Kerry Lynn Bailey

Vincent Ryan is a financial advisor with Cetera Planning Partners holding a Series 65 designation and 17 years of industry experience. His career includes prior roles at Avantax Planning Partners, Inc. and Allen Capital Group. Outside of advising, he is involved with Clay Creek Ranch LLC, which engages in ranchland real estate leasing and wild game hunting services. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, financial planning, Social Security optimization, and retirement advice. The firm provides additional services such as tax planning and estate planning through third-party providers, and utilizes a diversified investment approach aligned with client objectives and risk tolerance.

James Gardner is a financial advisor with Cetera Planning Partners, holding the PFS™ designation and Series 65 license, and has 25 years of industry experience. His prior roles include positions at Avantax Planning Partners, Casey Peterson Ltd., Gardner, Loutzenhiser & Ryan, and Allen Capital Group. Gardner is active in his community, serving on boards such as Ridgeview Country Club, Post Playhouse, Chadron Community Foundation, and Chadron Community Recreation, and holds leadership roles in his local parish council. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm’s approach involves diversified portfolios aligned with client objectives and risk tolerance, supported by a range of ancillary services including tax planning, bookkeeping, and estate-planning solutions.

Carly Moffett is a financial advisor at Edward Jones in Chadron, NE, holding a Series 66 designation with seven years at Edward Jones and three years of prior experience at Bank of the West. She has a total of ten years in the financial industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Benjamin Rust is a financial advisor at Thrivent Investment Management based in Chadron, NE, with nine years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2016. Rust holds Series 63 and Series 65 designations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. Their holistic, goal-based planning addresses various financial topics and can be combined with managed-account programs under a consolidated billing option, while keeping planning and portfolio management services distinct.

Kailey Klein is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds a Series 66 designation and has prior work experience that includes roles at Chadron State College and Legend Buttes Golf Course. Klein is based in Chadron, Nebraska. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning on various topics such as retirement, estate, and business continuation, delivered as standalone or ongoing engagements without discretionary trading authority.