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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.
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.
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 63, Series 65
Lincoln, NE
AE Wealth Management, LLC
Eric Rickert is a financial advisor with AE Wealth Management, LLC and holds Series 63 and Series 65 credentials. He has 10 years of industry experience and has worked at firms including Quincy Wells Capital, Shunkwiler Financial, and Mutual of Omaha. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, utilizing discretionary model portfolios and a variety of investment strategies. The firm manages approximately $49.8 billion in assets for over 127,000 clients and emphasizes standardized model and platform services.
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.
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 licenses and over 23 years of industry experience. His career includes roles at Ameritas Investment Company, LLC and ALLSTATE Financial Services LLC. Outside of his advisory work, he is a sales consultant for EMRIS International, marketing dietary supplements and recruiting others in sales. 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 investment programs and uses both proprietary and third-party model portfolios, with a corporate structure that includes affiliated broker-dealer, insurance, and underwriting entities.
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.
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.
Conor W
Series 66
Lincoln, NE
Eagle Strategies (NY Life)
Conor Willeke is a financial advisor with Eagle Strategies (NY Life) based in Lincoln, NE, holding a Series 66 designation and one year of industry experience. He operates Willeke Financial Group, LLC, for the purpose of selling New York Life products and services. Outside of his advisory role, Conor serves as a Peer Assistant at Nebraska Wesleyan University, where he helps build community among students. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a broad range of individual and institutional clients. The firm offers tailored advisory solutions through various program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.
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.
Tanner S
Series 66
Lincoln, NE
Ameritas Advisory Services, LLC
Tanner Specht is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and three years of industry experience. His background includes roles at Thrivent Financial, LPL Financial, and Union Bank and Trust. He also has experience working in juvenile probation and youth services in Nebraska. 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 uses a variety of investment vehicles and model portfolios across discretionary and non-discretionary programs and operates multiple program platforms supported by third-party technology and managers.
Darrell S
Series 63, Series 65
Lincoln, NE
Tlg Advisors, Inc.
Darrell Saathoff is a financial advisor with TLG Advisors, Inc. in Lincoln, NE, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at The Leaders Group Inc, Assurity Life, Ceros Financial Services Inc, and Ameritas Investment Corp, among others. He is currently active as a regional wholesaler in the insurance business with Assurity Life. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm provides portfolio management, financial planning, and fiduciary services, utilizing manager selection, fundamental analysis, and Modern Portfolio Theory to construct diversified portfolios, and offers direct-to-consumer digital programs such as Starlight Portfolios.
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.
Linda B
Series 63, Series 66
Lincoln, NE
Ameritas Advisory Services, LLC
Linda Broers is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 credentials and possessing 21 years of industry experience. She has worked at Ameritas Advisory Services since 2021 and has longstanding roles with Ameritas Life Insurance Corp and Ameritas Investment Corp dating back to 2012. Prior to joining Ameritas, she was employed at Avon Products, Inc. for 35 years. Ameritas Advisory Services, LLC serves a diverse range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm provides investment advisory, financial planning, and retirement plan services, utilizing various portfolios composed of model portfolios, mutual funds, ETFs, and individual securities across discretionary and non-discretionary platforms.
Kenneth B
Series 63, Series 66
Lincoln, NE
Ameritas Advisory Services, LLC
Kenneth Broman is a financial advisor with Ameritas Advisory Services, LLC in Lincoln, NE, holding Series 63 and Series 66 licenses and over 30 years of industry experience. His work history includes roles at Ameritas Wealth Advisors, EnVision Wealth Network, and as an adjunct instructor at the University of Nebraska Lincoln. Outside of financial advising, he owns and manages a food truck business and serves as an adjunct instructor co-teaching a personal finance course. 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-based programs while maintaining a corporate structure that includes affiliated broker-dealer, investment, and insurance companies.
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