Nathanial Martin Phillips

Beth Boyle is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 65 licenses and 20 years of industry experience. Her prior work includes positions at Purshe Kaplan Sterling Investments, Thrivent Financial for Lutherans, and Waddell & Reed. Outside of advising, she serves as chairperson of the Scrivner Sports Complex Board, participates in Scrivner Economic Development activities, and is a board member of Low Income Ministry of Dodge County. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm typically constructs diversified, long-term portfolios using low-cost mutual funds and ETFs, while offering access to independent managers and model portfolios.

Natalie Stratman is a Series 66 licensed financial advisor with Edward Jones, based in West Point, Nebraska. She has two years of industry experience, all with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds.

Jeffry Phillips is a CFP® professional with 37 years of industry experience, currently affiliated with LPL Financial since 1995. Based in West Point, NE, he holds the Series 63 designation and has served as a member of the Midwest Bank NA 401(k) committee. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions, supporting customized investment strategies with extensive operational and research resources.

Shawn Macken is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. Prior to joining LPL Financial in 2021, he worked with firms including Expanse Holdings, LLC and Waddell & Reed, Inc. Outside of his advisory work, he is the owner and managing member of West Point Brewing Co., LLC, which operates a tap room and event space. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party management, and customized strategies.

Alicia Moyer is a Series 66-licensed financial advisor with eight years of industry experience, currently with Thrivent Investment Management. She has been with Thrivent and its related entities since 2018 and previously worked in hospitality and travel. Outside of her advisory role, Alicia serves as an organist for St. Paul Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account services under a consolidated billing option called “WealthPlan” while maintaining separate service functions.

Marcus Walton is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He has worked at LPL Financial since 2019 and has prior experience with Waddell & Reed and State Farm. Walton is also involved with Expanse Risk Management and Kardinal Real Estate Solutions, LLC. 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 institutional platforms, with an emphasis on both discretionary and non-discretionary investment strategies supported by advanced operational tools.