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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.

Private / alternative investments ESG / Sustainable investing Retirement income strategy Business succession planning Founder/Business Owner Executive
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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.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments
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Clayton F

Series 65

Lincoln, NE

Pittenger & Anderson Inc

Clayton Finck is a financial advisor at Pittenger & Anderson Inc in Lincoln, NE, holding a Series 65 designation. He joined the firm in 2026 and has prior experience with The Investor's Podcast Network, Assurity Life Insurance Company, and CSG Actuarial. Pittenger & Anderson provides discretionary investment management and financial planning to individuals, families, high-net-worth clients, trusts, estates, qualified retirement plans, donor-advised funds, and nonprofit or public fund clients. The firm combines passive and active investment approaches, focusing on simplicity and cost control, and manages over $3 billion with a relatively small advisor team.

General retirement planning Income planning Tax-loss harvesting Active portfolio management
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Elizabeth S

Series 65

Lincoln, NE

Pittenger & Anderson Inc

Elizabeth Sydzyik is a financial advisor at Pittenger & Anderson Inc with 17 years of industry experience. She holds the Series 65 designation and has been with the firm since 2008. Pittenger & Anderson provides discretionary investment management and financial planning to individuals, families, high-net-worth clients, trusts and estates, qualified retirement plans, donor-advised funds, and nonprofit or public fund clients. The firm combines passive and active investment approaches, emphasizing simplicity, cost control, and a blend of fundamental, quantitative, and qualitative analysis, managing over $3 billion with a team of 14 advisors.

General retirement planning Income planning Tax-loss harvesting Active portfolio management
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Jeffrey R

Series 63, Series 66

Lincoln, NE

Advisor Share Wealth Management, LLC

Jeffrey Riesberg is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 66 credentials and 19 years of industry experience. His work history includes roles at Sequent Planning, LLC and Allstate Financial Advisors, LLC. Outside of advisory services, he is involved in legal and estate referral services through American Family Estate Preservation Inc. and owns a Medicare agency, UBA Senior Health, LLC. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm offers portfolio management, a web-based platform for independent advisers, and access to alternative and private investments, operating with a multi-team approach and affiliated service providers.

Private / alternative investments ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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Kristin K

Series 65

Lincoln, NE

Pittenger & Anderson Inc

Kristin Kliewer is a financial advisor at Pittenger & Anderson Inc with 11 years of industry experience. She holds the Series 65 designation and has been with Pittenger & Anderson since 2014. Pittenger & Anderson provides discretionary investment management and financial planning to a range of clients, including individuals, high-net-worth clients, trusts, qualified retirement plans, donor-advised funds, and nonprofits. The firm employs a blend of passive and active strategies overseen by an Investment Committee, focusing on cost control and diversified portfolios tailored to client needs.

General retirement planning Income planning Tax-loss harvesting Active portfolio management
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Pamela K

Series 63, Series 66

Lincoln, NE

Principal Financial Services

Pamela Kenaston is a financial advisor with Principal Financial Services in Lincoln, NE, holding Series 63 and Series 66 credentials and 22 years of industry experience. Her prior roles include positions at Atria Wealth Solutions, Cadaret Grant & Co., Ameritas Advisory Services, Ameritas Investment Company, Securities America, and Capital One. 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 military personnel outside the U.S. The firm’s advisory services emphasize 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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Michael S

Series 63, Series 65

Lincoln, NE

Ameritas Advisory Services, LLC

Michael Shoemaker is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and possessing 39 years of industry experience. His career includes long-term roles at Ameritas Investment Corp. since 1998 and prior work with Abbott Shoemaker Financial, LLC. Outside of advising, he is involved in investing in vintage cars and lifestyle businesses such as restaurants and bars through a personal investment company. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and third-party partners.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Quentin L

Series 66

Lincoln, NE

Private Advisor Group, LLC

Quentin Lazaro is a financial advisor with Private Advisor Group, LLC, holding a Series 66 license and bringing eight years of industry experience. Prior to joining Private Advisor Group, he worked at Crown Capital Securities, LP, and LPL Financial. Outside of his advisory role, he is involved with Juno Private Wealth, providing investment advisory services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model and offers a variety of managed account solutions, leveraging technology platforms and third-party strategists.

Annuities Founder/Business Owner
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Edward L

Series 63, Series 65

Lincoln, NE

Private Advisor Group, LLC

Edward Lazaro is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes long tenures at Crown Capital Securities LP and LPL Financial. He also serves as a for-profit board member of NFN Farm Exchange LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary-based model utilizing a variety of investment strategies and technology platforms, offering both proprietary and third-party managed account solutions.

Annuities Founder/Business Owner
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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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Eric R

Series 65, Series 63

Lincoln, NE

AE Wealth Management, LLC

Eric Rickert is a financial advisor at AE Wealth Management, LLC with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including Mutual of Omaha and Shunkwiler Financial. Rickert also holds roles involving insurance sales and alternative investments. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting for a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm’s investment approach centers on discretionary model portfolios using fundamental, technical, and cyclical analysis, supported by a platform serving over 127,000 clients with a high client-to-advisor ratio.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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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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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.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Nathan M

Series 63, Series 65

Lincoln, NE

Ameritas Advisory Services, LLC

Nathan Moore is a financial advisor with Ameritas Advisory Services, LLC based in Lincoln, NE. He holds Series 63 and Series 65 credentials and has 13 years of industry experience. His career includes roles at Ameritas-affiliated firms since 2011 and prior experience with Farm Bureau Financial Services and Investment Advisors, Inc. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management for variable products, supported by both discretionary and non-discretionary advisory relationships.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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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 registrations and 23 years of industry experience. He previously worked at ALLSTATE Financial Services LLC for 12 years before joining Ameritas Investment Company, LLC in 2017 and Ameritas Advisory Services, LLC in 2021. Outside of his advisory role, he is a sales consultant for EMRIS International, marketing Ayurvedic supplements and CBD oil products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and multiple custodial and execution platforms.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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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 credentials and bringing 24 years of industry experience. He has worked with Ameritas Advisory Services since 2019 and previously spent over a decade with Allstate Financial Advisors and Allstate Financial Services. Outside of his advisory role, he is involved in a family landscaping and lawn care business. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients through a network of Investment Adviser Representatives. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by a range of custodial platforms and third-party tools.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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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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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.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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