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Ryan B

CFP®, Series 66

Omaha, NE

First Heartland Consultants, Inc.

Ryan Beyel is a CFP® professional with 11 years of experience in the financial industry. He has worked at First Heartland Capital Inc. since 2019 and previously with Ameriprise Financial Services, Inc. for five years. First Heartland Consultants, Inc. provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party asset management services, and a model-based self-directed brokerage account program, utilizing a combination of fundamental, technical, and cyclical analysis for portfolio management.

Annuities Income planning Cash flow / budgeting
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Adam P

Series 63, Series 65

Omaha, NE

Mutual Of Omaha Investor Services, Inc.

Adam Proskovec is a financial advisor with Mutual of Omaha Investor Services, Inc. in Omaha, NE, holding Series 63 and Series 65 designations and having 20 years of industry experience. He has been with Mutual of Omaha since 2013. Outside of his advisory role, he has owned and managed a sports collectibles business. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through financial planning, managed account programs, and retirement plan consulting. The firm utilizes a platform relationship with Envestnet and Pershing, offering various managed solutions and third-party money manager relationships.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Cynthia B

Series 63, Series 65

Omaha, NE

Avior Wealth Management, LLC

Cynthia Bohrer is a financial advisor at Avior Wealth Management, LLC with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Merrill and Nelson, VanDenburg & Campbell Wealth Management Group. Outside of her advisory role, she is a member of Bohrer Properties LLC, an entity she and her spouse use to title rental property. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through approximately 120 financial professionals. The firm serves individuals, pension plans, charitable and corporate entities, and banking institutions, offering investment management, financial planning, and business consulting with a focus on fundamental analysis and both long- and short-term strategies.

Founder/Business Owner Executive
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Casey E

Series 66

Omaha, NE

Principal Advised Services

Casey Elsasser is a financial advisor with Principal Advised Services in Omaha, NE. He holds a Series 66 credential and has one year of industry experience. Prior to joining Principal, he worked at Prudential Advisors, LPL Enterprise, and LinkedIn. Outside of his advisory role, he is an author. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm leverages a combination of third-party and proprietary models, supported by affiliated entities within the Principal Financial Group family.

General retirement planning Retirement income strategy Income planning Retirement withdrawal strategies Cash flow / budgeting Retired
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Mark P

CFP®, Series 63

Omaha, NE

Avior Wealth Management, LLC

Mark Pogreba is a CFP® professional with 35 years of industry experience, currently serving as a financial advisor at Avior Wealth Management, LLC since 2021. His prior experience includes roles at Nelson Van Denburg and Campbell Wealth Management Group, Silverleaf Advisor Group, LPL Financial, and Purshe Kaplan Sterling Investments. Outside of his advisory work, he is also active as a musician and singer. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through approximately 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, employing a fundamentally driven investment approach with both long- and short-term strategies and offering a range of in-house tax and accounting services.

Founder/Business Owner Executive
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Martin J

Series 65, Series 63, Series 66

Omaha, NE

Beacon Global Advisor Network, LLC

Martin Jensen is a financial advisor with Beacon Global Advisor Network, LLC, holding Series 65, 63, and 66 licenses and 22 years of industry experience. He previously worked at Niagara International Capital Limited and has served as managing partner at United Management Group since 2003. Jensen is also a managing director at Alliance Trust Company, overseeing business development and strategic initiatives. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts, offering asset management and financial planning services. The firm is notable for its formal pension-transfer capability for U.K. nationals and customizes portfolios through a combination of third-party managed models, mutual funds, ETFs, equities, and fixed income.

Wealth management Founder/Business Owner Expats
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Deanna W

Series 65, Series 63, Series 66

Council Bluffs, IA

BCG Securities, inc.

Deanna Weidner is a financial advisor with BCG Securities, Inc. She holds Series 63, 65, and 66 licenses and has 15 years of industry experience. Her prior employment includes roles at AE Financial Services, Securities America, and Woodmen Financial Services. BCG Securities serves institutional retirement plans and individual clients with accounts typically above $25,000, offering portfolio management, financial planning, pension consulting, and wealth management services. The firm emphasizes tailored investment policy statements and frequently implements advice on a non-discretionary basis while using third-party managers and comprehensive investment analysis.

Wealth management Founder/Business Owner Retired
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Justin K

Series 65

Omaha, NE

Coppell Advisory Solutions LLC

Justin Koehler is a financial advisor with Coppell Advisory Solutions LLC, holding a Series 65 designation and six years of industry experience. He has worked at Fusion Capital Management since 2018 and spent ten years at Carson Wealth Management prior to that. Outside of advisory duties, he serves as Director of Sales at Fusion Capital Management, focusing primarily on recruiting direct advisors and institutional clients. Coppell Advisory Solutions LLC serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm employs a tailored investment process combining internal and independent asset allocation models, fundamental and technical analysis, and ongoing portfolio supervision.

Retirement income strategy General estate planning guidance Cash flow / budgeting Concentrated stock management Private / alternative investments Executive Founder/Business Owner
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Lane M

Series 65

Omaha, NE

CWA Asset Management Group

Lane Mc Callum is a financial advisor at CWA Asset Management Group with a Series 65 license and four years of industry experience. Prior to joining CWA, he worked at the University of Nebraska, the United States Air Force Academy, and Norfolk Senior High School. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base including individual and high-net-worth clients, family offices, trusts, foundations, pension plans, and institutional investors. The firm employs both active and quantitative investment strategies based on proprietary models and incorporates artificial intelligence, offering globally diversified portfolios tailored to client objectives.

Tax-loss harvesting Private / alternative investments Long-term care insurance Retirement withdrawal strategies Founder/Business Owner Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals
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Michael M

Series 63, Series 66

Bellevue, NE

MissionSquare Retirement

Michael Mcintosh is a financial advisor at MissionSquare Retirement with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of the West and TD Ameritrade. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
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Kent N

Series 63, Series 65

Omaha, NE

Avior Wealth Management, LLC

Kent Nelson is a financial advisor with Avior Wealth Management, LLC in Omaha, NE, holding Series 63 and Series 65 credentials and 41 years of industry experience. He worked at Nelson, Van Denburg & Campbell for 10 years before joining Avior Wealth Management in 2021. Avior Wealth Management serves a diverse client base including high-net-worth individuals, pension and retirement plans, corporations, trusts, and banking institutions. The firm employs a fundamental analysis investment approach and offers a range of services, such as discretionary and non-discretionary investment management, financial planning, and business consulting.

Founder/Business Owner Executive
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Daniel P

Series 66

Omaha, NE

Mutual Of Omaha Investor Services, Inc.

Daniel Perry is a financial advisor with Mutual Of Omaha Investor Services, Inc. in Omaha, NE. He holds a Series 66 designation and has 16 years of industry experience, including prior roles at Securities America Advisors, Inc. and Securities America Inc. He has been with Mutual Of Omaha since 2019. Mutual Of Omaha Investor Services, Inc. provides advisory services to individual clients, corporations, and qualified retirement plans. The firm offers a range of managed account programs and financial planning solutions, primarily through a platform relationship with Envestnet and Pershing as custodian.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Khadija V

Series 63, Series 66

Omaha, NE

Mutual Of Omaha Investor Services, Inc.

Khadija Vermaas is a financial advisor at Mutual of Omaha Investor Services, Inc. with seven years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes platforms such as Envestnet and Pershing to deliver managed solutions and operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Briana H

Series 66

Omaha, NE

Mutual Of Omaha Investor Services, Inc.

Briana Hughes is a Series 66 credentialed advisor with 25 years of industry experience. She has worked at Mutual of Omaha Investor Services, Inc. and Mutual of Omaha since 2014. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through Envestnet and Pershing platforms, with advisors recommending MOIS-approved model portfolios and coordinating with third-party managers.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Jared M

Series 63, Series 66

Omaha, NE

Compound Planning, Inc.

Jared Mejstrik is a financial advisor at Compound Planning, Inc. in Omaha, NE, with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Austin Wealth Management, Morgan Stanley, TD Ameritrade, and Gallup. Compound Planning, Inc. serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm combines long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting, operating as a fiduciary with continuous account monitoring and documented oversight.

Options & derivatives strategies ESG / Sustainable investing Founder/Business Owner Executive Values-based investing
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John M

Series 65

Omaha, NE

Avior Wealth Management, LLC

John Mcmannama is a financial advisor at Avior Wealth Management, LLC with 33 years of industry experience. He holds a Series 65 designation and previously worked at Nelson, Van Denburg & Campbell Wealth Management Group LLC for six years. He is an active member of the MoneySunk Investors investment club in Nebraska. Avior Wealth Management serves a broad mix of individual and institutional clients, providing discretionary and non-discretionary investment management, financial planning, pension consulting, and business consulting services. The firm employs a fundamental analysis investment approach, combining long- and short-term positions with direct portfolio management and separately managed account models.

Founder/Business Owner Executive
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Scott C

CFP®, Series 65, Series 66

Omaha, NE

Avior Wealth Management, LLC

Scott Cavey is a financial advisor at Avior Wealth Management, LLC in Omaha, NE, with 25 years of industry experience. He holds the CFP® designation along with Series 65 and Series 66 licenses. Prior to joining Avior in 2021, he worked at Nelson Van Denburg & Campbell Wealth Management Group, Cavey & Associates, LLC, and Cetera Advisors LLC. Outside of advisory work, he facilitates Dave Ramsey's Core Wellness program for the business community and serves on the Papillion Fire Department Local 3767 Pension Committee. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in assets through approximately 120 financial professionals. The firm serves individuals, pension plans, charitable and corporate entities, and banking institutions, offering discretionary and non-discretionary investment management, comprehensive financial planning, and business consulting.

Founder/Business Owner Executive
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William S

CFP®, Series 66

Omaha, NE

Avior Wealth Management, LLC

William Shafroth is a CFP® and Series 66 credentialed advisor at Avior Wealth Management, LLC with 10 years of industry experience. He has worked at Avior since 2021 and previously held roles at Nelson, VanDenburg & Campbell Wealth Management Group, LLC, and Fidelity. Avior Wealth Management serves a diverse client base including high-net-worth individuals, pension plans, corporations, trusts, and banks, offering investment management, financial planning, pension consulting, and business consulting services. The firm employs a fundamental analysis investment approach with both long- and short-term positions, utilizing direct portfolio management and separately managed accounts.

Founder/Business Owner Executive
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Matthew S

Series 66

Omaha, NE

TCFG Investment Advisors, LLC

Matthew Seem is a financial advisor at TCFG Investment Advisors, LLC with seven years of industry experience. He holds a Series 66 credential and has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of financial advising, he is involved in several entrepreneurial ventures including farming, operating an insulation installation business, and owning an apparel company serving soccer referees. He has also worked as a professional soccer referee under the United States Soccer Federation for over a decade. TCFG Investment Advisors is an SEC-registered firm managing approximately $639 million in client assets through a team of 29 advisors. The firm serves individuals, profit-sharing plans, charities, and businesses by providing portfolio management, financial planning, consulting, and access to third-party money managers, employing a variety of analytical strategies and regularly reviewing portfolios to align with client objectives and risk tolerance.

Options & derivatives strategies Active portfolio management General estate planning guidance
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Jeffrey L

Series 63, Series 66

Omaha, NE

Mutual Of Omaha Investor Services, Inc.

Jeffrey Legband is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 66 licenses and nine years of industry experience. He has been with Mutual of Omaha Investor Services since 2019 and has prior experience at Mutual of Omaha Insurance and Mutual of Omaha Bank. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group and delivers managed solutions primarily through relationships with Envestnet and Pershing.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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