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Paul D

Series 66

Kearney, NE

LPL Financial

Paul Downey is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and has previously worked with various insurance carriers, Waddell & Reed Inc, and Lincoln Public Schools. Outside of his advisory work, he has been involved in business ventures such as Strong Downey Group Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Ronald E

CFP®, Series 63

Kearney, NE

LPL Financial

Ronald Eckloff is a CFP®-certified financial advisor with 43 years of industry experience, currently with LPL Financial since 2022. He previously worked at Securities America Advisors, Inc. for 20 years and has been associated with Barney Financial Services since 1997. Outside of his advisory work, he is involved with CASA, a nonprofit organization based in Kearney, NE. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and access to institutional platforms, supported by extensive technology and a broad network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Steven L

CFP®, Series 63

Kearney, NE

Cambridge Investment Research Advisors

Steven Lind is a CFP® professional with 40 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2017. His career includes 15 years at Securities America Advisors, Inc. and ongoing involvement with Lind Financial Services, which he founded. Lind also serves on local boards in Kearney, NE, including the City of Kearney Board of Adjustment and the Cosmos board. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, employing a range of discretionary and non-discretionary strategies across multiple platforms.

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

Series 66

Kearney, NE

Edward Jones

Charles Cunningham is a financial advisor at Edward Jones in Kearney, NE, with four years of industry experience. He holds a Series 66 designation and has previously worked at Olmsted & Perry Consulting Engineers Inc. and Woodhouse Auto Family. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary wrap fee services and access to separately managed accounts, supported by a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer General retirement planning Retired Founder/Business Owner Executive
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Kale G

Series 66

Kearney, NE

LPL Financial

Kale Gideon is a financial advisor with LPL Financial in Kearney, Nebraska, holding a Series 66 designation with four years of industry experience. Prior to joining LPL Financial, he worked at Bluestone Wealth Advisors and held various roles in different industries. Outside of advising, he is active as a social media content creator on platforms including TikTok and Whatnot. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Tyler D

Series 66

Kearney, NE

LPL Financial

Tyler Daly is a financial advisor with LPL Financial in Kearney, Nebraska, holding a Series 66 designation and 20 years of industry experience. He previously worked at Raymond James Financial Services Advisors, Inc. for 12 years and has been employed at Heartland Bank since 2009. Outside of his advisory role, Daly serves as a basketball official for various schools. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, and access to third-party asset management, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Ryan K

CFP®, Series 66

Kearney, NE

LPL Financial

Ryan Krantz is a CFP®-credentialed financial advisor with LPL Financial, based in Kearney, NE, and has three years of industry experience. He previously worked at Custer Federal State Bank for eight years and holds a role at Bruning Bank. Outside of advisory work, he is employed at the University of Nebraska-Kearney. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, with a focus on integrating various portfolio strategies and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Scott B

ChFC®, Series 66

Kearney, NE

Cetera

Scott Bazata is a financial advisor with Cetera, holding ChFC® and Series 66 credentials and bringing 18 years of industry experience. He has been with Cetera Wealth Services since 2008 and joined Cetera in 2023. Outside of advising, Bazata serves on the board of the Fort Kearny Outdoor Expo and operates a parking lot painting business. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes both 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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Travis S

Series 66

Kearney, NE

Raymond James Financial

Travis Stoecker is a financial advisor with Raymond James Financial Services Advisors, Inc. in Kearney, NE, holding a Series 66 designation and nine years of industry experience. He has worked at Raymond James since 2017 and previously spent eight years with Wells Fargo Bank. In addition to his advisory role, he serves as an associate employee at First Investments and Planning, providing support at a bank branch. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and consulting using analytical tools and risk profiling, and it supports municipal and public finance work through an affiliated municipal advisor.

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

Series 66

Kearney, NE

LPL Financial

Chad Kuehl is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL, he held various roles in the hospitality industry, including positions at Coppermills Steakhouse & Lounge and Buffalo Wild Wings. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services through a broad network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Ann L

Series 63, Series 65

Kearney, NE

Wells Fargo Clearing

Ann Long is a financial advisor with Wells Fargo Clearing in Kearney, NE, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2010 to 2016. Outside of her advisory role, she is a 25% owner of Long Construction LLC, where she performs bookkeeping duties. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options among its offerings.

Retired Founder/Business Owner
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Lori G

Series 63, Series 65

Kearney, NE

Wells Fargo Clearing

Lori Gartner is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Retired Founder/Business Owner
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