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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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Brian W

Series 63, Series 65

Bennet, NE

Van Clemens Wealth Management, LLC

Brian Willet is a financial advisor at Van Clemens Wealth Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Waddell & Reed, Inc. He is CEO and executive coach at Advisor Game Plan, LLC and co-founder and CEO of Willet & Cumro Innovations, LLC. Willet also serves on the boards of the nonprofit organizations Nebraska Supreme and ETG Midwest. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm customizes advice based on client objectives and employs a blend of modern portfolio theory with fundamental and technical analysis.

Annuities Private / alternative investments Options & derivatives strategies Business ownership considerations Retirement income strategy Founder/Business Owner Executive Retired
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Peter G

Series 63, Series 65

Bennet, NE

Integrated Wealth Concepts LLC

Peter Gaide is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes 26 years at Cornerstone Capital Advisors and three years at PRISM Financial Strategies, LLC prior to joining Integrated Wealth Concepts. Integrated Wealth Concepts LLC is a national wealth management firm serving a diverse client base including individuals, high-net-worth clients, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm offers discretionary investment management, financial planning, retirement plan advisory, and family office services with a long-term investment orientation through a network of approximately 452 advisors managing about $16 billion in client assets.

Equity compensation tax strategy Private / alternative investments Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired Established Professionals
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Cory C

Series 63, Series 65

Palmyra, NE

Empower Advisory Group

Cory Callahan is a financial advisor at Empower Advisory Group with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has held roles at firms including Advised Assets Group, Heritage Financial Services, and Allstate Financial Services. Outside of his advisory work, he serves as President of the Palmyra Volunteer Rescue and Assistant Chief of the Palmyra Volunteer Fire Department. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates through point-in-time financial plans and managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Catherine J

Series 63, Series 66

Bennet, NE

Ameritas Advisory Services, LLC

Catherine Jones is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She has worked at Ameritas Advisory Services since 2021 and at Ameritas Investment Corp since 2017. Prior to that, she was with the State of Nebraska Securities Bureau from 2013 to 2017. 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 with at least annual client reviews.

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

Series 66

Unadilla, NE

Thrivent Investment Management

Kelly Mcintosh is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004 and 2005, respectively. Outside of her advisory role, Mcintosh serves as a board member of the Syracuse Area Health Foundation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a range of financial topics and offers these services either as one-time engagements or ongoing relationships, without discretionary trading authority.

Business ownership considerations
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Deanna S

Series 63

Elmwood, NE

LPL Financial

Deanna Sporhase is a financial advisor with LPL Financial, holding a Series 63 designation and 39 years of industry experience. Her career includes long tenures at Waddell & Reed, Inc. and various insurance carriers, as well as service with the Village of Elmwood. She is also actively engaged as a non-variable insurance agent. LPL Financial provides advisory and brokerage services to a wide range of clients including individuals, retirement plans, institutions, and high-net-worth households, offering diverse investment solutions supported by an in-house Research team and a broad 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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