Stonebridge Wealth Systems LLC

Aliisa Criffield is a financial advisor at Stonebridge Wealth Systems LLC in Kearney, NE, holding a Series 65 designation with one year of industry experience. Prior to joining Stonebridge in 2024, she worked at the University of Nebraska - Kearney and PHYND. Outside of her advisory role, she is involved in insurance sales through Stonebridge Insurance and Wealth Management. Stonebridge Wealth Systems LLC is an SEC-registered advisory firm serving individuals, high net worth clients, trusts, and retirement plans. The firm provides discretionary asset management, financial planning, and ERISA 3(21) plan services, managing approximately $276 million for around 927 clients with a team of nine advisors.

Timothy Kulhanek is a financial advisor with Stonebridge Wealth Systems LLC, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Brookstone Wealth Advisors, Taylor Capital Management, and World Equity Group. Outside of advisory work, he is involved as a partner and insurance agent with Stonebridge Insurance & Wealth Management. Stonebridge Wealth Systems LLC is an SEC-registered advisory firm serving individuals, high net worth clients, trusts, and retirement plans. The firm offers discretionary asset management, financial planning, and ERISA 3(21) plan services, managing approximately $276 million for nearly 927 clients through a team of nine advisors.

Zachary Vancas is a financial advisor at Stonebridge Wealth Systems LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at JumpCrew LLC, Windstream Communications, and Niteyes, LLC. Outside of advisory services, he is also involved in life and health insurance sales as a producer with Stonebridge Insurance and Wealth Management. Stonebridge Wealth Systems LLC is an SEC-registered advisory firm that provides discretionary asset management, financial planning, and ERISA 3(21) plan services to individuals, high net worth clients, trusts, and retirement plans. The firm manages approximately $276 million across about 927 clients and employs a team of nine advisors.

Gavin Harsh is the principal and sole advisor at Harsh Wealth Management LLC, holding a Series 65 credential with nine years of industry experience. Prior to founding his firm, he studied Animal Science at the University of Nebraska Lincoln. Outside of his advisory role, he is a co-owner and operator of an agricultural business in Bartley, Nebraska. Harsh Wealth Management LLC is a state-registered investment advisory firm that provides discretionary asset management, financial planning, and consulting services. The firm develops client-specific investment programs using both fundamental and technical analysis and offers tiered service packages with quarterly account reviews.

Daniel Oleson is a financial advisor with Stonebridge Wealth Systems LLC in Kearney, NE. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Stonebridge Wealth Systems, he held various positions outside the financial industry. Oleson also works as an insurance producer at Stonebridge Insurance and Wealth Management, focusing on client reviews and insurance sales. Stonebridge Wealth Systems LLC is an SEC-registered advisory firm serving individuals, high net worth clients, trusts, and retirement plans. The firm provides discretionary asset management, financial planning, and ERISA 3(21) plan services, managing approximately $276 million across about 927 clients with a team of nine advisors.

Jeffrey Gove is a financial advisor at Stonebridge Wealth Systems LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Brookstone Wealth Advisors, LLC. Outside of his advisory role, he volunteers as an educator with the American Financial Education Alliance, teaching classes on Social Security and retirement topics. Stonebridge Wealth Systems LLC is an SEC-registered advisory firm serving individuals, high net worth clients, trusts, and retirement plans. The firm provides discretionary asset management and financial planning, employing fundamental and technical analysis alongside modern portfolio theory, with a team of nine advisors managing approximately $276 million.

Eli Mardock is a financial advisor with Stonebridge Wealth Systems LLC, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at several firms, including Brookstone Wealth Advisors and Northwestern Mutual Investment Services. Outside of finance, Mardock is a music composer and writer with works for film, television, and commercial uses, and he manages a bar business in Nebraska. Stonebridge Wealth Systems LLC is an SEC-registered advisory firm serving individuals, high net worth clients, trusts, and retirement plans. The firm offers discretionary asset management and financial planning, utilizing fundamental and technical analysis alongside modern portfolio theory, with client accounts reviewed quarterly.

Scott Nachtigal is a financial advisor with Stonebridge Wealth Systems LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. He has previously worked at Brookstone Wealth Advisors, LLC, and Broker Network Solutions. Outside of his advisory role, Scott volunteers as an instructor with the American Financial Education Alliance, presenting Social Security information in educational workshops. Stonebridge Wealth Systems LLC is an SEC-registered advisory firm serving individuals, high net worth clients, trusts, and retirement plans. The firm provides discretionary asset management and financial planning, utilizing a team of nine advisors and employing fundamental and technical analysis alongside modern portfolio theory.

Chad Winter is a financial advisor at Stonebridge Wealth Systems LLC with 12 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Osaic Wealth, Inc., Securities America, Inc., Investacorp Inc., and TD Ameritrade. Stonebridge Wealth Systems LLC is an SEC-registered advisory firm serving individuals, high net worth clients, trusts, and retirement plans. The firm provides discretionary asset management, financial planning, and ERISA 3(21) plan services, managing approximately $276 million for about 927 clients through a team of nine advisors.

John Ternus is a financial advisor at Stonebridge Wealth Systems LLC with CFP®, ChFC®, and Series 65 credentials and three years of industry experience. He has previously worked at Brookstone Wealth Advisors, LLC and serves as an insurance agent at Stonebridge Insurance and Wealth Management. Ternus also has a military background, having served multiple terms with the Nebraska Army National Guard. Stonebridge Wealth Systems LLC is an SEC-registered advisory firm that provides discretionary asset management, financial planning, and ERISA 3(21) plan services to individuals, high net worth clients, trusts, and retirement plans. The firm manages approximately $276 million for around 927 clients and employs a team of nine advisors.

Jeremy Gove is a financial advisor with Stonebridge Wealth Systems LLC, holding Series 63, 65, and 66 licenses and bringing 12 years of industry experience. He previously worked at Brookstone Wealth Advisors, LLC and Gove Investments, Inc., among other firms. Outside of his advisory role, he serves as president of 5811 Planning and Consulting LLC, where he reviews business plans for humanitarian projects to assist in securing funding. Stonebridge Wealth Systems LLC is an SEC-registered advisory firm that provides discretionary asset management, financial planning, and ERISA 3(21) plan services to individuals, high net worth clients, trusts, and retirement plans. The firm employs a range of analytical methods and conducts quarterly account reviews, managing approximately $276 million for about 927 clients through a team of nine advisors.

Jay Kammerer is a financial advisor at Stonebridge Wealth Systems LLC in Omaha, NE, holding a Series 66 designation with four years of industry experience. His prior roles include positions at First Command Insurance Services, Inc. and Pathfinders Strategic Partners. Stonebridge Wealth Systems LLC is an SEC-registered advisory firm serving individuals, high net worth clients, trusts, and retirement plans, managing approximately $276 million across about 927 clients. The firm employs discretionary portfolio management supported by fundamental and technical analysis, with regular account reviews and potential use of sub-advisors or third-party managers.