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Sam T

CFP®, Series 63, Series 65, AIF®

Castle Rock, CO

Fidelis Wealth Advisors

Sam began his wealth management career in 2000. He was previously a partner in a registered investment advisory firm in Denver, acting as its Director of Financial Planning, Chief Financial Officer, and OSJ. Sam completed his CERTIFIED FINANCIAL PLANNER™ designation from the CFP® Board of Standards in early 2006. He holds insurance licenses in the State of Colorado for life, accident, property, casualty, and health. He’s also a member of the Financial Planning Association (FPA) and very active in his local chapter. Sam’s been featured on the local Channel 9 news affiliate segment, Moneyline 9 and currently serves his community providing pro bono financial advice to families in distress. He has a unique ability to relate to his clients, help them feel comfortable with difficult topics, and offer advice to meet their individual and family needs. His exceptional talent to see the big picture helps direct specific pieces of the planning puzzle to meet the overall needs of each client. PERSONAL Sam graduated from the University of Phoenix with a major in Finance. He enjoys spending time with his seven children. They participate in many sports activities, and Sam coaches several of his kids’ basketball teams. Sam resides in Castle Rock, Colorado.

Wealth management Business ownership considerations Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving tax strategies Dentist Attorney Retired Founder/Business Owner Executive Established Professionals Approaching retirement Retired Mid-Career Professionals Divorced

24 advisors near 69363

Out of 400,000+ nationwide

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Daniel C

CFP®, Series 66

Scottsbluff, NE

Wealth Advisors Network, Inc.

Daniel Charron is a CFP® with 26 years of experience in the financial industry. He is affiliated with Wealth Advisors Network, Inc. and has worked there since 2007, alongside his role at Cambridge Investment Research, Inc. since 2013. Charron is also a partner and president at Contryman Associates P.C., a CPA firm, and serves as treasurer for the Rotary Club of Scottsbluff/Gering. Wealth Advisors Network, Inc. provides comprehensive wealth-care services to individuals, trusts, charitable organizations, closely held businesses, and retirement plans. The firm emphasizes diversification and active management, utilizing various investment vehicles and proprietary risk assessment tools to align portfolios with client risk tolerances.

Income planning Business exit / sale strategy General estate planning guidance Active portfolio management Founder/Business Owner Retired
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Troy H

PFS™, Series 63, Series 65

Scottsbluff, NE

MBE Wealth Management, LLC

Troy Hilyard is a financial advisor at MBE Wealth Management, LLC with 24 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining MBE Wealth Management, he worked at E & H Certified Public Accountants & Management Consultants and Fred A. Lockwood & Co., PC. Outside of his advisory role, he is a partner at MBE CPAs, a certified public accounting firm, and is also a licensed insurance agent. MBE Wealth Management serves a diverse client base including individuals, trusts, estates, businesses, retirement plans, and financial institutions. The firm builds diversified, long-term oriented portfolios using low-cost mutual funds and ETFs, individual securities, and independent managers, employing both fundamental and technical analysis while offering comprehensive financial planning and fiduciary services.

Wealth management ESG / Sustainable investing Retirement income strategy Founder/Business Owner Retired
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Brandy R

CFP®, Series 66

Scottsbluff, NE

Sanctuary Advisors, LLC

Brandy Reichert is a CFP® professional with 15 years of industry experience, currently serving with Sanctuary Advisors, LLC. Prior to joining Sanctuary Advisors in 2022, she spent 12 years with Edward Jones. Outside of financial advising, she holds ownership and leadership roles in several local businesses, including a construction company and a restaurant franchise. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, charitable organizations, and retirement plans. The firm offers customized investment programs through various account types and utilizes both discretionary and non-discretionary strategies, supported by a broad network of independent advisors and affiliated entities.

Retirement income strategy Business exit / sale strategy Active portfolio management Private / alternative investments Founder/Business Owner Self-Employed Retired
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Joel B

Series 66

Gering, NE

Edward Jones

Joel Barrett is a financial advisor at Edward Jones with one year of industry experience. He previously worked at SWBC from 2015 to 2024 and was involved with Cyclone Enterprises dba Kilthau Transports from 2020 to 2022. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jodi R

Series 63, Series 65

Scottsbluff, NE

Raymond James Financial

Jodi Rupp is a financial advisor with Raymond James Financial in Scottsbluff, NE, holding Series 63 and Series 65 credentials and three years of industry experience. She has worked in various roles at Raymond James Financial Services and Platte Valley Bank Trust Services since 2005. Outside of advising, she serves on the audit committee for Zion Evangelical Church. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing client collaboration through tailored financial plans and a range of implementation options.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Jonathan K

Series 63

Scottsbluff, NE

LPL Financial

Jonathan Kleager is a financial advisor with LPL Financial in Scottsbluff, NE, holding a Series 63 designation and 32 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 1997. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities such as insurance and annuity sales.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Talya S

Series 66

Scottsbluff, NE

Cambridge Investment Research Advisors

Talya Shellito is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and has worked at Finken Financial and Tim Lecher - State Farm. Prior to her financial services career, she worked in wireless communications and salon services. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management options supported by an in-house research team and a large network of investment adviser representatives.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Chad H

Series 66

Scottsbluff, NE

Edward Jones

Chad Hobbs is a financial advisor with Edward Jones in Scottsbluff, NE, holding a Series 66 designation and two years of industry experience. Prior to his career in financial advising, he served with the Scottsbluff Fire Department for 21 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of over 23,000 financial advisors and offers a range of advisory programs and investment options under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Wealth management Public Service Employee Founder/Business Owner
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Samuel B

ChFC®, Series 66

Scottsbluff, NE

Edward Jones

Samuel Bradley is a financial advisor with Edward Jones in Scottsbluff, NE, holding ChFC® and Series 66 credentials and six years of industry experience. He has been with Edward Jones since 2019 and previously worked in the automotive and agricultural sectors. Outside of his advisory role, Samuel is involved in horse training, focusing on starting and preparing horses for market. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of 23,701 financial advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy Business ownership considerations General estate planning guidance Multi-generational wealth transfer General retirement planning Founder/Business Owner Intergenerational Families
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Ryan W

Series 66

Scottsbluff, NE

Wells Fargo Clearing

Ryan Windhorst is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following six years at Edward Jones. Windhorst serves on the finance committee of the Regional West Foundation in Scottsbluff, NE, where he participates in financial oversight and budget approval. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
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Jennifer Y

Series 66

Gering, NE

Raymond James Financial

Jennifer Yeager is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 20 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she serves as an officer and secretary for Yeager Construction, a family-owned business in Gering, Nebraska, where she handles office duties such as payroll and billing. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, providing financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans developed through detailed client interviews and risk profiling, with a notable focus on non-discretionary advisory services supported by a broad affiliate network.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Kevin F

Series 66

Scottsbluff, NE

Raymond James Financial

Kevin Figg is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. Prior to joining Raymond James in 2018, he worked for Wells Fargo Advisors for one year and spent six years at Nebraska Transport Company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored recommendations supported by firm research and a broad affiliate network.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Dail E

Series 66

Scottsbluff, NE

Edward Jones

Dail Eastman is a financial advisor with Edward Jones in Scottsbluff, NE, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent eleven years with Gering Public Schools. Outside of advising, he is a member of Mary Kay for personal product purchases. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products through a nationwide network of more than 23,700 financial advisors.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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Michael K

Series 66

Scottsbluff, NE

Raymond James Financial

Michael Klein is a financial advisor at Raymond James Financial in Scottsbluff, NE, holding a Series 66 designation. He began his advisory career in 2025 and has prior experience with Platte Valley Bank and Scottsbluff Public Schools. Klein also serves as an insurance agent offering fixed annuity contracts through two agencies. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, using detailed risk profiling and firm research to tailor recommendations while maintaining client decision authority.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Joann R

Series 63, Series 65

Scottsbluff, NE

Raymond James Financial

Joann Ruzicka is a financial advisor with Raymond James Financial Services Advisors Inc., holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has worked with Raymond James since 2006 and is also associated with Platte Valley Bank. Ruzicka serves on the boards of the Legacy of the Plains Museum and the Western Nebraska Community College Foundation, where she participates in finance and investment committees. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary advisory services supported by firm research and offers access to various managed account options and institutional consulting.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Bradley C

Series 63, Series 65

Scottsbluff, NE

Cambridge Investment Research Advisors

Bradley Childs is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Cambridge since 2011 and has operated his own financial services business since 1988. Outside of advising, he serves as a hospital chairman for the Panhandle Shrine Club, assisting families of disabled children with travel expenses, and holds board positions with local nonprofit and community organizations. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and third-party strategists to deliver tailored investment solutions.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Chris N

CFP®, Series 63, Series 65

Scottsbluff, NE

OSAIC

Chris Nelson is a financial advisor with OSAIC, holding the CFP® designation and Series 63 and 65 licenses, with 30 years of industry experience. He previously worked at SagePoint Financial for 12 years and Valley Bank and Trust for 22 years. Outside of his advisory role, Nelson is involved in several business ventures including agricultural and commercial enterprises where he holds leadership positions. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a broad range of advisory programs, supporting thousands of advisors and managing approximately $200 billion in assets.

Annuities Founder/Business Owner Executive Retired
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Ashley H

Series 66

Scottsbluff, NE

Edward Jones

Ashley Hopkins is a financial advisor with Edward Jones in Scottsbluff, NE, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Hopkins worked in emergency management and with World Financial Group, among other roles. Outside of financial services, Hopkins is involved with Hopkins Ag, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated services supported by a national network of over 23,000 financial advisors.

Multi-generational wealth transfer Government Employee Women Professionals
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Richard G

Series 66

Scottsbluff, NE

LPL Financial

Richard Gifford is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2021, he worked at Avantax Advisory Services and Avantax Investment Services from 2017 to 2021. In addition to his advisory role, Gifford operates a CPA practice focused on tax preparation and accounting, serves as a trustee for the Evelyn Fegler Living Trust, and is chairman of the board for Mitchell Evangelical Free Church, a nonprofit organization. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a broad platform that integrates advisory and brokerage services.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Michael P

Series 66

Gering, NE

Edward Jones

Michael Petko is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2021. Prior to his current role, he worked at Wolf Automotive Center Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Troy H

CFP®, Series 66

Gering, NE

Cetera

Troy Herman is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Cetera. He has previously worked with Avantax Advisory Services, Wiedeman Financial Advisors, and 1st Global Advisors, among others. Herman is also a board member of the City of Scottsbluff Board of Adjustment, which addresses local planning and zoning issues. Cetera Investment Advisers supports a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts with firm-sponsored model portfolios and third-party solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Kristie G

Series 66

Gering, NE

Edward Jones

Kristie Groskopf is a financial advisor with Edward Jones in Gering, Nebraska, holding a Series 66 designation and over 10 years of industry experience, including prior work at Upland Private Wealth. Outside of her advisory role, she serves as a fitness instructor for Jazzercise. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial products. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Robert F

CFP®, Series 63, Series 65

Scottsbluff, NE

LPL Financial

Robert Findley is a CFP® with 35 years of experience in the financial industry. He is currently with LPL Financial and has previously worked at Securities America Advisors and First State Bank. He serves as a trustee for the Bullock Trust and holds a financial institution duty role at Riverstone Bank. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Myron G

CFP®, Series 63, Series 66

Mitchell, NE

Gompert Financial

Myron Gompert is the sole advisor at Gompert Financial in Mitchell, NE, holding a CFP® designation and Series 63 and 66 licenses with 21 years of experience. He is co-founder and active shareholder of M. Gompert Farms, Inc., a farming business he has been involved in since 1975, and also co-founded Midland Livestock, Inc., which offers mini-storage and shop spaces. Additionally, he operates as an independent insurance agent offering life, health, and auto insurance. Gompert Financial is a small, independent advisory firm managing approximately $7.35 million in assets for around 15 individual clients, focusing on portfolio management with typical fees based on assets under management. The firm also operates as an insurance broker/agent, which is a notable aspect of its business model.

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