Keystone Financial Services, LLC

Travis Sholin is a CFP®-certified financial advisor with 12 years of industry experience, currently serving at Keystone Financial Services, LLC. He previously worked at Cetera Advisor Networks LLC from 2014 to 2020. Sholin is a board member of the Financial Therapy Association, where he contributes to discussions on the intersection of psychology and finances. Keystone Financial Services is an SEC-registered team advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers customized, primarily long-term investment management along with financial planning, retirement plan advisory, tax preparation, and business consultation services.

Lana Trofholz is a financial advisor with Keystone Financial Services, LLC, holding a Series 66 designation and three years of industry experience. She previously worked at Cetera Investment Advisers LLC and Securian Financial Services, Inc., and has been involved with Crawford Financial since 2013 in an accounting and finance capacity. Outside of her advisory role, she manages accounting functions at Peak Wellness and owns Crawford Financial, a non-investment related business. Keystone Financial Services provides discretionary investment management and advisory services to individuals, trusts, businesses, and retirement plans. The firm employs a long-term, client-specific investment approach using fundamental and technical analysis, combining investment management with services such as tax preparation, accounting, and retirement plan oversight.

Marcus Wagstaff is a financial advisor at Keystone Financial Services, LLC with one year of industry experience. He holds a Series 66 designation and has worked at Private Client Services and Private Client Services, LLC. Outside of his advisory role, he is involved with Sweet Spot Ventures LLC. Keystone Financial Services is an SEC-registered team advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers customized, primarily long-term investment management along with financial planning, retirement plan advisory, tax preparation, and business consultation services.

Benjamin Sande is a financial advisor with Keystone Financial Services, LLC in Omaha, NE, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Primerica Advisors, NEI Global Relocation, TD Ameritrade, and Lincoln Financial Group. Keystone Financial Services is an SEC-registered team advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages approximately $240 million in discretionary assets and offers investment management, financial planning, retirement plan advisory, tax preparation, and business consultation services using a customized, primarily long-term investment process.

Nancy Laug Sholin is a financial advisor at Keystone Financial Services, LLC with 39 years of industry experience. She holds the ChFC® and Series 63 designations. Prior to joining Keystone in 2020, she worked at Cetera Advisor Networks LLC from 2007 to 2020. Outside of advising, she is partially involved in property management and accounting for short-term rental and business office properties. Keystone Financial Services provides discretionary investment management and advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a primarily long-term, client-specific investment approach and combines portfolio management with services such as tax preparation, accounting, and ERISA-focused retirement plan oversight.

Hope Dogbevia is a CFP® with three years of experience and is currently an advisor at Keystone Financial Services, LLC. Prior to joining Keystone, she worked at Clarkson College and Summitsoft Corporation. She is also involved with I See It Ventures, Inc., a business management company where she provides bookkeeping and payroll services. Keystone Financial Services offers discretionary investment management and advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term, client-specific investment approach using ETFs, mutual funds, stocks, and bonds, and combines investment management with tax preparation, accounting, and business consulting services.

Justin Sholin is a CFP® with 15 years of industry experience, currently serving as an advisor at Keystone Financial Services, LLC. He has held roles at Keystone Financial and CETERA Advisor Networks, with a combined tenure of over a decade. Outside of his advisory work, he is a partial owner of Aspiring Eagles, an office rental business. Keystone Financial Services is a team advisory firm managing discretionary assets for individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a customized, primarily long-term investment approach using ETFs, diversified mutual funds, and individual securities, while providing financial planning, retirement plan advisory, tax preparation, and business consultation services.