Robert Wulf is a financial advisor based in Nebraska City, NE, operating under Family Financial Planning. He holds a Series 65 designation and has four years of experience in the financial industry. Prior to his advisory role, he worked for Nebraska Public Power District for 22 years. Family Financial Planning provides financial planning and coaching services primarily to individuals and families, as well as trusts, estates, and other private clients. The firm offers written comprehensive and special-topic financial plans supplemented by financial coaching and educational materials, operating as an advice-only practice without managing client assets.

Christopher Johnson is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Commonwealth since 2017 and previously spent over two decades with Waddell & Reed, Inc. Johnson is co-owner of Kats Consulting, Inc., a business providing tax preparation and accounting services. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs including wealth management and retirement plan consulting. The firm supports advisors with operations, technology, compliance, and investment management services, while providing access to discretionary model portfolios and customizable program structures.

John Hogeland is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 12 years of industry experience. He previously worked at Waddell & Reed, Inc. for five years before joining Commonwealth in 2017. Hogeland is also the owner of JCH Financial, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs, wealth management, and retirement plan consulting. The firm offers a range of investment and operational support services, enabling advisors to construct client portfolios using diverse securities and insurance products.

David Pease is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 20 years of industry experience. His career includes 12 years at Waddell & Reed, Inc. and ongoing work with various insurance carriers through W&R Insurance Agencies. He is also a part-owner and managing member of Pathfinder Wealth Advisors, LLC, which operates securities, advisory, and insurance businesses. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, technology, investment management, and compliance. The firm offers diverse investment programs such as PPS Custom and PPS Select model portfolios, supporting advisors who typically provide client advice under their own brands within Commonwealth’s supervisory framework.

Michael Borns is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked for Investment Centers Of America, Inc. for 23 years before joining LPL Financial in 2017. Outside of his advisory role, Borns serves as a volunteer firefighter and scholarship committee member with the Nebraska City Volunteer Fire Department. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team, combining large-scale advisory operations with insurance and annuity product offerings.

Adam Howard is a financial advisor with Edward Jones in Nebraska City, NE, holding a Series 66 designation and three years of industry experience. Before joining Edward Jones in 2025, he worked at BLUEPRINT FINANCIAL/Raymond James Financial Services for two years. Outside of advising, he owns A.McKay's Woodworking, a business specializing in fine furniture and projects for homes, businesses, and churches. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment solutions. The firm is notable for its extensive retail advisor and branch network and affiliated capabilities that go beyond traditional advisory services.

Jeremiah Mumm is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and 23 years of industry experience. His career includes roles at First State Bank and Securities America Advisors, alongside operating his own advisory practice. Outside of his advisory work, he volunteers as a board member for the Sons of the American Legion, coaches youth trap shooting, serves on the board of a local church council, and is a director of the Ashland Gun Club. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, retirement plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a broad range of advisory programs and custodial platforms, supporting over 6,200 advisors and managing approximately $200 billion in assets.

Travis Hensley is a financial advisor with Primerica Advisors in Sidney, Iowa, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with Primerica Financial Services since 2000 and is also associated with PFS Investments Inc. and Wedekind and Associates, Inc. Outside of his advisory work, Hensley is the owner and DJ of a music business since 2013. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while maintaining oversight of investment models.

Cole Sharp is a financial advisor at Raymond James Financial Services Advisors, Inc. with six years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2018 and Vanderveen Financial Planning since 2018. Outside of advising, Sharp holds a political office and serves as secretary of Blue Optics, Inc. Raymond James Financial Services Advisors, Inc. serves a broad client base including individual investors, high-net-worth and non‑HNW clients, pension and profit‑sharing plans, charitable organizations, corporations, and public entities. The firm provides financial planning and non‑discretionary investment consulting with a focus on tailored financial plans and advisory support rather than discretionary management.

Evan Cox is a financial advisor with Edward Jones in Nebraska City, NE, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously held roles with the Lincoln Stars Hockey Club, AroundCampus Group, and Scheels All Sports. Outside of his advisory role, he is the owner of Cox Investments LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities, with over $1 trillion in assets under management. The firm operates a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Brett Bengford is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2015. Outside of his advisory role, Bengford is involved in entrepreneurial ventures, including ownership of W.I.T.A. and a partnership in Farmhand Brewing Co. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options structured as wrap-fee solutions. The firm curates third-party asset managers and oversees portfolio management with a focus on tiered percentage-based fees and ongoing due diligence.

Aaron Bishop is a financial advisor with OSAIC Wealth Inc. in Nebraska City, NE, holding a Series 66 designation and one year of industry experience. Prior to joining OSAIC in 2025, he worked at American National Bank for eight years and held various roles in retail and service industries. He is also involved with M4 Enterprises, an LLC where he provides financial planning and retirement strategy services. OSAIC Wealth Inc. is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, pension plans, corporations, and charitable organizations. The firm offers comprehensive advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

Rex Goracke is a financial advisor with Raymond James Financial in Nebraska City, NE, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has been with Raymond James Financial since 2009 and is also involved in several business ventures including Spectrum Medical Equipment Inc, V & G Holdings, and Vanderveen & Goracke, LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors and high-net-worth clients to pension plans and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through detailed client interviews and risk profiling.

Ronald Payne is a financial advisor with Primerica Advisors in Sidney, IA, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2010. Outside of his advisory role, he works part-time as a driver and grief counselor at Cutler O'Neil Funeral Home. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm utilizes third-party asset managers and a tiered wrap-fee structure, focusing on curated portfolio models rather than institutional pension or profit-sharing plan management.

C. Vanderveen is a financial advisor at Raymond James Financial with 25 years of industry experience. They hold Series 63, Series 65, and Series 66 designations and have been with Raymond James Financial since 2009. Vanderveen also has longstanding involvement with Vanderveen & Goracke Financial, LLC since 1999. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations, often serving in an advisory and implementation-support role rather than as a delegated manager.

Rebecca Fegan is a financial advisor with Primerica Advisors in Sidney, Iowa, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2001. Outside of her advisory role, she has been involved with the Fine Arts Academy since 1988. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure distinct from fixed-fee models.

Kiel Vanderveen is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 13 years of industry experience. He has been with Raymond James since 2012. Outside of his advisory role, Vanderveen serves as treasurer and board member of the Nebraska Community Foundation, where he participates in finance and investment committees. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm emphasizes non-discretionary investment consulting and financial planning, providing tailored recommendations supported by firm research and a broad affiliate network.