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Jackson H

Series 66

Omaha, NE

Cetera

Jackson Hagan is a financial advisor with Cetera in Omaha, NE, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Cetera, he held various roles in retail, education, and hospitality sectors, and he operates a small business, Hagan Lawn and Snow LLC. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts through a nationwide network of independent advisors. The firm offers diverse portfolio management and financial planning services, utilizing multiple program structures and manager options across discretionary and non-discretionary authorities.

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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Kolby S

CFP®, Series 66

Omaha, NE

Cetera

Kolby Smith is a CFP®-certified financial advisor with 14 years of industry experience, currently affiliated with Cetera in Omaha, NE. He has held positions at Cetera Wealth Services, Renaissance Financial, and Securian Financial Services, Inc. Since 2011, he has also worked as an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that provides 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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Ryley J

Series 66

Omaha, NE

Cetera

Ryley Johnson is a financial advisor at Cetera with Series 66 credentials and less than one year of industry experience. He has held prior roles at several financial institutions including Veridian Credit Union, Pinnacle Bank, and Union Bank & Trust. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range 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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Simon M

Series 66

Omaha, NE

Cetera

Simon Metcalf is a financial advisor with Cetera and holds the Series 66 designation. He has less than one year of industry experience, with prior roles at Renaissance Financial, Menards, and Topgolf. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money 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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Bailey T

Series 66

Omaha, NE

Cetera

Bailey Timmons is a financial advisor at Cetera with three years of industry experience. He holds the Series 66 designation and has worked at multiple related firms including Cetera Wealth Services, Renaissance Financial Corp, and Securian Financial Services. Outside of advising, he is involved as a member of Center Sphere, a networking and prospecting group. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services with access to multiple investment platforms 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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Benjamin M

Series 66

Omaha, NE

Cetera

Benjamin Mc Elhose is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Renaissance Financial and various other firms outside finance, such as Omaha Steaks and Olive Garden. He also spent five years self-employed and was a student for ten years. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients across a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money 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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Asher S

Series 66

Omaha, NE

Cetera

Asher Stoller is a financial advisor with Cetera in Omaha, NE, holding a Series 66 designation and eight years of industry experience. He has worked at several firms including Renaissance Financial Corp and Wells Fargo Clearing. Outside of advisory work, he is a part-owner of Professional Medical Billing, LLC and serves on multiple nonprofit boards, including the Omaha Jewish Alumni Association and Omaha Performing Arts. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with 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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Christina K

Series 66

Omaha, NE

Cetera

Christina Kolb is a financial advisor with Cetera, holding a Series 66 designation and 10 years of industry experience. She has worked at Cetera since 2023 and previously spent seven years with Securian Financial Services Inc., while also maintaining a role with Renaissance Financial since 2013. Renaissance Financial is a financial services firm where she offers securities, insurance, and advisory services. 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 provides portfolio management, financial planning, and access to multiple investment platforms through a large network of independent advisors.

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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Spencer S

Series 63, Series 65

Omaha, NE

Cetera

Spencer Schmitz is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked with firms including Renaissance Financial Group, Minnesota Life Insurance Company, Securian Financial Services, and Wells Fargo Advisors. Schmitz also engages in the sale of fixed insurance products as an insurance agent. Cetera Investment Advisers LLC serves a broad client base ranging from individual investors to institutional accounts, offering a range of portfolio management, financial planning, and retirement services through a large network of independent advisors. The firm operates a multi-manager platform with 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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Chad R

CFP®, Series 63, Series 65

Omaha, NE

Cetera

Chad Rutar is a CFP®-credentialed financial advisor with 28 years of industry experience, currently with Cetera. He has a long tenure in financial services dating back to 2005, including prior roles at Securian Financial Services and Renaissance Financial. Outside of his advisory work, he serves as a director of a commercial bank in Omaha and is involved in managing an LLC and real estate investments. Cetera Investment Advisers LLC operates a nationwide platform serving individuals, retirement plans, corporate, charitable, and institutional clients with a range of portfolio management and financial planning services. The firm offers flexible program options including model portfolios, third-party managers, and bespoke strategies under various authorities and custodial arrangements.

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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Kristen A

Series 66

Omaha, NE

Cetera

Kristen Ambrose is a Series 66 licensed financial advisor with one year of industry experience, currently with Cetera in Omaha, NE. Her prior experience includes roles at Warrington Asset Management and support duties at Renaissance Financial. She has a background that also includes work with a law firm and a university athletic department. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money 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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Thomas W

Series 66

Omaha, NE

Cetera

Thomas Whiteing is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2023 and has been associated with Renaissance Financial and Securian Financial Services since 2006. Whiteing serves on the advisory board of Angels Among Us, where he is involved in expanding the organization's community impact and serves as Treasurer. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a broad client base, including individual, retirement plan, corporate, charitable, and institutional clients. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to various program options and affiliated partners.

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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Alexander K

Series 66

Omaha, NE

Cetera

Alexander Kontz is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Prior to joining Cetera, he worked with Renaissance Financial. Outside of his advisory role, he serves as the defensive coordinator for the Millard West High School varsity lacrosse team. Cetera Investment Advisers LLC is an SEC-registered adviser with a large nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and a multi-manager platform.

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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Clayton F

Series 66

Omaha, NE

Cetera

Clayton Frost is a financial advisor with Cetera in Omaha, NE, holding a Series 66 credential and three years of industry experience. He has worked with multiple firms including Renaissance Financial Corp and Minnesota Life Insurance Company. Outside of advisory roles, he owns Frost Ventures LLC and has worked as a delivery driver for DoorDash. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services through a large nationwide network of independent advisors.

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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Benjamin S

Series 66

Omaha, NE

Cetera

Benjamin Sievers is a financial advisor with Cetera in Omaha, NE, holding a Series 66 credential and three years of industry experience. He has worked at Cetera and its affiliated entities since 2023 and previously held roles at Renaissance Financial Corp and Minnesota Life Insurance Co. Outside of finance, he has been involved with Godfathers Pizza in a retail sales and service capacity. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts through a multi-manager platform offering a variety of portfolio management and advisory services.

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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Nolan R

Series 66

Omaha, NE

Cetera

Nolan Rinn is a financial advisor at Cetera with three years of industry experience. He holds a Series 66 designation and has worked with firms including Minnesota Life Insurance Co and Securian Financial Services Inc. Outside of his advisory role, Nolan is involved as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC is a nationwide advisory firm serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, leveraging a multi-manager platform with access to affiliated and third-party managers and various 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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Darin K

Series 63, Series 66

Omaha, NE

Cetera

Darin Karstetter is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with Cetera since 2023 and also operates Renaissance Financial, where he has provided securities, insurance, and advisory services since 2014. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and consulting services, supported by a large network of over 10,000 advisors and more than $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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Thomas L

Series 66

Omaha, NE

Cetera

Thomas Legel is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. His prior work includes roles at Minnesota Life Insurance Co, Securian Financial Services, and Renaissance Financial. Outside of his advisory work, he has been involved in fixed insurance sales since 2013. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to third-party managers and various 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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Cole G

Series 66

Omaha, NE

Cetera

Cole Grandfield is a financial advisor at Cetera with 18 years of industry experience. He holds a Series 66 designation and has worked at Renaissance Financial since 2007, alongside previous roles at Minnesota Life Insurance and Securian Financial Services. Grandfield also has a 20-year tenure teaching at the University of Nebraska at Omaha. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options, combining discretionary and non-discretionary services delivered through a nationwide network of over 10,000 advisors.

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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Daniel H

CFP®, Series 66

Omaha, NE

Cetera

Daniel Hebenstreit is a financial advisor with Cetera, holding CFP® and Series 66 designations and bringing 17 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2023 and previously served at Securian Financial Services and Minnesota Life Insurance. Hebenstreit also maintains a role at Renaissance Financial, providing securities, insurance, and advisory services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts with portfolio management, financial planning, and retirement services. The firm offers a multi-manager platform with a range of program options and oversees assets exceeding $256 billion across over 10,000 advisors.

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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