William Oldfather

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 14 years of industry experience. His prior roles include positions at Brookstone Wealth Advisors, Taylor Capital Management, and World Equity Group. Outside of advisory work, he is involved as a partner and insurance agent with Stonebridge Insurance & Wealth Management. 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, financial planning, and ERISA 3(21) plan services, managing approximately $276 million for nearly 927 clients through a team of nine advisors.

Zachary Vancas is a financial advisor at Stonebridge Wealth Systems LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at JumpCrew LLC, Windstream Communications, and Niteyes, LLC. Outside of advisory services, he is also involved in life and health insurance sales as a producer with Stonebridge Insurance and Wealth Management. 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 across about 927 clients and employs a team of nine advisors.

Tristan Crook is a CFP® with five years of industry experience, currently serving at Oldfather Financial Services in Kearney, NE. His prior experience includes roles at Ameriprise, 308 Financial, LLC, and Barney Financial Services. Oldfather Financial Services works with individual and high-net-worth clients, as well as retirement plans, trusts, foundations, and businesses, providing investment management, financial planning, and retirement-plan consulting. The firm employs a modern portfolio theory-based approach, using diversified portfolios managed through model allocations and a core-and-satellite framework.

Gavin Harsh is the principal and sole advisor at Harsh Wealth Management LLC, holding a Series 65 credential with nine years of industry experience. Prior to founding his firm, he studied Animal Science at the University of Nebraska Lincoln. Outside of his advisory role, he is a co-owner and operator of an agricultural business in Bartley, Nebraska. Harsh Wealth Management LLC is a state-registered investment advisory firm that provides discretionary asset management, financial planning, and consulting services. The firm develops client-specific investment programs using both fundamental and technical analysis and offers tiered service packages with quarterly account reviews.

Daniel Oleson is a financial advisor with Stonebridge Wealth Systems LLC in Kearney, NE. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Stonebridge Wealth Systems, he held various positions outside the financial industry. Oleson also works as an insurance producer at Stonebridge Insurance and Wealth Management, focusing on client reviews and insurance sales. 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 across about 927 clients with a team of nine advisors.