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Brenden O

CFP®, Series 65, Series 63

Norfolk, NE

Commonwealth Financial Network

Brenden Olsen is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2016. He holds Series 63 and Series 65 licenses and is based in Norfolk, Nebraska. In addition to advisory work, Olsen spends a small portion of his time engaged in fixed insurance sales at his branch location. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a comprehensive platform including managed account programs, access to third-party asset managers, retirement consulting, and custody services, utilizing both internally managed model portfolios and outsourced execution solutions.

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

Series 63, Series 66, Series 65

Norfolk, NE

Commonwealth Financial Network

John Amick is a financial advisor with Commonwealth Financial Network, holding Series 63, Series 65, and Series 66 licenses and 14 years of industry experience. He has been with Commonwealth Financial Network since 2014 and has worked at Calmwater Financial Group since 2017. Outside of advisory work, he owns Grassroots Aviation, LLC, a holding company for a private aircraft. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a comprehensive adviser-support platform that includes managed-account programs, third-party asset manager access, retirement consulting, and custody services.

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

Series 65

Norfolk, NE

Commonwealth Financial Network

Ethan Mortimer is a financial advisor with Commonwealth Financial Network in Norfolk, NE, holding a Series 65 designation. He has experience spanning roles at Commonwealth Financial Network, Nelnet, the University of Nebraska Lincoln, Precision IT, and the Norfolk Public School System. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 affiliated advisors and a broad client base with about $212.7 billion in assets under management. The firm provides a comprehensive adviser-support platform, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

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

Series 63, Series 65

Norfolk, NE

Commonwealth Financial Network

Spencer Heying is a financial advisor with Commonwealth Financial Network in Norfolk, NE, holding Series 63 and Series 65 registrations and three years of industry experience. His prior work includes positions at Farm Credit Services of America and Insurance Mart. Heying is also the owner of SRH Financial, Inc., a private entity established to facilitate advisory business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

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

CFP®, Series 63

Norfolk, NE

Commonwealth Financial Network

Boden Bierman is a CFP® professional with 12 years of industry experience, currently affiliated with Commonwealth Financial Network and CalmWater Financial Group. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. He is also co-owner of CalmWater Financial Group, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and various investment solutions, while enabling affiliated advisors to operate under their own brands.

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

Series 65

Norfolk, NE

Principal Financial Services

Richard Morhardt is a Series 65-licensed financial advisor with Principal Financial Services, based in Norfolk, NE. He has 13 years of industry experience, including roles at Principal Securities Inc. and Principal Life Insurance Company since 2013. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel stationed abroad. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Retired Founder/Business Owner
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Jeffrey J

Series 65, Series 63

Norfolk, NE

Principal Financial Services

Jeffrey Jensen is a financial advisor with Principal Financial Services in Norfolk, NE, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Outside of his advisory role, he serves as a charter representative for the Boy Scouts of America Troop #1119 and is an elected city councilman for Norfolk, Nebraska. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and other entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through distinct advisory and promoter arrangements.

Retired Founder/Business Owner
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Charles O

CFP®, Series 63

Norfolk, NE

Commonwealth Financial Network

Charles Olsen is a CFP® professional with 34 years of industry experience. He has been with Commonwealth Financial Network since 2011 and has operated Olsen Financial Services since 1990. Outside of his advisory work, he owns Calm Air Aviation, LLC, which operates an aircraft for business use. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs, wealth management, and retirement plan consulting services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to its 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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Kyle F

Series 63, Series 66

Norfolk, NE

Commonwealth Financial Network

Kyle Fuchtman is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has worked at CalmWater Financial Group since 2018 and previously spent over a decade at Northwestern Mutual in various roles. Outside of his advisory work, he is a co-owner of CalmWater Financial Group, LLC. Commonwealth Financial Network serves a national network of approximately 2,900 advisors and their individual and institutional clients, managing over $212 billion in assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

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

CFP®, Series 66

Norfolk, NE

Commonwealth Financial Network

Ryan Anderson is a CFP® with 25 years of industry experience, currently affiliated with Commonwealth Financial Network and Calmwater Financial Group, where he has worked since 2011. He is a co-owner of Calmwater Financial Group LLC and Calmwater Financial Network, LLC, and serves as president of RBA Financial, Inc., entities involved in financial planning and advisory services. Anderson is also a 20% owner of Calmwater Holding Company, LLC, which focuses on real estate related to branch office construction. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while providing operations, technology, compliance, and practice-management support to its 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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Jack R

CFP®, Series 66

Norfolk, NE

Commonwealth Financial Network

Jack Rother is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Commonwealth Financial Network since 2011. He is also associated with Olsen, Goeken & Associates, LLC. Outside of his advisory work, he is involved as an owner and member of several private entities focused on corporate education, securities, and financial planning. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, providing a variety of advisory programs and services. The firm offers operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios from a broad range of securities and insurance products.

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

CFP®, ChFC®, Series 65, Series 63

Norfolk, NE

Commonwealth Financial Network

Jesse Hinrichs is a financial advisor with Commonwealth Financial Network in Norfolk, NE, holding the CFP® and ChFC® designations and over 26 years of industry experience. His prior roles include nearly two decades at Northwestern Mutual in various capacities before joining CalmWater Financial Group and Commonwealth Financial Network in 2018. Outside of advisory work, he is co-owner of Mach 1 Ranch, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a range of managed-account programs and access to third-party asset managers, supporting advisors with both discretionary and nondiscretionary portfolio management solutions.

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

CFP®, Series 66

Norfolk, NE

Commonwealth Financial Network

Travis Riggert is a CFP® with 23 years of industry experience, associated with Commonwealth Financial Network and CalmWater Financial Group since 2011. He also has a long-standing affiliation with Olsen Goeken & Associates, L.L.C. and Lutheran High School Northeast. Outside of his advisory roles, he is involved in managing private entities related to financial planning and corporate education. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and customized investment solutions, while offering operational and compliance resources 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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Riley K

Series 65, Series 63

Norfolk, NE

Cetera

Riley Knake is a financial advisor with Cetera and holds Series 63 and Series 65 licenses. He has eight years of industry experience and has worked with firms including Pacific Life Insurance Company and D.A. Davidson & Co. Riley is the owner of RK Financial LLC, a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and advisory services, including access to third-party managers and various program structures, supported by its scale of over $256 billion in assets under management.

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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Jon H

Series 63, Series 66

Norfolk, NE

Raymond James Financial

Jon Hansen is a financial advisor with Raymond James Financial in Norfolk, NE, holding Series 63 and Series 66 licenses and over 20 years of industry experience. He worked at Edward Jones from 2005 to 2019 before joining Raymond James Financial Services Advisors in 2019. Outside of his advisory role, he is the owner of a small business that provides administrative support services. Raymond James Financial Services Advisors, Inc. delivers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs a non-discretionary, goal-oriented approach using risk profiling and modeling tools, and it offers specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

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

Series 66

Norfolk, NE

Edward Jones

Sarah Skrdla is a financial advisor with Edward Jones in Norfolk, NE, holding a Series 66 designation and seven years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 advisors and 15,000 branch offices.

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

Series 66

Norfolk, NE

OSAIC

Tyler Hefner is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors and Securities America Inc. Hefner is also a licensed insurance agent and serves as a notary public in Norfolk, Nebraska. OSAIC serves a wide range of retail and institutional clients, including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services along with access to various third-party money managers and utilizes firm-provided tools to construct diversified portfolios across multiple 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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Gary K

Series 65, Series 63

Norfolk, NE

Thrivent Investment Management

Gary Krueger is a financial advisor with Thrivent Investment Management in Norfolk, NE. He holds Series 65 and Series 63 licenses and has 21 years of industry experience, having been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he serves as a Director of the Creekwood Business Park Owners Association, a homeowners association managing the upkeep of a commercial property. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a broad range of planning topics. The firm delivers these services through a network of financial advisors without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.

Business ownership considerations
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Jeb N

CFP®, Series 63, Series 66

Norfolk, NE

OSAIC

Jeb Nordby is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at OSAIC since 2024. Prior to this, he worked for seven years at Securities America Advisors and Securities America, Inc., and has been associated with Insight Financial Planning since 2015. In addition to his advisory role, Nordby is involved in insurance sales, assisting clients with insurance and long-term care needs. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm utilizes a range of asset-allocation tools and investment strategies to construct diversified portfolios, offering integrated brokerage and investment advisory services along with access to third-party money managers and managed-account solutions.

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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Brian R

Series 63

Norfolk, NE

Ameriprise

Brian Rech is a financial advisor with Ameriprise in Norfolk, Nebraska, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as Treasurer on the Board of Directors for Boy Scout Troop 122 and is a member at large of the Norfolk Noon Kiwanis Foundation. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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