Top advisors focused on liquidity event planning 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 credentials and bringing 32 years of industry experience. He previously worked for Investment Centers Of America, Inc. for 23 years before joining LPL Financial in 2017. Outside of his advisory role, Borns serves as a volunteer firefighter and scholarship committee member with the Nebraska City Volunteer Fire Department. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team, combining large-scale advisory operations with insurance and annuity product offerings.

Michael Forker is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 65 credential and 12 years of industry experience. He previously worked at CLS Investments, LLC for 10 years before joining Orion in 2022. Orion Portfolio Solutions, LLC manages a multi-billion dollar asset base across pooled vehicles and institutional mandates, serving a diverse client base including high-net-worth individuals, pension and municipal clients, and charitable organizations. The firm offers a range of portfolio management and advisory services supported by integrated technology and a comprehensive platform that includes retirement plan consulting, recordkeeping, and its own investment company.

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.

Anna Apodaca is a CFP® professional with 17 years of industry experience, currently with Mercer Global Advisors Inc. Her prior roles include positions at TD Ameritrade, Scottrade, and Lake Point Wealth Management. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts and a variety of implementation options.

Andrew Grombala is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in serving corporate executives and high-earning professionals with complex compensation structures, including equity awards. Andrew works closely with clients to understand their personal and financial goals and helps them pursue lasting financial success. Since entering the industry in 2017, Andrew has built experience in guiding clients through liquidity events, tax-efficient strategies, and long-term planning aligned with their personal and professional objectives. His expertise includes managing restricted stock units, stock options, employee stock purchase plans, deferred compensation, and performance awards. He emphasizes reducing tax drag, managing concentration risk, and aligning equity compensation with goals-based wealth strategies through a structured, plan-first approach. Andrew holds FINRA Series 7 and Series 66 registrations and is licensed in Accident & Health, Life, and Variable Insurance. He earned a Bachelor's degree in Economics from Trinity College in Hartford, Connecticut, where he participated in football and lacrosse. He resides in Anderson Township with his wife and two children. Outside of work, he enjoys golfing, spending time at the family lake house, and staying active through CrossFit.

Eric Bravo is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. He is based in Santa Maria, CA. 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 strategies supported by a large nationwide network of advisors and branch offices.

Perrin Berry is a financial advisor at Apollon Wealth Management, LLC with two years of industry experience. He holds a Series 65 license and has worked at Apollon Wealth Management since 2022. His prior roles include positions at Crisp Event Rentals, Modern Woodmen, and the Secretary of State’s Office. Apollon Wealth Management serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm offers comprehensive advisory services and combines centralized investment strategies with local portfolio oversight, integrating both fundamental and tactical approaches alongside tax-aware tools.

James Van Nice is a Benefits & Planning Consultant specializing in Executive Services. In this role, he partners with executives to help them understand their employer benefits and develop plans to work towards their financial goals. James has professional experience as an Investment Solutions Representative III at Fidelity Investments from 2023 to 2025 and as an Investment Solutions Representative II at Fidelity Investments from 2022 to 2023. Prior to that, he worked at Merrill Lynch as an Investment Solutions Representative I from 2021 to 2022 and as a Financial Advisor from 2018 to 2019. Outside of his professional work, James engages in fishing, fitness, golf, running, and volunteering.

Skylar Simpson is a Series 65-licensed advisor at Meridian Wealth Management with one year of industry experience. Prior to joining Meridian, Skylar worked for two years at Bonaventure and spent ten years at KS & S Design, LLC. Meridian Wealth Management serves individuals, high-net-worth clients, and institutional entities, offering investment management, financial planning, consulting, and pension services. The firm emphasizes diversified asset allocation using ETFs, mutual funds, and individual securities, with a small team structure that supports a concentrated client servicing model.