Travis Sholin is a CFP® with 12 years of experience in the financial advisory industry. He is currently with Keystone Financial Services, LLC, where he has worked since 2020, following six years at Cetera Advisor Networks LLC. Sholin serves as a board member of the Financial Therapy Association, contributing to discussions on the intersection of psychology and finances. Keystone Financial Services is an SEC-registered firm managing over $240 million in assets for more than 1,000 clients through a seven-advisor team. The firm offers customized, long-term focused investment management, financial planning, retirement plan advisory, tax preparation, and business consultation services.

Lana Trofholz is an investment advisor representative at Keystone Financial Services, LLC, with three years of industry experience. She holds a Series 66 designation and has previously worked at Cetera, Securian Financial Services, Carlson Tax and Accounting, and Crawford Financial. Outside of her advisory role, Lana is the owner of Crawford Financial, an accounting and finance business, and is involved with Peak Wellness and insurance agency activities in multiple states. Keystone Financial Services is an SEC-registered advisory firm managing over $240 million in client assets for more than 1,000 clients through a seven-advisor team. The firm offers discretionary investment management, financial planning, retirement plan advisory, tax preparation, and business consultation services, employing a customized, long-term investment approach that includes ETFs, mutual funds, stocks, bonds, and selective alternative holdings.

Marcus Wagstaff is a financial advisor with Keystone Financial Services, LLC in Omaha, NE, holding a Series 66 designation and one year of industry experience. He has worked previously at Private Client Services and its related entity before joining Keystone. Outside of his advisory roles, Marcus is involved with Sweet Spot Ventures LLC, an entrepreneurial venture he has been part of since 2022. Keystone Financial Services is an SEC-registered advisory firm managing over $240 million in client assets through a seven-advisor team. The firm offers discretionary investment management, financial planning, retirement plan advisory, tax preparation, and business consultation services, using a customized, long-term investment approach that incorporates both fundamental and technical analysis.

Benjamin Sande is a financial advisor with Keystone Financial Services, LLC, holding Series 63 and Series 65 licenses and possessing three years of industry experience. His prior roles include positions at Primerica Advisors, NEI Global Relocation, and TD Ameritrade, Inc. Keystone Financial Services is an SEC-registered firm managing over $240 million in client assets through a team of seven advisors. The firm offers discretionary investment management, financial planning, retirement plan advisory, tax preparation, and business consultation services, utilizing a customized, long-term investment approach that incorporates both fundamental and technical analysis.

Nancy Laug Sholin is a financial advisor at Keystone Financial Services, LLC in Omaha, NE, holding the ChFC® designation and Series 63 registration, with 40 years of industry experience. Her prior roles include positions at Cetera Advisor Networks and Private Client Services. Outside of her advisory work, she is a partial owner of a short-term rental property and is involved in property accounting and maintenance. Keystone Financial Services is an SEC-registered advisory firm managing over $240 million in client assets, offering discretionary investment management, financial planning, retirement plan advisory, tax preparation, and business consultation through a seven-advisor team. The firm utilizes a customized, long-term investment approach combining ETFs, mutual funds, individual securities, and alternative holdings, supported by fundamental and technical analysis.

Hope Dogbevia is a CFP® and Series 65-registered advisor with Keystone Financial Services, LLC, bringing four years of industry experience. Prior to joining Keystone in 2022, Hope worked at Clarkson College and Summitsoft Corporation. Outside of financial advising, Hope manages bookkeeping and payroll services for I See It Ventures, Inc., a business management firm. Keystone Financial Services, LLC is an SEC-registered advisory firm managing over $240 million in assets for more than 1,000 clients. The firm offers discretionary investment management, financial planning, retirement plan advisory, tax preparation, and business consultation, utilizing a customized, long-term approach with a mix of ETFs, mutual funds, stocks, bonds, and alternative holdings.

Justin Sholin is a CFP® professional with 15 years of industry experience, currently serving at Keystone Financial Services, LLC as part of a seven-advisor team. His background includes prior roles at CETERA Advisor Networks LLC and extensive ongoing involvement with Keystone Financial. Outside of advisory work, he is a partial owner of an office rental business. Keystone Financial Services is an SEC-registered advisory firm managing over $240 million in assets for more than 1,000 clients. The firm offers discretionary investment management, financial planning, retirement plan advisory, tax preparation, and business consultation services with a customized, long-term investment approach.