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Robert W

Series 65

Nebraska City, NE

Family Financial Planning

Robert Wulf is a financial advisor based in Nebraska City, NE, operating under Family Financial Planning. He holds a Series 65 designation and has four years of experience in the financial industry. Prior to his advisory role, he worked for Nebraska Public Power District for 22 years. Family Financial Planning provides financial planning and coaching services primarily to individuals and families, as well as trusts, estates, and other private clients. The firm offers written comprehensive and special-topic financial plans supplemented by financial coaching and educational materials, operating as an advice-only practice without managing client assets.

General retirement planning Social Security optimization General tax planning Cash flow / budgeting
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Christopher J

Series 63, Series 65

Sidney, IA

Commonwealth Financial Network

Christopher Johnson is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Commonwealth since 2017 and previously spent over two decades with Waddell & Reed, Inc. Johnson is co-owner of Kats Consulting, Inc., a business providing tax preparation and accounting services. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs including wealth management and retirement plan consulting. The firm supports advisors with operations, technology, compliance, and investment management services, while providing access to discretionary model portfolios and customizable program structures.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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John H

Series 66

Nebraska City, NE

Commonwealth Financial Network

John Hogeland is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 12 years of industry experience. He previously worked at Waddell & Reed, Inc. for five years before joining Commonwealth in 2017. Hogeland is also the owner of JCH Financial, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs, wealth management, and retirement plan consulting. The firm offers a range of investment and operational support services, enabling advisors to construct client portfolios using diverse securities and insurance products.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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David P

Series 66

Nebraska City, NE

Commonwealth Financial Network

David Pease is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 20 years of industry experience. His career includes 12 years at Waddell & Reed, Inc. and ongoing work with various insurance carriers through W&R Insurance Agencies. He is also a part-owner and managing member of Pathfinder Wealth Advisors, LLC, which operates securities, advisory, and insurance businesses. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, technology, investment management, and compliance. The firm offers diverse investment programs such as PPS Custom and PPS Select model portfolios, supporting advisors who typically provide client advice under their own brands within Commonwealth’s supervisory framework.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Michael B

Series 63, Series 65

Nebraska City, NE

LPL Financial

Michael Borns is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Investment Centers of America, Inc. for 23 years before joining LPL Financial in 2017. Outside of his advisory role, Borns serves as a volunteer firefighter and scholarship committee member for the Nebraska City Volunteer Fire Department. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by research 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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Adam H

Series 66

Nebraska City, NE

Edward Jones

Adam Howard is a financial advisor with Edward Jones in Nebraska City, NE, holding a Series 66 designation and three years of industry experience. Before joining Edward Jones in 2025, he worked at BLUEPRINT FINANCIAL/Raymond James Financial Services for two years. Outside of advising, he owns A.McKay's Woodworking, a business specializing in fine furniture and projects for homes, businesses, and churches. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment solutions. The firm is notable for its extensive retail advisor and branch network and affiliated capabilities that go beyond traditional advisory services.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Wealth management Oil & Gas
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Jeremiah M

Series 63, Series 66

Nebraska City, NE

OSAIC

Jeremiah Mumm is a financial advisor with OSAIC based in Nebraska City, NE, holding Series 63 and Series 66 registrations and with 23 years of industry experience. His prior experience includes roles at First State Bank and Securities America Advisors. Outside of his advisory role, he volunteers as a board member for the Sons of the American Legion, coaches youth trap shooting, serves on the board of the Ashland Gun Club, and participates in church council activities. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to manage portfolios that may include a wide range of investment products on either a discretionary or non-discretionary basis.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Travis H

Series 63, Series 65

Sidney, IA

Primerica Advisors

Travis Hensley is a financial advisor with Primerica Advisors in Sidney, Iowa, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with Primerica Financial Services since 2000 and is also associated with PFS Investments Inc. and Wedekind and Associates, Inc. Outside of his advisory work, Hensley is the owner and DJ of a music business since 2013. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while maintaining oversight of investment models.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Dustin C

CFP®, Series 66

Shenandoah, IA

Edward Jones

Dustin Christiansen is a CFP® and holds a Series 66 license, with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment strategies and affiliated financial services through a large nationwide network of advisors and branch offices.

Retirement income strategy Charitable giving & philanthropy General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
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Cole S

Series 66

Nebraska City, NE

Raymond James Financial

Cole Sharp is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and seven years of industry experience. He has worked with Raymond James since 2018 and is also affiliated with Vanderveen Financial Planning and Peru State College. Outside of his advisory roles, Sharp is involved in political activities and serves as secretary of a local support company, Blue Optics, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through unique advisory affiliations.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Evan C

Series 66

Nebraska City, NE

Edward Jones

Evan Cox is a financial advisor with Edward Jones in Nebraska City, NE, holding the Series 66 designation and having seven years of industry experience. He has been with Edward Jones since 2018 and previously worked with the Lincoln Stars Hockey Club. Outside of advising, he is the owner of Cox Investments LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm manages over $1 trillion in assets and supports its clients through a large network of advisors and branch offices nationwide.

Retirement income strategy Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Brett B

Series 63, Series 65

Sidney, IA

Primerica Advisors

Brett Bengford is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2015. Outside of his advisory role, Bengford is involved in entrepreneurial ventures, including ownership of W.I.T.A. and a partnership in Farmhand Brewing Co. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options structured as wrap-fee solutions. The firm curates third-party asset managers and oversees portfolio management with a focus on tiered percentage-based fees and ongoing due diligence.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Aaron B

Series 66

Nebraska City, NE

OSAIC

Aaron Bishop is a financial advisor at Osaic Wealth, Inc. based in Nebraska City, NE, holding a Series 66 designation with one year of industry experience. He previously worked at American National Bank for eight years and has additional experience in retail and food service industries. Bishop is also involved with M4 Enterprises, where he provides financial planning and advice to clients. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and advisory platforms. The firm offers a range of integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios across various asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Rex G

Series 63, Series 65

Nebraska City, NE

Raymond James Financial

Rex Goracke is a financial advisor at Raymond James Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved with several business ventures, including Spectrum Medical Equipment Inc, V & G Holdings, and Nebr. City Professional Center, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele ranging from individuals to institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to help clients pursue their financial goals.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Ronald P

Series 63, Series 65

Sidney, IA

Primerica Advisors

Ronald Payne is a financial advisor with Primerica Advisors in Sidney, IA, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2010. Outside of his advisory role, he works part-time as a driver and grief counselor at Cutler O'Neil Funeral Home. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm utilizes third-party asset managers and a tiered wrap-fee structure, focusing on curated portfolio models rather than institutional pension or profit-sharing plan management.

ESG / Sustainable investing Tax-loss harvesting Income planning
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C. V

Series 63, Series 65, Series 66

Nebraska City, NE

Raymond James Financial

C. Vanderveen is a financial advisor with Raymond James Financial in Nebraska City, NE, holding Series 63, Series 65, and Series 66 licenses and 26 years of industry experience. Vanderveen has worked with Raymond James Financial Services since 2000 and with Vanderveen & Goracke Financial, LLC since 1999. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a municipal advisor affiliation.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Rebecca F

Series 63, Series 65

Sidney, IA

Primerica Advisors

Rebecca Fegan is a financial advisor with Primerica Advisors in Sidney, Iowa, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2001. Outside of her advisory role, she has been involved with the Fine Arts Academy since 1988. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure distinct from fixed-fee models.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Kiel V

Series 66

Nebraska City, NE

Raymond James Financial

Kiel Vanderveen is a financial advisor with Raymond James Financial Services Advisors Inc. in Nebraska City, NE, holding a Series 66 designation and over 13 years of industry experience. He has served at Raymond James since 2012. Outside of his advisory role, Vanderveen is active in the community as treasurer and board member of the Nebraska Community Foundation and has business interests in agriculture and financial planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports clients through its advisory programs and a broad network of affiliated advisors.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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