Brent Steve Cole

Dave Buchanan is a financial advisor with Creativeone Wealth, LLC in Lincoln, Nebraska, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked with firms including Trinity Financial Group and Retirement & Wealth Solutions of Nebraska. Buchanan has maintained ongoing insurance agency activities since 1997. Creativeone Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, including high-net-worth clients, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts using proprietary models and third-party managers, employing diverse investment methods such as ETFs, mutual funds, and options strategies.

Tanner Specht is a financial advisor with Ameritas Advisory Services, LLC in Lincoln, Nebraska, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at Thrivent Financial and LPL Financial. He also worked in juvenile probation and youth services before entering the financial industry. 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 financial planning through discretionary and non-discretionary portfolio management supported by model portfolios, third-party sub-advisers, and custom strategies.

Illya Syniy is a financial advisor at Integrated Wealth Concepts LLC with four years of industry experience and holds the Series 66 designation. His prior work includes roles at LPL Financial and Rhythm Financial Group. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios with a primarily long-term investment approach.

Joel Vlasnik is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and 14 years of industry experience. Prior to his current role at Integrated Wealth Concepts, he worked at LPL Financial, LLC and Waddell & Reed, Inc., among other positions. He is also involved with the Fellowship Of Christian Athletes and operates non-investment businesses including Blacktie Properties LLC and Choice Management LLC. Integrated Wealth Concepts LLC serves individuals, families, trusts, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach with customized portfolios and a range of model and wrap-fee options.

Jesse Taylor is a financial advisor at Integrity Alliance, LLC with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Lion Street Financial and Ameritas Investment Corp. Taylor also has a role at Border States Electric outside the financial industry. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans. The firm operates a large network of independent advisors managing approximately $5.4 billion in assets, offering portfolio management, financial planning, and various investment programs through multiple platforms and approaches.

Adam Niederklein is a financial advisor at Raymond James Financial in Lincoln, NE, holding a Series 66 designation with one year of industry experience. Prior to joining Raymond James, he was the owner and broker of Custom Coverage LLC, a health insurance business. Niederklein also has experience in education and operates rental real estate businesses as a partner. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning and supports municipal and public finance work uncommon among large institutional advisors.