Charles Otto

Maverick Churchill is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior work includes six years at Sandhills State Bank and four years at First National Bank Omaha. Outside of finance, he is involved in the livestock and meat retail business through Churchill Livestock, LLC and Braska Beef. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team and a broad platform that includes model portfolios, third-party managers, and various investment vehicles.

Morgan Wills is a financial advisor at Edward Jones with a Series 66 designation. He has one year of industry experience, including ten years at FNIC prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Otto is a CFP® with over 32 years of experience at Edward Jones, where he has worked since 1992. He is based in Alliance, Nebraska, and holds Series 63 and Series 66 licenses. Outside of his advisory role, Otto serves on the board of directors for Immuntrix Therapeutics Inc. and has held leadership positions on the finance committee of Holy Rosary Church and as president of the St. Agnes School Board in Alliance. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gregory Powell is a CFP®-certified financial advisor with LPL Financial, where he has worked since 2000. He has 25 years of industry experience and holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns and operates farming businesses in Nebraska. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team, combining large-scale advisory operations with various non-advisory financial products.

Cyndi Richardson is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. She has been with Cetera since 2004 and also serves as president and owner of JAG Professional Services, Inc., an accounting practice. In addition to her advisory role, she is involved in selling supplemental health insurance through multiple providers. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Jessica Manion is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 15 years of industry experience. She has worked with First Investments and Planning since 2019 and has experience at First National Bank Omaha and Raymond James Financial Services Advisors, Inc. She is also involved in agricultural activities through a family-owned sole proprietorship. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through detailed client interviews and risk profiling.