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Krista L

Series 65, Series 66

Lincoln, NE

Innovative Advisory Group

Krista Letcher is a financial advisor at Innovative Advisory Group with Series 65 and Series 66 credentials and seven years of industry experience. Her prior roles include positions at Edward Jones, Morgan Stanley, and TD Ameritrade. Innovative Advisory Group serves individuals, trusts, estates, corporations, and employer-sponsored plan participants, offering discretionary asset management alongside comprehensive financial planning and specialized services. The firm uses a multi-strategy investment approach and operates as an eight-advisor team managing approximately $194 million in discretionary assets.

Annuities Long-term care insurance Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Cash flow / budgeting Founder/Business Owner Self-Employed
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Clark B

Series 63

Lincoln, NE

Bellwether Wealth

Clark Bellin is a financial advisor with Bellwether Wealth in Lincoln, Nebraska, holding a Series 63 designation and over 29 years of industry experience. His career includes roles at Milemarker Investment Solutions, Purshe Kaplan Sterling Investment, Kestra Financial Services, and Ameritas Investment Company. Outside of investment advising, he is a minority owner of Captogrowth, a business focused on digitizing and organizing hardcopy photos for sale. Bellwether Wealth provides investment management and comprehensive planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $783 million in discretionary assets and employs a team-based approach combining active and passive strategies, utilizing proprietary models and third-party artificial intelligence tools for portfolio construction.

Active portfolio management Private / alternative investments Founder/Business Owner Retired
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Lance N

Series 66

Lincoln, NE

Bellwether Wealth

Lance Norquest is a financial advisor at Bellwether Wealth with 11 years of industry experience. He holds a Series 66 credential and has worked at Bellwether Advisors, LLC, Purshe Kaplan Sterling Investments, and Securities America in prior roles. Bellwether Wealth provides investment management and comprehensive planning services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $782.8 million in discretionary client assets and employs a team-based approach that combines active and passive strategies, utilizing proprietary models and third-party artificial intelligence platforms for portfolio construction.

Active portfolio management Private / alternative investments Founder/Business Owner Retired
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Adam S

Series 65

Lincoln, NE

Bellwether Wealth

Adam Snow is a financial advisor with Bellwether Wealth in Lincoln, NE. He holds a Series 65 designation and has over eight years of experience in the financial services industry, including roles at First Citizens Bank, CIT, and Bank of the West. Snow joined Bellwether Wealth in 2025. Bellwether Wealth provides investment management and comprehensive planning services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $782.8 million in discretionary client assets and uses a combination of active and passive strategies supported by proprietary models and third-party AI platforms for portfolio construction.

Active portfolio management Private / alternative investments Founder/Business Owner Retired
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Benjamin B

Series 65

Lincoln, NE

Sound Stewardship, LLC

Benjamin Buethe is a financial advisor at Sound Stewardship, LLC in Lincoln, Nebraska, holding a Series 65 credential with five years of industry experience. Prior to joining Sound Stewardship in 2021, he worked at Anderson Auto Group and Nebraska Book Company and operated his own advisory business from 2014 to 2020. Sound Stewardship serves individual and high-net-worth clients, as well as trusts, charitable organizations, and business owners, offering comprehensive financial planning and discretionary investment management. The firm builds customized portfolios with an emphasis on tax-efficient ETFs and offers biblically and socially responsible investing options alongside educational seminars and public-speaking workshops.

Charitable giving & philanthropy Debt management Cash flow / budgeting Wealth management
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Noran K

Series 63, Series 65, Series 66

Lincoln, NE

Bellwether Wealth

Noran Knobbe is a financial advisor with Bellwether Wealth in Lincoln, NE, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. His prior roles include positions at Pacific Select Distributors, Pacific Life, TD Waterhouse Investor Services, and Ameritrade. Bellwether Wealth provides investment management and planning services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $782.8 million in discretionary assets and employs a team-based approach that combines active and passive strategies, supplemented by proprietary models and third-party artificial intelligence tools to tailor portfolios to clients’ goals and risk tolerance.

Active portfolio management Private / alternative investments Founder/Business Owner Retired
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Christian K

Series 63, Series 66

Lincoln, NE

The Karras Company, Inc.

Christian Karras is a financial advisor at The Karras Company, Inc. in Lincoln, Nebraska, holding Series 63 and Series 66 designations with six years of industry experience. His work history includes roles at Fidelity and Raymond James Financial Services. The Karras Company provides wealth planning, investment consulting, and portfolio management services to individuals, institutions, and employer-sponsored retirement plans. The firm manages approximately $373 million in SEC regulatory assets and advises on about $3.45 billion, utilizing a strategic asset allocation approach with diversified portfolios and a buy-and-hold orientation.

Retirement income strategy General tax planning Life insurance needs analysis Business succession planning Charitable giving & philanthropy Founder/Business Owner Retired
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Craig H

Series 63, Series 65

Lincoln, NE

Prairie Wealth Advisors, Inc.

Craig Hundt Sr. is a financial advisor at Prairie Wealth Advisors, Inc. in Lincoln, NE, with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Prairie Wealth Advisors since 2012, following nine years at Purshe Kaplan Sterling Investments. Hundt also serves as treasurer for the Nebraska Big Game Society, a nonprofit organization. Prairie Wealth Advisors serves individual clients, including high-net-worth households, as well as pension plan sponsors, trusts, charitable organizations, and pooled investment vehicles. The firm offers comprehensive portfolio and asset management, financial planning, and pension consulting, with an investment approach that includes ETFs, mutual funds, individual equities and bonds, options, and both fundamental and technical analysis.

Private / alternative investments
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Marshall W

Series 65

Lincoln, NE

AlphaStar Capital Management

Marshall Williford is a financial advisor at AlphaStar Capital Management with one year of industry experience. He holds a Series 65 designation and has prior work experience at Envision Retirement Solutions and Cornerstone Bank. Outside of advising, he works as a CPR instructor on a part-time basis. AlphaStar Capital Management serves individual, corporate, and retirement plan clients by providing discretionary investment management, financial planning, and subadvisory services. The firm uses a combination of firm-designed and advisor-directed models employing strategic and tactical approaches across various asset types, and manages approximately $2.5 billion in assets with a substantial multi-advisor team.

Tax-loss harvesting Active portfolio management Passive / index investing Private / alternative investments Founder/Business Owner Retired
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Nathan C

Series 63

Lincoln, NE

AlphaStar Capital Management

Nathan Clark is a financial advisor at AlphaStar Capital Management with 27 years of industry experience. He holds a Series 63 designation and has worked at Virtue Capital Management, Brookstone Wealth Advisors, and has been the owner and president of Financial Management, Inc. DBA Envision Retirement Solutions since 1994. AlphaStar Capital Management manages approximately $1.84 billion for individuals, trusts, small businesses, pension plans, and other advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, using both predefined model portfolios and custom strategies based on strategic asset allocation and quantitative analysis.

Tax-loss harvesting Active portfolio management Passive / index investing Private / alternative investments Founder/Business Owner Retired
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Dana T

Series 63, Series 65

Lincoln, NE

Mutual Of Omaha Investor Services, Inc.

Dana Troske is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 registrations and over 40 years of industry experience. He has been with Mutual of Omaha Investor Services and its predecessor Mutual/United of Omaha since 1984. Outside of advisory work, he serves as vice president of HILEAF LLC, an industrial site and warehouse business based in Lincoln, NE. 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 on a platform relationship with Envestnet and uses Pershing as custodian, delivering managed solutions through approved model portfolios and third-party managers.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Drew S

Series 63, Series 65

Lincoln, NE

Alera Investment Advisors, LLC

Drew Switzer is a financial advisor at Alera Investment Advisors, LLC in Lincoln, NE, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Mutual of Omaha and Prime Pensions. Outside of his advisory work, he operates as a self-employed travel agent on a limited basis. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, families, trusts, businesses, and institutions. The firm employs a primarily long-term, fundamental analysis-driven investment approach and integrates insurance and pension-consulting platforms within its advisory services.

Wealth management
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Michelle C

Series 66

Lincoln, NE

Creative Financial Designs, Inc.

Michelle Christy is a financial advisor at Creative Financial Designs, Inc. in Lincoln, NE, with three years of industry experience. She holds the Series 66 designation and has previously worked at Nutrabolt and Cetera Advisor Networks LLC. In addition to her advisory role, she serves as president of CoreFocus Business Consulting, providing business management and financial reporting services in the consumer packaged goods sector. Creative Financial Designs serves individual, corporate, and institutional clients, including employer retirement plans. The firm offers discretionary and non-discretionary investment management along with financial planning and consulting, using asset-class model allocations and multiple risk objectives to structure portfolios.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Michael R

Series 65

Lincoln, NE

Impact Partnership Wealth, LLC

Michael Riedmiller is a financial advisor at Impact Partnership Wealth, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at several firms including Fusion Capital Management, Zega Financial, and Retirement Wealth Advisors. Riedmiller is also the co-author of two books on financial education, contributing chapters on general financial topics. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm utilizes a combination of third-party strategists, adviser-managed models, and direct indexing with tactical overlays, offering discretionary trading authority within client-imposed restrictions.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments
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Dylan M

Series 63, Series 65

Lincoln, NE

Mutual Of Omaha Investor Services, Inc.

Dylan Mac Kichan is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and bringing five years of industry experience. His work history includes roles at Mutual of Omaha Investor Services and Union Bank and Trust. In addition to advisory services, he is licensed as an insurance agent, covering various insurance lines including life, health, and disability. Mutual of Omaha Investor Services, Inc. provides financial advisory services to individuals, corporations, and qualified retirement plans, offering a range of managed account programs and retirement plan consulting. The firm operates through platform relationships with Envestnet and uses Pershing as custodian and broker-dealer, combining advisory, broker-dealer, and insurance distribution services within the Mutual of Omaha group.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Benjamin L

Series 63, Series 65

Lincoln, NE

Mutual Of Omaha Investor Services, Inc.

Benjamin Lucks is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and six years at the firm. He has a total of five years of industry experience, including prior roles at Dodge Partners Insurance and Vinnie Krikac State Farm Agency. In addition to his advisory work, he is an insurance agent specializing in life, health, annuities, and property and casualty lines. Mutual of Omaha Investor Services, Inc. provides financial planning and advisory services to individuals, corporations, and qualified retirement plans. The firm offers managed account programs and retirement plan consulting, delivering solutions primarily through Envestnet’s platform and working alongside broker-dealer and insurance operations within the Mutual of Omaha group.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Alan K

CFP®, ChFC®, Series 63, Series 65

Lincoln, NE

Royal Fund Management, LLC

Alan Kuzma is a CFP® and ChFC® with 34 years of industry experience. He is currently with Royal Fund Management, LLC and has previously worked at Capital Markets IQ, LLC and Global Financial Private Capital. He is also the owner and insurance agent of Kuzma Financial Services, offering life and health insurance plans. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, pension consulting, and 401(k) advice. The firm employs a range of investment strategies and manages client portfolios under written Investment Policy Statements.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Real estate investing Annuities Founder/Business Owner
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William G

CFP®, Series 63, Series 65

Lincoln, NE

Creative Financial Designs, Inc.

William Grossman is a CFP® professional with 32 years of industry experience. He is currently with Creative Financial Designs, Inc. and has prior experience at Woodbury Financial Services Inc., Grossman Financial Planning, and SII Investments, Inc. He is also the owner of Grossman Financial Planning, Inc., a corporation that markets life, health, disability, and long-term care insurance. Creative Financial Designs serves individual and high-net-worth clients, charitable organizations, corporate and business clients, and employer retirement plans with a range of investment management and financial planning services. The firm’s investment process emphasizes asset-class model allocations supported by third-party research and offers various strategies including passive, tactical, and Biblical Responsible Investing options.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Jeffrey R

Series 63, Series 66

Lincoln, NE

Advisor Share Wealth Management, LLC

Jeffrey Riesberg is a financial advisor with Advisor Share Wealth Management, LLC in Lincoln, Nebraska, holding Series 63 and Series 66 licenses and with 20 years of industry experience. His prior roles include positions at Sequent Planning, LLC, Allstate Financial Advisors, LLC, and TD Ameritrade, INC. Outside of his advisory work, Riesberg owns a Medicare agency and acts as a solicitor referring clients to an estate preservation firm. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans. The firm offers portfolio management and retirement-plan services, utilizing third-party sub-advisers and model portfolios, and provides alternative and private investment options to eligible clients.

Private / alternative investments ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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Pamela K

Series 63, Series 66

Lincoln, NE

Principal Financial Services

Pamela Kenaston is a financial advisor at Principal Financial Services with 23 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior roles include positions at Principal Life Insurance Company, Atria Wealth Solutions, Cadaret Grant & Co., Ameritas Advisory Services, and Capital One. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. 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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