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Jennifer S

CFA®

Omaha, NE

Schenkelberg Investments, LLC

Jennifer Schenkelberg is a CFA® charterholder and principal of Schenkelberg Investments, LLC in Omaha, Nebraska, with 21 years of industry experience. She founded Schenkelberg Investments in 2016 and serves as its sole advisor. Outside of advisory services, she owns and operates a small number of rental properties. Schenkelberg Investments manages approximately $59.5 million across about 96 client relationships, serving individuals, high-net-worth clients, and fiduciary entities including trusts, estates, and charitable organizations. The firm employs a model-driven, core-and-satellite investment approach with named strategies and provides discretionary asset management, financial planning, and educational newsletters.

Tax-loss harvesting Active portfolio management Concentrated stock management Options & derivatives strategies
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Robert D

Series 63, Series 66

Council Bluffs, IA

Alba Financial LLC

Robert Dodson is a financial advisor with Alba Financial LLC in Council Bluffs, IA, holding Series 63 and Series 66 credentials and 10 years of industry experience. He has previously worked at FBL Financial Group, Edward Jones, and several other financial services firms. Dodson also engages in investment advisory and financial planning through FBL Wealth Management, LLC. Alba Financial provides advisory services to individuals, charitable organizations, corporations, and employers, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs asset-allocation principles and modern portfolio theory, may use ESG screening upon request, and includes management of 401(k) assets and a wrap fee program among its notable offerings.

ESG / Sustainable investing Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
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Logan S

CFP®, Series 65

Omaha, NE

Sanders Retirement Planning LLC

Logan Sanders is a CFP® professional with four years of experience, currently serving as an advisor at Sanders Retirement Planning LLC. Prior to joining the firm, he held roles at TS Bank and US Bank. Outside of finance, he has been an instructor at Sanders ATA Martial Arts since 2008. Sanders Retirement Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as trusts, estates, and business entities. The firm employs a combination of fundamental analysis and strategic asset allocation, managing most assets on a discretionary basis.

General retirement planning Income planning Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
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Bradley K

Series 63, Series 66

Omaha, NE

Blue Capital

Bradley Kingsbury is a financial advisor at Blue Capital with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Capital Synergy Partners, Inc. from 2011 to 2019. Kingsbury serves as a board member of Divine Shepherd Lutheran Church in Omaha, NE. Blue Capital provides investment advisory and financial planning services primarily to individual clients, offering tailored portfolio management through discretionary and non-discretionary accounts. The firm employs a range of strategies including asset allocation, dollar-cost averaging, and both long- and short-term trading, with a focus on aligning portfolios with clients’ objectives, time horizon, and risk tolerance.

Annuities
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John D

Series 65

Omaha, NE

Sterling Financial Advisors, LLC

John Dee is a Series 65-licensed financial advisor with Sterling Financial Advisors, LLC in Omaha, NE. He has 12 years of industry experience and has been with Sterling Financial Advisors since 2012. Outside of his advisory role, he manages a vacation cabin rental property in Crosslake, MN. Sterling Financial Advisors serves individuals, trusts, pension and profit-sharing plans, and small businesses by providing asset management and pension consulting services. The firm employs discretionary portfolio management using fundamental and technical analysis across various asset classes and conducts periodic account reviews to align investments with client objectives.

Wealth management Retired Founder/Business Owner
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Bruce V

CFA®, Series 63, Series 65

Omaha, NE

Lawson Kroeker Investment Management Inc

Bruce Van Kooten is a CFA® charterholder with 22 years of industry experience, currently serving at Lawson Kroeker Investment Management Inc since 2006. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is an owner and partner at Cellar 44, a wine bar in Omaha, where he handles financial oversight and customer relations. Lawson Kroeker provides discretionary investment supervisory services to individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and profit-sharing plans, and a registered investment company, the LK Balanced Fund. The firm uses a fundamental, owner-oriented investment approach and maintains close client collaboration on asset allocation, managing approximately $682.7 million in discretionary assets.

Active portfolio management
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Ronny M

CFP®

Omaha, NE

Guide Rock Capital Management, Inc.

Ronny Miller is a CFP® professional with eight years of experience at Guide Rock Capital Management, Inc. in Omaha, NE, and one year at Riverfront Wealth Management LLC. He has served as president of Gallup Federal Credit Union since 2007. Guide Rock Capital Management serves individual clients, including high-net-worth individuals, and financial institutions, with a focus on credit union members through its ownership by Gallup Federal Credit Union. The firm provides wealth management, financial planning, consulting, and discretionary asset management, employing both fundamental analysis and trading strategies supported by detailed written reporting.

General retirement planning Income planning Wealth management Retired
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Jacob S

Series 65

Omaha, NE

Red Night Capital LLC

Jacob Semansky is a financial advisor at Red Night Capital LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Mainelli Wagner & Associates, Inc., Ulteig, and the University of Nebraska-Lincoln. Red Night Capital LLC provides portfolio management and financial planning services to high-net-worth individuals, small businesses, charitable organizations, and other advisers. The firm employs a combination of fundamental, quantitative, technical, and modern portfolio techniques and is noted for its Advanced Derivatives Overlay offering, which includes multi-leg option and futures strategies.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Private / alternative investments Executive
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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.

Options & derivatives strategies College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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Joseph B

Series 63, Series 65

Omaha, NE

Sterling Financial Advisors, LLC

Joseph Bayless is a financial advisor with Sterling Financial Advisors, LLC in Omaha, NE. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. He has worked with Omaha Wealth Management, LLC since 2016 and Raymond James Financial Services, Inc. since 2010. Bayless is also licensed to sell insurance and annuities through Raymond James Insurance Group. Sterling Financial Advisors serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and small businesses, offering asset management and pension consulting services. The firm provides asset management through wrap accounts and employs fundamental and technical analysis with both long- and short-term purchase strategies.

Wealth management Retired Founder/Business Owner
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Michael B

Series 63, Series 65

Omaha, NE

Sterling Financial Advisors, LLC

Michael Butkus is a financial advisor with Sterling Financial Advisors, LLC in Omaha, NE, holding Series 63 and Series 65 licenses and totaling 29 years of industry experience. He has been with Omaha Wealth Management, LLC since 2016. Outside of his advisory role, he manages rental properties through two LLCs. Sterling Financial Advisors serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and small businesses. The firm offers asset management and pension consulting services, utilizing fundamental and technical analysis to implement a range of investment strategies, and operates a wrap-fee program alongside pension plan support.

Wealth management Retired Founder/Business Owner
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Katherine D

Series 66

Omaha, NE

Fyvie Financial LLC

Katherine Derisson is a financial advisor with Fyvie Financial LLC in Omaha, NE, holding a Series 66 designation and eight years of industry experience. She previously worked at Hightower Securities LLC and Edward Jones. Outside her advisory role, she co-owns Fempreneur Fair, an event-focused business supporting female entrepreneurs, and serves as a FemCity Collective leader for business networking. Fyvie Financial provides fee-only advisory and financial planning services to U.S. and cross-border individuals and families, emphasizing tailored investment portfolios based on comprehensive client assessments. The firm also offers tax, bookkeeping, and payroll services for small businesses and manages most assets through wrap-fee programs, with specialized cross-border and U.K. pension consulting capabilities.

Business ownership considerations Tax strategies for small businesses Cross-border / expatriate tax planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Expats
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Scott L

Series 65

Omaha, NE

Sanders Retirement Planning LLC

Scott Leise is a Series 65 licensed advisor at Sanders Retirement Planning LLC in Omaha, NE, with six years of industry experience. His prior roles include positions at TS Bank d/b/a Callahan Financial Planning, Callahan Financial Planning Company, and Wells Fargo. Sanders Retirement Planning LLC offers investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as trusts, estates, and business entities. The firm employs fundamental analysis combined with strategic and tactical asset allocation, managing most assets on a discretionary basis and incorporating ongoing portfolio monitoring and periodic rebalancing.

General retirement planning Income planning Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
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Keith S

CFP®, ChFC®, Series 63

Omaha, NE

Dessonville Financial Group Incorporated

Keith Schmidt is a CFP® and ChFC® with over 31 years of industry experience. He has been with Dessonville Financial Group Incorporated since 1993 and also operates the Benefits Consulting Group, where he assists employers and individuals with employee benefits and insurance policies. Dessonville Financial Group Inc. is a fee-only, independent investment adviser serving individuals, high-net-worth clients, and private trusts and estates. The firm employs an active, tactical asset-allocation approach with a predominantly non-discretionary asset mix, allowing clients greater control over investment decisions.

Active portfolio management Real estate investing
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Agustin M

Series 66

Omaha, NE

Blue Capital

Agustin Molina is a financial advisor at Blue Capital with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Capital Synergy Partners and Molina Financial, Inc. He has been with Blue Capital since 2019. Blue Capital provides investment advisory and financial planning services primarily to individual clients, tailoring portfolios to clients’ objectives, time horizon, and risk tolerance. The firm employs various investment approaches including asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term trading.

Annuities
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Michael H

Series 63, Series 66

Omaha, NE

Blue Capital

Michael Herek is a financial advisor at Blue Capital with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Blue Capital since 2019, previously spending five years with Capital Synergy Partners. Outside of his advisory role, he is the owner of the Red Lion Lounge in Omaha, Nebraska. Blue Capital provides investment advisory and financial planning services primarily to individual clients. The firm offers tailored portfolio management using various strategies and conducts regular account reviews, with a focus on aligning investments to clients’ objectives, time horizons, and risk tolerance.

Annuities
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Brooks C

Series 63, Series 65

Omaha, NE

Lakewood Asset Management, LLC

Brooks Call is a financial advisor at Lakewood Asset Management, LLC in Omaha, NE, holding Series 63 and Series 65 credentials with 22 years of industry experience. He has worked with UBS Financial Services Inc since 2005. Lakewood Asset Management serves individual and high-net-worth clients, trusts, estates, pension, and charitable entities, managing approximately $249 million across 155 client relationships. The firm employs a bottom-up, fundamental, long-term value investing approach, focusing on undervalued companies and special situations, and offers both discretionary portfolio management and stand-alone financial planning.

Wealth management Tax-loss harvesting Retirement income strategy General estate planning guidance
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Loren D

Series 65

Omaha, NE

Dessonville Financial Group Incorporated

Loren Dessonville is a financial advisor at Dessonville Financial Group Incorporated in Omaha, NE, holding a Series 65 designation and bringing 31 years of industry experience. He has been with Dessonville Financial Group since 1993. Dessonville Financial Group is a fee-only, independent investment adviser serving individuals, high-net-worth clients, and private trusts and estates. The firm employs an active, tactical asset-allocation approach using a range of investment vehicles, with a notable emphasis on non-discretionary asset management that allows clients greater control over investment decisions.

Active portfolio management Real estate investing
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Trent S

Series 65

Omaha, NE

Jersey Shore Portfolio Management, LLC

Trent Smalley is a financial advisor at Jersey Shore Portfolio Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at DTN since 2007. Jersey Shore Portfolio Management provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and other advisors. The firm employs a blend of fundamental and technical analysis with a long-term orientation while allowing active trading, using a range of investment vehicles including ETFs, equities, fixed income, options, futures, and currencies, and offers portfolio management for pooled vehicles along with support for self-directed investors.

Active portfolio management Options & derivatives strategies Concentrated stock management Private / alternative investments
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Arnold W

Series 63, Series 65

Omaha, NE

Arnold Weitz & Co

Arnold Weitz is a financial advisor with Arnold Weitz & Co. in Omaha, NE, holding Series 63 and Series 65 licenses and possessing 53 years of industry experience. His prior roles include positions at Track Record LLC and Raymond James Financial Services, where he has worked since 1999. He is also president and owner of Arnold Weitz and Company, a support business. Arnold Weitz & Co. provides investment advisory and financial planning services primarily to individuals, families, trusts, foundations, and certain corporate entities. The firm focuses on individualized asset-allocation models and balanced strategies emphasizing dividend-paying equities and investment-grade income instruments, managing approximately $408 million for a small client base.

General retirement planning Social Security optimization Medicare planning Charitable giving & philanthropy Concentrated stock management
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