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Daniel C
CFP®, Series 66
Scottsbluff, NE
Wealth Advisors Network, Inc.
Daniel Charron is a CFP® with 26 years of experience in the financial industry. He is affiliated with Wealth Advisors Network, Inc. and has worked there since 2007, alongside his role at Cambridge Investment Research, Inc. since 2013. Charron is also a partner and president at Contryman Associates P.C., a CPA firm, and serves as treasurer for the Rotary Club of Scottsbluff/Gering. Wealth Advisors Network, Inc. provides comprehensive wealth-care services to individuals, trusts, charitable organizations, closely held businesses, and retirement plans. The firm emphasizes diversification and active management, utilizing various investment vehicles and proprietary risk assessment tools to align portfolios with client risk tolerances.
Troy H
PFS™, Series 63, Series 65
Scottsbluff, NE
MBE Wealth Management, LLC
Troy Hilyard is a financial advisor at MBE Wealth Management, LLC with 24 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining MBE Wealth Management, he worked at E & H Certified Public Accountants & Management Consultants and Fred A. Lockwood & Co., PC. Outside of his advisory role, he is a partner at MBE CPAs, a certified public accounting firm, and is also a licensed insurance agent. MBE Wealth Management serves a diverse client base including individuals, trusts, estates, businesses, retirement plans, and financial institutions. The firm builds diversified, long-term oriented portfolios using low-cost mutual funds and ETFs, individual securities, and independent managers, employing both fundamental and technical analysis while offering comprehensive financial planning and fiduciary services.
Bobby S
Series 66
Scottsbluff, NE
Sanctuary Advisors, LLC
Bobby Schmid is a financial advisor at Sanctuary Advisors, LLC with five years of industry experience. He holds the Series 66 designation and previously worked at D.A. Davidson & Co. and Edward Jones. Outside of advising, he serves as a board member of the Flathead Livestock Sale Organization, supporting 4H and FFA students in livestock sales at the Northwest Montana Fair. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, and charitable organizations through over 400 independent investment adviser representatives. The firm employs various portfolio management approaches and acts as a fiduciary when engaged under written agreements.
Taylor C
Series 65
Scottsbluff, NE
Brookstone Capital Management LLC
Taylor Copas is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 credential and six years of industry experience. Prior to joining Brookstone in 2020, he worked at Plains Insurance Brokers and Farm Bureau Financial Services. He is also active as a licensed real estate agent, dedicating part of his time to that work alongside his advisory role. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm utilizes strategic and dynamic asset-allocation models and offers discretionary portfolio management through its BCM Platform and wrap-fee program.
Brandy R
CFP®, Series 66
Scottsbluff, NE
Sanctuary Advisors, LLC
Brandy Reichert is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Sanctuary Advisors, LLC since 2022. Prior to this, she worked at Edward Jones for 12 years. Outside of her advisory role, she is involved as Vice President of Eric Reichert Insulation and Construction Inc and holds ownership interests in several local businesses, including a Wich Which restaurant franchise. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports more than 400 independent advisers who deliver tailored investment solutions through multiple managed account platforms and employs diverse analytical approaches in its fiduciary services.
Joel B
Series 66
Gering, NE
Edward Jones
Joel Barrett is a financial advisor at Edward Jones in Gering, Nebraska, holding a Series 66 designation with two years of industry experience. His prior experience includes roles at SWBC and involvement with Cyclone Enterprises, operating as Kilthau Transports. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branches.
Jodi R
Series 65, Series 63
Scottsbluff, NE
Raymond James Financial
Jodi Rupp is a financial advisor with Raymond James Financial, holding Series 65 and Series 63 licenses and four years of industry experience. She has worked at Raymond James Financial since 2025 and is also associated with Platte Valley Investment Center and Platte Valley Bank. Outside of her advisory role, she serves on the audit committee for Zion Evangelical Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.
Jonathan K
Series 63
Scottsbluff, NE
LPL Financial
Jonathan Kleager is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 32 years of industry experience. He has worked at Linsco/Private Ledger Corp., now part of LPL Financial, since 1997. Kleager Financial Inc. is his business entity used for his LPL securities practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides services to individuals, retirement plan participants, banks, trust companies, and other institutions. Its platform includes financial planning, model portfolio programs, third-party asset management, and institutional solutions, with advice delivered through a large network of investment adviser representatives.
Talya S
Series 66
Scottsbluff, NE
Cambridge Investment Research Advisors
Talya Shellito is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 credential and two years of industry experience. Prior to joining Cambridge, she worked at LPL Financial and Finken Financial. Outside of advising, she is involved with Finken Financial Services and JBA Wealth Management Group in non-licensed roles. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing a variety of portfolio management approaches across multiple platforms.
Chad H
Series 66
Scottsbluff, NE
Edward Jones
Chad Hobbs is a financial advisor with Edward Jones in Scottsbluff, NE, holding a Series 66 designation and two years of industry experience. Prior to his career in financial advising, he served with the Scottsbluff Fire Department for 21 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of over 23,000 financial advisors and offers a range of advisory programs and investment options under a fiduciary standard.
Samuel B
ChFC®, Series 66
Scottsbluff, NE
Edward Jones
Samuel Bradley is a financial advisor at Edward Jones with seven years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2019, he worked at Team Chevrolet and Luikens Well and Pump. Outside of finance, he is involved in horse training, specializing in starting and preparing colts for market. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various segments. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and supports its services with affiliated mutual funds, tax-efficient offerings, and securities-based lending.
Ryan W
Series 66
Scottsbluff, NE
Wells Fargo Clearing
Ryan Windhorst is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 16 years of industry experience. He has been with Wells Fargo since 2016. Outside of his advisory role, Windhorst serves on the finance committee of the Regional West Foundation in Scottsbluff, NE. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm utilizes research and analytics to inform its investment approach and offers both brokerage and advisory solutions.
Jennifer Y
Series 66
Gering, NE
Raymond James Financial
Jennifer Yeager is a financial advisor with Raymond James Financial Services Advisors, Inc., holding the Series 66 designation and bringing 21 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Raymond James in 2024. Outside of her advisory role, she is an officer and secretary of Yeager Construction, a family-owned business in Gering, Nebraska, where she manages office and payroll duties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm delivers tailored, non-discretionary consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.
Kevin F
Series 66
Scottsbluff, NE
Raymond James Financial
Kevin Figg is a financial advisor at Raymond James Financial with nine years of industry experience. He holds the Series 66 designation and has worked at Raymond James Financial Services Advisors Inc. since 2018, following a year at Wells Fargo Advisors and six years at Nebraska Transport Company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutions. The firm uses tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.
Dail E
Series 66
Scottsbluff, NE
Edward Jones
Dail Eastman is a financial advisor with Edward Jones in Scottsbluff, NE, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent eleven years with Gering Public Schools. Outside of advising, he is a member of Mary Kay for personal product purchases. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products through a nationwide network of more than 23,700 financial advisors.
Michael K
Series 66
Scottsbluff, NE
Raymond James Financial
Michael Klein is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Scottsbluff, NE. He holds the Series 66 designation and has one year of industry experience. His prior work includes various roles at Scottsbluff Public Schools, Platte Valley Bank, and the Department of Health and Human Services. Klein is also an agent offering fixed annuity contracts through two insurance-related businesses. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.
Bradley C
Series 63, Series 65
Scottsbluff, NE
Cambridge Investment Research Advisors
Bradley Childs is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Cambridge since 2011 and has operated as a self-employed advisor since 1993. Childs serves as a board member of Advancing Technology Sub Chapter S Corp and is involved in nonprofit work as the Hospital Chairman for the Panhandle Shrine Club, assisting families of disabled children. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through independent Financial Professionals, offering both proprietary and third-party model strategies across multiple platform arrangements.
Ashley H
Series 66
Scottsbluff, NE
Edward Jones
Ashley Hopkins is a financial advisor with Edward Jones in Scottsbluff, NE, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Hopkins worked in emergency management and with World Financial Group, among other roles. Outside of financial services, Hopkins is involved with Hopkins Ag, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated services supported by a national network of over 23,000 financial advisors.
Richard G
Series 66
Scottsbluff, NE
LPL Financial
Richard Gifford is a financial advisor with LPL Financial in Scottsbluff, NE, holding a Series 66 credential and nine years of industry experience. Prior to joining LPL Financial in 2021, he worked at Avantax Advisory Services and Avantax Investment Services from 2017 to 2021. He also operates Richard D Gifford CPA, offering tax preparation and accounting services since 2001. Outside of his advisory work, he serves as chairman on the board of Mitchell Evangelical Free Church and acts as a trustee for the Evelyn Fegler Living Trust. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that offers advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions with diverse investment and financial planning solutions.
Michael P
Series 66
Gering, NE
Edward Jones
Michael Petko is a financial advisor with Edward Jones in Gering, NE, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Wolf Automotive Center Inc for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, supported by a large nationwide network of financial advisors and branch offices.
Troy H
CFP®, Series 66
Gering, NE
Cetera
Troy Herman is a financial advisor with Cetera, holding CFP® and Series 66 credentials and 19 years of experience in the industry. He has worked at firms including Avantax Advisory Services and Wiedeman Financial Advisors, and he serves as President of Herman Wealth Management, Inc., a financial services firm. Herman also holds a board member position on the City of Scottsbluff, NE Board of Adjustment. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management options, including model portfolios, third-party managers, and customized strategies.
Kristie G
Series 66
Gering, NE
Edward Jones
Kristie Groskopf is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2013, with a brief tenure at Upland Private Wealth. Outside of advising, she is a fitness instructor for Jazzercise in Scottsbluff, NE. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large national network of advisors and branch offices.
Robert F
CFP®, Series 63, Series 65
Scottsbluff, NE
LPL Financial
Robert Findley is a CFP® professional with 36 years of industry experience. He is currently with LPL Financial and has previously worked at Securities America Advisors and First State Bank. He also serves as a trustee for the Bullock Trust and holds a financial institution duty role at Riverstone Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of programs including financial planning, model portfolios, and institutional platforms, supported by advanced tools and a broad network of investment adviser representatives.
Myron G
CFP®, Series 63, Series 66
Mitchell, NE
Gompert Financial
Myron Gompert is a financial advisor with Gompert Financial in Mitchell, Nebraska. He holds the CFP® designation and has 22 years of industry experience. Prior to founding his advisory firm, he has been co-founder and active shareholder of M. Gompert Farms, Inc. since 1975 and co-founder and president of Midland Livestock, Inc. since 1990. In addition to his advisory work, he operates as an independent insurance agent offering life, health, and auto insurance. Gompert Financial is a small, independent advisory firm managing approximately $7.35 million in client assets for about 15 individual clients. The firm provides portfolio management services and also operates as an insurance broker/agent.
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