Top financial advisors working with baby boomers in Nebraska

Patricia Lammli is a CFP®-certified financial advisor with 14 years of industry experience. She is currently affiliated with Commonwealth Financial Network and CalmWater Financial Group, having previously worked at Boden Daniel Bierman and Northwestern Mutual Investment Management. Her career spans roles at multiple firms since 2011. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers extensive operational and investment resources, alongside discretionary model portfolios managed by its Investment Management and Research team.

Michael Borns is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Investment Centers Of America, Inc. for 23 years before joining LPL Financial in 2017. Borns is also a licensed insurance agent and serves as a volunteer firefighter and scholarship committee member for the Nebraska City Volunteer Fire Department. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement plan consulting, utilizing discretionary and non-discretionary management with access to research, model portfolios, and various technology-driven investment solutions.

Michael Forker is a Series 65-licensed financial advisor with 12 years of industry experience. He has worked at CLS Investments, LLC for 10 years before joining Orion Portfolio Solutions, LLC and Orion Advisor Solutions in 2022. He is based in Omaha, NE. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, including retirement plans and charitable organizations. The firm focuses on model-driven and managed-account solutions and operates multiple platforms to support a large client base and significant assets under administration.

Mark Saferstein is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 license, and has 41 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has longstanding roles at Ameritas Life Insurance Corp, Central Financial Services, and Ameritas Investment Corp. He is also licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, offering fee-based asset management and fiduciary advice through a combination of model portfolios, third-party sub-advisers, and custom strategies.

Bryan Nieman is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 15 years of industry experience. His career includes roles at Horace Mann and multiple firms within the Cetera network. He also works as an insurance agent specializing in fixed, life, health, and property and casualty insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services with a multi-manager platform that includes access to affiliated and third-party managers.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Chase Burton is a financial advisor at Rather & Kittrell, Inc. with two years of industry experience. He holds a Series 65 designation and has worked in various roles including at the University of Tennessee and Northwestern Mutual. Outside of finance, he owns a sole proprietorship focused on pressure washing services. Rather & Kittrell, Inc. provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, and institutional investors. The firm uses globally diversified, multi-asset class model portfolios based on Modern Portfolio Theory and manages approximately $1.855 billion in assets.

Ryan Paul is a CFP® certificant with 13 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC since 2016. He has worked with affiliated entities including Wealth Enhancement Brokerage Services and Wealth Enhancement Group, as well as LPL Financial, LLC. In addition to his advisory role, he is involved in tax preparation and accounting on a limited basis. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and managed account referrals for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment process that blends passive and active management with quantitative, momentum, and fundamental analysis overseen by an internal Investment Committee.

Glenn Fels is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since 1985, he has assisted individuals, families, and businesses in growing their wealth and achieving their financial objectives. Glenn offers a range of services including retirement planning, education plans, wealth accumulation preservation and transfer, estate planning services, executor and trust administrative service, and access to consumer banking services. For business clients, he provides services such as cash management, group benefit plans, commercial banking, financing for business development, real estate financing, investment banking, and succession planning. Glenn holds a Bachelor's degree from Rider University, earned in 1983, and has earned several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also a member of the Bucks County Estate Planning Council. Raised in Huntingdon Valley, Pennsylvania, Glenn currently resides in Bucks County, Pennsylvania. Outside of his professional work, he spends time with his family, works on improving his golf game, and makes weekend trips to the beach. He is married with two grown sons.

As a comprehensive financial planning firm we can assist you with your investment management, social security, debt management, budgeting, net-worth tracking, overall organization, tax planning, charitable planning, insurance review, and much more. As a flat fee firm we know the stock market isn't the only solution for your investment problems and love to brainstorm real estate, small business, private credit, and other alternative investment options that lead to the main goal. To improve your financial life and increase your net-worth. If you want a second set of eyes on your investments or financial decisions then feel free to give us a call and we'll talk through if we are a good fit for you. If not, then we will point you in the right direction.