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Mark S

Series 63, Series 65

Omaha, NE

Commonwealth Financial Network

Mark Slattery is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Securities America Advisors, Securities America Inc, and Brokers Clearing House. Outside of his advisory work, he serves on the Cystic Fibrosis Board of Omaha and is involved in agricultural ventures through GS3 Farm. Commonwealth Financial Network is a registered investment adviser that supports a national network of nearly 3,000 advisors, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm provides operational, trading, compliance, and practice-management support while allowing advisors discretion in constructing client portfolios.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Clint E

Series 66

Omaha, NE

Commonwealth Financial Network

Clint Eikmeier is a financial advisor with Commonwealth Financial Network in Omaha, NE, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Trusted Wealth Partners, Securities America Advisors, and Cetera Advisors. He is also the owner of CJE Financial Services, LLC, a private entity related to securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports advisors with operations, trading, technology, compliance, and practice management, while offering model portfolios and distinct program structures such as PPS Custom and Personalized Indexing.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Nathaniel B

CFP®, Series 66

Omaha, NE

Commonwealth Financial Network

Nathaniel Brobst is a financial advisor with Commonwealth Financial Network, holding CFP® and Series 66 designations and bringing 21 years of industry experience. His prior roles include positions at Securities America Advisors, Inc. and TD Ameritrade, Inc. He is the owner of Brobst Financial LLC and conducts business transition consulting as part of his professional activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of individual and institutional clients. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Jordan L

Series 66

Omaha, NE

Commonwealth Financial Network

Jordan Larsen is a financial advisor with Commonwealth Financial Network in Omaha, NE, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Trusted Wealth Partners, Securities America Advisors, and Moylan Kropp. Larsen also spends a small portion of his time on fixed insurance sales and referrals. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment options, supported by extensive operations, technology, and compliance infrastructure.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Matthew P

CFP®, Series 66

Omaha, NE

Commonwealth Financial Network

Matthew Peters is a CFP® professional with 23 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and is the owner of Peters Wealth Plan, LLC. His prior experience includes roles at Securities America Advisors, Inc. and managing his own practice from 2009 to 2023. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad platform including managed-account programs, third-party asset manager access, and custody services, supporting a diverse range of investment options and approaches.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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