he uses his expertise in relationship building and business solutions to identify the right opportunities for our most qualified candidates.
Chris resides in Omaha, Nebraska, with his two sons, Joey and Aedan. A former soccer player and coach, he spends most of his time watching his two boys play the sport they all love. When not bouncing from soccer match to soccer match, Chris enjoys watching college football and cheering on his beloved Oklahoma Sooners.

Robert S. Powell, Jr., ASA, CVA Director of Valuation & Strategic Advisory
Robert S. Powell, Jr., ASA, CVA Director of Valuation & Strategic Advisory
Mr. Powell has earned the Accredited Senior Appraiser (ASA) designation from the American Society of Appraisers in 2021. He earned the Certified Valuation Analyst (CVA) designation from the National Association of Certified Valuation Analysts in 2017.
Mr. Powell has been involved in valuation matters since 2016. He has been involved in the valuation of companies across numerous industries and has experience in performing business valuation services for employee stock ownership plans, estate and gift purposes, management planning, succession planning, litigation support, marital dissolution matters and other equity rights.
Mr. Powell attended the University of Nebraska – Lincoln and received a BSBA with a major in finance and accounting. He also attended the Keller Graduate School of Management of DeVry University and received a Master of Science Accountancy (MSA). He began his career as an auditor and then spent several years as an analyst and an associate for multiple private business valuation firms before joining the Company in 2025.
In his free time, you will find Mr. Powell spending time with his wife, son, and two Australian shepherds at the lake or the farm. He also enjoys golfing and cheering on the Nebraska Huskers football and volleyball teams as well as the Kansas City Chiefs.

Amanda Carlson Recruitment Marketing Specialist
Amanda Carlson Recruitment Marketing Specialist
Bio coming soon!

Andrew Altstadt Senior Account Manager
Andrew Altstadt Senior Account Manager
Bio coming soon!


