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Aaron K

CFP®

Calabasas, CA

Greenup Wealth

Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.

General retirement planning Retirement income strategy General tax planning Wealth management General estate planning guidance Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Retired Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Life coaching / goal alignment

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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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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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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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Roger J

Series 66

Raymond, NE

Ameritas Advisory Services, LLC

Roger Johnson is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and bringing 27 years of industry experience. He has been with Ameritas Advisory Services since 2021 and also serves as an educator at the Heartland Institute of Financial Education. Outside of finance, Johnson builds and sells custom drums through his business, Johnson Custom Drums, and manages a performing band called Breakaway Band. 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 an emphasis 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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Robert M

Series 63, Series 65

Ceresco, NE

Ameritas Advisory Services, LLC

Robert Miller is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. He has worked with several Ameritas-affiliated entities since 2015 and currently operates Anderson Wealth and Retirement LLC. Outside of his advisory role, Miller is involved in bookkeeping services for clients and participates in a professional referral group. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, financial planning, and retirement-plan advisory services through affiliated representatives, 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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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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Bret M

Series 66

Wahoo, NE

Edward Jones

Bret Madson is a Series 66-licensed financial advisor with Edward Jones in Wahoo, Nebraska, bringing two years of industry experience. Prior to joining Edward Jones in 2023, he worked for several automotive dealerships from 2006 to 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors.

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

Series 63, Series 65, Series 66

Lincoln, NE

Ameriprise

Lawrence Romjue Jr. is a financial advisor with Ameriprise in Lincoln, NE, holding Series 63, 65, and 66 credentials and 23 years of industry experience. His prior work includes roles at NBC Trust and Ash Brokerage. He is also the president and 50% owner of L C Romjue Jr Inc, a business entity for managing income and expenses. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset criteria. The firm provides advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to deliver non-discretionary retirement recommendations.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Brandon D

CFP®, Series 66

Lincoln, NE

Edward Jones

Brandon Draeger is a financial advisor at Edward Jones in Lincoln, Nebraska, holding CFP® and Series 66 designations with seven years of industry experience. He has worked at Edward Jones since 2018 and previously at Aflac and Unified Employee Benefits. Outside of his advisory role, he is president of Brandon Draeger Inc, a corporation handling insurance residuals. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, supported by a large national network of advisors and branch offices.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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Ronald W

ChFC®, Series 63

Lincoln, NE

Ameriprise

Ronald Wilhelm is a financial advisor at Ameriprise with 42 years of industry experience. He holds the ChFC® and Series 63 designations and has previously worked at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory work, he serves on the financial committee of St. John's Catholic Church in Lincoln, NE, and owns a personal S-Corp. Ameriprise offers retirement-income planning services aimed at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations delivered through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Le Ann P

Series 66

Wahoo, NE

Edward Jones

Le Ann Poston is a financial advisor with Edward Jones in Wahoo, Nebraska, holding a Series 66 designation and three years of industry experience. She has worked at Edward Jones since 2012, with a brief career at Pampered Chef from 2008 to 2019. 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 programs and investment strategies through a nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy Retired Founder/Business Owner Executive
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Joshua K

Series 66

Wahoo, NE

Edward Jones

Joshua Krueger is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

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