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Aaron K

CFP®

Calabasas, CA

Greenup Wealth

Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.

General retirement planning Retirement income strategy General tax planning Wealth management General estate planning guidance Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Retired Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Life coaching / goal alignment

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Jordan M

Series 65

Columbus, NE

Modern Asset Management LLC

Jordan Mueller is a financial advisor with Modern Asset Management LLC in Columbus, Nebraska, holding a Series 65 credential and 11 years of industry experience. He has been associated with Schmeits, Mueller & Martinsen P.C. since 2015 and Samson, LLC since 2010. Outside of advisory services, Mueller is involved in several non-investment businesses, including agricultural consulting, waste water hauling, hotel ownership, and tax and bookkeeping services through his role as President of Schmeits, Mueller & Martinsen, P.C. Modern Asset Management LLC provides investment supervisory services to individuals, high-net-worth clients, qualified retirement plans, charitable organizations, and corporations. The firm employs a Modern Portfolio Theory, asset-allocation approach using diversified, buy-and-hold portfolios primarily composed of no-load mutual funds and investment-grade fixed income, managing accounts on a discretionary basis.

Passive / index investing Retirement plans for business owners (SEP, solo 401k)
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Jan S

Series 65

Columbus, NE

Modern Asset Management LLC

Jan Schmeits is a financial advisor with Modern Asset Management LLC in Columbus, Nebraska, holding a Series 65 license and 26 years of industry experience. He is also president and shareholder of Schmeits, Mueller & Martinsen P.C., a certified public accounting firm specializing in tax planning, preparation, and consulting. Modern Asset Management LLC provides investment supervisory services to individuals, high-net-worth clients, qualified retirement plans, charitable organizations, and corporations. The firm employs a Modern Portfolio Theory, asset-allocation approach using diversified, buy-and-hold portfolios primarily composed of no-load mutual funds and investment-grade fixed income, managing accounts on a discretionary basis.

Passive / index investing Retirement plans for business owners (SEP, solo 401k)
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Roger D

Series 63, Series 65

Columbus, NE

Geneos Wealth Management, Inc.

Roger Deal is a financial advisor with Geneos Wealth Management, Inc. in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Geneos since 2014 and with Sequoia Wealth Partners, LLC since 2006. Outside of his advisory roles, he owns a mobile app business called Auto Maintenance Assistant LLC and is a notary. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and investment strategies with continuous account monitoring and discretionary trading authority for most accounts.

ESG / Sustainable investing Options & derivatives strategies
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Brian K

Series 63, Series 65

Columbus, NE

NWF Advisory Services Inc

Brian Kozak is a financial advisor with NWF Advisory Services Inc in Columbus, Nebraska, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at The Ameriflex Group, OSAIC, Main Street Advisors, LLC, and Independent Financial Group. Outside of advisory services, he is involved with AnyTime Fitness, which he has been associated with since 2010. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust, and estate services. The firm employs an open-architecture Wealth Management Platform combining advisor-managed portfolios, third-party model portfolios, and SMA/UMA solutions, focusing on strategic long-term investing alongside tactical strategies.

Wealth management Active portfolio management
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Larry D

Series 63, Series 65

Columbus, NE

Geneos Wealth Management, Inc.

Larry Deal is a financial advisor with Geneos Wealth Management, Inc. in Omaha, NE, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. He has been with Geneos Wealth Management since 2014 and also has a history with Sequoia Wealth Partners dating back to 2008. Outside of his advisory role, he serves on the boards of the Yorkshire Playhouse and the Yorkshire Playhouse Foundation. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of investment strategies and analytic approaches, combining continuous account monitoring with discretionary trading authority, and provides access to both in-house managed and third-party model portfolios.

ESG / Sustainable investing Options & derivatives strategies
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Dirk B

Series 66

Columbus, NE

Ameritas Advisory Services, LLC

Dirk Bargen is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at several firms including Ameritas Investment Corp and Central Financial Services since 2008 and operates his own firm, Bargen Financial, since 2019. He also teaches basic financial planning classes through HIFE. 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 fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Robert I

Series 66

Columbus, NE

Commonwealth Financial Network

Robert Irby is a financial advisor with Commonwealth Financial Network, holding a Series 66 credential and over 21 years of industry experience. He has worked at Commonwealth since 2017 and previously spent 13 years at Waddell & Reed, Inc. Irby is also the sole owner of Irby Discovery LLC, an entity involved in securities, advisory, and insurance activities. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, including investment management and technology services, allowing advisors discretion in portfolio construction alongside managed model portfolios.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Megan M

Series 63, Series 65

Columbus, NE

Commonwealth Financial Network

Megan McHugh is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked with Commonwealth Financial Network since 2017 and previously held roles at Pathfinder Wealth Advisors and Ramada. McHugh is also the owner of McHugh & Co. LLC, a private entity established to facilitate securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and support services, including wealth management, retirement plan consulting, and discretionary model portfolios, while operating as a back-office and platform provider for affiliated advisors.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Todd S

Series 63, Series 65

Columbus, NE

Thrivent Investment Management

Todd Sander is a financial advisor with Thrivent Investment Management in Columbus, Nebraska, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based planning and allows clients to combine planning with managed-account programs, while keeping these services distinct.

Business ownership considerations
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Robert C

Series 63, Series 66

Columbus, NE

LPL Financial

Robert Cruise is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. Cruise also operates Cruise & Associates, Inc., a tax preparation and accounting firm. LPL Financial serves a wide range of clients including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers various advisory and brokerage services supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Linda P

Series 66

Columbus, NE

LPL Financial

Linda Price is a financial advisor with LPL Financial in Columbus, NE, holding a Series 66 designation and three years of industry experience. She previously worked at Avantax Investment Services and Avantax Advisory Services and owns Caliber Construction, Inc. Price also operates a CPA firm, Linda K Price CPA PC. LPL Financial provides advisory and brokerage services to a diverse client base, offering a range of financial planning, model-portfolio advisory programs, and third-party asset management solutions through a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Theresa W

Series 63, Series 66

Columbus, NE

Thrivent Investment Management

Theresa Wenske is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and 17 years of industry experience. She previously worked at Raymond James Financial Services and First National Bank. Outside of her advisory role, she serves as Director of Religious Education at her church and holds board positions with several community organizations focused on youth development, crisis pregnancy support, and Catholic education. 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 across various financial topics without discretionary trading authority, combining planning with managed accounts under a consolidated billing option while maintaining separate service delivery.

Business ownership considerations
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Samuel H

Series 63

Columbus, NE

Ameriprise

Samuel Hogeland is a financial advisor at Ameriprise with 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 1995. Outside of his advisory role, he serves on the Board of Directors for the Columbus Cactus Club and holds a position with the Elks Lodge 1195 in Columbus, NE. Ameriprise is an institutional firm that offers retirement-income planning services primarily for individuals with significant investable assets. The firm combines research-driven modeling and tax-efficiency analysis to provide tailored retirement recommendations, supported by a centralized consulting team and a range of advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Tara S

Series 66

Columbus, NE

Thrivent Investment Management

Tara Svatora is a financial advisor with Thrivent Investment Management in Columbus, NE, holding a Series 66 license and having two years of industry experience. Prior to joining Thrivent, she was co-owner of BackRoom Boutique, a custom T-shirt business, and currently coaches for the Lakeview Lightning volleyball club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive planning across a broad range of topics through a network of financial advisors without discretionary trading authority.

Business ownership considerations
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Kurt K

Series 63, Series 65, Series 66

Columbus, NE

Edward Jones

Kurt Kuhlman is a financial advisor at Edward Jones in Columbus, NE, holding Series 63, 65, and 66 licenses with 28 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he is a partner in Four Wide Racing, a horse racing partnership based in David City, NE. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated services, supported by a nationwide network of over 23,700 advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Melanie K

Series 66

Columbus, NE

Thrivent Investment Management

Melanie Knoepfle is a financial advisor at Thrivent Investment Management with 11 years of industry experience. She holds a Series 66 designation and has been with Thrivent Financial and Thrivent Investment Management since 2014. Knoepfle serves on the board of Prairie Village Retirement Center, a retirement community associated with her church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based planning across various financial topics without discretionary trading authority. The firm allows clients to integrate planning with managed-account services through a consolidated billing option called WealthPlan.

Business ownership considerations
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Mitchell K

Series 66

Columbus, NE

Edward Jones

Mitchell Kuhlman is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. His prior work includes roles at Kuhlman & Kratochvil, P.C., Spreetail, and Ameritas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large nationwide network of financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Renee O

Series 66

Columbus, NE

Edward Jones

Renee Ostrander Miller is a financial advisor with Edward Jones in Columbus, NE, holding the Series 66 designation and possessing 19 years of industry experience. She has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Chad O

Series 66

Columbus, NE

Edward Jones

Chad Oakley is a financial advisor at Edward Jones in Columbus, NE, holding a Series 66 license with 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is involved in owning and managing agricultural and recreational land, including a joint ownership of 120 acres with his father. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Wealth management Passive / index investing Retired Founder/Business Owner Executive
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Thomas K

Series 63, Series 66

Columbus, NE

Edward Jones

Thomas Kratochvil is a financial advisor at Edward Jones with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and tax-efficient investment services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Tyson O

Series 63, Series 65

Columbus, NE

OSAIC

Tyson Owens is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at Securities America Advisors, Woodbury Financial Services, and Questar Capital Corporation. Outside of his advisory work, Owens serves as President of Rugged Rooster Inc., a fixed insurance business, and is actively involved in community and conservation efforts as co-chairman of the Platte Valley chapter of Ducks Unlimited and vice president of the Todd Valley Wetlands Foundation. OSAIC is a large SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individual investors, retirement plans, corporations, and nonprofits. The firm offers a range of advisory and brokerage services leveraging technology for portfolio optimization and provides access to multiple custodial platforms and third-party managers.

Annuities Founder/Business Owner Executive Retired
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Dillon R

Series 66

Columbus, NE

Thrivent Investment Management

Dillon Reinitz is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and has prior work experience at Columbus Bank and Trust Company, Farmers Pride Cooperative, Corteva Agriscience, and the University of Missouri. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering one-time or ongoing financial planning engagements. The firm delivers holistic, goal-based analyses without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Business ownership considerations
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Blake M

Series 66

Columbus, NE

LPL Financial

Blake Maly is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has prior experience at Lutz Financial and Principal Securities. Outside of his advisory role, he works as an independent insurance agent. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Jackson B

Series 66

Columbus, NE

Edward Jones

Jackson Bertsch is a financial advisor at Edward Jones in Columbus, NE, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior experience with SouthWestern Legacy Insurance Group, Seamless.AI, and Lumio. Bertsch also worked with the Elkhorn South Legion Post 211 and held academic roles at the University of Nebraska-Lincoln and Hastings College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and maintains a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Aaron K

Series 63, Series 66

Columbus, NE

LPL Financial

Aaron Kosch is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at LPL Financial since 2020 and previously held roles at Securities America Inc. and operated Kosch Financial Inc. outside of his LPL affiliation. Kosch is also involved in community organizations, including the Columbus Morning Rotary Club and United Way. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Dwain O

Series 63, Series 65

Columbus, NE

OSAIC

Dwain Owens is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior roles include positions at Securities America Advisors, Questar Capital Corporation, and Strategic Legacy Advisors. Owens serves as Vice President for the Columbus Family YMCA Foundation and is President of D.L. Owens Enterprises, Inc., an outdoor outfitting business. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base including individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a comprehensive investment process incorporating risk tolerance assessments, asset allocation planning, and portfolio optimization, supporting thousands of advisors and managing approximately $200 billion in assets.

Annuities Founder/Business Owner Executive Retired
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Ryan R

Series 66

Columbus, NE

Raymond James Financial

Ryan Ruth is a Series 66-licensed financial advisor with 18 years of industry experience, currently affiliated with Raymond James Financial in Columbus, Nebraska. He previously worked at Securities America and Questar Asset Management before joining Raymond James and First National Bank of Omaha. Outside of his advisory role, he is also employed as an associate at First Investment and Planning. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset allocation analysis and firm research to tailor recommendations that clients implement through various account types or outside managers.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Aaron P

Series 63, Series 66

Columbus, NE

LPL Financial

Aaron Prokopec is a financial advisor with LPL Financial in Columbus, NE, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with LPL Financial since 2008. Outside of advisory services, Prokopec owns and operates a tax preparation and accounting business and a fingerprinting and identification service. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan participants, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Bradley B

Series 63, Series 66

Columbus, NE

Edward Jones

Bradley Bertsch is a financial advisor at Edward Jones with 28 years of industry experience. He has been with Edward Jones since 1998 and holds the Series 63 and Series 66 designations. He has also been associated with the University of Nebraska since 1992. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Ryan F

CFP®, Series 66

Columbus, NE

Edward Jones

Ryan Fehr is a CFP® professional with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at the University of Nebraska - Lincoln. Based in Columbus, NE, he holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs and investment strategies, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,700 financial advisors.

Retirement income strategy Charitable giving & philanthropy Retirement withdrawal strategies Wealth management Retired Founder/Business Owner Executive
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Kory K

Series 63, Series 66

David City, NE

Edward Jones

Kory Kuhlman is a financial advisor with Edward Jones in David City, Nebraska, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, Kuhlman is involved in horseracing as a partner in Kuhlman Racing and serves as president of the David City Ball Association, overseeing the local summer ball complex. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

General retirement planning Retirement income strategy Income planning Social Security optimization Retired Founder/Business Owner Executive
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Jordan O

Series 66

Columbus, NE

OSAIC

Jordan Owens is a financial advisor at OSAIC with a Series 66 credential and less than one year of industry experience. His background includes roles at several organizations such as Zoetis, PepsiCo, and the University of Nebraska Kearney. Owens is also involved with the Catholic Order of Foresters and Highland Capital Brokerage. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.

Annuities Founder/Business Owner Executive Retired
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Madelyn H

Series 63, Series 65

Columbus, NE

Ameriprise

Madelyn Hogeland is a financial advisor at Ameriprise with Series 63 and Series 65 credentials and several years of experience spanning roles at firms including JP Morgan Chase & Co., Pacific Life, and EverSource Wealth Advisors. She has also worked in diverse fields such as education and entertainment, including a position at Comedy Works. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet certain asset criteria, combining research and modeling with tax-efficient strategies to deliver non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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