Aliisa Criffield is a financial advisor at Stonebridge Wealth Systems LLC in Kearney, NE, holding a Series 65 designation with one year of industry experience. Prior to joining Stonebridge in 2024, she worked at the University of Nebraska - Kearney and PHYND. Outside of her advisory role, she is involved in insurance sales through Stonebridge Insurance and Wealth Management. Stonebridge Wealth Systems LLC is an SEC-registered advisory firm serving individuals, high net worth clients, trusts, and retirement plans. The firm provides discretionary asset management, financial planning, and ERISA 3(21) plan services, managing approximately $276 million for around 927 clients with a team of nine advisors.

Timothy Kulhanek is a financial advisor with Stonebridge Wealth Systems LLC, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Brookstone Wealth Advisors, Taylor Capital Management, and World Equity Group. Outside of advisory work, he is involved as a partner and insurance agent with Stonebridge Insurance & Wealth Management. Stonebridge Wealth Systems LLC is an SEC-registered advisory firm serving individuals, high net worth clients, trusts, and retirement plans. The firm offers discretionary asset management, financial planning, and ERISA 3(21) plan services, managing approximately $276 million for nearly 927 clients through a team of nine advisors.

Zachary Vancas is a financial advisor at Stonebridge Wealth Systems LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at JumpCrew LLC, Windstream Communications, and Niteyes, LLC. Outside of advisory services, he is also involved in life and health insurance sales as a producer with Stonebridge Insurance and Wealth Management. Stonebridge Wealth Systems LLC is an SEC-registered advisory firm that provides discretionary asset management, financial planning, and ERISA 3(21) plan services to individuals, high net worth clients, trusts, and retirement plans. The firm manages approximately $276 million across about 927 clients and employs a team of nine advisors.

Tristan Crook is a CFP® with five years of industry experience, currently serving at Oldfather Financial Services in Kearney, NE. His prior experience includes roles at Ameriprise, 308 Financial, LLC, and Barney Financial Services. Oldfather Financial Services works with individual and high-net-worth clients, as well as retirement plans, trusts, foundations, and businesses, providing investment management, financial planning, and retirement-plan consulting. The firm employs a modern portfolio theory-based approach, using diversified portfolios managed through model allocations and a core-and-satellite framework.

Gavin Harsh is the principal and sole advisor at Harsh Wealth Management LLC, holding a Series 65 credential with nine years of industry experience. Prior to founding his firm, he studied Animal Science at the University of Nebraska Lincoln. Outside of his advisory role, he is a co-owner and operator of an agricultural business in Bartley, Nebraska. Harsh Wealth Management LLC is a state-registered investment advisory firm that provides discretionary asset management, financial planning, and consulting services. The firm develops client-specific investment programs using both fundamental and technical analysis and offers tiered service packages with quarterly account reviews.

Daniel Oleson is a financial advisor with Stonebridge Wealth Systems LLC in Kearney, NE. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Stonebridge Wealth Systems, he held various positions outside the financial industry. Oleson also works as an insurance producer at Stonebridge Insurance and Wealth Management, focusing on client reviews and insurance sales. Stonebridge Wealth Systems LLC is an SEC-registered advisory firm serving individuals, high net worth clients, trusts, and retirement plans. The firm provides discretionary asset management, financial planning, and ERISA 3(21) plan services, managing approximately $276 million across about 927 clients with a team of nine advisors.

Ian Stratman is a financial advisor with Principal Advised Services in Des Moines, IA, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior work includes positions with Principal Securities Inc, Principal Life Insurance Company, SE2, The Prudential Insurance Company of America, Pruco Securities, Nebraska Bank of Commerce, and Republic Parking System. He also serves as a retirement consultant, providing one-on-one investment advice to Principal retirement plan participants regarding distribution options. Principal Advised Services primarily serves retirement plan participants and retail IRA clients, delivering non-discretionary recommendations alongside a discretionary investment management program called SimpleInvest. The firm integrates third-party tools with proprietary models and is part of the Principal Financial Group family, providing access to affiliated products and services.

Jeffrey Gove is a financial advisor at Stonebridge Wealth Systems LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Brookstone Wealth Advisors, LLC. Outside of his advisory role, he volunteers as an educator with the American Financial Education Alliance, teaching classes on Social Security and retirement topics. Stonebridge Wealth Systems LLC is an SEC-registered advisory firm serving individuals, high net worth clients, trusts, and retirement plans. The firm provides discretionary asset management and financial planning, employing fundamental and technical analysis alongside modern portfolio theory, with a team of nine advisors managing approximately $276 million.

Eli Mardock is a financial advisor with Stonebridge Wealth Systems LLC, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at several firms, including Brookstone Wealth Advisors and Northwestern Mutual Investment Services. Outside of finance, Mardock is a music composer and writer with works for film, television, and commercial uses, and he manages a bar business in Nebraska. Stonebridge Wealth Systems LLC is an SEC-registered advisory firm serving individuals, high net worth clients, trusts, and retirement plans. The firm offers discretionary asset management and financial planning, utilizing fundamental and technical analysis alongside modern portfolio theory, with client accounts reviewed quarterly.

Scott Nachtigal is a financial advisor with Stonebridge Wealth Systems LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. He has previously worked at Brookstone Wealth Advisors, LLC, and Broker Network Solutions. Outside of his advisory role, Scott volunteers as an instructor with the American Financial Education Alliance, presenting Social Security information in educational workshops. Stonebridge Wealth Systems LLC is an SEC-registered advisory firm serving individuals, high net worth clients, trusts, and retirement plans. The firm provides discretionary asset management and financial planning, utilizing a team of nine advisors and employing fundamental and technical analysis alongside modern portfolio theory.

John Ternus is a financial advisor at Stonebridge Wealth Systems LLC with CFP®, ChFC®, and Series 65 credentials and three years of industry experience. He has previously worked at Brookstone Wealth Advisors, LLC and serves as an insurance agent at Stonebridge Insurance and Wealth Management. Ternus also has a military background, having served multiple terms with the Nebraska Army National Guard. Stonebridge Wealth Systems LLC is an SEC-registered advisory firm that provides discretionary asset management, financial planning, and ERISA 3(21) plan services to individuals, high net worth clients, trusts, and retirement plans. The firm manages approximately $276 million for around 927 clients and employs a team of nine advisors.

Jeremy Gove is a financial advisor with Stonebridge Wealth Systems LLC, holding Series 63, 65, and 66 licenses and bringing 12 years of industry experience. He previously worked at Brookstone Wealth Advisors, LLC and Gove Investments, Inc., among other firms. Outside of his advisory role, he serves as president of 5811 Planning and Consulting LLC, where he reviews business plans for humanitarian projects to assist in securing funding. Stonebridge Wealth Systems LLC is an SEC-registered advisory firm that provides discretionary asset management, financial planning, and ERISA 3(21) plan services to individuals, high net worth clients, trusts, and retirement plans. The firm employs a range of analytical methods and conducts quarterly account reviews, managing approximately $276 million for about 927 clients through a team of nine advisors.

Troy Brockmeier is a CFA® charterholder with 15 years of industry experience, currently serving as an advisor at Oldfather Financial Services. He has been with the firm and its related entities since 2015 and also works as an adjunct professor at the University of Nebraska Kearney, where he teaches Personal Money Management. Oldfather Financial Services serves individual and high-net-worth clients, as well as retirement plans, trusts, foundations, and businesses, offering investment management, financial planning, and retirement-plan consulting. The firm employs a modern portfolio theory-based approach, focusing on broadly diversified, market-based portfolios managed through model allocations and a core-and-satellite framework.

William Oldfather is a financial advisor at Oldfather Financial Services with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Oldfather Financial Services and its affiliated entities since 1992. Oldfather Financial Services serves individual and high-net-worth clients, as well as retirement plans, trusts, foundations, and businesses. The firm provides investment management, financial planning, and retirement-plan consulting, employing a strategy grounded in modern portfolio theory and a core-and-satellite framework with broadly diversified, market-based portfolios.

Brandi Horacek is a financial advisor at Oldfather Financial Services with four years of industry experience. She holds a Series 65 designation and has previously worked at Valley Medical Management Services and Quill Quest Books. Oldfather Financial Services serves individual and high-net-worth clients, as well as retirement plans, trusts, foundations, and businesses, offering investment management, financial planning, and retirement-plan consulting. The firm employs a modern portfolio theory-based approach with diversified, market-based portfolios managed through model allocations and a core-and-satellite framework.

Regina Robles Marquez is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 credential and two years of industry experience. She has been associated with Ameritas-affiliated firms since 2021 and has prior experience at First National Bank of Omaha. Outside of finance, she owns and operates a private housekeeping business and provides at-home disability care for a family member. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm delivers a range of fee-based asset management and retirement plan advisory services through affiliated representatives, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Gary Barth is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and over 31 years of industry experience. He has been involved with multiple firms, including Barth Financial Wealth Management Group since 2014 and Kaufmann Center LLC since 2010. Outside of financial advising, Barth is a partner in Trinity LLC, which owns and remodels rental-purchase condos in downtown Lincoln, Nebraska. 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, custom strategies, and fiduciary retirement-plan services, supported by affiliated investment adviser representatives and a range of firm-level affiliations.

Jared Kruse is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. He has worked with Ameritas Advisory Services since 2026 and has been involved with DK Legacy Wealth Group, Ameritas Investment Company, LLC, and Central Financial Services for over a decade. Outside of his advisory roles, he is active in insurance sales and service through his involvement with DK Legacy Wealth Group and Central Financial Services. 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 custom portfolio strategies, with a notable focus on fiduciary advice and plan consulting for retirement plan sponsors and participants.

Linda Wubbenhorst is a financial advisor at Edward Jones with 26 years of experience in the industry. She holds a Series 66 designation. Outside of her advisory role, she is involved in office cleaning activities at her firm’s location in Kearney, NE. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of investment strategies and affiliated products, operating under a fiduciary standard with approximately $1.01 trillion in assets under management supported by a nationwide network of financial advisors and branch offices.

Gregory Shea is a Series 66 licensed financial advisor with Edward Jones, based in Kearney, NE. He has 10 years of industry experience and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Marisa Sinclair is a financial advisor at Raymond James Financial with a Series 66 designation and two years of industry experience. She previously worked at FNBO for 15 years before joining Raymond James Financial Services, Inc. Her other business activities include serving as a Client Relationship Associate at First Investments & 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 provides financial planning and non-discretionary investment consulting supported by firm research and outside managers, with a notable focus on advisory services delivered through a broad affiliate network.

David Mickelson is a financial advisor with Ameriprise in Kearney, NE, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he serves on the Board of Directors for Kearney/Buffalo County CASA. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at individuals approaching or in retirement, typically with at least $1 million in net investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, combining research, modeling, and tax-efficiency analysis to deliver tailored retirement recommendations.

Emily Jameson is a CFP® professional with eight years of industry experience, currently affiliated with LPL Financial since 2022. Prior to joining LPL, she worked at Securities America Advisors and Securities America Inc. from 2016 to 2022, and spent five years at Educational Service Unit 10. 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 delivery options supported by an in-house Research team, combining large-scale advisory operations with a variety of product offerings.

Benjamin Homan is a financial advisor with Edward Jones in Kearney, Nebraska, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he serves as a board member of the Homan Family Foundation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and affiliated services, supported by a nationwide network of approximately 23,701 financial advisors and manages over $1 trillion in assets.

Carson Hemmann is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Securities America Advisors and Mutual of Omaha Investor Services. Outside of his advisory role, he is involved with Hemmann Farms, a farming business he has managed since 2014. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of advisory and brokerage services supported by an in-house research team and provides customizable investment solutions through its extensive network of representatives.

Brian Urban is a financial advisor with Equitable Advisors in Kearney, Nebraska, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, Urban is involved in several business ventures, including serving as president of Corporate Resource Group, Inc., managing partner of Raistone Wealth Partners, LLC, and participating on the financial advisory committee of GP Church. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Stephen Homan is a financial advisor with Edward Jones in Kearney, NE, holding Series 63 and Series 66 designations and 33 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he serves on the board of the Kearney Community Theatre, where he participates in fundraising and production efforts. Edward Jones is a wealth management firm serving both individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors.

Brette Ensz is a financial advisor at Edward Jones in Kearney, Nebraska, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2020, Brette worked at the University of Nebraska at Kearney from 2015 to 2020. Outside of her advisory role, she is a vocalist at St. Luke’s Episcopal Church, performing regularly at services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a large nationwide network of advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains affiliated mutual funds and other specialized services under a fiduciary standard.

Jason Sharp is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and possessing 28 years of industry experience. He has been with Edward Jones since 1997. Outside of his advisory role, he serves as president of Rooted, a mentorship life group for high school and college-aged students. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of investment strategies and affiliated financial services through a large nationwide network of advisors and branch offices.

Michael Woodman is a financial advisor with Wells Fargo Clearing in Kearney, NE. He holds Series 63 and Series 65 designations and has 42 years of industry experience. Woodman has been with Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Eric Trettel is a Series 66-licensed financial advisor with Edward Jones in Kearney, NE, with 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he officiates junior high and high school basketball games. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary advisory programs, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Jami Swift is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation. Prior to joining Edward Jones in 2024, she worked at the Kearney Country Club and the Omaha Country Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 financial advisors. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Drew Wagner is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to joining Edward Jones, he was employed at Elevate Global and GIX Logistics. 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 and offers a range of discretionary and non-discretionary investment strategies, with an extensive nationwide network of advisors and branch offices.

Mark Swanson is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 40 years of industry experience. Prior to joining LPL Financial in 2024, he worked for Securities America Advisor Inc. and Securities America, Inc. from 2006 to 2024. He is also associated with Black Oak Investment Counsel, Inc., where he has been involved since 2006. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports its advisors with an in-house research team offering model portfolios and a platform that integrates advisory and brokerage services alongside various investment and credit products.

Michelle Seeba is a CFP® professional with 19 years of industry experience, currently serving at Edward Jones since 2006. She holds Series 63 and Series 66 licenses and is based in Kearney, Nebraska. Outside of her advisory role, Seeba is involved as Vice President of the Kearney Professional Employers Organization (PEO), where she supports leadership and facilitates meetings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joseph Straka is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 31 years of industry experience. He has been with Cambridge since 2010. Outside of his advisory role, he is an independent insurance agent and a member of a political action committee in Kearney, Nebraska. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans. The firm offers financial planning, portfolio management, and retirement plan advisory services through a large network of independent financial professionals using various account platforms and investment strategies.

Amy Bettles is a financial advisor at LPL Financial with two years of industry experience. She holds a Series 66 designation and previously worked at Securities America Inc and operated her own insurance business. Bettles is also a commissioned notary in Kearney, Nebraska. 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 financial planning and investment management solutions supported by an in-house research team and a broad network of investment adviser representatives.

Paul Downey is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2021. Prior to this, he was involved with Strong Downey Group Inc. and various insurance agencies. Outside of his advisory role, he has been a member and owner of Celtic Tribe Properties LLC, a real estate rental business. 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.

Ronald Eckloff is a CFP® professional with 42 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Securities America Advisors, Inc. and Securities America, Inc. Eckloff also operates Barney Financial Services, a firm he has been involved with since 1997. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and a large network of investment adviser representatives.

Steven Lind is a CFP® with 39 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2017. His prior experience includes 15 years at Securities America Advisors, Inc. and ongoing involvement with Lind Financial Services, where he serves as founder and independent insurance agent. He also serves on the Board of Adjustment for the City of Kearney and is a board member of a local organization named Cosmos. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent Financial Professionals. The firm offers financial planning, discretionary and non-discretionary portfolio management, and utilizes multiple account platforms and third-party strategists to deliver tailored investment advice.

Charles Cunningham is a financial advisor at Edward Jones in Kearney, NE, with four years of industry experience. He holds a Series 66 designation and has previously worked at Olmsted & Perry Consulting Engineers Inc. and Woodhouse Auto Family. 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, including discretionary wrap fee services and access to separately managed accounts, supported by a large network of financial advisors and branch offices nationwide.

Kale Gideon is a financial advisor with LPL Financial based in Kearney, Nebraska. He holds the Series 66 designation and has three years of industry experience. Prior to joining LPL Financial, he worked at Bluestone Wealth Advisors and has a varied background including roles outside the financial industry. Outside of advising, Gideon is involved in social media content creation and streaming activities. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm provides a range of investment solutions supported by in-house research and a large network of investment adviser representatives.

Tyler Daly is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He previously worked at Raymond James Financial Services Advisors and Heartland Bank. Outside of his advisory role, Daly serves as a basketball official for various schools in Elm Creek, Nebraska. 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 delivery options supported by an in-house research team and combines advisory operations with non-advisory product activities such as insurance and lending services.

Ryan Krantz is a CFP® certificant and Series 66 license holder with four years of experience in the financial industry. He is currently affiliated with LPL Financial and Bruning Bank and previously worked at Custer Federal State Bank for eight years. Krantz also holds a notary commission in Nebraska and has outside employment with the University of Nebraska-Kearney. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Scott Bazata is a financial advisor at Cetera with 17 years of industry experience. He holds the ChFC® designation and Series 66 license. Bazata has worked with Cetera and its affiliated entities since 2008. Outside of his advisory work, he serves on the advisory board for the Fort Kearny Outdoor Expo, which focuses on outdoor lifestyle activities including hunting and fishing, and he operates a painting business called Yellow Line Productions. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of over 6,800 independent advisors. The firm offers a range of portfolio management and fiduciary solutions, combining advisor-managed accounts, model portfolios, and third-party management with retirement and trust services.

Travis Stoecker is a financial advisor with Raymond James Financial Services Advisors, Inc. in Kearney, NE, holding a Series 66 designation and eight years of industry experience. He has worked at Raymond James since 2017 and previously at Wells Fargo Bank from 2009 to 2017. In addition to his advisory role, he is an associate at First Investments and Planning, serving as an advisor in a bank branch. 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 focuses primarily on non-discretionary financial planning and investment consulting, offering tailored recommendations supported by extensive research and a broad affiliate network.

Ann Long is a financial advisor with Wells Fargo Clearing in Kearney, NE, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2010 to 2016. Outside of her advisory role, she is a 25% owner of Long Construction LLC, where she performs bookkeeping duties. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options among its offerings.

Lori Gartner is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.