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Eric H
CFP®, Series 66
Papillion, NE
ARC Element Wealth Design
Eric Horne is a CFP® with 21 years of industry experience, currently serving as the sole advisor at ARC Element Wealth Design in Papillion, NE. His prior experience includes roles at Charles Schwab and TD Ameritrade, where he worked for over 18 years. ARC Element Wealth Design is an independent advisory firm serving individuals, high-net-worth clients, and fiduciary entities such as trusts and estates. The firm manages approximately $29.5 million across about two dozen clients, providing portfolio management, financial planning, and educational communications like newsletters and seminars. The investment approach focuses on strategic asset allocation using ETFs, mutual funds, selective individual securities, option strategies, and active management, with portfolios implemented through model portfolios, automated tax-management tools, and occasional sub-advisers.
Thomas M
CFP®, Series 65
Papillion, NE
WealthMark
Thomas Maher is a CFP®-credentialed financial advisor with 11 years of industry experience. He has been with WealthMark since 2016 and also serves as Director of Implementations at Orion Advisor Services, a portfolio accounting solutions provider. Maher holds the Series 65 license and operates out of Papillion, NE. WealthMark is an independent registered investment adviser offering financial planning and portfolio management to individuals, high-net-worth clients, and small businesses. The firm employs a passive, long-term buy-and-hold investment approach with diversified portfolios primarily consisting of mutual funds, ETFs, and fixed income.
Charles S
Series 65
Papillion, NE
Charles Capital
Charles Stiegemeier is the sole advisor at Charles Capital, an independent firm based in Papillion, NE. He holds a Series 65 designation and has five years of industry experience. Outside of advising, he is a project lead engineer at Aldridge Electric, where he has worked for three years. Charles Capital provides investment advisory services to individual and high-net-worth clients through discretionary SEI-managed accounts and non-discretionary portfolio consulting. The firm uses a factor-based, quantitative investment approach with an emphasis on momentum and manages accounts separately without aggregating trades.
Daniel K
CFP®, ChFC®, Series 63, Series 65
Papillion, NE
Fair Winds Financial Planning
Daniel Kline is a CFP® and ChFC® with seven years of industry experience. He is the principal advisor at Fair Winds Financial Planning in Papillion, NE, and previously worked for ten years at First National Bank of Omaha. Fair Winds Financial Planning provides financial planning services to individuals and high-net-worth clients, focusing on areas such as retirement, risk management, college savings, and estate planning. The firm operates as an advice-only planner, charging hourly or fixed fees, and does not manage client assets or accept commissions.
Grant T
Series 66
Papillon, NE
Miller Financial Services LLC
Grant Tesnohlidek is a Series 66-licensed financial advisor with 15 years of industry experience. He currently works at Miller Financial Services LLC and previously held roles at WealthForge Securities LLC, Burlington Capital, Weitz Securities, Inc., and TD Ameritrade. Miller Financial Services LLC provides discretionary portfolio management, financial planning, pension consulting, and non-securities consulting to individual and institutional clients. The firm is known for its work with public entities, including state and local government and municipal plans, and offers fiduciary services such as formal 3(38) plan management.
Brian F
Series 63
Lavista, NE
Financial Design Group, LLC
Brian Farris is a financial advisor at Financial Design Group, LLC with 28 years of industry experience. He holds the Series 63 designation and previously worked at Cetera Advisors LLC for 11 years before joining Financial Design Group. Financial Design Group is a small advisory firm serving individual investors, including high-net-worth individuals, as well as retirement plan sponsors and participants. The firm focuses on strategic asset allocation and long-term holdings, providing discretionary asset management and retirement plan fiduciary consulting tailored to client needs.
Christopher F
Series 66
Lavista, NE
Financial Design Group, LLC
Christopher Farris is a financial advisor at Financial Design Group, LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked for Cetera Advisors LLC from 2012 to 2022. Farris is a licensed insurance agent but does not sell commissionable insurance or annuity products to clients of Financial Design Group. Financial Design Group serves individual investors, including high-net-worth clients, as well as retirement plan sponsors and participants. The firm focuses on discretionary asset management and retirement plan consulting, emphasizing strategic asset allocation, long-term holdings, and customized advisory services.
Michael M
Series 63, Series 66
Bellevue, NE
MissionSquare Retirement
Michael Mcintosh is a financial advisor at MissionSquare Retirement with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of the West and TD Ameritrade. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.
Robert H
CFP®, Series 63, Series 65
Bellevue, NE
Van Clemens Wealth Management, LLC
Robert Hahn is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Van Clemens Wealth Management, LLC. His prior experience includes roles at Willet, LLC dba Beyond Tangible Wealth, LPL Financial, Waddell & Reed, Inc., and Securities America Inc. Outside of advising, he is Vice-President and Coach at Advisor Game Plan, LLC, focusing on executive coaching for business leaders. Van Clemens Wealth Management, LLC serves individuals, trusts, estates, and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm customizes advice based on client objectives and employs a blend of modern portfolio theory with fundamental and technical analysis, offering access to over 500 third-party managers and a specialized Growth Opportunities Model focused on micro- and small-cap equities.
Carmen M
Series 63, Series 66
Papillion, NE
Stonex Advisors Inc.
Carmen Mitchell is a financial advisor at StoneX Advisors Inc. with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Edward D. Jones & Co., L.P. and Securities America Advisors, Inc. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and ERISA plan consulting services. The firm utilizes advisor-managed portfolios, proprietary models, and third-party money managers to implement investment strategies across multiple account structures.
Karla E
Series 63, Series 66
Papillion, NE
Private Client Services, LLC
Karla Elliott is a financial advisor at Private Client Services, LLC with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Securities America Advisors and Securities America Inc. Outside of her advisory role, she participates in market research activities involving online surveys and focus groups. Private Client Services is an SEC-registered, multi-team advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers multiple implementation platforms, managing approximately $1.05 billion across more than 3,200 client accounts.
Ashley B
Series 66
La Vista, NE
Sanctuary Advisors, LLC
Ashley Buchanan is a financial advisor at Sanctuary Advisors, LLC with nine years of industry experience and holds a Series 66 designation. Prior to joining Sanctuary Advisors in 2026, Buchanan worked at CWM, LLC DBA Carson Partners and Cetera Wealth Services, among other firms. Outside of advising, Buchanan serves as a youth softball coach for the Elkhorn Athletic Association/Nebraska Quakes Softball team. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a network of over 400 independent adviser representatives who employ a variety of investment strategies through discretionary and non-discretionary account management.
Kyle R
Series 65, Series 63
Papillion, NE
Commonwealth Financial Network
Kyle Ryan is a financial advisor at Commonwealth Financial Network with 12 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Pacific Life Insurance and Dort's. Outside of his advisory role, he serves as an auditor for the South Omaha Eagles Club #154. Commonwealth Financial Network serves a national network of approximately 2,900 advisors and manages roughly $212.7 billion in client assets. The firm offers a broad range of managed-account programs, access to third-party asset managers, and custody services, providing both discretionary and nondiscretionary investment solutions.
Bryan H
Series 63, Series 65
La Vista, NE
Ameritas Advisory Services, LLC
Bryan Holen is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 designations and over 26 years of experience in the industry. His career includes roles at Ameritas-related firms and Principal Life Insurance Company, as well as leadership of his own insurance sales business. He serves on the board of the NAIFA National PAC, contributing to the oversight of this political action committee. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers various managed account programs and fee-based management of variable annuity and life insurance subaccounts, with advisory relationships delivered on both discretionary and non-discretionary bases.
Grant G
Series 66
Papillion, NE
First Command Advisory Services
Grant Gotschall is a financial advisor at First Command Advisory Services with nine years of industry experience. He holds a Series 66 designation and has worked at various firms, including Mutual of Omaha and Raymond James Financial Services. Outside of advisory work, he owns a single-family rental property. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, focusing on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.
Joyce S
Series 66
Bellevue, NE
VOYA Financial Advisors, Inc.
Joyce Sobczyk is a financial advisor at VOYA Financial Advisors, Inc. with 23 years of industry experience. She holds the Series 66 designation and has worked at various firms, including multiple roles within Voya and Cobalt Credit Union. She serves as vice president of the Nebraska Trailblazers, a local walking club. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering services such as financial planning, portfolio management, and plan-sponsor consulting through multiple program structures with a focus on recommendation-based advice.
Michael R
Series 66
La Vista, NE
First Command Advisory Services
Michael Rouse is a financial advisor with First Command Advisory Services in La Vista, NE, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Bancwest Investment Services, Bank of the West, Arbor Point Advisors, and Securities America. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers using a model portfolio approach.
Rachel W
Series 65, Series 63
Papillion, NE
First Command Advisory Services
Rachel Witt is a financial advisor at First Command Advisory Services with six years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Principal Financial Services, Charles Schwab, TD Ameritrade, and Fidelity National Title Insurance. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs using model portfolios managed by centralized teams, emphasizing in-person financial coaching and an employee-ownership structure.
Kevyn S
Series 63, Series 65
Papillion, NE
Commonwealth Financial Network
Kevyn Sopinski is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Commonwealth since 2017 and previously spent 12 years at Waddell & Reed, Inc. Sopinski is also involved in several business ventures, including serving as co-owner and president of SWP RE Holdings, LLC, and managing member of Pathfinder Wealth Advisors, LLC. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, providing operational, trading, technology, and compliance support while allowing advisors discretion in portfolio construction.
Kevin S
Series 66
Papillion, NE
First Command Advisory Services
Kevin Schmidt is a Series 66-licensed financial advisor with nine years of experience at First Command Advisory Services in Papillion, NE. Prior to his advisory career, he served eight years in the US Navy. Outside of his financial work, he is involved as a soccer referee with the Nebraska Referee Development Program, a nonprofit organization. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.
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