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Colin K

Series 66

Papillion, NE

Commonwealth Financial Network

Colin Kramer is a financial advisor with Commonwealth Financial Network in Papillion, NE, holding a Series 66 designation and 19 years of industry experience. His prior work includes 11 years at Waddell & Reed, Inc. and ownership roles in entities such as Colin M. Kramer, LLC and SWP Re Holdings LLC. He is also a co-owner and managing member of Pathfinder Wealth Advisors, LLC, which operates securities, advisory, and insurance businesses. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs and services including wealth management and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

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

Series 63, Series 65

Papillion, NE

First Command Advisory Services

Benjamin Meyer is a financial advisor with First Command Advisory Services in Papillion, Nebraska. He holds Series 63 and Series 65 registrations and has been with First Command Brokerage Services Inc. since 2025. Prior to his advisory role, he served four years in the United States Marine Corps and worked in other occupations including at Domino's Pizza. 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 provides financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team that selects 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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Misty N

Series 66

Papillion, NE

Commonwealth Financial Network

Misty Newman is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 18 years of industry experience. She previously worked at Equitable Advisors and AxA Advisors before joining Commonwealth and Pathfinder Wealth Advisors in 2024. She is also the owner of Imperial Wealth Management, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and customized investment solutions, while providing operations, trading, technology, compliance, and practice-management support to affiliated advisors.

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

Series 66

Papillion, NE

First Command Advisory Services

John Shafer is a financial advisor at First Command Advisory Services with one year of industry experience. He holds a Series 66 designation and has worked at multiple First Command entities since 2026. Prior to that, he was employed at LPL Enterprise and National Indemnity Company. 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 provides financial planning and wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers who select and monitor model portfolios from approved investment options.

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

Series 66

Papillion, NE

Raymond James Financial

Paul Ganow is a financial advisor with Raymond James Financial in Papillion, NE, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Cetera Advisor Networks, Carson Group, Edward Jones, and First National Bank of Omaha. Ganow is also involved with Omaha Sports Academy, where he has been active since 2019. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, pension plans, and institutional clients. The firm provides tailored, non-discretionary planning and emphasizes analytical tools such as risk profiling and probability modeling.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Gary P

Series 63, Series 66

Papillion, NE

Edward Jones

Gary Porfert is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Thrivent Investment Management Inc and Allstate Insurance Company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Joshua S

CFP®, Series 66, Series 63

Papillion, NE

Edward Jones

Joshua Sapp is a CFP® with 12 years of experience in the financial services industry, all of which have been with Edward Jones since 2014. He holds Series 66 and Series 63 licenses and is based in Papillion, NE. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Business ownership considerations Multi-generational wealth transfer Wealth management Founder/Business Owner Intergenerational Families
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Penny K

Series 66

Omaha, NE

Cambridge Investment Research Advisors

Penny Kreikemeier is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and two years of industry experience. She has previously worked at Edward Jones for ten years and has been affiliated with Soar Wealth Strategies and Commonwealth Financial Network. Outside of financial advising, she is involved in a retail sales business. Cambridge Investment Research Advisors serves a broad client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers a variety of investment implementation options, including proprietary and third-party model strategies, through a large network of independent Financial Professionals.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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John C

CFP®, Series 63

Omaha, NE

LPL Financial

John Connealy is a CFP® professional at LPL Financial with 38 years of industry experience. His previous roles include long tenures at Securities America Advisors, Inc. and Jfc Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services.

College savings (529s, UTMA, etc.)
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Michael C

Series 63, Series 65

Omaha, NE

Raymond James Financial

Michael Croker is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior work includes roles at Lincoln Investment, Capital Analysts, and Horace Mann Insurance. He owns Croker & Associates, a support company used to run his wealth management practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, employing tailored, non-discretionary planning strategies supported by analytical tools and risk profiling. The firm serves a broad client base and offers specialized programs including municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Tia B

CFP®, Series 66, Series 63

Papillion, NE

LPL Financial

Tia Berend is a CFP® professional with 11 years of experience in the financial industry, currently affiliated with LPL Financial since 2015. She operates from Papillion, NE, and holds Series 66 and Series 63 licenses. Berend is involved in additional business activities including managing Berend Wealth Management, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

College savings (529s, UTMA, etc.)
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Montie P

Series 63, Series 65

Papillion, NE

OSAIC

Montie Piccininno is a financial advisor with Osaic Wealth, Inc. and holds Series 63 and Series 65 credentials. He has 24 years of industry experience and has worked at firms including Cetera Advisors LLC and First Allied Advisory Services. He also serves as a Financial Planning Operations Manager and Planning Associate at Vitucci Integrated Planning. Osaic Wealth, Inc. serves a broad range of clients including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jonathan D

Series 66

Papillion, NE

Edward Jones

Jonathan De Rocha is a financial advisor at Edward Jones in Papillion, NE, with one year of industry experience. He holds a Series 66 designation and previously worked in the automotive and logistics industries. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,000 advisors, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Matthew B

CFP®, Series 66

Bellevue, NE

Edward Jones

Matthew Burton is a CFP® with 17 years of industry experience and has been with Edward Jones in Bellevue, NE since 2008. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Military & Veterans
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Mark S

Series 63, Series 65

La Vista, NE

OSAIC

Mark Scott is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at Securities America Advisors and Minnesota Life Insurance Co, spanning over a decade in multiple positions. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisors and multiple platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Christopher A

Series 63, Series 65

Omaha, NE

LPL Financial

Christopher Allred is a financial advisor with LPL Financial in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining LPL Financial in 2020, he worked at JFC Financial and Securities America from 2011 to 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Chadd H

Series 63, Series 66

Omaha, NE

LPL Financial

Chadd Hoeft is a financial advisor with LPL Financial in Omaha, NE, holding Series 63 and Series 66 licenses and 26 years of industry experience. His prior roles include positions at Western International Securities, Inc. and Financial West Group. Outside of his advisory work, he is the owner of Uprising Bakery, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Jon S

CFP®, Series 66

Omaha, NE

Cambridge Investment Research Advisors

Jon Schuetz is a CFP®-designated financial advisor with 16 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and also leads Soar Wealth Strategies as president and owner. His prior experience includes roles at Commonwealth Financial Network and Edward Jones. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through independent financial professionals, utilizing multiple custody platforms and a variety of proprietary and third-party strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Stephanie C

Series 63, Series 65

Papillion, NE

LPL Financial

Stephanie Chapman is a financial advisor with LPL Financial in Papillion, NE, holding Series 63 and Series 65 designations and bringing 11 years of industry experience. Prior to joining LPL Financial in 2021, she worked at BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency Inc., BBVA Securities Inc., Compass Bank, and ProEquities Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and portfolio management tools.

College savings (529s, UTMA, etc.)
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Michelle L

Series 66

Papillion, NE

Cetera

Michelle Liabraaten is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. She has worked at Cetera Wealth Services, LLC since 2023 and at VOYA Financial Advisors from 2014 to 2023. Outside of her advisory career, she serves as a board member of the Paul Andrew Clapper Foundation, which focuses on fundraising and awareness related to blood cancers and bone marrow screening. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with 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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