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William G
Series 66
Louisville, NE
Leibman Financial Servces, Inc.
William Garver is a financial advisor at Leibman Financial Services, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining Leibman Financial Services and LPL Financial in 2022, he worked at 228Main.com and Doane University. Leibman Financial Services provides investment advisory and planning services to individuals, trusts, estates, and business entities, focusing on a value-oriented, long-term investment strategy with tactical asset-allocation flexibility and fundamental analysis. The firm offers both discretionary and non-discretionary asset management, portfolio monitoring, and written financial plans, serving a range of clients including high-net-worth individuals and managing donor-advised funds.
Gregory L
Series 63, Series 66
Louisville, NE
Leibman Financial Servces, Inc.
Gregory Leibman is a financial advisor at Leibman Financial Services, Inc. in Louisville, Nebraska, with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2010. Leibman Financial Services provides investment advisory and planning services to individuals, trusts, estates, and business entities, focusing on a value-oriented, long-term investment strategy with tactical asset allocation and fundamental analysis. The firm also offers portfolio monitoring, written financial plans, and management of donor-advised funds.
Mark L
ChFC®, Series 63
Louisville, NE
Leibman Financial Servces, Inc.
Mark Leibman is a financial advisor with Leibman Financial Services, Inc. in Louisville, NE, holding the ChFC® and Series 63 designations and bringing 41 years of industry experience. He has worked with Linsco/Private Ledger Corp. since 1994 and has been with Leibman Financial Services since 2022. Leibman Financial Services provides investment advisory and planning services to individuals, trusts, estates, and business entities, focusing on value-oriented, long-term strategies with tactical asset allocation and fundamental analysis. The firm offers both discretionary and non-discretionary asset management, portfolio monitoring, and donor-advised fund management.
Trista J
CFP®, Series 65
Eagle, NE
Keener Financial Planning
Trista Jacobs is a CFP® and holds a Series 65 license with four years of experience in financial advising. She has been with Keener Financial Planning since 2021 and previously worked in a family dentistry practice for over a decade. Keener Financial Planning serves individuals, trusts, small businesses, organizations, and pension plans, offering modular financial planning and portfolio management primarily through hourly or flat-fee arrangements. The firm follows a long-term, mostly passive investment approach with a focus on low-cost index funds, selective active funds, and an emphasis on small-cap and value exposures.
Whitney E
Series 66
Louisville, NE
Leibman Financial Servces, Inc.
Whitney Engle is an advisor at Leibman Financial Services, Inc. in Louisville, NE, holding a Series 66 designation with one year of industry experience. Her work history includes roles at LPL Financial LLC and Cambridge Investment Research, as well as experience outside the financial industry at 228main.com and in other fields. Leibman Financial Services provides investment advisory and planning services to individuals, trusts, estates, and business entities, emphasizing a value-oriented, long-term strategy with tactical asset allocation and fundamental analysis. The firm serves a range of clients including high-net-worth individuals and manages donor-advised funds while offering household-level management and allowing clients to impose investment restrictions.
Caitlin L
Series 66
Louisville, NE
Leibman Financial Servces, Inc.
Caitlin Leibman is a financial advisor at Leibman Financial Services, Inc. with three years of industry experience. She holds the Series 66 designation and has worked with LPL Financial since 2018. Prior to her advisory roles, she was employed at Doane University from 2014 to 2020. Leibman Financial Services provides investment advisory and planning services to individuals, trusts, estates, and business entities, including high-net-worth clients. The firm employs a value-oriented, long-term investment strategy with tactical asset allocation and fundamental analysis, offering both discretionary and non-discretionary asset management along with portfolio monitoring and written financial plans.
Brian W
Series 63, Series 65
Bennet, NE
Van Clemens Wealth Management, LLC
Brian Willet is a financial advisor at Van Clemens Wealth Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Waddell & Reed, Inc. He is CEO and executive coach at Advisor Game Plan, LLC and co-founder and CEO of Willet & Cumro Innovations, LLC. Willet also serves on the boards of the nonprofit organizations Nebraska Supreme and ETG Midwest. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm customizes advice based on client objectives and employs a blend of modern portfolio theory with fundamental and technical analysis.
Peter G
Series 63, Series 65
Bennet, NE
Integrated Wealth Concepts LLC
Peter Gaide is a financial advisor at Integrated Wealth Concepts LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at PRISM Financial Strategies, LLC and Cornerstone Capital Advisors. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, focusing on customized portfolios with a mix of mutual funds, ETFs, equities, and fixed income using a primarily long-term investment approach.
Cory C
Series 63, Series 65
Palmyra, NE
Empower Advisory Group
Cory Callahan is a financial advisor with Empower Advisory Group in Palmyra, NE, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at AllState Financial Services, Allstate Financial Advisors, and Heritage Financial Services. Outside of his advisory work, he serves as President of the Palmyra Volunteer Rescue and Assistant Chief of the Palmyra Volunteer Fire Department and volunteers with the Palmyra Action League. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, delivering services through integrated platforms focused on long-term portfolio returns and annual rebalancing.
Catherine J
Series 63, Series 66
Bennet, NE
Ameritas Advisory Services, LLC
Catherine Jones is a financial advisor at Ameritas Advisory Services, LLC with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Ameritas-affiliated firms since 2008, including a role at the State of Nebraska Securities Bureau from 2013 to 2017. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by a network of Investment Adviser Representatives and multiple custodial platforms.
Dustin S
Series 66
Waverly, NE
Ameritas Advisory Services, LLC
Dustin Schlegel is a financial advisor at Ameritas Advisory Services, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Ameritas Investment Corp since 2007 and Ameritas Advisory Services since 2021. He is licensed as an Independent Insurance Agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and employs both discretionary and non-discretionary advisory relationships supported by its Investment Committee and third-party partners.
Sean Z
Series 66
Waverly, NE
Ameritas Advisory Services, LLC
Sean Zapp is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 credential and 14 years of industry experience. He has been with Ameritas Advisory Services since 2017, including a prior role at Securities America, Inc. from 2011 to 2017. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, utilizing both discretionary and non-discretionary advisory models supported by multiple custodial platforms and third-party tools.
Kelly M
Series 66
Unadilla, NE
Thrivent Investment Management
Kelly Mcintosh is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004 and 2005, respectively. Outside of her advisory role, Mcintosh serves as a board member of the Syracuse Area Health Foundation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a range of financial topics and offers these services either as one-time engagements or ongoing relationships, without discretionary trading authority.
Deanna S
Series 63
Elmwood, NE
LPL Financial
Deanna Sporhase is a financial advisor with LPL Financial in Elmwood, NE, holding a Series 63 license and bringing 39 years of industry experience. Her prior work includes over three decades with Waddell & Reed and various insurance carriers, as well as serving the Village of Elmwood. She is also active as a non-variable insurance agent. 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 extensive resources and technology tools.
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