Stonebridge Wealth Systems LLC

Aliisa Criffield is a financial advisor at Stonebridge Wealth Systems LLC in Kearney, NE, holding a Series 65 designation with one year of industry experience. Prior to joining Stonebridge in 2024, she worked at the University of Nebraska - Kearney and PHYND. Outside of her advisory role, she is involved in insurance sales through Stonebridge Insurance and Wealth Management. Stonebridge Wealth Systems LLC is an SEC-registered advisory firm serving individuals, high net worth clients, trusts, and retirement plans. The firm provides discretionary asset management, financial planning, and ERISA 3(21) plan services, managing approximately $276 million for around 927 clients with a team of nine advisors.

Timothy Kulhanek is a financial advisor with Stonebridge Wealth Systems LLC, holding a Series 66 designation and bringing 15 years of industry experience. He has held positions at several firms including Brookstone Wealth Advisors, Taylor Capital Management, and World Equity Group. Outside of advisory roles, he is a partner and insurance agent at Stonebridge Insurance & Wealth Management. Stonebridge Wealth Systems LLC provides discretionary asset management, financial planning, and fiduciary services to individuals, high net worth clients, trusts, and retirement plans. The firm uses a combination of in-house management and outsourced sub-advisors, employing various analytical methods to align portfolios with client goals and risk tolerance.

Zachary Vancas is a Series 65 licensed advisor at Stonebridge Wealth Systems LLC with one year of industry experience. Before joining Stonebridge in 2024, he worked at JumpCrew LLC and Windstream Communications among other roles. He is also a producer at Stonebridge Insurance and Wealth Management, focusing on life and health insurance sales. Stonebridge Wealth Systems LLC provides discretionary asset management, financial planning, and fiduciary services to individuals, high net worth clients, trusts, and retirement plans. The firm uses a combination of in-house management and outsourced sub-advisors, employing various analysis methods to align portfolios with clients’ goals and risk tolerance.

Gavin Harsh is a financial advisor at Stonebridge Wealth Systems LLC with one year of industry experience. He holds a Series 65 designation and has a background in agriculture as a co-owner and operator of a farming business. Stonebridge Wealth Systems LLC provides discretionary asset management, financial planning, and fiduciary services to individuals, high net worth clients, trusts, and retirement plans. The firm combines in-house management with outsourced managers and employs various analysis methods to align portfolios with client goals and risk tolerance.

Daniel Oleson is a financial advisor at Stonebridge Wealth Systems LLC with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Stonebridge Wealth Systems, he held positions in various roles outside the financial industry. He is also an insurance producer at Stonebridge Insurance and Wealth Management, where he conducts client reviews and sells insurance policies. Stonebridge Wealth Systems LLC provides discretionary asset management, financial planning, and fiduciary services to individuals, high net worth clients, trusts, and retirement plans. The firm employs a blend of in-house management and outsourced sub-advisors, using multiple analysis methods to align portfolios with clients’ goals and risk tolerance.

Ian Stratman is a financial advisor with Stonebridge Wealth Systems LLC in Kearney, NE, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Stonebridge in 2026, he was affiliated with Principal Advised Services, Principal Securities Inc., and Principal Life Insurance Company, among others. He also serves as a retirement consultant offering one-on-one investment advice to Principal retirement plan participants. Stonebridge Wealth Systems LLC provides discretionary asset management, financial planning, consulting, and limited-scope ERISA 3(21) fiduciary services to individuals, high net worth clients, trusts, and retirement plans. The firm uses an outsourcing model combining in-house management with third-party managers, employing various analysis methods and ongoing oversight to align portfolios with client objectives.

Jeffrey Gove is a financial advisor at Stonebridge Wealth Systems LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Brookstone Wealth Advisors, LLC. Outside of his advisory role, he volunteers as an educator with the American Financial Education Alliance, teaching classes on Social Security and retirement topics. Stonebridge Wealth Systems LLC is an SEC-registered advisory firm serving individuals, high net worth clients, trusts, and retirement plans. The firm provides discretionary asset management and financial planning, employing fundamental and technical analysis alongside modern portfolio theory, with a team of nine advisors managing approximately $276 million.

Eli Mardock is a financial advisor with Stonebridge Wealth Systems LLC, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at several firms, including Brookstone Wealth Advisors and Northwestern Mutual Investment Services. Outside of finance, Mardock is a music composer and writer with works for film, television, and commercial uses, and he manages a bar business in Nebraska. Stonebridge Wealth Systems LLC is an SEC-registered advisory firm serving individuals, high net worth clients, trusts, and retirement plans. The firm offers discretionary asset management and financial planning, utilizing fundamental and technical analysis alongside modern portfolio theory, with client accounts reviewed quarterly.

Scott Nachtigal is a financial advisor with Stonebridge Wealth Systems LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. He has previously worked at Brookstone Wealth Advisors, LLC, and Broker Network Solutions. Outside of his advisory role, Scott volunteers as an instructor with the American Financial Education Alliance, presenting Social Security information in educational workshops. Stonebridge Wealth Systems LLC is an SEC-registered advisory firm serving individuals, high net worth clients, trusts, and retirement plans. The firm provides discretionary asset management and financial planning, utilizing a team of nine advisors and employing fundamental and technical analysis alongside modern portfolio theory.

Chad Winter is a financial advisor at Stonebridge Wealth Systems LLC in Lincoln, NE, with 12 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked previously at firms including SECURITIES AMERICA, Inc., Investacorp Inc., and TD Ameritrade. Stonebridge Wealth Systems LLC provides discretionary asset management, financial planning, and fiduciary consulting services to individuals, high net worth clients, trusts, and retirement plans. The firm employs a mix of in-house management and outsourced sub-advisors to implement strategies based on clients’ goals, risk tolerance, and time horizons, using various analysis methods and ongoing oversight.

John Ternus is a financial advisor at Stonebridge Wealth Systems LLC with CFP®, ChFC®, and Series 65 credentials and three years of industry experience. He has previously worked at Brookstone Wealth Advisors, LLC and serves as an insurance agent at Stonebridge Insurance and Wealth Management. Ternus also has a military background, having served multiple terms with the Nebraska Army National Guard. Stonebridge Wealth Systems LLC is an SEC-registered advisory firm that provides discretionary asset management, financial planning, and ERISA 3(21) plan services to individuals, high net worth clients, trusts, and retirement plans. The firm manages approximately $276 million for around 927 clients and employs a team of nine advisors.

Jeremy Gove is a financial advisor with Stonebridge Wealth Systems LLC, holding Series 63, 65, and 66 licenses and bringing 12 years of industry experience. His career includes prior roles at Brookstone Wealth Advisors, LLC, and Gove Investments, Inc. In addition to his advisory work, he serves as president of 5811 Planning and Consulting LLC, where he reviews business plans for humanitarian projects to assist in securing outside funding. Stonebridge Wealth Systems LLC provides discretionary asset management, financial planning, and fiduciary services to individuals, high net worth clients, trusts, and retirement plans. The firm utilizes a combination of in-house and outsourced managers, employing multiple analysis methods to align portfolios with client goals, time horizons, and risk tolerance.

Jay Kammerer is a financial advisor at Stonebridge Wealth Systems LLC in Omaha, NE, with five years of industry experience. He holds a Series 66 designation and previously worked at First Command Insurance Services, Inc., First Command Advisory Services, Inc., First Command Brokerage Services, Inc., and Pathfinders Strategic Partners. Stonebridge Wealth Systems LLC provides discretionary asset management, financial planning, and limited-scope ERISA 3(21) fiduciary services to individuals, high net worth clients, trusts, and retirement plans. The firm uses a combination of in-house and outsourced managers to construct portfolios aligned with client goals and risk tolerance, employing several analytical methods and ongoing oversight of sub-advisors.