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Tyler M

CFP®, ChFC®, Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Tyler Mainquist is a CFP® and ChFC® with 18 years of industry experience, currently serving with Ameritas Advisory Services, LLC. His career includes roles at Envision Wealth Network and Thrivent Investment Management, among others. He is also licensed to consult and sell fixed insurance and annuity products through several affiliated firms. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and multiple third-party platforms.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Robert S

Series 63, Series 65

Lincoln, NE

Ameritas Advisory Services, LLC

Robert Swanson is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked extensively within Ameritas and its affiliated entities since 2007 and has held roles including Executive Vice President at Central Financial Services. Swanson is also a licensed independent insurance agent, supporting and supervising other agents while working with fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of managed account programs and fee-based management of variable annuity and universal life subaccounts, with advisory services delivered on both discretionary and non-discretionary bases.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Dustin S

Series 66

Waverly, NE

Ameritas Advisory Services, LLC

Dustin Schlegel is a financial advisor at Ameritas Advisory Services, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Ameritas Investment Corp since 2007 and Ameritas Advisory Services since 2021. He is licensed as an Independent Insurance Agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and employs both discretionary and non-discretionary advisory relationships supported by its Investment Committee and third-party partners.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Susan B

Series 63, Series 65

Lincoln, NE

Benjamin F. Edwards & Company, Inc.

Susan Benton is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds Series 63 and Series 65 licenses and has 22 years of industry experience. Prior to joining Benjamin F. Edwards in 2020, she worked at RBC Capital Markets and Wachovia Securities. Benton has a 40% ownership stake in a hospitality business that is financing a new restaurant opening by her son. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs and investment strategies that include mutual funds, ETFs, separately managed accounts, and custom portfolios, supported by an internal trading desk and an Investment Strategy Committee.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Marcus W

Series 65, Series 63

Lincoln, NE

Ameritas Advisory Services, LLC

Marcus Wernke is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 credentials and bringing 11 years of industry experience. His work history includes roles at Ameritas Investment Corp and Ameritas Life Insurance Corp since 2015, as well as prior experience with Midwest Medical Transport Company and United Parcel Service. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of managed account programs and supports portfolio construction and management through a combination of internal resources and third-party partners.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Charles B

Series 66

Lincoln, NE

D.A. Davidson & Co.

Charles Bills is a financial advisor at D.A. Davidson & Co. with 11 years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he serves as treasurer for a youth track and field nonprofit and holds board positions with a homeowners association and a church in Lincoln, NE. D.A. Davidson & Co. provides investment advisory and brokerage services to a wide range of clients, including retirement plans, individuals, charitable organizations, and corporate clients. The firm offers services under the Advisers Act fiduciary standard and ERISA fiduciary duties, with capabilities ranging from retirement plan advice to comprehensive wealth management and specialized municipal advisory activities.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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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.

Wealth management Retired
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Gary P

Series 63, Series 65

Lincoln, NE

Ameritas Advisory Services, LLC

Gary Pettitt is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His career includes roles at Ameritas Investment Corp, Mutual of Omaha Investor Services, and Market Force, where he also participates in a national secret shopper program. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by multiple custodial platforms and a comprehensive supervisory framework.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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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.

Retired Founder/Business Owner
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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 23 years of industry experience. He has worked at Ameritas-related firms in various capacities since 2015 and has been with Ameritas Advisory Services since 2024. His background includes roles at NEWAGE Financial, LLC, and several Ameritas affiliates. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers multiple managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by a network of Investment Adviser Representatives and third-party partners.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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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.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Andrew B

CFP®, Series 63, Series 65

Lincoln, NE

Benjamin F. Edwards & Company, Inc.

Andrew Benton II is a Certified Financial Planner (CFP®) with 39 years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2020, following prior roles at City National Bank and RBC Capital Markets, LLC. Benton serves on the board of the Lamp of Learning Educational Foundation, a public educational nonprofit, and holds a 40% ownership interest in a restaurant hospitality business where he collaborates with management. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and institutions. The firm offers a range of fee-based wrap programs, financial planning, retirement consulting, and investment management services supported by several hundred advisors and tens of billions in assets under management.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Sean Z

Series 66

Waverly, NE

Ameritas Advisory Services, LLC

Sean Zapp is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 credential and 14 years of industry experience. He has been with Ameritas Advisory Services since 2017, including a prior role at Securities America, Inc. from 2011 to 2017. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, utilizing both discretionary and non-discretionary advisory models supported by multiple custodial platforms and third-party tools.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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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.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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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 a Series 66 designation and has been with Ameritas Investment Corp since 2000, joining Ameritas Advisory Services in 2021. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by a network of Investment Adviser Representatives and multiple custodial platforms.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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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.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Christopher H

Series 66, Series 63

Lincoln, NE

Empower Advisory Group

Christopher Hoffman is a financial advisor with Empower Advisory Group in Lincoln, Nebraska. He holds Series 66 and Series 63 designations and has five years of industry experience. His prior work includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. before joining Empower. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage account holders. The firm’s services are delivered through an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and clients’ savings rates.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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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.

Wealth management Retired
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Lori M

Series 63, Series 65

Lincoln, NE

D.A. Davidson & Co.

Lori Moss is a financial advisor at D.A. Davidson & Co. with 31 years of industry experience. She holds Series 63 and Series 65 designations and has been with D.A. Davidson since 2016. Outside of her advisory role, she is an owner and partner in MTJ Holdings, LLC, a company managing inherited farmland. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA plan advisory, comprehensive financial planning, and private wealth management, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Bryan N

Series 63, Series 65

Lincoln, NE

Cetera

Bryan Nieman is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 15 years of industry experience. His career includes roles at Horace Mann and multiple firms within the Cetera network. He also works as an insurance agent specializing in fixed, life, health, and property and casualty insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services with a multi-manager platform that includes access to 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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