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Gus J

CFP®

Glenwood Springs, CO

Systematic Wealth Management, Inc.

Gus Jepsen is the President and CEO of Systematic Wealth Management. He has a proven track record working with high-net-worth individuals, foundations, and institutional investors. He was instrumental in building a rapidly growing Denver-based Registered Investment Advisor practice, which was ultimately acquired by a private equity-backed group. His diverse client roster has included entrepreneurs, executives, former State Governors, and senior members of Congress. Gus holds an MSc in Carbon Finance from the University of Edinburgh and a B.S. in Business Administration from the University of Denver. His background includes work in sustainable finance and collaboration with academic and institutional partners on investment data strategy. Outside the office, Gus is an avid adventurer. He has bikepacked the Great Divide Mountain Bike Route, rafted the Grand Canyon, snowboarded the Canadian Rockies, the French Alps, and Hokkaido, and completed multiple mountaineering expeditions in Alaska. He lives with his wife and son in Glenwood Springs, Colorado.

General retirement planning General tax planning Factor investing / smart beta Exec comp design Business ownership considerations Engineering Professional Technology Professional Attorney Founder/Business Owner Retired Established Professionals Approaching retirement Retired Widow/Widower Divorced

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Daniel T

Series 63, Series 65

Gretna, NE

First Class Wealth Management LLC

Daniel Thompson is a financial advisor at First Class Wealth Management LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Farm Bureau Financial Services and Omega Insurance Group LLC. Outside of his advisory role, he owns Isaiah Trucking, Inc. and referees high school soccer in the spring. First Class Wealth Management is an independent firm serving individual and high-net-worth clients with tailored portfolio management and investment advisory services. The firm employs a long-term trading approach using a combination of cyclical, fundamental, technical, and modern portfolio theory analysis.

Annuities Real estate investing
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Brian F

Series 63

Lavista, NE

Financial Design Group, LLC

Brian Farris is a financial advisor at Financial Design Group, LLC with 28 years of industry experience. He holds the Series 63 designation and previously worked at Cetera Advisors LLC for 11 years before joining Financial Design Group. Financial Design Group is a small advisory firm serving individual investors, including high-net-worth individuals, as well as retirement plan sponsors and participants. The firm focuses on strategic asset allocation and long-term holdings, providing discretionary asset management and retirement plan fiduciary consulting tailored to client needs.

Income planning Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Christopher F

Series 66

Lavista, NE

Financial Design Group, LLC

Christopher Farris is a financial advisor at Financial Design Group, LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked for Cetera Advisors LLC from 2012 to 2022. Farris is a licensed insurance agent but does not sell commissionable insurance or annuity products to clients of Financial Design Group. Financial Design Group serves individual investors, including high-net-worth clients, as well as retirement plan sponsors and participants. The firm focuses on discretionary asset management and retirement plan consulting, emphasizing strategic asset allocation, long-term holdings, and customized advisory services.

Income planning Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Jacquelyn D

CFP®, Series 66

Gretna, NE

Vestia Personal Wealth Advisors

Jacquelyn Denson is a CFP® professional with 11 years of industry experience, currently serving at Vestia Personal Wealth Advisors. She has previously worked at Larson Financial Securities, LLC and Larson Financial Group, LLC. Outside of her advisory role, she is involved in the wine retail and bar business and co-owns a nutrition and supplements enterprise focused on a hangover remedy product. Vestia Personal Wealth Advisors serves individual and high-net-worth clients and provides consulting for retirement plan sponsors. The firm employs an evidence-based investment approach and utilizes a combination of in-house discretionary management, third-party sub-advisors, and technology-enabled solutions, while also offering access to alternative and private investments through affiliated platforms.

Private / alternative investments Business exit / sale strategy Tax-loss harvesting Founder/Business Owner Doctor or Medical Professional Executive
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William G

Series 66

Louisville, NE

Leibman Financial Servces, Inc.

William Garver is a financial advisor at Leibman Financial Services, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining Leibman Financial Services and LPL Financial in 2022, he worked at 228Main.com and Doane University. Leibman Financial Services provides investment advisory and planning services to individuals, trusts, estates, and business entities, focusing on a value-oriented, long-term investment strategy with tactical asset-allocation flexibility and fundamental analysis. The firm offers both discretionary and non-discretionary asset management, portfolio monitoring, and written financial plans, serving a range of clients including high-net-worth individuals and managing donor-advised funds.

Wealth management
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Gregory L

Series 63, Series 66

Louisville, NE

Leibman Financial Servces, Inc.

Gregory Leibman is a financial advisor at Leibman Financial Services, Inc. in Louisville, Nebraska, with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2010. Leibman Financial Services provides investment advisory and planning services to individuals, trusts, estates, and business entities, focusing on a value-oriented, long-term investment strategy with tactical asset allocation and fundamental analysis. The firm also offers portfolio monitoring, written financial plans, and management of donor-advised funds.

Wealth management
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Mark L

ChFC®, Series 63

Louisville, NE

Leibman Financial Servces, Inc.

Mark Leibman is a financial advisor with Leibman Financial Services, Inc. in Louisville, NE, holding the ChFC® and Series 63 designations and bringing 41 years of industry experience. He has worked with Linsco/Private Ledger Corp. since 1994 and has been with Leibman Financial Services since 2022. Leibman Financial Services provides investment advisory and planning services to individuals, trusts, estates, and business entities, focusing on value-oriented, long-term strategies with tactical asset allocation and fundamental analysis. The firm offers both discretionary and non-discretionary asset management, portfolio monitoring, and donor-advised fund management.

Wealth management
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Whitney E

Series 66

Louisville, NE

Leibman Financial Servces, Inc.

Whitney Engle is a financial advisor at Leibman Financial Services, Inc. in Louisville, Nebraska, holding a Series 66 designation with approximately five years of industry experience. Prior to joining Leibman Financial Services, she worked at LPL Financial and Cambridge Investment Research and was involved with 228main.com. Leibman Financial Services offers investment advisory and planning services to individuals, trusts, estates, and business entities, focusing on value-oriented, long-term strategies with tactical asset allocation and fundamental analysis. The firm provides discretionary and non-discretionary management, portfolio monitoring, written financial plans, and manages donor-advised funds.

Wealth management
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Caitlin L

Series 66

Louisville, NE

Leibman Financial Servces, Inc.

Caitlin Leibman is a financial advisor at Leibman Financial Services, Inc. with 6 years at the firm and 8 years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial and Doane University. Leibman Financial Services provides investment advisory and planning services to individuals, trusts, estates, and business entities. The firm employs a value-oriented, long-term investment strategy with tactical asset allocation and fundamental analysis, offering active management and household-level account oversight.

Wealth management
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Benjamin S

Series 65

Wahoo, NE

Thrivent Advisor Network, LLC

Benjamin Scheef is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 65 designation and two years of industry experience. He has been with Thrivent Advisor Network since 2021 and has a background that includes roles in insurance and various service businesses. Outside of finance, he works as a basketball referee for youth and school-level games. Thrivent Advisor Network provides investment advisory services to individuals, families, trusts, businesses, retirement plans, and charitable organizations. The firm emphasizes a long-term investment approach using customized asset allocations with low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by integration within the broader Thrivent group.

Annuities College savings (529s, UTMA, etc.) Private / alternative investments
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James C

Series 63, Series 65

Gretna, NE

CreativeOne Securities, LLC

James Clements is a financial advisor at CWM, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Carson Group, Ameritas Investment Corp, and Securities America Inc. CWM serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors, offering asset management, financial planning, and retirement plan consulting. The firm uses discretionary portfolio management supported by an Investment Committee and combines in-house models with third-party sub-advisors and technology partners.

Annuities Retirement plans for business owners (SEP, solo 401k) Wealth management Cash flow / budgeting
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Luke S

CFP®, ChFC®, Series 66

Wahoo, NE

Thrivent Advisor Network, LLC

Luke Simons is a CFP® and ChFC® with 14 years of industry experience. He is currently with Thrivent Advisor Network, LLC and has previously worked at Thrivent Investment Management, Inc., THRIVENT FINANCIAL for Lutherans, and Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves as a board member for Wahoops Youth Basketball, a nonprofit youth basketball association. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm focuses on long-term, customized asset allocations using low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, while integrating offerings from its parent company, Thrivent Financial for Lutherans.

Annuities College savings (529s, UTMA, etc.) Private / alternative investments
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Jeffrey H

Series 65

Gretna, NE

Soltis Investment Advisors, LLC

Jeffrey Harris is a financial advisor at Soltis Investment Advisors, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at several firms, including CWM, LLC, Carson Institutional Alliance, and Northwest Wealth Management LLC. Outside of his advisory role, he is a co-owner of a Ziggi's Coffee franchise. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans. The firm uses a manager selection and portfolio construction process that combines Modern Portfolio Theory, quantitative screening, and qualitative due diligence, offering discretionary portfolio management, financial planning, and consulting services.

Wealth management Retirement income strategy Charitable giving & philanthropy Business Financial Management Founder/Business Owner Retired
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Randy I

Series 63, Series 66

Wahoo, NE

Focus Partners Wealth, LLC

Randy Ickler is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Churchill Management Group and TD Ameritrade Inc. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies within an enhanced open architecture framework.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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John L

Series 66

La Vista, NE

Ameritas Advisory Services, LLC

John Loudon is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. His work history includes roles at Investment Advisors Inc., Ameritas Advisory Services, Ameritas Investment Company, inSOURCE Financial Advisors, and Ball, Loudon, Ebert & Brostrom LLC. Outside of advisory work, he has experience in the hospitality sector, including positions at Firethorn Golf Club and Culver's Fast Food Restaurant Company. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies with regular client reviews.

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

Series 63, Series 65

La Vista, NE

Ameritas Advisory Services, LLC

Bryan Holen is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 25 years of industry experience. He has worked at several firms including Principal Life Insurance Company and Principal Securities, and currently serves as president of Plat1num One Investment and Insurance Group. Holen is also a board member of the NAIFA National PAC, contributing to the oversight of the political action committee for the National Association of Insurance and Financial Advisors. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a notable focus on plan sponsors and participants.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Josh M

Series 66

La Vista, NE

Ameritas Advisory Services, LLC

Josh Mikus is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and two years of industry experience. He has worked at Ameritas and its affiliated entities since 2021 and is also involved with inSource Financial Advisors. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, financial planning, and retirement-plan advisory services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Cynthia O

Series 63, Series 66

Ashland, NE

Principal Financial Services

Cynthia Ortlieb is a financial advisor with Principal Financial Services in Ashland, NE, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has previously worked at Securities America Advisors and Securities America Inc. since 2008 and has been with Principal Securities and Principal Life Insurance since 2018. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Retired Founder/Business Owner
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Dustin S

Series 66

Waverly, NE

Ameritas Advisory Services, LLC

Dustin Schlegel is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 18 years of industry experience. He has been with Ameritas Investment Corp since 2007 and joined Ameritas Advisory Services in 2021. 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. The firm offers fee-based asset management, retirement plan advisory, and utilizes model portfolios, third-party sub-advisers, and custom strategies, with a notable focus on services for plan sponsors and participants.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Sean Z

Series 66

Waverly, NE

Ameritas Advisory Services, LLC

Sean Zapp is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and has been associated with Ameritas Investment Corp. since 2017. Prior to that, he held roles at Securities America Advisors and Securities America, Inc. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies with regular client reviews.

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