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Dale E
Series 63, Series 66
Lincoln, NE
Bankers Life Advisory Services, Inc.
Dale Ellwanger Jr. is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has nine years of industry experience. He has worked with Bankers Life Advisory Services since 2018 and has been associated with Bankers Life and Casualty, Inc. since 2004 as an insurance agent. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.
Gary P
Series 63, Series 65
Lincoln, NE
Ameritas Advisory Services, LLC
Gary Pettitt is a financial advisor with Ameritas Advisory Services, LLC who holds Series 63 and Series 65 designations and has 26 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and has a longstanding association with Market Force, a national secret shopper program, since 2014. Pettitt has also held roles at Ameritas Investment Corp and Mutual Of Omaha Investor Services, Inc. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment strategies and platforms, offering both discretionary and non-discretionary programs while leveraging third-party technology and maintaining a unique corporate structure that includes affiliated broker-dealer and insurance entities.
Barrett S
Series 66
Lincoln, NE
Principal Financial Services
Barrett Sellon is a financial advisor at Principal Financial Services with two years of industry experience. He holds a Series 66 designation and has prior experience at Arkway Wealth and Principal Life Insurance. He serves as a board member for Junior Achievement Young Professionals, contributing to educational programs and volunteer recruitment. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.
Ryan B
CFP®, ChFC®, Series 63, Series 65
Lincoln, NE
Ameritas Advisory Services, LLC
Ryan Beasley is a financial advisor with Ameritas Advisory Services, LLC, holding CFP® and ChFC® designations and over 23 years of industry experience. His work history includes roles at Ameritas-related entities since 2015 and previous experience at firms such as Sunset Financial Services, Inc. and Securities America Advisors, Inc. He is currently based in Lincoln, NE. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment options and model portfolios, supported by multiple program platforms and third-party technology, within a corporate structure that includes affiliated broker-dealer and insurance companies.
Matthew O
Series 63, Series 65
Lincoln, NE
Newedge Advisors
Matthew Olson is a financial advisor with NewEdge Advisors in Lincoln, NE, holding Series 63 and Series 65 credentials and 18 years of industry experience. Prior to joining NewEdge Advisors and NewEdge Securities in 2025, he spent 15 years at Stifel Nicolaus & Co Inc. Olson is a co-founder and wealth partner at Cleartrek Wealth Partners, a registered investment advisor, and serves as a board member for the Alpha Tau Omega Fraternity chapter in Lincoln. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm provides a broad range of services including portfolio management, financial planning, retirement plan consulting, and access to third-party managers, utilizing multiple program structures and technology tools to support both advisors and clients.
Andrew B
CFP®, Series 63, Series 65
Lincoln, NE
Benjamin F. Edwards & Company, Inc.
Andrew Benton II is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2020. His prior roles include positions at City National Bank, RBC Capital Markets, Wells Fargo Clearing, A.G. Edwards & Sons, Inc., and Merrill. Benton serves on the board of the Lamp of Learning Educational Foundation and holds a 40% ownership interest in New Standard Hospitality LLC, a restaurant business in Lincoln, Nebraska. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, and investment management consulting, combining proprietary strategies with third-party models and managing portfolios through both discretionary and non-discretionary approaches.
Sean Z
Series 66
Waverly, NE
Ameritas Advisory Services, LLC
Sean Zapp is a Series 66-licensed financial advisor with Ameritas Advisory Services, LLC, based in Waverly, Nebraska. He has 14 years of industry experience, including roles at Ameritas Investment Corp. and Securities America. Zapp has been with Ameritas Advisory Services since 2019. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of investment vehicles and model portfolios, and its corporate structure includes affiliated broker-dealer and insurance entities that broaden its product offerings.
Loy O
Series 63, Series 65
Lincoln, NE
Newedge Advisors
Loy Olson is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. His prior work includes 15 years at Stifel Nicolaus and Company, Inc. Olson also serves as chairman of Cleartrek Wealth Partners and 9BarO, both investment advisory businesses. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers comprehensive portfolio management, financial planning, retirement consulting, and access to various advisory programs, employing centralized due diligence and technology tools to support both advisors and clients.
Julie S
Series 66
Lincoln, NE
Ameritas Advisory Services, LLC
Julie Schadt is a financial advisor at Ameritas Advisory Services, LLC with 26 years of industry experience. She holds the Series 66 designation and has been with Ameritas Investment Corp since 2000 and Ameritas Advisory Services since 2021. Ameritas Advisory Services, LLC offers investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a range of investment options and program platforms, including model portfolios, mutual funds, ETFs, and individual securities, supported by third-party technology and sub-advisers.
Hank H
Series 65
Lincoln, NE
Focus Partners Wealth, LLC
Hank Harris is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Bellwether Wealth, Axos Clearing, and the Nebraska Department of Insurance. Before entering the financial industry, he spent several years in education at the University of Nebraska-Lincoln and Thayer Central Community School. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients by offering wealth management, advisory, financial planning, and retirement plan consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies with quantitative analysis and specialized portfolio tools.
Christopher H
Series 63, Series 66
Lincoln, NE
Empower Advisory Group
Christopher Hoffman is a financial advisor at Empower Advisory Group with five years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and other companies across various sectors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing.
Bradley F
Series 66
Lincoln, NE
Bankers Life Advisory Services, Inc.
Bradley Freidel is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked in construction and parks and recreation, as well as in educational settings including the University of Kansas and local high schools. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolios aligned with clients’ goals and risk tolerances.
Barry F
Series 63, Series 65
Lincoln, NE
Cetera
Barry Falter is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has worked at Cetera since 2019 and previously held roles at Merrill and Summit Financial Group. Outside of his advisory work, he is involved in managing multiple real estate ventures, where he oversees renter approvals and property maintenance. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, corporate, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and provides access to various investment platforms and third-party managers.
Daniel D
ChFC®, Series 63
Lincoln, NE
OSAIC
Daniel Duren is a financial advisor with Osaic and holds the ChFC® designation and Series 63 license. He has 41 years of industry experience, including nine years at SagePoint Financial prior to joining Osaic. He serves as president of the NAIFA Nebraska Foundation and holds board positions with Wyuka Funeral Home & Cemetery and the Wyuka Historical Foundation. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and risk-tolerance analysis to construct portfolios that include a variety of investment products and provides access to third-party money managers and model portfolios.
Nicholaus R
Series 63, Series 65
Lincoln, NE
Morgan Stanley
Nicholaus Richters is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and 55 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and models.
Kale C
Series 66
Lincoln, NE
Edward Jones
Kale Consbruck is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Kale worked in various roles including education and service positions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices.
Matthew M
Series 63, Series 65
Lincoln, NE
OSAIC
Matthew Mullin is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services and Questar Asset Management. Mullin is also president of Mullin Financial Services, an LLC offering fixed life, long-term care, disability insurance, and fixed annuities. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and a variety of investment products to manage portfolios on both discretionary and non-discretionary bases.
Dustin A
CFP®, Series 63, Series 66
Lincoln, NE
Wells Fargo Clearing
Dustin Addison is a CFP® with 22 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016. He holds Series 63 and Series 66 licenses and is based in Lincoln, NE. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.
Thomas N
Series 63, Series 65
Lincoln, NE
RBC Capital Markets
Thomas Novotny is a financial advisor with RBC Capital Markets and holds Series 63 and Series 65 licenses. He has 33 years of industry experience, including roles at City National Bank since 2019 and RBC Capital Markets Corporation since 2010. Outside of his advisory work, he is a partner in businesses related to stadium seat rentals and arena reserved seating in Lincoln, Nebraska. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers multiple advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers to implement customized portfolio strategies.
Mitchell B
Series 63, Series 66
Lincoln, NE
Edward Jones
Mitchell Becker is a financial advisor at Edward Jones in Lincoln, NE, with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2003. Outside of advisory work, he owns a seasonal sideline business involved in buying and selling sports memorabilia and event tickets. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm is notable for its extensive advisor network and integrated capabilities, including trust services and securities-based lending.
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