Keystone Financial Services, LLC

Travis Sholin is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Keystone Financial Services, LLC in Omaha, NE. He previously worked at Cetera Advisor Networks LLC from 2014 to 2020. Sholin is also a board member of the Financial Therapy Association, where he contributes to discussions on the intersection of psychology and finance. Keystone Financial Services provides discretionary investment management and advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term, client-specific investment approach using ETFs, mutual funds, stocks, and bonds, and offers additional services including tax preparation, accounting, business consultation, and ERISA-focused retirement plan oversight.

Lana Trofholz is a financial advisor with Keystone Financial Services, LLC, holding a Series 66 designation and three years of industry experience. She previously worked at Cetera Investment Advisers LLC and Securian Financial Services, Inc., and has been involved with Crawford Financial since 2013 in an accounting and finance capacity. Outside of her advisory role, she manages accounting functions at Peak Wellness and owns Crawford Financial, a non-investment related business. Keystone Financial Services provides discretionary investment management and advisory services to individuals, trusts, businesses, and retirement plans. The firm employs a long-term, client-specific investment approach using fundamental and technical analysis, combining investment management with services such as tax preparation, accounting, and retirement plan oversight.

Marcus Wagstaff is a financial advisor at Keystone Financial Services, LLC in Omaha, NE, holding a Series 66 designation with approximately one year of advisory experience. His prior roles include work with Private Client Services and involvement with Sweet Spot Ventures LLC. He has also spent time with the Avenue Scholars Foundation. Keystone Financial Services provides discretionary investment management and advisory services to individuals, high net worth clients, trusts, charitable organizations, businesses, and retirement plans. The firm employs a client-specific, long-term investment approach using fundamental and technical analysis, and offers additional services such as tax preparation, accounting, and ERISA-focused retirement plan oversight.

Benjamin Sande is a financial advisor at Keystone Financial Services, LLC in Omaha, NE, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Private Client Services, Primerica Advisors, NEI Global Relocation, TD Ameritrade, and Lincoln Financial Group. Keystone Financial Services provides discretionary investment management and advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a primarily long-term, client-specific investment approach utilizing fundamental and technical analysis across ETFs, mutual funds, stocks, and bonds, and combines investment management with tax preparation, accounting, and business consultation services.

Nancy Laug Sholin is a financial advisor at Keystone Financial Services, LLC with 39 years of industry experience. She holds the ChFC® and Series 63 designations. Prior to joining Keystone in 2020, she worked at Cetera Advisor Networks LLC from 2007 to 2020. Outside of advising, she is partially involved in property management and accounting for short-term rental and business office properties. Keystone Financial Services provides discretionary investment management and advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a primarily long-term, client-specific investment approach and combines portfolio management with services such as tax preparation, accounting, and ERISA-focused retirement plan oversight.

Hope Dogbevia is a CFP® with three years of experience and is currently an advisor at Keystone Financial Services, LLC. Prior to joining Keystone, she worked at Clarkson College and Summitsoft Corporation. She is also involved with I See It Ventures, Inc., a business management company where she provides bookkeeping and payroll services. Keystone Financial Services offers discretionary investment management and advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term, client-specific investment approach using ETFs, mutual funds, stocks, and bonds, and combines investment management with tax preparation, accounting, and business consulting services.

Justin Sholin is a CFP® professional with 14 years of industry experience, currently serving at Keystone Financial Services, LLC. His career includes roles at CETERA Advisor Networks LLC and Private Client Services. He is a partial owner of Aspiring Eagles, an office rental business. Keystone Financial Services provides discretionary investment management and advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term, client-specific investment approach using fundamental and technical analysis, and combines investment management with services such as tax preparation, accounting, and ERISA-focused retirement plan oversight.