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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.
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.
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.
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.
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.
Darren J
CFP®, ChFC®, Series 66
Hickman, NE
The Ascent Group, LLC
Darren Jarosik is a CFP®, ChFC®, and Series 66 licensed financial advisor with 10 years of industry experience. He is currently with The Ascent Group, LLC and Osaic Wealth, having previously worked at Ameritas Investment Corp and Northwestern Mutual Wealth Management Company. In addition to his advisory role, he serves as an investment operations manager at Alera Group, Inc., the parent company of The Ascent Group. The Ascent Group manages approximately $4.93 billion and provides a range of investment management and financial planning services to individuals, trusts, estates, charitable organizations, and institutional clients. The firm employs a multi-team approach and utilizes a variety of investment strategies including mutual funds, ETFs, individual securities, and proprietary model portfolios.
Scott B
Series 65
Lincoln, NE
Impact Partnership Wealth, LLC
Scott Ballinger is a Series 65-licensed advisor with three years of industry experience. He currently works with Impact Partnership Wealth, LLC and Warner Financial, and previously held roles at Gradient Advisors LLC and American Senior Benefits. Ballinger also owns Scott Ballinger Wealth Management and has a background in insurance sales through American Senior Benefits. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, including high-net-worth clients. The firm offers model portfolio solutions, discretionary direct asset management, financial planning, and ERISA retirement plan services, managing approximately $2.96 billion through a network of around 89 investment adviser representatives.
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.
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.
Eric R
Series 65, Series 63
Lincoln, NE
AE Wealth Management, LLC
Eric Rickert is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His professional background includes roles at Quincy Wells Capital, Great Point Capital, Shunkwiler Financial, Futurity First, and Mutual of Omaha. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes discretionary model portfolios and utilizes a combination of fundamental, technical, and cyclical analysis alongside various asset allocation strategies.
Brett S
Series 63, Series 65
Lincoln, NE
AE Wealth Management, LLC
Brett Shunkwiler is a financial advisor at AE Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Integrity Alliance, LLC and Great Point Capital, LLC. Outside of his advisory work, he is a co-owner of a business called The Forum with his wife. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a wide range of clients, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes discretionary model portfolios and employs a variety of investment strategies supported by regular reporting and annual client account reviews.
Nathan M
Series 63, Series 65
Lincoln, NE
Ameritas Advisory Services, LLC
Nathan Moore is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His work history includes positions with Ameritas Wealth Advisors, Farm Bureau Financial Services, and Investment Advisors, Inc. He is also affiliated with EnVision Wealth Network. 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 strategies using model portfolios, mutual funds, ETFs, and individual securities, and offers services across discretionary and non-discretionary platforms.
Todd H
Series 63, Series 65
Hickman, NE
Ameritas Advisory Services, LLC
Todd Himmelberg is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Ameritas Investment Corp and Allstate Financial Advisors, LLC. Outside of financial advising, he is involved in a family landscaping business, Doc and Sons Lawn Service, where he occasionally works as a laborer on weekends. 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 model portfolios, mutual funds, ETFs, and individual securities across various program platforms, and is part of a mutual holding company with affiliated broker-dealer, investment, and insurance entities.
Morgan H
Series 66
Lincoln, NE
Newedge Advisors
Morgan Heyen is a Series 66-licensed financial advisor with seven years of industry experience. She is currently with NewEdge Advisors and NewEdge Securities, LLC, having previously worked at Stifel and Wells Fargo Bank. Heyen volunteers with her child's elementary school PTO and serves as treasurer and director of a family tile business. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of investment and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.
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.
Andrew W
CFP®, Series 66
Lincoln, NE
Focus Partners Wealth, LLC
Andrew Waite is a CFP® with 26 years of industry experience. He is currently with Focus Partners Wealth, LLC, having joined in 2024, and previously worked at Buckingham Strategic Wealth, Executive Wealth Management, LPL Financial, and Ameriprise. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, retirement plan consulting, and access to private and registered pooled investment vehicles. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.
Justin E
Series 63, Series 65
Lincoln, NE
Ameritas Advisory Services, LLC
Justin Ellenbecker is an investment advisor representative with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. He has held roles with Ameritas Investment Corp, Central Financial Services, Ameritas Wealth Advisors, and Envision Wealth Network. He also serves as a notary public. 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 various program platforms and utilizes both firm-developed and third-party model portfolios, mutual funds, ETFs, and individual securities to build customized client portfolios.
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.
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.
Jacqueline B
Series 65
Lincoln, NE
Focus Partners Wealth, LLC
Jacqueline Becker is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at Bellwether Wealth, UBS, Umb, American National Bank, and Pier 1 Imports. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and corporate and institutional clients, providing wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.
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