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Anne S

Series 63, Series 66

Omaha, NE

Cetera

Anne Scheiblhofer is a financial advisor at Cetera with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Cetera and Cetera Investment Services LLC since 2019. Prior to that, she was with Foresters Financial and spent nearly two decades involved with Duda Farm LLC. Outside of her advisory role, she volunteers for a local county board campaign, coaches youth soccer with the YMCA of Greater Omaha, and co-owns a house plant sales and maintenance business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that allows advisors to use affiliated and third-party managers across various program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Dominic C

CFP®, Series 63, Series 66

Omaha, NE

Cetera

Dominic Carnazzo is a CFP® professional with 10 years of industry experience, currently associated with Cetera. His prior work includes roles at Foresters Financial and TD Ameritrade. He is also involved with OWM INC, operating as Cetera Investors. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Christopher M

Series 66

Omaha, NE

Cetera

Christopher May is a financial advisor at Cetera with eight years of industry experience. He holds the Series 66 designation and has prior experience with Principal Life Insurance Company and Principal Securities Inc. Outside of advising, he serves as a youth baseball coach and manages the financial aspects of his spouse’s cookie and flower business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to a range of portfolio management, financial planning, and consulting services across various program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Kyle S

Series 66

Omaha, NE

Cetera

Kyle Stevens is a financial advisor at Cetera with a Series 66 designation and four years of industry experience. He has worked with Cetera and its affiliates since 2020 and is involved in scoring games for MLB.com as a side activity. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and provides access to affiliated and third-party investment strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Robert L

Series 63, Series 65

Omaha, NE

Cetera

Robert Luna Jr. is a financial advisor at Cetera with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, LLC and Northwestern Mutual Wealth Management Company. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform with access to both affiliated and third-party investment strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Tandon D

CFP®, ChFC®, Series 63, Series 65

Omaha, NE

Cetera

Tandon Dorn is a financial advisor with Cetera, holding CFP® and ChFC® designations and nine years of industry experience. He has worked at Cetera since 2019 and previously held roles at Foresters Advisory Services and Foresters Financial Services. Outside of his advisory work, Dorn is involved with OWM INC, operating under the name For Cetera Investors. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and various program platforms, utilizing a multi-manager approach with access to affiliated and third-party strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Robert S

CFP®, Series 63, Series 66

Omaha, NE

Cetera

Robert Stutzman is a CFP® professional with 42 years of experience in the financial industry. He is currently with Cetera, where he has worked since 2019, following extensive tenure at Foresters Financial Services and Foresters Advisory Services. Outside of his advisory role, he serves as a passive member of the Cross Catholic Endowment Committee board and the finance committee for St Mary Magdalene, and he owns OWM, Inc., which operates under a Cetera business name. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporations, charities, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with more than 10,000 advisors and over $256 billion in assets under management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Michael S

CFP®, ChFC®, Series 63, Series 66

Omaha, NE

Cetera

Michael Stutzman is a CFP® and ChFC® credentialed advisor with 11 years of industry experience. He has been with Cetera since 2019 and previously worked at Foresters Advisory Services and Foresters Financial Services. Outside of his advisory role, he coaches high school football. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a broad network of independent advisors and provides access to multiple investment strategies and program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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