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Erik A

Series 63, Series 65

Valley, NE

Cherry Creek Financial Advisors, Inc.

Erik Albertson is a financial advisor with Cherry Creek Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Albertson has been with Cherry Creek Financial Advisors since 2002. Cherry Creek Financial Advisors is a fee-only independent registered investment adviser serving individual and high-net-worth clients, retirement plans, foundations, and other institutions. The firm manages approximately $24.2 million across 154 accounts, focusing on an asset-allocation driven investment process with customized target allocations primarily using exchange-traded funds and institutional no-load mutual funds.

Concentrated stock management
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Benjamin S

Series 65

Wahoo, NE

Thrivent Advisor Network, LLC

Benjamin Scheef is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 65 designation and three years of industry experience. Prior to joining Thrivent Advisor Network in 2021, he worked in insurance and other service roles. Outside of his advisory work, Scheef is a basketball referee for youth, middle school, and high school games. Thrivent Advisor Network provides investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolio construction using low-cost mutual funds and ETFs, along with access to independent managers and model portfolios.

Private / alternative investments College savings (529s, UTMA, etc.) Annuities Wealth management
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Luke S

CFP®, ChFC®, Series 66

Wahoo, NE

Thrivent Advisor Network, LLC

Luke Simons is a financial advisor with Thrivent Advisor Network, LLC, holding CFP® and ChFC® designations and 14 years of industry experience. His prior work includes roles at Thrivent Investment Management, Inc., Purshe Kaplan Sterling Investments, and Thrivent Financial for Lutherans. Outside of advising, he serves as a board member for Wahoops Youth Basketball, a local nonprofit youth basketball association. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers portfolio management, financial planning, and access to independent managers, typically constructing diversified portfolios using low-cost mutual funds and ETFs alongside other investment vehicles.

Private / alternative investments College savings (529s, UTMA, etc.) Annuities Wealth management
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Randy I

Series 63, Series 66

Wahoo, NE

Focus Partners Wealth, LLC

Randy Ickler is a financial advisor at Focus Partners Wealth, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Focus Partners Wealth in 2025, he worked at Churchill Management Group for seven years and TD Ameritrade Inc. for ten years. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Cynthia O

Series 63, Series 66

Ashland, NE

Principal Financial Services

Cynthia Ortlieb is a financial advisor with Principal Financial Services in Ashland, NE, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has previously worked at Securities America Advisors and Securities America Inc. since 2008 and has been with Principal Securities and Principal Life Insurance since 2018. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, 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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Robert M

Series 63, Series 65

Ceresco, NE

Ameritas Advisory Services, LLC

Robert Miller is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked with Ameritas and affiliated firms since 2015 and has held roles at Anderson Wealth and Retirement LLC and Wells Fargo Clearing. Outside of his advisory work, Miller owns a bookkeeping business assisting clients with profit and loss statements and participates in a professional referral group to facilitate networking across industries. 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 portfolio construction techniques involving model portfolios, mutual funds, ETFs, and individual securities, and offers access to multiple program platforms and sub-advisers.

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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Bret M

Series 66

Wahoo, NE

Edward Jones

Bret Madson is a Series 66-licensed financial advisor with Edward Jones in Wahoo, Nebraska, bringing two years of industry experience. Prior to joining Edward Jones in 2023, he worked for several automotive dealerships from 2006 to 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Timothy M

Series 63, Series 66

Valley, NE

OSAIC

Timothy Militti is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Securities America Advisors and First State Bank. He has been involved with the Fremont Alzheimer's Collaboration since 2015. OSAIC serves a diverse client base, including individual investors, corporations, and charitable organizations, offering a range of brokerage and advisory services supported by advanced asset-allocation tools and third-party money managers.

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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Jason L

Series 63, Series 66

Yutan, NE

Fisher Investments

Jason Long is a financial advisor at Fisher Investments with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fisher Investments since 2018, following roles at Charles Schwab Bank, Charles Schwab, and TD Ameritrade. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm combines quantitative and qualitative research through a centralized Investment Policy Committee to construct diversified portfolios and employs tax-aware processes alongside risk management strategies.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
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Le Ann P

Series 66

Wahoo, NE

Edward Jones

Le Ann Poston is a financial advisor with Edward Jones in Wahoo, Nebraska, holding a Series 66 designation and three years of industry experience. She has worked at Edward Jones since 2012, with a brief career at Pampered Chef from 2008 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy Retired Founder/Business Owner Executive
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Joshua K

Series 66

Wahoo, NE

Edward Jones

Joshua Krueger is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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