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Michael S

Series 63, Series 65

Lincoln, NE

Ameritas Advisory Services, LLC

Michael Shoemaker is a financial advisor with Ameritas Advisory Services, LLC in Lincoln, NE, holding Series 63 and Series 65 credentials and having 39 years of industry experience. He has worked at Ameritas Investment Corp. since 1998 and was previously with Abbott Shoemaker Financial, LLC. Outside of his advisory role, he is involved in personal investments focused on vintage cars and lifestyle-related opportunities such as restaurants and bars through VELOCIDAD, LLC. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of services including asset management, financial planning, and retirement plan advisory, utilizing multiple program platforms and a variety of investment vehicles.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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Stephen M

CFP®

Lincoln, NE

Brookstone Capital Management LLC

Stephen Morris Sr. is a CFP® professional with 14 years of industry experience, currently serving at Brookstone Capital Management LLC since 2018. He has prior experience with OnPointe Advisory and Financial Services, LLC, and Barrington Capital Management, Inc. Since 1990, he has also been president of Resources Planning Company, which provides life planning services for persons with disabilities. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions, and supports a large advisor network with various managed account services.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
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Dana L

Series 66

Lincoln, NE

D.A. Davidson & Co.

Dana Leetch is a Series 66 licensed financial advisor with D.A. Davidson & Co. in Lincoln, Nebraska, and has nine years of industry experience. He has been with D.A. Davidson & Co. since 2016. Outside of his advisory role, he serves as a junior varsity softball coach at Lincoln Southeast High School. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, and charitable and corporate clients. The firm operates under fiduciary standards and provides a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for clients with significant assets.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Jeffrey S

Series 66

Lincoln, NE

D.A. Davidson & Co.

Jeffrey Semrad is a financial advisor at D.A. Davidson & Co. with 25 years of industry experience. He holds a Series 66 designation and has been with D.A. Davidson since 2016. Outside of his advisory role, he serves on the board of directors for The Pegler Family Foundation and Insight Capital, and is an owner/shareholder of B Team Press, LLC. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, and a Private Wealth program for clients with significant net worth, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Scott V

Series 63, Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Scott Van Dyke is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and over 23 years of industry experience. His career includes roles at Ameritas Investment Company, LLC and ALLSTATE Financial Services LLC. Outside of his advisory work, he is a sales consultant for EMRIS International, marketing dietary supplements and recruiting others in sales. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of investment programs and uses both proprietary and third-party model portfolios, with a corporate structure that includes affiliated broker-dealer, insurance, and underwriting entities.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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Robert T

ChFC®, Series 63, Series 66

Lincoln, NE

Equity Services, inc.

Robert Thompson is a ChFC®-designated financial advisor with Equity Services, Inc. in Lincoln, Nebraska, where he has worked since 1974, accumulating 52 years of industry experience. He serves as chairman of the board for People Link, a nonprofit organization involved in Christian missionary activity. Thompson also operates a sole proprietorship offering insurance products including life, disability, medical, long-term care, and annuities. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms, often utilizing third-party asset managers and model portfolios, and combines long-term investment strategies with options for shorter-term trading and specialized instruments.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Income planning Founder/Business Owner Retired Executive
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Conor W

Series 66

Lincoln, NE

Eagle Strategies (NY Life)

Conor Willeke is a financial advisor with Eagle Strategies (NY Life) based in Lincoln, NE, holding a Series 66 designation and one year of industry experience. He operates Willeke Financial Group, LLC, for the purpose of selling New York Life products and services. Outside of his advisory role, Conor serves as a Peer Assistant at Nebraska Wesleyan University, where he helps build community among students. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a broad range of individual and institutional clients. The firm offers tailored advisory solutions through various program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Bobbi W

Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Bobbi Wiggins Short is a financial advisor at Ameritas Advisory Services, LLC with 24 years of industry experience. She holds the Series 66 designation and has worked at Ameritas since 2001 in various roles, including Ameritas Investment Corp and Ameritas Advisory Services. Outside of finance, she is involved with the Sesostris Shrine Social Hall, where she raises funds for medical expenses for sick children. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions, utilizing model portfolios, mutual funds, ETFs, and individual securities, with multiple program platforms and access to third-party managers.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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Joshua R

Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Joshua Ruhnke is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 24 years of industry experience. He has worked at Ameritas Advisory Services since 2019 and has been affiliated with related Ameritas entities since 2007. Prior to that, he was with Principal Financial Services for two years. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment vehicles and model portfolios, offering various discretionary and non-discretionary programs supported by multiple platforms and third-party technology.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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Mark D

CFP®, Series 66

Lincoln, NE

D.A. Davidson & Co.

Mark Dolton is a CFP® and holds a Series 66 license with 19 years of industry experience. He has been with D.A. Davidson & Co. in Lincoln, NE, since 2016. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers services under fiduciary standards involving both qualitative and quantitative analysis and is also active in municipal advisory and underwriting, distinguishing it from many large enterprise advisers.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Darrell S

Series 63, Series 65

Lincoln, NE

Tlg Advisors, Inc.

Darrell Saathoff is a financial advisor with TLG Advisors, Inc. in Lincoln, NE, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at The Leaders Group Inc, Assurity Life, Ceros Financial Services Inc, and Ameritas Investment Corp, among others. He is currently active as a regional wholesaler in the insurance business with Assurity Life. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm provides portfolio management, financial planning, and fiduciary services, utilizing manager selection, fundamental analysis, and Modern Portfolio Theory to construct diversified portfolios, and offers direct-to-consumer digital programs such as Starlight Portfolios.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations Founder/Business Owner Retired
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Verna C

Series 63, Series 65

Lincoln, NE

Ameritas Advisory Services, LLC

Verna Curry is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. She has worked with Ameritas Advisory Services since 2021 and with affiliated Ameritas entities since 2002. In addition to her advisory work, she is a licensed independent insurance agent specializing in fixed insurance products. Ameritas Advisory Services provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes various investment platforms, model portfolios, and third-party managers to offer customized asset management and retirement plan advisory services.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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Linda B

Series 63, Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Linda Broers is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 credentials and possessing 21 years of industry experience. She has worked at Ameritas Advisory Services since 2021 and has longstanding roles with Ameritas Life Insurance Corp and Ameritas Investment Corp dating back to 2012. Prior to joining Ameritas, she was employed at Avon Products, Inc. for 35 years. Ameritas Advisory Services, LLC serves a diverse range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm provides investment advisory, financial planning, and retirement plan services, utilizing various portfolios composed of model portfolios, mutual funds, ETFs, and individual securities across discretionary and non-discretionary platforms.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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Kenneth B

Series 63, Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Kenneth Broman is a financial advisor with Ameritas Advisory Services, LLC in Lincoln, NE, holding Series 63 and Series 66 licenses and over 30 years of industry experience. His work history includes roles at Ameritas Wealth Advisors, EnVision Wealth Network, and as an adjunct instructor at the University of Nebraska Lincoln. Outside of financial advising, he owns and manages a food truck business and serves as an adjunct instructor co-teaching a personal finance course. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment vehicles and model-based programs while maintaining a corporate structure that includes affiliated broker-dealer, investment, and insurance companies.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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Caden S

Series 66

Lincoln, NE

Principal Financial Services

Caden Svoboda is a financial advisor at Principal Financial Services with a Series 66 designation and one year of industry experience. He has worked at several firms, including Arkway Wealth and Northwestern Mutual, and has officiated high school boys wrestling in Nebraska outside of his financial advisory role. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel. 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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Denise D

Series 66

Lincoln, NE

D.A. Davidson & Co.

Denise Deter is a financial advisor with D.A. Davidson & Co. in Lincoln, NE, holding a Series 66 designation and 25 years of industry experience. She has been with D.A. Davidson & Co. for 10 years. Outside of her advisory role, she is a caregiver for a family member through a non-investment related business. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad range of clients, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers various services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under a fiduciary standard.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Richard W

Series 65

Lincoln, NE

Tlg Advisors, Inc.

Richard Wall Jr. is a financial advisor at TLG Advisors, Inc. with a Series 65 credential and over two years of industry experience. He is also an attorney and owner of Richard J Wall Jr PC LLO, providing estate planning services. Additionally, he serves as trustee of the John Stone Trust Agreement and owns Cornhusker Financial Solutions, which refers clients for insurance and annuity products. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory, portfolio management, and comprehensive financial and estate planning services.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations Founder/Business Owner Retired
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Bradley B

Series 63, Series 65

Lincoln, NE

Eagle Strategies (NY Life)

Bradley Brodersen is a financial advisor with Eagle Strategies (NY Life) in Lincoln, NE, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Eagle Strategies and affiliated New York Life entities since 2013 and previously operated Brodersen Wealth Strategies from 2018 to 2020. Outside of his financial advisory work, he serves as a trustee and board member for the Wyuka Historical Foundation and Wyuka Cemetery, and owns a local professional networking group, Network Titans, LLC. Eagle Strategies serves a diverse client base, including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services primarily through non-discretionary asset management. The firm focuses on customized solutions tailored to client and plan sponsor needs and operates within the integrated structure of New York Life.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Wanda C

Series 63, Series 65

Lincoln, NE

Ameritas Advisory Services, LLC

Wanda Caffrey is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has held roles at Ameritas and affiliated firms since 2002 and also operates inSource Inc and inSource Financial Advisors. Additionally, she has been an independent Mary Kay beauty consultant since 2001. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, retirement plan advisory, and variable product subaccount management across discretionary and non-discretionary programs.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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Richard B

Series 63, Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Richard Berthold is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked with Ameritas-related firms since 2001, including roles at Ameritas Investment Corp and a brief tenure at McCarthy Holthus, LLP. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a range of investment options and program platforms, integrating third-party technology and managers while operating within a mutual holding company structure that includes affiliated broker-dealer and insurance entities.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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