Craig Willeke is a financial advisor with Eagle Strategies (New York Life) based in Lincoln, NE. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Willeke has worked with New York Life and its affiliates since 2003 and has operated Willeke Financial Group, LLC since 2006. Outside of his advisory work, he owns a drive-through coffee shop called Cafe is our Religion, LLC, which he started in 2024, and he sells photography online. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Justin Cabeen is a Series 66-licensed financial advisor with Ameritas Advisory Services, LLC, based in Lincoln, NE. He has 19 years of industry experience, including long-term roles at Ameritas Life Insurance Corp. and Ameritas Investment Company, LLC. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base that includes individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, retirement plan advisory, and variable product subaccount management using a variety of investment vehicles and program platforms.

Brayton Christensen is a financial advisor at Ameritas Advisory Services, LLC with one year of industry experience. He holds the Series 66 designation and has worked in various roles at Ameritas-affiliated entities since 2023. Prior to his finance career, he was affiliated with Firethorn Golf Club 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 offers a range of asset management and financial planning solutions using model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms.

Matthew Kleager is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. He previously worked at Smith Hayes Advisers Inc. for 11 years before joining D.A. Davidson, where he has been employed since 2016. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a specialized Private Wealth program for clients with substantial net worth.

Todd Peterson is a financial advisor with D.A. Davidson & Co. in Lincoln, NE, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with D.A. Davidson & Co. since 2016. Outside of his advisory role, he is president of Friends of Woods Tennis, a nonprofit organization, and is involved with new product development at THINK, Inc. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers comprehensive financial planning, ERISA retirement plan advisory services, and specialized wealth management programs, operating under fiduciary standards and employing both qualitative and quantitative analysis.

Maria Langan is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 24 years of industry experience. She has been with Ameritas Investment Corp since 2002 and with Ameritas Advisory Services since 2021. 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 variety of asset management and financial planning solutions, utilizing model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms.

Scott Roetzel is a financial advisor with Independent Financial Group, LLC in Lincoln, Nebraska, holding Series 63, 65, and 66 credentials and having 33 years of industry experience. He has been with Independent Financial Group since 2010. Roetzel is also the owner of Roetzel Company, Inc., which offers life, annuities, accident, and health insurance products. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporations, pension plans, and charitable organizations. The firm utilizes both firm- and third-party models to develop client strategies, combining strategic asset allocation with multi-manager portfolios across active and passive exposures.

Jacob Kramer is a financial advisor at Empower Advisory Group with a Series 66 credential and less than one year of industry experience. His prior roles include positions at Fidelity Investments, Dana F Cole and Co, ITC Federal, Walmart, and Amigos. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with affiliated Empower entities’ platforms.

Scott Farmen is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 20 years of industry experience. He has worked within the Ameritas organization since 2008, including roles at Ameritas Investment Corp and Ameritas Life Insurance Corp, and previously at Securities America Advisors, Inc. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base that includes individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a multi-platform approach with model portfolios, mutual funds, ETFs, and individual securities, integrating third-party technology and sub-advisers to customize solutions.

Jacob Welch is a financial advisor at Ameritas Advisory Services, LLC with 13 years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at Charles Schwab and TD Ameritrade. Ameritas Advisory Services, LLC provides investment advisory and planning services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a diversified investment approach utilizing model portfolios, mutual funds, ETFs, and individual securities, and offers a variety of program platforms and third-party technology solutions.

Kenneth Torczon III is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and possessing 18 years of industry experience. His work history includes roles at Ameritas Investment Corp., Ameritas Life Insurance, and Wilderness Ridge. 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 solutions through model portfolios, mutual funds, ETFs, interval funds, and individual securities, and operates multiple program platforms supported by third-party technology and managers.

Tyler Schubauer is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 10 years of industry experience. He has worked at various Ameritas affiliates since 2012 and previously at Securities America Advisors. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment strategies including model portfolios, mutual funds, ETFs, and individual securities, and offers multiple program platforms supported by third-party technology and managers.

David Guttery is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with firms including Keystone Financial Group and Ameritas Investment Corp. Outside of advisory services, Guttery operates as an independent insurance agent selling fixed insurance products and serves as owner and CEO of inSOURCE Financial Advisors. 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 model portfolios, mutual funds, ETFs, individual securities, and sub-advisers across various program platforms to deliver customized investment solutions.

Bret Klabunde is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 credential and seven years of industry experience. He has worked with several firms, including Investment Advisors, Inc. and Insource Financial Advisors. Outside of his advisory roles, Klabunde is involved with Insource Financial Advisors as an owner and agent providing insurance and annuity services. Ameritas Advisory Services, LLC offers 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 products and platforms, combining model portfolios, mutual funds, ETFs, and individual securities to tailor client strategies.

Truc Nguyen is a financial advisor with Ameritas Advisory Services, LLC in Lincoln, NE, holding Series 63 and Series 65 credentials and six years of industry experience. His career includes roles at Wells Fargo Bank, NA, Wells Fargo Clearing, and Ameritas Investment Company, 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 asset management and consulting services, utilizing various model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms.

Emily Maxwell is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and two years of industry experience. She has been with Ameritas in various capacities since 2015, including roles at Ameritas Life Insurance Corp and Ameritas Investment Company, 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 solutions such as asset management, financial planning, retirement plan advisory, and variable product subaccount management, utilizing model portfolios and multiple program platforms to customize client portfolios.

Aaron Roberts is a financial advisor with Ameritas Advisory Services, LLC and holds a Series 66 designation. He has four years of industry experience, with prior roles at firms including Cetera Advisor Networks and Securities America Inc. Outside of his financial advisory career, he owns and operates Great Tux, a business providing tuxedo rental and sales, DJ services, and wedding officiant services. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a range of investment strategies and platforms, including model portfolios, mutual funds, ETFs, and sub-advisers, supported by a corporate structure that includes related broker-dealer and insurance affiliates.

Jamison Jones is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at Cetera Advisor Networks and Securities America Inc. He has been with Ameritas-related entities since 2022. 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 such as asset management, financial planning, retirement plan advisory, and variable product subaccount management, utilizing model portfolios and a variety of investment vehicles across multiple program platforms.

Theresa Ochs is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 26 years of industry experience. She has worked at multiple firms including Validus Growth Investors, LLC and Lucia Wealth Services, LLC prior to joining Ameritas. Outside of advisory work, she manages farm and pasture land leases. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, and retirement plan advisory through a variety of program platforms and investment options, supported by a mutual holding company structure with affiliated broker-dealer and insurance operations.

Matthew Kinsella is a financial advisor at Ameritas Advisory Services, LLC in Lincoln, NE, with 19 years of industry experience. He holds the Series 66 designation and has worked with Ameritas Advisory Services since 2021, following prior roles at Ameritas Investment Company and Securities America. 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 offers a range of asset management and financial planning solutions, utilizing model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms.