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Jay J

Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Jay Jurrens is a financial advisor at Ameritas Advisory Services, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked within the Ameritas organization since 2012, including roles at Ameritas Investment Corp and Ameritas Life Insurance Corp. 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 of variable annuity and universal life subaccounts, delivering advisory services on both discretionary and non-discretionary bases supported by a network of Investment Adviser Representatives.

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

Series 63, Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Linda Scott is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and over 33 years of industry experience. She has worked with Ameritas Investment Corp since 2002 and has been with Ameritas Advisory Services, LLC since 2021. 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 of variable annuity and variable universal life subaccounts, supported by a network of Investment Adviser Representatives and multiple custodial platforms.

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

Series 66

Lincoln, NE

Principal Financial Services

Cassidy Bearinger is a financial advisor at Principal Financial Services in Lincoln, NE, holding a Series 66 license with one year of industry experience. Prior to joining Principal, Cassidy worked at Bearinger Tax & Accounting LLC and Cornerstone Bank. She has also been involved with the Lincoln Children's Zoo. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers 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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Jacob M

CFP®, ChFC®

Lincoln, NE

Ameritas Advisory Services, LLC

Jacob Messick is a CFP® and ChFC® with 11 years of experience in the financial services industry. He has worked with Ameritas Investment Corp since 2014 and joined Ameritas Advisory Services, LLC in 2024. Outside of his advisory role, he sells used items on eBay. 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 of variable annuity and variable 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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Jaime B

Series 66

Lincoln, NE

Empower Advisory Group

Jaime Blakely is a financial advisor at Empower Advisory Group with nine years of industry experience. She holds a Series 66 designation and has worked at GWFS Equities, Inc. since 2021 and Ameriprise Financial Services, Inc. since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and annual rebalancing rather than short-term forecasts.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Andrew B

Series 66

Lincoln, NE

Benjamin F. Edwards & Company, Inc.

Andrew Benton III is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and eight years of industry experience. His prior roles include positions at City National Bank, RBC Capital Markets, LLC, and Speedway Motors Inc. He has been with Benjamin F. Edwards since 2020. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers a range of fee-based wrap programs, financial planning, retirement and investment management consulting, utilizing multiple strategies monitored by an Investment Strategy Committee.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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John D

Series 63, Series 66

Lincoln, NE

D.A. Davidson & Co.

John Decker Jr. is a financial advisor at D.A. Davidson & Co. in Lincoln, NE, with 21 years of industry experience. He has been with D.A. Davidson & Co. since 2016. Decker serves on the boards of Bryan Health Systems, Hampton Enterprises, and the Education Quest Foundation, and he is a member of the Entrepreneurs Organization. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporations. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with significant net worth, operating under fiduciary standards and employing 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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Shannon B

Series 63, Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Shannon Berry is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 credentials and 28 years of industry experience. She has worked extensively within the Ameritas family of companies since 2007, including Ameritas Life Insurance Corp and Ameritas Investment Company, LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients, utilizing a variety of managed account programs and consulting services.

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

Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Jeremy Robson is a financial advisor with Ameritas Advisory Services, LLC, holding the Series 66 designation and bringing 24 years of industry experience. He has worked with Ameritas since 2021 and previously spent over two decades with Securities America in various capacities. Outside of his advisory role, Robson is involved in youth sports as a basketball coach for the Millard Basketball Association. Ameritas Advisory Services, LLC provides investment advisory and financial planning to a diverse client base including individuals, retirement plans, charities, and corporations. The firm offers multiple managed account programs and fee-based management of variable products, supported by an Investment Committee and partnerships with third-party platforms to align portfolios with client objectives.

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

Series 66

Lincoln, NE

D.A. Davidson & Co.

Paige Young is a financial advisor with D.A. Davidson & Co. in Lincoln, Nebraska, holding a Series 66 designation and 10 years of experience with the firm. She also serves as a notary public and is a board trustee of the St. Stanislaus Parish Endowment Fund, where she assists in managing assets to support the parish’s religious, charitable, and educational missions. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients, offering both discretionary and non-discretionary advisory services under a fiduciary standard.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Edwin B

Series 63, Series 65

Lincoln, NE

Principal Financial Services

Edwin Blehm is a financial advisor with Principal Financial Services in Lincoln, NE, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior roles include positions at Arkway Wealth, Midlands Financial, and Capstone Financial Partners. He participates as a youth mentor in the Teammates Mentoring Program, working with local high school students. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Retired Founder/Business Owner
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Nathaniel W

Series 63, Series 66

Lincoln, NE

Eagle Strategies (NY Life)

Nathaniel Workentine is a financial advisor with Eagle Strategies (NY Life) in Lincoln, NE, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has worked with Eagle Strategies since 2023 and has previous experience with Tandem Financial Team LLC, NYLife Securities LLC, and New York Life Insurance Company. Outside of his advisory role, Workentine is actively involved with St. Mark Lutheran School, serving as School Board President and Treasurer of the Parent Teacher Organization, and participates on the school’s Scholarship Foundation Committee. Eagle Strategies serves a diverse mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a broad network of advisors. The firm offers various program types tailored to client objectives, with a majority of its assets managed on a non-discretionary basis and emphasizes fiduciary responsibilities to retirement investors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Avery S

Series 63, Series 65

Lincoln, NE

Ameritas Advisory Services, LLC

Avery Stege is a financial representative at Ameritas Advisory Services, LLC with Series 63 and Series 65 credentials. He has one year of experience in the financial services industry and has been associated with several Ameritas affiliates since 2024. Outside of finance, Stege is a dance instructor with the United Dance Collective. 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 of variable annuity and universal life subaccounts, supported by a network of Investment Adviser Representatives and multiple custodial platforms.

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

Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Ryan Draper is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked with Ameritas in various capacities since 2014, including roles at Ameritas Investment Corp and Ameritas Investment Company, with prior experience at Allstate Financial Services and Securities America Advisors. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by multiple 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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Ryan M

Series 63, Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Ryan Mc Collum is a financial advisor at Ameritas Advisory Services, LLC in Lincoln, NE, holding Series 63 and Series 66 credentials with eight years of industry experience. His work history includes roles at Ameritas, Axos Invest, Wells Fargo Advisors, TD Ameritrade, and Scottrade. In addition to his advisory work, he is a part owner of MRC Precision LLC, a company involved in client services such as painting and sandblasting. 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 of variable annuity and variable universal life subaccounts, utilizing multiple custodial platforms and third-party tools to support portfolio construction and monitoring.

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

Series 63, Series 65

Lincoln, NE

Tlg Advisors, Inc.

Joshua Curtis is an investment advisor at TLG Advisors, Inc. with 14 years of industry experience. He has worked at several firms, including Cetera Advisors LLC and Brokers Clearing House LTD, before becoming self-employed in 2019. Curtis is also the creator of the Portfolio Waterfall strategy, providing resources to financial professionals for its implementation. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors through a combination of manager selection, ongoing monitoring, and asset allocation-based portfolio construction.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations Founder/Business Owner Retired
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Keith P

CFP®, Series 66

Lincoln, NE

D.A. Davidson & Co.

Keith Peterson is a Certified Financial Planner® (CFP®) with 14 years of industry experience. He has worked at D.A. Davidson & Co. since 2016. 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 operates under fiduciary standards and offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients exceeding $20 million in net worth.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Matthew S

Series 65, Series 63

Lincoln, NE

Ameritas Advisory Services, LLC

Matthew Schommer is a financial advisor with Ameritas Advisory Services, LLC in Lincoln, NE. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior roles include positions at Mutual of Omaha and Enterprise. Outside of advisory services, he is involved in event sales and credit card processing businesses. 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 supports portfolio management with 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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Craig W

Series 63, Series 65

Lincoln, NE

Eagle Strategies (NY Life)

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Justin C

Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Justin Cabeen is a financial advisor with Ameritas Advisory Services, LLC and holds a Series 66 designation. He has 19 years of industry experience, primarily with Ameritas Life Insurance Corp. and Ameritas Investment Company, LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning to a broad client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and integrates multiple custodial platforms to support its advisory services.

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