Benjamin Scheef

John Barksdale is a financial advisor at Cherry Creek Financial Advisors, Inc. with 23 years of industry experience. He has been with Cherry Creek Financial Advisors since 2002 and holds Series 63 and Series 65 designations. Cherry Creek Financial Advisors is a fee-only independent registered investment adviser that provides portfolio management and financial planning primarily to individual and high-net-worth clients, as well as retirement plans, foundations, and other institutions. The firm uses an asset-allocation driven investment process with customized target allocations, mainly employing exchange-traded funds and institutional no-load mutual funds, and generally operates with discretionary authority.

Erik Albertson is a financial advisor with Cherry Creek Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Albertson has been with Cherry Creek Financial Advisors since 2002. Cherry Creek Financial Advisors is a fee-only independent registered investment adviser serving individual and high-net-worth clients, retirement plans, foundations, and other institutions. The firm manages approximately $24.2 million across 154 accounts, focusing on an asset-allocation driven investment process with customized target allocations primarily using exchange-traded funds and institutional no-load mutual funds.

Luke Simons is a CFP® and ChFC® with 14 years of industry experience. He is currently with Thrivent Advisor Network, LLC and has previously worked at Thrivent Investment Management, Inc., THRIVENT FINANCIAL for Lutherans, and Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves as a board member for Wahoops Youth Basketball, a nonprofit youth basketball association. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm focuses on long-term, customized asset allocations using low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, while integrating offerings from its parent company, Thrivent Financial for Lutherans.

Randy Ickler is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Churchill Management Group and TD Ameritrade Inc. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies within an enhanced open architecture framework.

Cynthia Ortlieb is a financial advisor with Principal Financial Services in Ashland, NE, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has previously worked at Securities America Advisors and Securities America Inc. since 2008 and has been with Principal Securities and Principal Life Insurance since 2018. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Robert Miller is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. He has worked with several Ameritas-affiliated entities since 2015 and currently operates Anderson Wealth and Retirement LLC. Outside of his advisory role, Miller is involved in bookkeeping services for clients and participates in a professional referral group. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, financial planning, and retirement-plan advisory services through affiliated representatives, utilizing model portfolios, third-party sub-advisers, and custom strategies.