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Sara K

Series 66

Geneva, NE

LPL Financial

Sara Kresser is a financial advisor at LPL Financial with four years of industry experience. She holds a Series 66 designation and previously worked at Tyler Williams and Reinke Manufacturing Co., Inc. Outside of advising, she has been involved with Lazy Horse Brewing as a bartender and participates in activities at St. Peter Lutheran Church. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors nationwide.

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

Series 63

Sutton, NE

Cetera

Gregory Jahnke is a financial advisor with Cetera, holding a Series 63 designation and 35 years of industry experience. He has been with Cetera Wealth Services, LLC since 2013 and currently works at Cetera. In addition to his advisory role, he is an insurance agent specializing in life and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

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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Michael L

Series 63, Series 65

Geneva, NE

LPL Financial

Michael Lynch II is a financial advisor with LPL Financial in Geneva, Nebraska, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at SagePoint Financial, Equitable Advisors, Homan Wealth Advisors, and Merrill. In addition to his advisory work, he is involved with Lynch Financial, a non-variable insurance business. 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 advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for research and operations.

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

Series 63, Series 66

Geneva, NE

LPL Financial

Tyler Williams is a financial advisor with LPL Financial in Geneva, NE, holding Series 63 and Series 66 designations and over 22 years of industry experience. He has worked at LPL Financial since 2021 and previously held roles at firms including Waddell & Reed and Edward Jones. Williams serves on the board of the Fillmore County Hospital and is involved in business ventures outside the investment industry. 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 advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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