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James C

Series 65, Series 63

Broken Bow, NE

Eagle Strategies (NY Life)

James Clang is a financial advisor with Eagle Strategies (NY Life) based in Broken Bow, Nebraska. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. Clang is the owner of Clang Financial, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailored recommendations, working primarily with non-discretionary assets in an integrated New York Life 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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Lindsay C

Series 66

Broken Bow, NE

Edward Jones

Lindsay Cook is a Series 66-licensed financial advisor with Edward Jones in Broken Bow, Nebraska. She has one year of industry experience and previously operated as a self-employed professional for five years. Outside of her advisory role, she assists with her family's cattle and farming operations, handling tasks such as fence repair, livestock care, and managing farm-related financial activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and maintains a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

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

Series 66

Broken Bow, NE

Edward Jones

Timothy Mc Caslin is a Series 66-licensed advisor with Edward Jones, based in Broken Bow, NE, where he has worked since 2020. He has five years of industry experience and previously served in the Nebraska Army National Guard for over two decades. Outside of his advisory role, he is involved with Purcell Investment Group, a family investment club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households with varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated products through a large nationwide network of financial advisors and branch offices.

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

Series 63, Series 66

Broken Bow, NE

Edward Jones

Janet Loughran is a financial advisor with Edward Jones who holds Series 63 and Series 66 licenses and has 35 years of industry experience. She has been with Edward Jones since 1986. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

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

Series 63, Series 66

Broken Bow, NE

Thrivent Investment Management

Scott Harvey is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. He has been with Thrivent and its affiliated entities since 2014. Outside of his advisory role, he serves as a part-time pastor and officiates local basketball games in Broken Bow, Nebraska. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive financial planning without discretionary portfolio management. The firm emphasizes holistic, goal-based analyses through a network of advisors and integrates planning with managed-account services via its WealthPlan program.

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