I’m a fee-only CERTIFIED FINANCIAL PLANNER™ professional based in Kearney, Nebraska with Oldfather Financial Services. I specialize in helping physicians and other high-income professionals navigate financial decisions including student loans, tax planning, investing, retirement planning, and career transitions. My approach is focused on simplifying complex financial situations and helping clients build a clear plan that aligns with their goals and values. I work with clients locally and across the country, combining a specialized focus on medical professionals with the experience and resources of an established advisory team.

Aliisa Criffield is a financial advisor at Stonebridge Wealth Systems LLC in Kearney, NE, holding a Series 65 designation with one year of industry experience. Prior to joining Stonebridge in 2024, she worked at the University of Nebraska - Kearney and PHYND. Outside of her advisory role, she is involved in insurance sales through Stonebridge Insurance and Wealth Management. Stonebridge Wealth Systems LLC is an SEC-registered advisory firm serving individuals, high net worth clients, trusts, and retirement plans. The firm provides discretionary asset management, financial planning, and ERISA 3(21) plan services, managing approximately $276 million for around 927 clients with a team of nine advisors.

Timothy Kulhanek is a financial advisor with Stonebridge Wealth Systems LLC, holding a Series 66 designation and bringing 15 years of industry experience. He has held positions at several firms including Brookstone Wealth Advisors, Taylor Capital Management, and World Equity Group. Outside of advisory roles, he is a partner and insurance agent at Stonebridge Insurance & Wealth Management. Stonebridge Wealth Systems LLC provides discretionary asset management, financial planning, and fiduciary services to individuals, high net worth clients, trusts, and retirement plans. The firm uses a combination of in-house management and outsourced sub-advisors, employing various analytical methods to align portfolios with client goals and risk tolerance.

Zachary Vancas is a Series 65 licensed advisor at Stonebridge Wealth Systems LLC with one year of industry experience. Before joining Stonebridge in 2024, he worked at JumpCrew LLC and Windstream Communications among other roles. He is also a producer at Stonebridge Insurance and Wealth Management, focusing on life and health insurance sales. Stonebridge Wealth Systems LLC provides discretionary asset management, financial planning, and fiduciary services to individuals, high net worth clients, trusts, and retirement plans. The firm uses a combination of in-house management and outsourced sub-advisors, employing various analysis methods to align portfolios with clients’ goals and risk tolerance.

Gavin Harsh is the principal and sole advisor at Harsh Wealth Management LLC, holding a Series 65 credential with nine years of industry experience. Prior to founding his firm, he studied Animal Science at the University of Nebraska Lincoln. Outside of his advisory role, he is a co-owner and operator of an agricultural business in Bartley, Nebraska. Harsh Wealth Management LLC is a state-registered investment advisory firm that provides discretionary asset management, financial planning, and consulting services. The firm develops client-specific investment programs using both fundamental and technical analysis and offers tiered service packages with quarterly account reviews.

Daniel Oleson is a financial advisor at Stonebridge Wealth Systems LLC in Kearney, NE, holding Series 65 and Series 63 credentials with one year of industry experience. Prior to joining Stonebridge Wealth Systems in 2024, his work history includes roles outside the financial sector. Oleson is also an insurance producer at Stonebridge Insurance and Wealth Management, where he conducts client reviews and sells insurance policies. Stonebridge Wealth Systems LLC provides discretionary asset management, financial planning, and limited-scope ERISA 3(21) fiduciary services to individuals, high net worth clients, trusts, and retirement plans. The firm employs a combination of in-house and outsourced management strategies, using various analysis methods to align portfolios with clients’ goals, time horizons, and risk tolerance.

Ian Stratman is a financial advisor with Stonebridge Wealth Systems LLC, holding Series 63 and Series 66 credentials and seven years of industry experience. He previously worked at Principal Advised Services and various Principal entities, as well as Nebraska Bank of Commerce. At Principal Advised Services, he provided one-on-one investment advice to retirement plan participants. Stonebridge Wealth Systems LLC offers discretionary asset management, financial planning, and fiduciary services to individuals, high net worth clients, trusts, and retirement plans. The firm bases portfolios on client goals, time horizons, and risk tolerance, utilizing a combination of in-house management and outsourced sub-advisors.

Jeffrey Gove is a financial advisor at Stonebridge Wealth Systems LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Brookstone Wealth Advisors, LLC. Outside of his advisory role, he volunteers as an educator with the American Financial Education Alliance, teaching classes on Social Security and retirement topics. Stonebridge Wealth Systems LLC is an SEC-registered advisory firm serving individuals, high net worth clients, trusts, and retirement plans. The firm provides discretionary asset management and financial planning, employing fundamental and technical analysis alongside modern portfolio theory, with a team of nine advisors managing approximately $276 million.

Eli Mardock is a financial advisor with Stonebridge Wealth Systems LLC, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at several firms, including Brookstone Wealth Advisors and Northwestern Mutual Investment Services. Outside of finance, Mardock is a music composer and writer with works for film, television, and commercial uses, and he manages a bar business in Nebraska. Stonebridge Wealth Systems LLC is an SEC-registered advisory firm serving individuals, high net worth clients, trusts, and retirement plans. The firm offers discretionary asset management and financial planning, utilizing fundamental and technical analysis alongside modern portfolio theory, with client accounts reviewed quarterly.

Scott Nachtigal is a financial advisor with Stonebridge Wealth Systems LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. He has previously worked at Brookstone Wealth Advisors, LLC, and Broker Network Solutions. Outside of his advisory role, Scott volunteers as an instructor with the American Financial Education Alliance, presenting Social Security information in educational workshops. Stonebridge Wealth Systems LLC is an SEC-registered advisory firm serving individuals, high net worth clients, trusts, and retirement plans. The firm provides discretionary asset management and financial planning, utilizing a team of nine advisors and employing fundamental and technical analysis alongside modern portfolio theory.

John Ternus is a financial advisor at Stonebridge Wealth Systems LLC with CFP®, ChFC®, and Series 65 credentials and three years of industry experience. He has previously worked at Brookstone Wealth Advisors, LLC and serves as an insurance agent at Stonebridge Insurance and Wealth Management. Ternus also has a military background, having served multiple terms with the Nebraska Army National Guard. Stonebridge Wealth Systems LLC is an SEC-registered advisory firm that provides discretionary asset management, financial planning, and ERISA 3(21) plan services to individuals, high net worth clients, trusts, and retirement plans. The firm manages approximately $276 million for around 927 clients and employs a team of nine advisors.

Jeremy Gove is a financial advisor at Stonebridge Wealth Systems LLC with 12 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Stonebridge Wealth Systems in 2023, he worked at Brookstone Wealth Advisors and operated Gove Investments, Inc. He is also president of 5811 Planning and Consulting LLC, where he reviews business plans for humanitarian projects to assist them in securing funding. Stonebridge Wealth Systems LLC provides discretionary asset management, financial planning, and fiduciary services to individuals, high net worth clients, trusts, and retirement plans. The firm uses a combination of in-house and outsourced management, employing multiple analysis methods and ongoing oversight to align portfolios with client goals.

Troy Brockmeier is a CFA® charterholder with 15 years of industry experience, currently serving as an advisor at Oldfather Financial Services. He has been with the firm and its related entities since 2015 and also works as an adjunct professor at the University of Nebraska Kearney, where he teaches Personal Money Management. Oldfather Financial Services serves individual and high-net-worth clients, as well as retirement plans, trusts, foundations, and businesses, offering investment management, financial planning, and retirement-plan consulting. The firm employs a modern portfolio theory-based approach, focusing on broadly diversified, market-based portfolios managed through model allocations and a core-and-satellite framework.

William Oldfather is a financial advisor at Oldfather Financial Services with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Oldfather Financial Services and its affiliated entities since 1992. Oldfather Financial Services serves individual and high-net-worth clients, as well as retirement plans, trusts, foundations, and businesses. The firm provides investment management, financial planning, and retirement-plan consulting, employing a strategy grounded in modern portfolio theory and a core-and-satellite framework with broadly diversified, market-based portfolios.

Brandi Horacek is a financial advisor at Oldfather Financial Services with five years of industry experience. She holds a Series 65 designation and has previously worked at Quill Quest Books and Valley Medical Management Services. Oldfather Financial Services is a fee-only registered investment adviser serving individuals, pension plans, trusts, foundations, and businesses. The firm manages approximately $556 million in client assets and employs investment strategies based on Modern Portfolio Theory and the Fama-French Three-Factor model.

Regina Robles Marquez is a Series 66-credentialed financial advisor at Ameritas Advisory Services, LLC with three years of industry experience. She has worked in various capacities within the Ameritas family of companies since 2021 and also provides caretaking services for a family member through Medicaid. Additionally, she owns a private housekeeping business focused on indoor residential cleaning. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a wide range of clients, including individuals, retirement plans, charitable organizations, and corporations. The firm provides multiple managed account options and integrates third-party platforms to support portfolio construction and ongoing management.

Gary Barth is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 license and over 32 years of industry experience. He has been involved with several entities, including Barth Financial Wealth Management Group and Kaufmann Center LLC. Outside of his advisory roles, he is a partner in a real estate venture that involves rental-purchase and remodeling of condominiums in Lincoln, Nebraska. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers managed account programs, ongoing consulting, and fee-based management of variable annuity and universal life subaccounts, supporting advisory relationships through both discretionary and non-discretionary models.

Jared Kruse is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and nine years of industry experience. He has worked at Ameritas Advisory Services since 2026 and has been involved with DK Legacy Wealth Group and Ameritas Investment Company since 2018 and 2016 respectively. Additionally, he maintains a role with Central Financial Services, where he is involved in insurance sales and service. Ameritas Advisory Services provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuities and life insurance subaccounts, supported by a network of Investment Adviser Representatives and a range of custodial platforms and third-party tools.

Linda Wubbenhorst is a financial advisor at Edward Jones with 26 years of experience in the industry. She holds a Series 66 designation. Outside of her advisory role, she is involved in office cleaning activities at her firm’s location in Kearney, NE. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of investment strategies and affiliated products, operating under a fiduciary standard with approximately $1.01 trillion in assets under management supported by a nationwide network of financial advisors and branch offices.

Gregory Shea is a Series 66 licensed financial advisor with Edward Jones, based in Kearney, NE. He has 10 years of industry experience and has been with Edward Jones since 2015. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.