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Douglas L

PFS™, Series 63, Series 65

Omaha, NE

Cetera

Douglas Larson is a financial advisor with Cetera, holding the PFS™ designation and Series 63 and 65 licenses, and has 25 years of industry experience. He previously worked at Concourse Financial Group Securities Inc. and Honkamp Krueger Financial Services. Outside of advising, Larson serves as a director of Larson Laboratory Eggs, Inc., a corporation owning farmland that is sharecropped. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of more than 10,000 advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program options including model portfolios, third-party managers, and bespoke 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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Terry C

Series 63

Omaha, NE

Cetera

Terry Curnes is a financial advisor at Cetera with over 43 years of industry experience. He holds a Series 63 designation and has been involved with multiple financial and business ventures, including ownership of an art gallery and participation in real estate renovation projects. He also operates several businesses related to financial services and investment management. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and customized 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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Douglas T

Series 63, Series 65

Omaha, NE

Cetera

Douglas Thomas is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and possessing 16 years of industry experience. He has worked with firms including CFG Advisors, Royal Alliance Associates, and Signator Investors. Outside of financial advising, he contributes as a correspondent for the Omaha World-Herald, writing feature stories and covering local games. Cetera Investment Advisers LLC serves a broad client base ranging from individual investors to institutional accounts, offering portfolio management, financial planning, and retirement services through a multi-manager platform with a variety of program options 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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Craig M

Series 63

Omaha, NE

Cetera

Craig Mardi is a financial advisor with Cetera, holding a Series 63 license and bringing 33 years of industry experience. He has been with Cetera Wealth Services, LLC since 2013 and with Cetera since 2023. In addition to his advisory role, Mardi is also a registered representative involved in the sale of fixed insurance products including life, disability, and annuities. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning services through 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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Barbara C

Series 66

Omaha, NE

Cetera

Barbara Cook is a financial advisor with Cetera who holds a Series 66 designation and has 19 years of industry experience. She has been affiliated with Cetera since 2013 and owns Cook Enterprises, Inc., a financial planning and investment advice firm. Cook also engages in the sale of fixed insurance products including life, health disability, annuities, and long-term care. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients, offering portfolio management, financial planning, and access to third-party money managers 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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James G

Series 63, Series 65

Omaha, NE

Cetera

James Gilmore is a financial professional with 26 years of industry experience, currently with Cetera. He holds Series 63 and Series 65 credentials and has worked at Cetera and its affiliates since 2013, as well as CFG Advisors since 2022. Gilmore is also involved with Curnes Financial Group, where he assists staff and clients with trade placement, investment research, and strategy development. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of more than 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services via 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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Harrison V

CFP®, Series 66

Omaha, NE

Cetera

Harrison Vermie is a CFP® with four years of industry experience, currently affiliated with Cetera in Omaha, NE. His career includes roles at Cetera Advisor Networks, Cetera Wealth Services, CFG Advisors, and Curnes Financial Group. He is also active as an insurance agent specializing in life, health, disability, fixed annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including 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, supporting discretionary and non-discretionary account structures with access to various 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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Akil D

ChFC®, Series 63, Series 65

Omaha, NE

Cetera

Akil Davis is a financial advisor at Cetera with 15 years of industry experience. He holds the ChFC® designation and has worked at firms including Oracle Financial Services and Harris and Davis Financial Advisors. Outside of his advisory role, he is involved in real estate investing and manages an LLC for tax and legal purposes. Cetera Investment Advisers LLC serves individual, corporate, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform allowing advisors to implement diverse 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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Paula H

Series 66

Omaha, NE

Cetera

Paula Harris is a financial advisor with Cetera, holding a Series 66 designation and 24 years of industry experience. She has been affiliated with Cetera and related entities since 2013, and also operates Harris and Davis Financial Advisors. Outside of her advisory work, she is involved in the sale of long-term care insurance and manages several investment-related business activities. Cetera Investment Advisers LLC provides services through a large national network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management options, including discretionary and non-discretionary strategies, supported by extensive assets under management and a broad range of affiliated service providers.

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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Matthew G

Series 66

Omaha, NE

Cetera

Matthew Guynan is a financial advisor at Cetera with 15 years of industry experience. He holds the Series 66 designation and has held advisory roles at Cetera Wealth Services, CFG Advisors, and through his own firm, Guynan Wealth Management, LLC. Outside of advisory services, he is also licensed to sell fixed insurance products including life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services, providing advisors with access to 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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Michael S

Series 66

Omaha, NE

Cetera

Michael Sieler is a financial advisor with Cetera who holds a Series 66 designation and has 19 years of industry experience. He has worked with Cetera Wealth Services, LLC since 2013 and currently practices at both Cetera and CFG Advisors. Outside of his advisory roles, he is also involved in fixed insurance sales, including life, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining affiliated and third-party managers under discretionary and non-discretionary 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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Louis G

Series 66

Omaha, NE

Cetera

Louis Gilmore is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has worked at multiple entities including Cetera Wealth Services and CFG Advisors. Outside of advisory roles, he has experience working in education and retail sectors. Cetera Investment Advisers LLC is an SEC-registered firm serving 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 multiple program structures and both 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 F

Series 66

Omaha, NE

Cetera

Christopher Forcade is a financial advisor with Cetera in Omaha, NE, holding a Series 66 designation and 27 years of industry experience. He has been associated with Cetera and its related entities since 2013 and also operates a financial services business under the name Curnes Financial Group. 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 discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, overseeing more than $256 billion in assets and supported by 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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Nicholas H

Series 66

Omaha, NE

Cetera

Nicholas Harry is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. He has been affiliated with Cetera Wealth Services, LLC since 2016 and also provides financial services through Curnes Financial Group. In addition to his advisory role, he is an insurance agent selling life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporations, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a large network of independent advisors and emphasizes a multi-manager platform with access to various 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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Ryan P

Series 66

Omaha, NE

Cetera

Ryan Palmquist is a financial advisor with Cetera in Omaha, NE, holding a Series 66 license and 19 years of industry experience. He has been associated with Cetera and its related entities since 2013 and also works with CFG Advisors. Outside of advisory roles, he owns a camper rental business and serves as president of Palmquist, Inc., a financial services firm. Cetera Investment Advisers LLC operates as a large nationwide network of independent advisors, offering portfolio management, financial planning, and retirement services to individuals, retirement plans, corporate, charitable, and institutional clients. The firm utilizes a multi-manager platform with discretionary and non-discretionary program options and manages over $256 billion in assets.

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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