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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

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John B

Series 63, Series 65

Valley, NE

Cherry Creek Financial Advisors, Inc.

John Barksdale is a financial advisor at Cherry Creek Financial Advisors, Inc. with 23 years of industry experience. He has been with Cherry Creek Financial Advisors since 2002 and holds Series 63 and Series 65 designations. Cherry Creek Financial Advisors is a fee-only independent registered investment adviser that provides portfolio management and financial planning primarily to individual and high-net-worth clients, as well as retirement plans, foundations, and other institutions. The firm uses an asset-allocation driven investment process with customized target allocations, mainly employing exchange-traded funds and institutional no-load mutual funds, and generally operates with discretionary authority.

Wealth management General retirement planning
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Erik A

Series 63, Series 65

Valley, NE

Cherry Creek Financial Advisors, Inc.

Erik Albertson is a financial advisor with Cherry Creek Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Albertson has been with Cherry Creek Financial Advisors since 2002. Cherry Creek Financial Advisors is a fee-only independent registered investment adviser serving individual and high-net-worth clients, retirement plans, foundations, and other institutions. The firm manages approximately $24.2 million across 154 accounts, focusing on an asset-allocation driven investment process with customized target allocations primarily using exchange-traded funds and institutional no-load mutual funds.

Wealth management General retirement planning
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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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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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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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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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Timothy M

Series 63, Series 66

Valley, NE

OSAIC

Timothy Militti is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior experience includes roles at Securities America Advisors and First State Bank. Outside of his advisory work, he has been involved with the Fremont Alzheimer's Collaboration since 2015. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process incorporating risk tolerance assessments and portfolio optimization tools, and supports a large network of advisors with access to multiple custodial platforms and a range of investment options.

Annuities Founder/Business Owner Executive Retired
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Jason L

Series 63, Series 66

Yutan, NE

Fisher Investments

Jason Long is a financial advisor at Fisher Investments with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fisher Investments since 2018, following roles at Charles Schwab Bank, Charles Schwab, and TD Ameritrade. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm combines quantitative and qualitative research through a centralized Investment Policy Committee to construct diversified portfolios and employs tax-aware processes alongside risk management strategies.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
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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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