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Michael S

Series 63

Lincoln, NE

Ameritas Advisory Services, LLC

Michael Stuchlik is a financial advisor with Ameritas Advisory Services, LLC located in Lincoln, NE, holding a Series 63 designation and over 33 years of industry experience. He has worked with Ameritas Investment Corp. since 1996 and has operated Stuchlik & Associates Insurance and Financial Services Inc. since 2005, where he is licensed as an independent insurance agent to sell fixed insurance products. 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, financial planning, and retirement advisory services utilizing model portfolios, mutual funds, ETFs, and other investment vehicles across discretionary and non-discretionary programs.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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Darcy Y

Series 63, Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Darcy Yocum is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has held roles at various Ameritas entities since 2004 and previously worked at Wells Fargo Investments. Outside of his advisory work, Yocum is an author and publisher of financial planning books and manages related educational materials and app development; he is also involved in designing western equine attire through a separate partnership. 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 asset management, financial planning, retirement plan advisory, and variable product subaccount management across multiple program platforms and utilizes a range of investment options including model portfolios, mutual funds, ETFs, and individual securities.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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Scott F

Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

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.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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Jacob W

Series 63, Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

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.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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Kenneth T

Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

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.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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Tyler S

Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

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.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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David G

Series 63, Series 65

Lincoln, NE

Ameritas Advisory Services, LLC

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.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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Rhonda H

Series 63, Series 66

Lincoln, NE

Integrated Wealth Concepts LLC

Rhonda Harris is a financial advisor with Integrated Wealth Concepts LLC in Lincoln, Nebraska, holding Series 63 and Series 66 registrations and bringing 23 years of industry experience. Her prior firms include LPL Financial LLC, Robert W. Baird & Co., Pinnacle Bank, Principal Financial Services, and Ameritas Investment Company. Outside of advising, she owns RKHarris Photography, a photography business. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios with a primarily long-term approach while integrating third-party managers and maintaining client assets with external custodians.

Retirement income strategy Active portfolio management Wealth management Founder/Business Owner Executive
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Bret K

Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

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.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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Truc N

Series 63, Series 65

Lincoln, NE

Ameritas Advisory Services, LLC

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.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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Emily M

Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

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.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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Aaron R

Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

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.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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Jamison J

Series 63, Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

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.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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Theresa O

Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

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.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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Matthew K

Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

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.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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Tyler M

CFP®, ChFC®, Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Tyler Mainquist is a CFP® and ChFC® with 19 years of industry experience. He is currently affiliated with Ameritas Advisory Services, LLC and Envision Wealth Network, and has worked previously at Thrivent Investment Management and UBS Financial Services. In addition to his advisory roles, he is licensed to consult and sell fixed insurance and annuity products through multiple full-service insurance brokerages. 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 across multiple program platforms.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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Robert S

Series 63, Series 65

Lincoln, NE

Ameritas Advisory Services, LLC

Robert Swanson is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Ameritas-related entities since 2007 and serves as Executive Vice President of Central Financial Services, focusing on financial advising and fixed insurance products. Swanson has also managed and supervised insurance agents and was previously involved in property and casualty insurance operations. 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 asset management, financial planning, retirement plan advisory, and variable product subaccount management through various program platforms, blending model portfolios, mutual funds, ETFs, and individual securities.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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Dustin S

Series 66

Waverly, NE

Ameritas Advisory Services, LLC

Dustin Schlegel is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 18 years of industry experience. He has worked with Ameritas Investment Corp since 2007 and has been with Ameritas Advisory Services since 2021. In addition to his advisory role, he is licensed as an Independent Insurance Agent to sell 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, offering a range of asset management and retirement plan advisory solutions through multiple program platforms and a variety of investment vehicles.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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Susan B

Series 63, Series 65

Lincoln, NE

Benjamin F. Edwards & Company, Inc.

Susan Benton is a financial advisor with Benjamin F. Edwards & Company, Inc. in Lincoln, NE, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She previously worked at RBC Capital Markets and Wachovia Securities, LLC. Benton has a 40% ownership interest in a new restaurant venture providing financing for a business to be opened by her son. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers advisory programs, financial planning, investment management consulting, brokerage services, and M&A advisory services using both proprietary and third-party model strategies.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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Marcus W

Series 63, Series 65

Lincoln, NE

Ameritas Advisory Services, LLC

Marcus Wernke is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 designations and 11 years of industry experience. He has worked at Ameritas Investment Corp and Ameritas Life Insurance Corp since 2015 and was previously employed by United Parcel Service and Midwest Medical Transport Company. 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 through model portfolios, mutual funds, ETFs, and individual securities, operating multiple program platforms and leveraging both proprietary and third-party technology and managers.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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