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Spencer S

Series 63, Series 65

Omaha, NE

Cetera

Spencer Skolout is a financial advisor with Cetera in Omaha, NE, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior experience includes roles at Transamerica Financial Advisors, Securities America Advisors, and Woodmen Financial Services. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform, with assets under management exceeding $256 billion and a network of more than 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Thomas G

Series 63, Series 66

Omaha, NE

Cetera

Thomas Goetz is a financial advisor with Cetera in Omaha, NE, holding Series 63 and Series 66 credentials and 29 years of industry experience. Prior to joining Cetera in various capacities since 2018, he spent 27 years at Mutual of Omaha Investor Services, Inc. Outside of his advisory work, he participates as a food taste tester in innovation research. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a broad network of over 10,000 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple investment strategies across a range of program platforms.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Peter B

Series 63, Series 65, Series 66

Omaha, NE

LPL Financial

Peter Bolay is a financial advisor at LPL Financial with over 51 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked with firms including Wells Fargo Advisors and A. G. Edwards & Sons. Bolay operates NAVIQ Wealth Management as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions supported by a large network of advisors and technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Benjamin S

Series 66

Omaha, NE

Cambridge Investment Research Advisors

Benjamin Siedlik is a financial advisor with Cambridge Investment Research Advisors in Omaha, NE, holding a Series 66 designation and 12 years of industry experience. He previously worked at Securities America Inc. for 11 years before joining Cambridge in 2022. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers a variety of investment implementation options, including proprietary and third-party model strategies, across multiple platform arrangements tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Steven N

Series 66

Council Bluffs, IA

Ameriprise

Steven Nelson is a financial advisor with Ameriprise in Carter Lake, IA, holding a Series 66 designation and seven years of industry experience. He has been with Ameriprise and its affiliate since 2018 and also serves on the Board of Directors and as Board President of the Centennial Rotary Club. Outside of finance, he has been involved with Speedy Release Bail Bonds and Telmon, Inc. for over a decade. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven, algorithm-assisted recommendations with a broad range of advisory and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Brad G

Series 63

Omaha, NE

LPL Financial

Brad Goracke is a financial advisor with LPL Financial, holding a Series 63 designation and 28 years of industry experience. He previously worked at Ameriprise Financial and its affiliates from 1998 to 2024. Outside of his advisory role, he is involved with Springfield Farm LLC in a real estate rental capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing various strategies and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Tyler J

Series 66

Council Bluffs, IA

LPL Financial

Tyler Johnson is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. He has been with LPL Financial since 2017 and also has a background in agricultural business through his ongoing involvement with Lynn F. Johnson Farm Corp. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies across discretionary and non-discretionary accounts.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Mark K

Series 63, Series 65

Omaha, NE

UBS Financial Services

Mark Kersenbrock is a financial advisor at UBS Financial Services with 30 years of industry experience. He has been with UBS since 1999 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Pete Z

CFP®, Series 66

Omaha, NE

Northland Securities, Inc.

Pete Zimmerman is a CFP® credentialed financial advisor with 16 years of industry experience. He is currently with Northland Securities, Inc. and has previously worked at OSAIC and Securities America Advisors, Inc. Northland Securities, Inc. is a multi-team firm with 42 advisors that serves a range of clients through a comprehensive investment approach.

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