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Nicholas M

Series 63, Series 65

Omaha, NE

Cetera

Nicholas Mazgaj is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked at Cetera since 2023 and previously spent 17 years with Securian Financial Services and Minnesota Life Insurance Company. Outside of his advisory work, he serves as a board member for Learning for All, a nonprofit focused on ESL education in the Omaha community. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and advisory options, leveraging a large nationwide network of 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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Sam B

Series 66

Omaha, NE

Cetera

Sam Beard is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has previously worked at Renaissance Financial and Cetera Wealth Services. Outside of his advisory role, Beard works as a caddie at Omaha Country Club. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes 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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Jenna J

Series 66

Omaha, NE

Cetera

Jenna Jordan is a financial advisor at Cetera with two years of industry experience. She holds a Series 66 designation and has worked at Renaissance Financial and Cetera Wealth Services, LLC. Outside of advisory roles, she has experience at organizations including the University of Nebraska Foundation and Holmes Golf Course. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and advisory services, supported by a large 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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Ryan M

Series 66

Omaha, NE

Cetera

Ryan Miller is a financial advisor at Cetera with 16 years of industry experience. He holds the Series 66 designation and has worked at firms including Renaissance Financial and Securian Financial Services. Miller is an owner of HAM Enterprises LLC and serves as a board member of a nonprofit organization, Childs Saving Institute. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, corporate, institutional, and charitable clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, featuring both affiliated and third-party investment 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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