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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.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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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.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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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.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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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.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Cynthia O

Series 63, Series 66

Ashland, NE

Principal Financial Services

Cynthia Ortlieb is a financial advisor with Principal Financial Services in Ashland, NE, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has previously worked at Securities America Advisors and Securities America Inc. since 2008 and has been with Principal Securities and Principal Life Insurance since 2018. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Retired Founder/Business Owner
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Nathan R

Series 63, Series 65

Papillion, NE

First Command Advisory Services

Nathan Rachwitz is a financial advisor at First Command Advisory Services with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Command since 2009. Outside of his advisory work, he is involved with the Bellevue Swim Club and Immanuel Lutheran Church. 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, utilizing a centralized Investment Management Team to design and manage model portfolios.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Scott C

Series 66

Papilllion, NE

First Command Advisory Services

Scott Carlson is a financial advisor at First Command Advisory Services with five years of industry experience. He holds a Series 66 designation and has worked across multiple related entities within First Command since 2020. Prior to joining First Command, he spent four years employed by the State of Nebraska. First Command Advisory Services is an SEC-registered investment adviser that serves 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 through a centralized Investment Management Team that selects portfolios and third-party managers from approved lists.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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David L

CFP®, ChFC®, Series 66

Papillion, NE

First Command Advisory Services

David Lammert is a CFP®, ChFC®, and Series 66-registered financial advisor with nine years of industry experience. He has worked with First Command Advisory Services, First Command Insurance Services, and First Command Financial Planning since 2016. Prior to his financial career, he served seven years in the United States Army. Outside of his primary advisory role, he is the president of Live Free Financial Planning LLC. First Command Advisory Services, Inc. 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, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to design and manage model portfolios with discretionary authority.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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John S

CFP®, Series 63, Series 65

Papillion, NE

Commonwealth Financial Network

John Schutzius is a CFP® professional with two years of industry experience, currently affiliated with Commonwealth Financial Network and CalmWater Financial Group. His prior experience includes roles at Foster Group, Inc. and Innovest Portfolio Solutions, among others. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Erin L

Series 66

Papillion, NE

First Command Advisory Services

Erin Lammert is a financial advisor with First Command Advisory Services in Papillion, NE, holding a Series 66 designation and nine years of industry experience. Prior to her advisory roles, she served seven years in the United States Army. She is also treasurer and co-owner of Live Free Financial Planning LLC, a non-investment-related business. 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 wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers, emphasizing in-person financial coaching and employee ownership.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Kyle R

Series 63, Series 66

Papillion, NE

AE Wealth Management, LLC

Kyle Reznicek is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked at AE Wealth Management and AE Financial Services since 2022 and previously spent 11 years at Securities America Advisors and Securities America Inc. He serves as a Supervisory Controls Specialist within his firm. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach with model portfolio solutions, discretionary management, financial planning, and plan services, supporting advisors with an internal Investment Consulting Group and programs licensing models to other RIAs.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Kathryn J

Series 63, Series 65

Papillion, NE

First Command Advisory Services

Kathryn Jensen is a financial advisor with First Command Advisory Services in Papillion, NE. She holds Series 63 and Series 65 credentials and has recently started her career in the financial industry. Prior to joining First Command, she served in the U.S. Army from 2015 to 2025. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a long-standing focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team and Wealth Portfolio Managers who select model portfolios and third-party managers from approved lists.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Eric A

Series 66

Papillion, NE

Kestra Advisory

Eric Allen is a financial advisor with Kestra Advisory in Papillion, NE, holding a Series 66 designation and 15 years of industry experience. His prior work includes ten years with Securities America Advisors and 17 years with Securities America Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and supports multiple management platforms and third-party solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Omar N

Series 66

Papillion, NE

First Command Advisory Services

Omar Nurse is a financial advisor with First Command Advisory Services and holds a Series 66 designation. He has five years of experience in the financial services industry and previously served 24 years in the United States Air Force. He is also the owner of Squared Away Financial LLC. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporations, and charitable clients, with a particular emphasis on active-duty service members and their families. The firm offers financial planning and a range of wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Joel D

Series 63, Series 65

Papillion, NE

First Command Advisory Services

Joel Dighans is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with First Command Advisory Services since 2015 and has worked with related First Command entities since 2011. Outside of his advisory role, he owns and operates Joel Dighans, LLC. 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 provides financial planning and offers multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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John K

Series 63, Series 65

Papillion, NE

Commonwealth Financial Network

John Kelly is a financial advisor at Commonwealth Financial Network with 26 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Pathfinder Wealth Advisors, Great Western Investments & Insurance, Great Western Bank, Raymond James Financial Services, and Cetera Investment Services. In addition to advisory work, he owns John Kelly Financial Services, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors. The firm offers a range of managed account programs, third-party asset manager access, retirement consulting, and custody services, managing over $212 billion in client assets.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Tylar T

Series 65, Series 63

Papillion, NE

Commonwealth Financial Network

Tylar Tierney is a financial advisor with Commonwealth Financial Network in Papillion, NE, holding Series 65 and Series 63 credentials and four years of industry experience. Prior to his advisory roles, he served as a sergeant in the Nebraska Army National Guard. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets. The firm offers a broad platform of managed-account programs, access to third-party managers, and comprehensive back-office support.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Wyatt W

Series 66

Papillion, NE

Commonwealth Financial Network

Wyatt Webster is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and beginning his advisory career in 2025. Prior to his work in financial services, he has held various roles including employment at DoubleTree by Hilton and ownership of WW, LLC, a company managing real estate in Omaha, Nebraska. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm provides comprehensive operational, trading, technology, investment management, compliance, and practice-management support while enabling advisors to offer personalized investment solutions.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Shannon T

Series 66

Papillion, NE

First Command Advisory Services

Shannon Tabor is a Series 66–licensed financial advisor with First Command Advisory Services, based in Papillion, NE. He has three years of industry experience and served 25 years in the United States Air Force prior to his current role. 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 multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers who select and monitor model portfolios using approved third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Daniel S

Series 66

Papillion, NE

Commonwealth Financial Network

Daniel Shultz is a financial advisor with Commonwealth Financial Network in Venice, Florida, holding a Series 66 designation and 13 years of industry experience. He has worked at Commonwealth since 2017 and has operated his own advisory and consulting firms since 2011. Outside of his advisory work, he is a managing member and owner of multiple entities involved in securities, advisory, and insurance businesses. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm offers a range of investment solutions and supports affiliated advisors with operations, technology, compliance, and practice management.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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