Edward Jay Larkin

Jerad Sorgenfrei is a CFA® charterholder and holds a Series 66 license, with 17 years of experience in the financial industry. He has worked at Primus Wealth Advisors LLC since 2018 and previously at Bedrock Investment Advisors from 2015 to 2018. Primus Wealth Advisors LLC provides discretionary asset management and fee-based financial planning to individual and high-net-worth clients. The firm focuses on tailored financial plans and long-term investment strategies, emphasizing fundamental analysis and client-specific goals without selling commissioned products.

Benjamin Santo is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His career includes roles at Envision Wealth Management, Benjamin Wealth Group, and Good Life Financial, among others. He is also involved as a partner and owner in multiple financial service entities that provide insurance and securities solutions to individuals and small businesses. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, retirement plan advisory, and variable product subaccount management through various program platforms and a range of investment options.

Eugene Buhman is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 35 years of industry experience. He has worked at several affiliated entities since 1990 and currently manages G B Financial Services, LLC, which provides sales and advisory services. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse clientele, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm uses a range of investment strategies and program platforms, integrating third-party managers and technology to build customized client portfolios.

Kara Rauert is a financial advisor with Principal Financial Services in York, Nebraska, holding a Series 66 designation and nine years of industry experience. Her prior work includes roles at MML Investors Services LLC, Mass Mutual Life Insurance Company, and nearly two decades at Cornerstone Bank. She is also the owner of Four Princesses LLC, a single-family rental business, and a co-owner of Girard Ag Group LLC and Girard Land Holdings LLC, which manage farmland rented to family operators. Principal Securities provides brokerage and investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Daniel Goodwin is a CFP® with 21 years of industry experience, currently affiliated with SPC and Parkland Securities. He has operated Goodwin Financial since 2009. In addition to his advisory work, he serves as a trustee for a family cemetery and sells fixed insurance products. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services, delivering primarily discretionary management with options for nondiscretionary arrangements and direct-at-fund programs.

Diego Korol Diaz is a financial advisor at SPC with Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Parkland Securities LLC, Goodwin Financial Services, and Commscope. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored investment advice primarily through discretionary portfolios and various account programs.