Meet Our Team
The people behind inSOURCE are what set us apart. Experienced, credentialed, and genuinely invested in your success — our advisors bring both the expertise and the empathy you deserve in a financial partner.
Financial Advisors
Effective January 1, 2025, David Guttery, a valued member of our team, became CEO of inSOURCE Financial Advisors. He looks forward to continuing the momentum Jim Christensen has established. David has been in practice for 34 years and brings a wealth of experience and a deep commitment to providing exceptional service to our clients.
He believes service to the industry is vitally important and has been a member of National Association of Insurance and Financial Advisors as well as a qualifying member of the Million Dollar Round Table for more than ten years at Top of the Table or Court of the Table. He has also been in service with the Ameritas Field Advisory Committee for over 20 years.
David is a Registered Financial Consultant and is a member of the American Academy of Financial Management. He graduated from The University of Alabama in 1991 with a BS degree in Finance. David embarked on his financial planning career immediately following graduation. In July of 2006, David formed The Keystone Financial Group, and relocated his practice to Trussville, Alabama. The focal point of David’s practice is the design of both qualified and non-qualified retirement strategies for small and medium sized corporations. Other areas of practice include the structuring of retirement income, and estate strategies.
David believes activity to be important within one’s industry and community. David has served his hometown of Trussville Alabama as a former member of the Parks and Recreation Board, and is a former member of the Trussville City Schools Foundation Advisory Board. David has served upon the Finance Committee of his church, Clearbranch Global Methodist, and for sixteen years, he coached 8th & 9th grade boys basketball teams in the Trussville Parks and Recreation Leagues. David is a life and qualifying member of the Million Dollar Round Table, and has been a member of the National Association of Insurance and Financial Advisors (NAIFA) for 33 years. At the present time, David serves Ameritas as a member of the Field Advisory Cabinet, and has served on various sub committees of the Cabinet, including the Annuity Task Force, and the Broker Dealer Task Force, for over twenty years. David and his wife Teresa live in Trussville, Alabama, and maintain a second home in Lincoln, Nebraska.
David Guttery*, RFC
Bobby is a graduate of the University of Nebraska–Lincoln, where he earned a Bachelor of Arts degree in Psychology and was an active member of Kappa Sigma Fraternity.
He brings extensive experience from his work with national independent marketing organizations and brokerage general agencies, where he provided both internal and external sales support to some of the firms’ most high-performing accounts. In recent years, Bobby has specialized in recruiting new firms and advisors, as well as partnering with general agencies to help execute their strategic business plans.
Bobby joined inSOURCE in April 2025 and serves as a member of the executive leadership team. His focus is on supporting the firm’s advisors and associates, while also leading the development and execution of strategic marketing and recruitment initiatives.
A lifelong resident of Lincoln, Nebraska, Bobby is proud to call the city home. As a University of Nebraska–Lincoln alum, Husker athletics are in his blood. Outside the office, Bobby enjoys spending time with his family, supporting his three children at their sporting events, and—when time allows—hitting the golf course or catching up with friends.
Bobby McCullough**
Jim Christensen has been serving clients in the financial services field since 1982. Two years later, he earned his securities license. For 14 years he worked in the Nebraska agency of Ameritas, until opening inSOURCE in 1996.
Since that time, inSOURCE has grown into an organization offering its clients products designed to change their life and most importantly, providing guidance necessary to help secure financial well-being. Today, clients recognize inSOURCE in five complementary fields: inSOURCE Inc., inSOURCE Benefits Group, inSOURCE Financial Advisors, inSOURCE Real Estate and inSOURCE Rx.
A lifetime Omaha resident, Jim is passionate about taking care of his clients and doing what is best for them. He also enjoys the great outdoors with his family, whether it be snowmobiling in the Northwoods of Wisconsin or boating on Lake of the Ozarks.
James Christensen, Jr.*
Robin joined inSOURCE in 2023 after at 34-year career at Ameritas Life Insurance Corp. Among her accomplishments were serving on a merger integration team, managing a $17 million out-of-state facilities project, managing a data breach, and coordinating the company’s COVID-19 pandemic business continuity response.
Robin is originally from Syracuse, Nebraska. She and her husband Todd have one son, Brandon and live outside of Lincoln. Robin is an avid reader and sports fan. She is a Leadership Lincoln Fellows 37 graduate and is a member of the Adaptive Business Continuity Advisory Group.
Robin Martin, cABCF (Hon), FLMI, ACS, AIAA
Jim joined inSOURCE in 2019. With a background in finance and accounting, his professional experience includes positions as CFO and Controller for the companies he has served. He also spent 18 years as the President of the Lincoln Stars hockey team. A member of the American Institute of Certified Public Accountants (inactive status), Jim enjoys working with clients in evaluating their individual/business insurance needs and offering cost-effective solutions tailored to their unique situations.
Jim is married with three children and seven grandchildren and enjoys sports and outdoor activities. He is involved with the Teammates Mentoring Program and is an active member of the Beautiful Savior Lutheran Church.
Jim Pflug
Wanda is an experienced Financial Advisor who started her career in the financial services industry at a national brokerage firm, founded Polaris Financial Services in 2009 and went on to join the inSOURCE group in 2012.
She concentrates on providing clients with an investment plan aimed at meeting their financial goals, including a foundation of annuity and life insurance. Wanda enjoys helping people make smart decisions about their money.
Wanda joined NAIFA-Cornhusker in March of 2004 and was elected to the Board in April of that year. She served on the board as Treasurer for 5 years beginning in 2005 and was the State AHIA chair from 2010 to 2011. Wanda continues to lead the Awards committee for the local Cornhusker chapter. She is also a member of the Financial Planning Association and Women in Financial Services.
Wanda has been a member of the Lincoln Independent Business Association (LIBA) since 2001 and the School Liaison Committee Chair from 2005 to 2021. She served a one-year term as LIBA Board Chair.
Wanda Caffrey*
Megan is a 2010 graduate of Iowa State University with a bachelor’s degree in Family Finance, Housing and Policy. She began her insurance career in 2020 with Bev Clark who was mentored by Wanda Caffrey. Upon getting licensed herself, Megan began a relationship with Wanda and the inSOURCE group. Megan is licensed to sell Life and Health Insurance, Annuities and Property and Casualty Insurance. In June of 2024, Megan purchased Lordemann Insurance and began her own insurance agency, 118 Insurance LLC.
Megan grew up in Waukee, IA. She moved to Elgin, NE in 2014 and lives there with her husband and their four children (three daughters and a son). In her free time, she likes to read a good book or go camping with her family.
Megan Beckman
Chris has worked as a Financial Advisor with both individual and business investors since 2009. His mission is to provide every client with targeted, comprehensive financial advice and portfolio management delivered with the highest level of personal service, confidentiality, and professional integrity. Whether planning for retirement, saving for your children’s or grandchildren’s education, or looking to preserve your wealth, Chris is committed to helping implement strategies tailored to your unique goals.
Chris holds Series 7 FINRA, General Securities Representative (Financial Consultant, Stockbroker) and Series 66 FINRA, Registered Agent & Investment Advisor licenses. Chris is also licensed to provide life insurance annuities and long-term care.
This commitment also carries over to his involvement in the local community Chamber, Rotary, and Fremont area young professionals groups. Chris, a Fremont native, is married to his wife Jenn, whom he met at the University of Nebraska-Lincoln. They have two sons, Peter and Hugh. Chris enjoys staying active through golfing, fishing, and other water activities.
Chris Coffman*
Verna is a graduate of Waverly High School and UNL-College of Business Administration. She has her Series 7, 8, 53, 63 and 65 Security Industry Licenses and she is licensed to sell Life Insurance and Variable Annuities. Wealth Management is Verna’s passion and focus. In a career that has spanned five decades, she works with clients in showing their level of risk, reviewing their financial circumstances, and recommending the investment vehicles designed to best help them to achieve their goals.
Verna is married to Doug, and her daughter Melissa has blessed them with two grandchildren. All still live in Lincoln, something Verna is thrilled about. She has been involved in all areas of the Lincoln community, including CHAD, United Way, the YWCA, and The Equestrian Order of the Holy Sepulcher to name just a few.
Verna Curry*
Seth is a financial advisor with a devotion for helping others. He graduated from University of Alabama Birmingham in 2015 with a Bachelor of Science degree in Finance and worked with Equitable for seven years, gaining invaluable experience in the field. He joined the team in March 2023.
Seth’s passion for service is the driving force behind his work as a Financial Advisor. He is committed to helping his clients achieve their financial goals and providing them with the resources they need to thrive.
Outside of his professional life, Seth is an active member of the Jasper Kiwanis Club and serves as a Lieutenant Governor for the Alabama District of Kiwanis. His dedication to service extends beyond his involvement in these organizations as he consistently seeks out opportunities to help others. When he’s not working or volunteering, Seth enjoys spending time outdoors golfing or hiking with his dog Jasper, and attending concerts. Although originally from Jasper, Alabama, Seth and his wife, Reegan, now call Irondale home.
Seth Edgil*
Pam joined Investments Advisors, Inc, in February of 1997. She is an Investment Advisor Representative through Ameritas Advisory Services, LLC and a partner in the firm. Pam also has completed studies for the “Chartered Retirement Plans Specialist,” which enables her to help businesses design, implement, and monitor their retirement plans. Pam realizes that everyone’s economic and life situation is unique and keeps that in mind when providing financial advice. Pam believes that friendly personalized service is essential with matching clients with the right investment products and services. She is dedicated to learning about your personal goals and assisting you with your planning needs.
Pam holds Series 66 FINRA, Registered Agent & Investment Adviser, Series 6 FINRA, Investment Companies (Mutual Funds) Representative, Series 7 FINRA, General Securities Representative (Financial Representative, Stockbroker), and Series 63, Uniform State Law licenses. She holds a Chartered Retirement Plans Specialist Designation (CRPS) from the College for Financial Planning, Denver, CO. Pam is also licensed to provide traditional life insurance and annuities.
Pam lives in Fremont with her husband Merle. They have two children, Dylan and Kaleigh who both live with their spouses in Omaha. In her free-time, she enjoys spending time with her grandchildren Greta, Leo and Owen.
Pam Goswick*
Bryan joined the inSOURCE team in 2020 and was previously an advisor for Principal Financial Group since 2000. He focuses on Business Owners, Executive Solutions, Estate Planning, and Personal Financial Planning. His goal is to help clients set and achieve their financial goals.
He is a member of the National Association of Insurance and Financial Advisors (NAIFA), and a past president of NAIFA. He is also a member of the Million Dollar Round Table.
Bryan’s interests include the Draft Horse Show Management at World Percheron Congress, World Clydesdale Show, Buffalo County, Nebraska Cattleman’s Classic, Nebraska State Fair, and National Western Stock Show. He is a member of the Bellevue and Kearney Area Chamber of Commerce, a Bellevue Chamber Ambassador, and an active member of Thanksgiving Church.
Bryan Holen*
James has been in the financial industry since 2008. He spent time as a banker with Wells Fargo, and was previously with Ameritas Investment Company, LLC before joining inSOURCE. James works with individuals and business owners to help them plan their financial future. He focuses on fixed income, financial planning, retirement planning, and supplies continued support for all his clients and holds Series 7 and 66 licenses.
James was born and raised in Lincoln, Nebraska. He is a father of three high-energy boys and enjoys wrestling with them, playng the guitar, ukulele and piano, home improvement projects, repairing kids’ toys and problem-solving.
James Janssen*
Bret is a 2020 graduate of the University of Nebraska-Lincoln with a bachelor’s degree in Finance & Economics. He is a Member of the College of Business Honors Academy and Sigma Phi Epsilon Fraternity.
Bret joined inSOURCE in May 2019 and has become a key member of the team. He focuses on financial planning and estate planning for small business owners and family farms. He holds his Series 7, 65, and 63 Securities Registrations.
Bret became a member of the Ameritas Inner-Circle and earned his green jacket in 2022. In 2023 Bret became a member of Top of the Table, the highest tier in the Million Dollar Round Table. For more information on the awards mentioned, please follow this link: https://cloud.content.ameritas.com/ratings-and-awards
Bret is a native of Fort Calhoun, NE. When he is not helping clients, he owns and operates his own Sprint car and Midget team and competes at dirt tracks throughout Nebraska, South Dakota, Iowa, Kansas, Missouri, and Oklahoma.
Bret Klabunde*
Noah graduated Summa Cum Laude from the University of Alabama at Birmingham in 2024 with a degree in Finance. He was an active member of UAB’s Green and Gold Fund, a student-managed endowment fund, and Financial Management Association. In the Green and Gold fund, he helped actively manage the portfolios of the Industrials and Alternatives sectors. He was also the first portfolio manager to present a covered call strategy for the fund. Noah joined inSOURCE in January 2025.
Noah, originally from South Dakota, has lived in 7 states and even abroad in Sicily, Italy. Outside of the office, he enjoys outdoor recreational activities like fishing on his paddleboard, gardening, and hiking.
Noah Lohan*
John is a 2024 graduate of the University of Nebraska-Lincoln with a Bachelor’s Degree in Finance. He currently holds his Series 7, 65, and 63 Securities Registrations.
John joined inSOURCE in May 2023 as an intern. After he graduated from UNL in 2024, he started with us full time as a Service advisor. At the end of 2025, John became a full time Financial Advisor. In his current role, John strives to put clients’ needs first, and continues to learn as he grows with inSOURCE.
John was born and raised in Lincoln, Nebraska, attending Lincoln East High School. In his free time John loves to cook for his family and friends, home improvement projects, and skiing when he gets the chance.
John Loudon*
Josh is a 2024 graduate of the University of Nebraska-Lincoln with a bachelor’s degree in finance and minor in accounting. He was a member of Beta Theta Pi and was heavily involved with The Experience Company, their fraternity owned non-profit. Josh joined inSOURCE in May 2022 as an intern, and has since embarked on the journey of becoming a financial advisor. He focuses primarily on retirement planning and comprehensive financial planning. He currently holds his SIE and Series 7 Securities Registrations.
Josh is originally from Lincoln, Nebraska. When he is not assisting clients, he can be found golfing, hunting, or traveling. He recently got to cross off a bucket list item after a golf trip to Ireland with his family last summer.
Josh Mikus*
Brian has been licensed since age 19, the youngest age to get an insurance license in Nebraska at the time. After graduating from Kearney State College (now UNK) in 1988, he returned to North Platte, becoming the third generation in the family business, joining his father, Bob. The agency was founded in 1947 by Brian’s grandfather, Carl, who worked with life and health insurance. Bob added securities to the agency in the 80s and Brian added group insurance and worksite marketing when he joined the firm.
Brian has a degree in Business Administration, with a minor in Economics, and an emphasis in Finance and has transitioned his practice to the financial side of the business with Series 6 & 63 licenses, along with Life, Health, and Medicare insurance products. He works with small businesses, retirees, and individuals to help them build sustainable plans for their economic future. Brian has qualified for MDRT, the Court of the Table, and the Top of the Table in his career, as well as various company trips.
Brian joined inSOURCE as a detached agent in 2024 after years of his good friend Wanda Caffrey recruiting him.
Brian grew up in North Platte and is married to his wife, Kathy, and has two amazing kids. Andrew and his wife live in Overland Park, KS where he is an electrical engineer and Nikki is a 5th grade teacher. Daughter Sarah lives in Lincoln and is the Finance Director for City Light church. Brian is an avid volunteer as President of the North Platte Rotary Club, Chair of the Civil Service Commission for North Platte, former Elder at church, and assists in many other groups throughout the town. His hobbies are watching sports of all kinds, reading, history, and spending time with family. Favorite Olympic sport is curling.
Brian Phares
Fred is a graduate of the United States Air Force Academy in Colorado Springs and holds a Master of Business Administration from Drexel University in Philadelphia. He retired from the Air Force as a Colonel in July 2025 after a distinguished career as a navigator on reconnaissance and transport aircraft. Fred completed five combat deployments to Iraq and Afghanistan, flying 240 combat sorties. His decorations include the Legion of Merit, Meritorious Service Medal, Air Medal, Aerial Achievement Medal, Air Force Commendation Medal, and Air Force Achievement Medal.
A native of Greenwich, Connecticut, Fred moved to Nebraska in 1995 when stationed at Offutt AFB. During that time, he met his wife, Melissa. They now live in Lincoln with their two children, both students at the University of Nebraska.
Fred Phelan
Randy began his career in the insurance and financial services industry in 1993. He currently holds licenses for Life, Health, and Annuities. In 1998, he obtained his Life Underwriter Training Counsel Fellow (LUTCF) designation. He has earned several awards, and qualified for membership in the Million Dollar Round Table for many years.
Randy enjoys giving back to his community of Yutan, NE, serving on several municipal and school board committees, as well as on the council of St. John’s church. Randy and his wife, Dixie, have 3 married children and 11 grandchildren that bring them much joy.
Randy Trost
Support
Christy graduated from Troy State University with a degree in Mathematics and a minor in German. After college, Christy spent several years studying and working abroad, traveling extensively within Germany as well as to several other countries, including Greece and Australia. Upon returning to Birmingham, AL, Christy began working at SouthTrust Bank’s call center before transitioning internally to support the leadership team for the Birmingham branches, assisting them through the merger with Wachovia. This experience led to a 16-year career as a contractor on the government’s retirement plan, followed by a transition into the retirement planning industry. Since November 2024, Christy has been with Keystone Financial Group, where she has found a true professional home. Supporting advisors at Keystone and InSOURCE keeps her busy, but the most rewarding aspect of the job is learning from colleagues and getting to know clients—understanding their hopes and dreams and helping establish the framework for achieving their retirement goals.
Outside of work, Christy enjoys cooking, reading, and practicing various crafts, including crochet, cross-stitch, and drawing/painting. She shares a home with her long-time boyfriend, Jeremy, a small engine mechanic, and their two beloved cats, who ensure life is never dull with their many demands.
Christy Anderson
Ameer is currently pursuing a degree in Finance at the University of Alabama at Birmingham. Through his coursework and internship experience, he has developed a strong interest in financial planning, investment analysis, and client relationships. Ameer joined inSOURCE Financial Advisors in May 2026 as a summer intern with Keystone Financial Group in Trussville, Alabama, and is excited to continue learning more about the financial services industry while building professional skills in communication, problem solving, and teamwork.
Originally from Alabama, Ameer enjoys spending time with friends and family, playing guitar, and staying involved in music outside of school and work. Music has always been a major passion of his, and he hopes to combine his interests in finance and music throughout his career in some way.
Ameer El-Fallah
Laurie has worked with Jim Christensen, inSOURCE, and Ameritas for the past 25+ years. She is Life and Health Licensed and has a wide range of knowledge of Ameritas products and services.
Laurie began her career in the insurance industry in 1982 with a large property and casualty insurer in the life insurance new business area and went on to advance as a Computer Operations Manager and Marketing Assistant. She has also previously worked as Office Manager of two small insurance agencies in Omaha. She serves as Jim Christensen’s practice manager.
Laurie is originally from Iowa but grew up in Lincoln, Omaha, and surrounding Nebraska communities. She lives in Omaha near her four adult children and nine grandchildren.
Laurie Hatfield
Pati has over 22+ years’ experience in the industry. Her last role before joining the inSOURCE team was as Manager Agency Field Services at Ameritas Life Insurance Company.
Pati loves working with inSOURCE financial advisors and learning the agent side of the business. She is glad to be back to doing payroll, accounting and accounts payable. She believes her role helps the agency run smoothly and supports clients.
Pati grew up in Utica, NE, and moved to Lincoln for College. Pati has 1 daughter and 3 grandchildren who she loves spending time with. Pati is active in her church, Havelock United Methodist, and is their Financial Chair. Her hobbies are reading, cross-stitch needlepoint and listening to Bruce Springsteen music.
Patricia Hughes
Eli is a 2026 graduate of Nebraska Wesleyan University with a bachelor’s degree in Financial Planning and Services and a minor in Accounting. While attending Nebraska Wesleyan, he was also a member of Theta Chi Fraternity.
Eli joined inSOURCE Financial Advisors in February 2026 as an intern and has since begun his career as towards becomming a financial advisor. He is passionate about helping individuals and families pursue their financial goals through personalized planning and intends to focus primarily on retirement planning and holistic financial planning.
Eli is originally from Lincoln, Nebraska. Outside of the office, he enjoys spending time with his wife, Sydney, and their dog, Maisy. He also enjoys working out, playing basketball, traveling, and attending local car shows and automotive events. Eli is an active member of City Light Lincoln Church.
Eli Jeffers
Lori joined inSOURCE in December of 2022. She has been employed in the securities industry since February of 1979. Lori’s experiences began in basic operations, expanded to equity, commodities and government bond trading, and eventually transitioned to supporting financial advisors and their clients as a registered assistant. She likes the intensity and demands of her position and treasures most the ability to help clients and advisors while developing relationships spanning many years. Lori holds Series 7 and Series 63 licenses. She serves as Bret Klabunde’s Registered Assistant.
Lori and her husband Gary met while in high school and recently celebrated their 40th wedding anniversary. They have two 90-pound furbabies at home and are blessed with three daughters and their families living nearby. She enjoys spending time with her husband, their family and reading.
Lori Kastrup**
Julie graduated from the University of Nebraska at Omaha with a Bachelor in Studio Arts with a concentration in Graphic Communication. She has over 16+ years of experience in the educational publishing Graphic Design field. Julie joined inSOURCE in October 2023.
Julie was born and raised in Omaha, NE and is a Husker fan. Julie loves to keep her hands busy outside of work doing various craft and art projects. She enjoys going to concerts, spending time at the lake, and spoiling her animals.
Julie Koborg
Prior to joining inSOURCE in the fall of 2022, Kimberly started her Financial Services career with New York Life as an Agent/Registered Representative in 2015 in Des Moines, Iowa. In 2018, she moved to Omaha to take a position as a Client Services Associate/Broker for TD Ameritrade, then shortly after was promoted to Asset Transfer Specialist. After 2 ½ years with TD, Kimberly decided to accept the position of Senior Financial Services Associate with Feltz WealthPlan in 2020. Kimberly holds FINRA Series 6, 7, and 63 licenses, as well as her Life and Health, and she graduated with her BS from Iowa State University. Kimberly has a very diverse background, from financial planning, facilitating trades and account transfers, to creating efficient processes and operations management. Her goal is to find more ways to be more efficient and to provide the highest level of client service excellence.
Kimberly has two beautiful daughters, two rambunctious grandsons, and other family members that live in Des Moines. She enjoys traveling back to see her family and friends when she can. She works hard and plays hard, as she loves to travel, be active, and always looks for the next challenge. She has a huge bucket list in which she was able to cross skydiving off two years ago. She is looking forward to more amazing experiences and travels in the future!
Kimberly LeGary**
Susan joined inSOURCE in September 2022 after 34 years at Ameritas working in various roles from customer service for life insurance and annuity clients, to supervisor roles, processing, and more. She enjoys interacting with clients and helping them resolve their issues.
Susan has been married to her husband Mike for over 35 years. Together, they enjoy taking trips to Wyoming, Montana, and sometimes North Dakota on their motorcycle. Susan also has a passion for flowers, and enjoys getting her hands dirty while landscaping!
Susan Marshall
Sara joined inSOURCE in August 2022 after four years at a law firm’s billing department.
Sara lives in Lincoln and has her whole life, raising her children there as well. Sara and her husband Bobby have been married for over 20 years and they have three very active kids. As a family, they love spending time together, particularly watching the kids’ sporting events. Sara also loves running and reading.
Sara McCullough
Melissa worked as an attorney in Omaha, focusing on corporate law before entering the financial services industry. She received her Juris Doctor from Creighton University School of Law and serves as a board and committee member for various organizations such as St. Michael Catholic Church and Lincoln Plus High School. Melissa holds a license to practice law in Nebraska. She joined inSOURCE in 2020. She serves as Verna Curry’s Registered Assistant.
Melissa returned to Lincoln having lived in Philadelphia for over 10 years. She married Fred in 2002 and they have two children, Caroline and Nicholas. Melissa enjoys traveling with her family and long walks with her dog, Otis.
Melissa Phelan**
Ben is a Financial Professional with experience in insurance management and retirement planning. He works closely with the Investment Advisors team to develop personalized insurance plans that help clients reach their long-term goals – with as little stress as possible along the way.
A graduate of Midland Lutheran College with a Bachelor of Arts Degree in marketing and business administration, Ben is active in the community and has served on the Executive Board of Directors of the Fremont YMCA and of the Greater Fremont Development Council. Living in Fremont with his wife Dianne, they have two children, Scott and Katie and three grandchildren Jack, Lindy and Rowan. He enjoys fly fishing in the summer and pursuing hunting activities in the fall.
Ben Siebler
Ryan joined inSOURCE Financial Advisors in May 2026 as a summer intern with Keystone Financial Group in Trussville, Alabama. He brings an entrepreneurial mindset, strong work ethic, and dedication to delivering quality results. Ryan began his professional journey at just 15 years old when he started his own landscaping business, which has since grown to serve more than 100 clients. Through building and managing his business, he has gained valuable experience in leadership, customer service, communication, and problem-solving while continuing to expand his knowledge through his studies at the University of Alabama.
Originally from Alabama, Ryan values hard work, consistency, and building meaningful relationships with others. Outside of work and school, he enjoys spending time with family and friends, staying active, and continuing to grow his landscaping business. His entrepreneurial background has taught him the importance of discipline, reliability, and always putting forth his best effort in everything he does.
Ryan Stauffer
Meredith joined Keystone Financial Group in 2018. She and her family moved to Alabama in 2017, from Danville, Kentucky where she, her husband Tony Joe and two children lived for nine years. There in Kentucky, Meredith applied her marketing experience to the financial industry in a similar position at the office of an HD Vest advisor. Meredith has worked in both the public and private sector of business utilizing her natural skill set in communication, planning and marketing. She serves as David Guttery’s practice manager.
Originally from Tyler, Texas, Meredith is a graduate of Texas State University with a Bachelor of Arts in Mass Communication/Public Relations. Meredith is the wife of Birmingham-Southern College Head Football Coach, Tony Joe White. They have two children, Emily and Tucker and two dogs Bailee and Rocco.
Meredith White
Graduating from Wayne State College in December of 2019 with a degree in Family and Consumer Sciences, I’ve built my career around a simple idea: strengthening families, communities, and professional connections. My early work focused on youth development and community education, which helped shape my passion for creating meaningful programs and building strong relationships.
Over the years, I’ve gained extensive experience in client engagement, program support, and marketing initiatives, and I’m proud to hold my Certified Family & Consumer Sciences–Human Development and Family Studies (CFCS-HDFS) credential. In 2026, I joined the inSOURCE team, where I continue to do what I enjoy most—connecting people with resources, ideas, and opportunities that make a real difference.
A Fremont, Nebraska native, I value the strong family ties formed growing up with my parents, three sisters, and now seven nieces and nephews. I currently live with my fiancé, Austin, and our golden retriever, Cleo. Outside of work, I enjoy baking, spending time with family and friends, and taking on projects in our fixer-upper home.
Toni Wiese
*Representatives offer products and services using the following business names: inSOURCE, Inc. – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with inSOURCE, Inc. or any other entity mentioned herein.
**Associates are registered in an administrative capacity with Ameritas Investment Company, LLC. Additionally, Kimberly LeGary, John Loudon and Melissa Phelan are registered in an administrative capacity with Ameritas Advisory Services, LLC.
Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.