Charles Richard Otto

Maverick Churchill is a financial advisor with LPL Financial in Alliance, Nebraska. He holds the Series 66 designation and has three years of industry experience. Prior to joining LPL Financial, he worked at Sandhills State Bank for six years. Outside of financial advising, Churchill is involved in the retail sale of meat and cattle through Churchill Livestock, LLC and Braska Beef. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by various institutional platforms and technology tools.

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® professional with 26 years of experience in the financial industry. He has been with LPL Financial since 2000. Outside of his advisory role, he owns and operates a farming business in Alliance, NE. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Cyndi Richardson is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. She has worked at Cetera since 2004 and also serves as president and owner of JAG Professional Services, Inc., an accounting practice. Additionally, she is involved in the sale of health and supplemental insurance through American Medical Security, United Healthcare, Golden Rule, and AFLAC. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with options including model portfolios, third-party managers, and bespoke strategies.

Jessica Manion is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and 16 years of industry experience. She has worked with First Investments and Planning since 2019 and is involved in trust services at First National Bank Omaha. Outside of her advisory role, she supports her spouse’s sole proprietorship in agriculture and farming. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporate and institutional entities. The firm emphasizes tailored, non-discretionary planning using risk profiling and modeling tools and maintains unique offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.