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Michelle H

Series 66

Lincoln, NE

Wells Fargo Advisors

Michelle Halloran is a financial advisor at Wells Fargo Advisors with nine years of industry experience. She holds a Series 66 designation and has worked within the Wells Fargo organization since 2015. Outside of her advisory role, she has connections to several private business interests through family ownership. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers comprehensive financial planning and investment services using proprietary research and tools, with a focus on tailored, discrete planning engagements.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Phil H

CFP®, Series 66

Lincoln, NE

Wells Fargo Advisors

Phil Halloran is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors in Lincoln, NE since 2023. He has previously worked with Wells Fargo Clearing and Wells Fargo Advisors LLC, totaling over a decade at Wells Fargo-affiliated firms. Outside of his advisory role, he holds ownership interests in several investment-related businesses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients through a broad planning menu and tailored recommendations supported by Wells Fargo research and tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Eric H

Series 66

Lincoln, NE

Wells Fargo Advisors

Eric Howerter is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Cetera, Renaissance Financial Corp, and various non-financial positions, including involvement with a berry farm and hospitality businesses. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients who meet certain net-worth thresholds. The firm offers a broad range of planning options using proprietary research and tools, delivering recommendations that clients may implement through various brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Brett S

Series 66

Lincoln, NE

Wells Fargo Advisors

Brett Stauffer is a financial advisor with Wells Fargo Advisors in Lincoln, NE, holding a Series 66 credential and 19 years of industry experience. He has worked within the Wells Fargo organization since 2011 across various affiliated entities. Outside of his advisory role, he serves as treasurer for the First Mennonite Church in Lincoln. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. Advisors use proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries, with clients deciding how to implement strategies through the firm’s brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Neal R

Series 63, Series 65

Lincoln, NE

Wells Fargo Advisors

Neal Roehrs is a financial advisor with Wells Fargo Advisors in Lincoln, NE, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Neal owns NJGG Inc., an investment-related business in Lincoln, NE. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and uses proprietary research and tools to develop tailored recommendations delivered through meetings and written summaries, with implementation options through various brokerage and advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Mickey M

CFP®, Series 63, Series 65

Lincoln, NE

Wells Fargo Advisors

Mickey Mcconkey is a CFP®-credentialed financial advisor with 42 years of industry experience, currently serving at Wells Fargo Advisors since 2009. He has prior experience at Salomon Smith Barney Inc., where he worked for 33 years. Outside of his advisory role, Mcconkey is a managing member of McConkey Family Farms LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools, with optional implementation through various brokerage and advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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