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Daniel T

Series 63, Series 65

Gretna, NE

First Class Wealth Management LLC

Daniel Thompson Jr. is a financial advisor at First Class Wealth Management LLC in Gretna, NE, with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Farm Bureau Financial Services and Omega Insurance Group LLC. Outside of financial advising, he is the owner of Isaiah Trucking, Inc. and serves as a high school soccer referee on a per-game basis. First Class Wealth Management is an independent advisory firm serving individual and high-net-worth clients with customized portfolio management and investment advisory services. The firm employs a long-term trading approach informed by cyclical, fundamental, technical, and modern portfolio theory analyses, focusing on mutual funds, ETFs, real estate funds, fixed income, and annuities.

Annuities Real estate investing
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Brian F

Series 63

Lavista, NE

Financial Design Group, LLC

Brian Farris is a financial advisor at Financial Design Group, LLC with 28 years of industry experience. He holds the Series 63 designation and previously worked at Cetera Advisors LLC for 11 years before joining Financial Design Group. Financial Design Group is a small advisory firm serving individual investors, including high-net-worth individuals, as well as retirement plan sponsors and participants. The firm focuses on strategic asset allocation and long-term holdings, providing discretionary asset management and retirement plan fiduciary consulting tailored to client needs.

Income planning Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Christopher F

Series 66

Lavista, NE

Financial Design Group, LLC

Christopher Farris is a financial advisor at Financial Design Group, LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked for Cetera Advisors LLC from 2012 to 2022. Farris is a licensed insurance agent but does not sell commissionable insurance or annuity products to clients of Financial Design Group. Financial Design Group serves individual investors, including high-net-worth clients, as well as retirement plan sponsors and participants. The firm focuses on discretionary asset management and retirement plan consulting, emphasizing strategic asset allocation, long-term holdings, and customized advisory services.

Income planning Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Jacquelyn D

CFP®, Series 66

Gretna, NE

Vestia Personal Wealth Advisors

Jacquelyn Denson is a CFP® professional with 11 years of industry experience, currently serving at Vestia Personal Wealth Advisors. She has previously worked at Larson Financial Securities, LLC and Larson Financial Group, LLC. Outside of her advisory role, she is involved in the wine retail and bar business and co-owns a nutrition and supplements enterprise focused on a hangover remedy product. Vestia Personal Wealth Advisors serves individual and high-net-worth clients and provides consulting for retirement plan sponsors. The firm employs an evidence-based investment approach and utilizes a combination of in-house discretionary management, third-party sub-advisors, and technology-enabled solutions, while also offering access to alternative and private investments through affiliated platforms.

Private / alternative investments Business exit / sale strategy Tax-loss harvesting Founder/Business Owner Doctor or Medical Professional Executive
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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.

Wealth management
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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.

Wealth management
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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.

Wealth management
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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.

Wealth management
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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.

Wealth 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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James C

Series 63, Series 65

Gretna, NE

CreativeOne Securities, LLC

James Clements is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include positions at Carson Group, CWM, LLC, Ameritas Investment Corp, and Securities America Inc. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm offers financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs, combining project-based planning with ongoing asset management using a proprietary platform.

Retirement income strategy Annuities Wealth management General estate planning guidance Founder/Business Owner Retired
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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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Jeffrey H

Series 65

Gretna, NE

Soltis Investment Advisors, LLC

Jeffrey Harris is a financial advisor at Soltis Investment Advisors, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at several firms, including CWM, LLC, Carson Institutional Alliance, and Northwest Wealth Management LLC. Outside of his advisory role, he is a co-owner of a Ziggi's Coffee franchise. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans. The firm uses a manager selection and portfolio construction process that combines Modern Portfolio Theory, quantitative screening, and qualitative due diligence, offering discretionary portfolio management, financial planning, and consulting services.

Wealth management Retirement income strategy Charitable giving & philanthropy Business Financial Management Founder/Business Owner Retired
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Nathan D

Series 65

Gretna, NE

Advisory Services Network

Nathan Despain is a Series 65-licensed financial advisor with two years of industry experience. He is currently with Advisory Services Network and previously worked at Arkfeld Wealth Strategies and Point Guard Management. Outside of advising, he owns and operates Omaha 3 LLC, a real estate business in Sequim, Washington. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing diversified investment strategies tailored to clients’ objectives and risk tolerances.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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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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Bryan H

Series 63, Series 65

La Vista, NE

Ameritas Advisory Services, LLC

Bryan Holen is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His career includes roles with Principal Life Insurance Company and Principal Securities, as well as leadership positions at Plat1num One Investment and Insurance Group and InSource Benefits Group. He serves on the National PAC committee for the National Association of Insurance and Financial Advisors. 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 investment strategies using model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technology.

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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Josh M

Series 66

La Vista, NE

Ameritas Advisory Services, LLC

Josh Mikus is a financial advisor at Ameritas Advisory Services, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked with Ameritas Investment Company, LLC and inSource Financial Advisors. He is also employed at inSource Financial Advisors, where he is involved in insurance and annuity sales. 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 offers a range of services such as asset management, financial planning, and retirement plan advisory, utilizing a variety of investment options and program platforms.

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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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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Dustin S

Series 66

Waverly, NE

Ameritas Advisory Services, LLC

Dustin Schlegel is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 18 years of industry experience. He has worked with Ameritas Investment Corp since 2007 and has been with Ameritas Advisory Services since 2021. In addition to his advisory role, he is licensed as an Independent Insurance Agent to sell fixed insurance products. Ameritas Advisory Services provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses, offering a range of asset management and retirement plan advisory solutions through multiple program platforms and a variety of investment vehicles.

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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Sean Z

Series 66

Waverly, NE

Ameritas Advisory Services, LLC

Sean Zapp is a Series 66-licensed financial advisor with Ameritas Advisory Services, LLC, based in Waverly, Nebraska. He has 14 years of industry experience, including roles at Ameritas Investment Corp. and Securities America. Zapp has been with Ameritas Advisory Services since 2019. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of investment vehicles and model portfolios, and its corporate structure includes affiliated broker-dealer and insurance entities that broaden its product offerings.

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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