Monica Greenlee

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.

Edward Larkin is a financial advisor with D.H. Hill Advisors, Inc. in York, NE, holding a Series 66 designation and 26 years of industry experience. He has been with D.H. Hill Securities, LLLP since 2016. Outside of his advisory role, Larkin is involved in farming as seasonal help on his family farm. D.H. Hill Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm offers a range of investment approaches and supports independent Investment Adviser Representatives through platforms that combine committee oversight with customized portfolio management.

Benjamin Santo is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked with multiple firms including Envision Wealth Management, Benjamin Wealth Group, and Good Life Financial. Santo is involved in insurance sales and provides a range of securities and insurance solutions through his own Benjamin Wealth Group. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management, financial planning, and retirement-plan advisory services using model portfolios, third-party sub-advisers, and custom strategies.

Eugene Buhman is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and over 35 years of industry experience. He has been affiliated with Ameritas-related entities since 1990 and is also involved with G B Financial Services, LLC and BGS Financial Strategies LLC. In addition to advisory services, he is licensed as an independent insurance agent selling fixed insurance products to individuals and small businesses. 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, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies with regular client reviews.

Kara Rauert is a financial advisor with Principal Financial Services based in York, NE, holding a Series 66 designation and having eight years of industry experience. Her prior work includes roles at MML Investors Services LLC and Mass Mutual Life Insurance Company, as well as a 19-year tenure at Cornerstone Bank. Outside of her advisory work, she owns and operates a fixed insurance agency and is involved in managing family farmland businesses. Principal Securities provides brokerage and registered investment advisory services to a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager and separately managed account solutions.

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.