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Sean S
CFP®, Series 63, Series 65
Omaha, NE
Gladstone Wealth Partners
Sean Song is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Gladstone Wealth Partners in Omaha, NE. He has previously held roles at LPL Financial, Hightower, TD Ameritrade, and The Prudential Insurance Company of America. Outside of his advisory roles, he has experience in the hospitality industry, including managing Bogies Bar & Grill and working at Firethorn Golf Club. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers who use a variety of strategies, third-party managers, and technology platforms to serve clients.
Jessica N
Series 66
Omaha, NE
Mutual of Omaha Investor Services, Inc.
Jessica Nieto is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 66 designation and 13 years of industry experience. She has been with Mutual of Omaha since 2014. Outside of her advisory role, Nieto is active in music ministry, serving as an organist for multiple churches and providing piano lessons. Mutual of Omaha Investor Services, Inc. offers advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm operates through a network of Investment Advisor Representatives who recommend model portfolios and third-party managers on an approved platform, with a focus on integrated broker-dealer and insurance company affiliations.
Steven R
Series 66
Omaha, NE
Avior Wealth Management, LLC
Steven Ryherd is a financial advisor at Avior Wealth Management, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked previously at Nelson, VanDenburg & Campbell Wealth Management Group, LLC and Edward Jones. Prior to his advisory career, he was involved with Arpeggio Acoustic Consulting for eight years. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through approximately 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, employing a fundamental analysis-based investment approach with both long- and short-term strategies.
Keegan M
Series 66
Omaha, NE
Thrivent Advisor Network, LLC
Keegan Menning is a financial advisor at Thrivent Advisor Network, LLC with one year of industry experience. He holds a Series 66 designation and has worked at several firms including Thrivent Investment Management Inc and Renaissance Financial. His background also includes roles outside finance, such as work at the University of Nebraska-Lincoln and Fremont Therapy & Wellness. Thrivent Advisor Network serves individuals, families, trusts, estates, businesses, and retirement plans, managing approximately $6.8 billion in client assets. The firm offers customized portfolio management and financial planning, typically focusing on low-cost diversified mutual funds and ETFs alongside individual equities, bonds, and alternative investments.
Daniel S
Series 65
Omaha, NE
Coppell Advisory Solutions LLC
Daniel Swantek is a financial advisor with Coppell Advisory Solutions LLC who holds a Series 65 credential and has eight years of industry experience. He has worked at Fusion Capital Management since 2019 and has been associated with Ameritas Investment Corp and Ameritas Life Insurance Corp since 2015. Outside of his advisory role, Swantek is involved with the Autism Center of Nebraska as a caregiver and serves as a partner at One-Touch Marketing. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm employs an open-architecture investment platform and uses a combination of internally developed and independent asset allocation models, applying both fundamental and technical analysis to manage client portfolios.
Michael S
Series 65, Series 63
Omaha, NE
Mutual of Omaha Investor Services, Inc.
Michael Schroder is a financial advisor at Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has six years of industry experience. Prior to joining Mutual of Omaha, he worked at First Command and spent 19 years at Werner Enterprises Inc. Outside of advising, Schroder is the owner and president of EZSAVIN, a business involved in affiliate marketing and wooden products, and serves as a Sarpy Chamber Ambassador. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager access, and retirement plan consulting. The firm delivers managed portfolio solutions primarily through a platform relationship with Envestnet and uses Pershing as custodian and broker-dealer.
Daniel M
Series 63
Blair, NE
Geneos Wealth Management, Inc.
Daniel Mussack is a financial advisor with Geneos Wealth Management, Inc. in Omaha, NE, holding a Series 63 designation and 35 years of industry experience. He has worked with Geneos Wealth Management since 2014 and has been affiliated with Sequoia Wealth Partners and his own consulting practice, Dan Mussack Financial Consultant, for over a decade. Mussack also serves as a notary public. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a variety of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority, and provides access to third-party money managers through model portfolios and customized accounts.
Alec J
CFA®, Series 63
Omaha, NE
Lutz Financial
Alec Johnston is a CFA® charterholder and holds a Series 63 license, with two years of industry experience. He has worked at Lutz Financial since 2021 and previously held roles at Creighton University, TD Ameritrade, the University of Nebraska, and Concordia University. Lutz Financial serves individuals, retirement plans, charitable organizations, and business entities, offering portfolio management, financial planning, and retirement plan consulting. The firm uses a diversified investment approach with mutual funds, ETFs, and individual bonds, including Dimensional Fund Advisors funds, and provides both advisor-led and automated digital investment solutions.
Stephen E
CFP®
Omaha, NE
Avior Wealth Management, LLC
Stephen Esch is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Avior Wealth Management, LLC since 2021. Prior to Avior, he worked for seven years at Nelson Van Denburg & Campbell Wealth Management Group LLC. Outside of advising, he has been involved with CVC Construction since 2010. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets across about 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, employing a fundamental analysis-based investment process with both long- and short-term strategies.
Nickolas F
Series 63, Series 65
Omaha, NE
Mutual of Omaha Investor Services, Inc.
Nickolas Frerichs is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to joining Mutual of Omaha, he worked at Standard Heating and Air and has an academic background from the University of Nebraska-Lincoln. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering various managed account programs and retirement plan consulting, primarily through platform relationships with Envestnet and Pershing.
Alissa D
Series 65
Omaha, NE
First National Advisers, LLC
Alissa Dehl is a financial advisor at First National Advisers, LLC with three years of industry experience. She holds the Series 65 credential and previously worked at First National Bank of Omaha for 11 years. Outside of her advisory role, she serves as Treasurer and Committee Member for Boy Scouts of America Pack 464, where she manages financial reporting and leads annual fundraising efforts. First National Advisers, LLC is a subsidiary of First National Bank of Omaha that provides discretionary investment management to individuals and institutions. The firm offers diversified equity and fixed-income model portfolios, managed mutual fund and individual equity strategies, and holistic wealth services through a team-based approach.
Sydney S
Series 65, Series 63
Omaha, NE
Mutual of Omaha Investor Services, Inc.
Sydney Stanard is a financial advisor with Mutual of Omaha Investor Services, Inc. in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Mutual of Omaha and its Great Plains division since 2014. Outside of advisory work, Stanard serves as a board member of the Northview Lincoln Business Association and is also licensed as an insurance agent focusing on life, health, and annuity products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm operates through a platform relationship with Envestnet and uses Pershing as custodian and broker-dealer, combining advisory, broker-dealer, and insurance services within the Mutual of Omaha group.
Justin R
Series 66
Omaha, NE
Avior Wealth Management, LLC
Justin Reineke is a financial advisor with Avior Wealth Management, LLC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at UBS Financial Services and Wells Fargo Advisors. He serves on the board of directors for the Lincoln East Booster Club, supporting athletics at Lincoln East High School. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets with about 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions through discretionary and non-discretionary investment management, comprehensive financial planning, and business consulting.
Grant C
Series 63, Series 65
Omaha, NE
Bridges Investment Management Inc
Grant Coleman is a financial advisor at Bridges Investment Management Inc with four years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Charles Schwab and TD Ameritrade. Coleman also has experience in education and small business operations. Bridges Investment Management Inc is a multi-team registered investment adviser managing approximately $11.3 billion. The firm offers investment management, financial planning, pension consulting, and other services to a broad client base, employing a client-driven, long-term approach focused on fundamental analysis and providing various portfolio strategies.
Amanda R
Series 63, Series 65
Omaha, NE
Mutual of Omaha Investor Services, Inc.
Amanda Roenfeld is a financial advisor with Mutual of Omaha Investor Services, Inc. She holds Series 63 and Series 65 credentials and has 23 years of industry experience, including 20 years with Mutual of Omaha Investor Services. Outside of her advisory role, she is involved with Physician's Mutual LTC Trails. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, primarily operating through a network of Investment Advisor Representatives who utilize approved model portfolios and managers.
David B
Series 66
Omaha, NE
Avior Wealth Management, LLC
David Burritt is a financial advisor at Avior Wealth Management, LLC with four years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, J.P. Morgan Securities, and JPMorgan Chase Bank. Outside of his advisory role, he works occasionally as a professional golf caddie for PGA professionals and celebrities he personally knows. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through about 120 financial professionals. The firm serves individuals, pension plans, charitable and corporate entities, and banking institutions, offering comprehensive investment management and financial planning with a focus on fundamental analysis and continuous portfolio supervision.
Joshua S
Series 63, Series 65
Omaha, NE
Gladstone Wealth Partners
Joshua Swanson is a financial advisor with Gladstone Wealth Partners in Omaha, NE, holding Series 63 and Series 65 designations and 19 years of industry experience. His prior roles include positions at LPL Financial, Private Client Services, Plan Group Financial, and The Baker Group. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers who select customized strategies and leverage third-party managers and technology to serve a diverse client base.
Thomas K
Series 63, Series 65
Omaha, NE
Mutual of Omaha Investor Services, Inc.
Thomas Kienow is a financial advisor with Mutual of Omaha Investor Services, Inc. in Omaha, NE, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to his current role, he worked at Costco Wholesale and Sonic. Outside of financial advising, he is involved in youth sports as a baseball umpire. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, operating primarily through its network of Investment Advisor Representatives who recommend model portfolios or third-party managers on an approved platform.
Carol S
Series 63, Series 66
Omaha, NE
Mutual of Omaha Investor Services, Inc.
Carol Schram is a financial advisor with Mutual of Omaha Investor Services, Inc. She holds Series 63 and Series 66 licenses and has 23 years of industry experience. Carol has been with Mutual of Omaha Investor Services since 2015. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, managed accounts, and retirement plan consulting, operating primarily through a network of Investment Advisor Representatives who utilize approved products and managers.
Cheryl B
Series 63, Series 66
Omaha, NE
Avior Wealth Management, LLC
Cheryl Blakey is a financial advisor at Avior Wealth Management, LLC with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Protection Point Advisors, Eagles Coast Capital, Eagles Coast Wealth Management, Santander Securities, Santander Bank, and Bbtis. Outside of advising, she has a role as an agent for Medicare Supplement Insurance through Wellabe. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in assets for more than 4,200 clients. The firm offers investment management, financial planning, and business consulting to a diverse client base, employing both long-term and short-term strategies with continuous portfolio oversight.
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