Jerad Sorgenfrei is a CFA® charterholder and holds a Series 66 license, with 17 years of experience in the financial industry. He has worked at Primus Wealth Advisors LLC since 2018 and previously at Bedrock Investment Advisors from 2015 to 2018. Primus Wealth Advisors LLC provides discretionary asset management and fee-based financial planning to individual and high-net-worth clients. The firm focuses on tailored financial plans and long-term investment strategies, emphasizing fundamental analysis and client-specific goals without selling commissioned products.

Edward Larkin is a financial advisor with D.H. Hill Advisors, Inc. in York, NE, holding a Series 66 designation and 26 years of industry experience. He has been with D.H. Hill Securities, LLLP since 2016. Outside of his advisory role, Larkin is involved in farming as seasonal help on his family farm. D.H. Hill Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm offers a range of investment approaches and supports independent Investment Adviser Representatives through platforms that combine committee oversight with customized portfolio management.

Benjamin Santo is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked with multiple firms including Envision Wealth Management, Benjamin Wealth Group, and Good Life Financial. Santo is involved in insurance sales and provides a range of securities and insurance solutions through his own Benjamin Wealth Group. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management, financial planning, and retirement-plan advisory services using model portfolios, third-party sub-advisers, and custom strategies.

Eugene Buhman is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and over 35 years of industry experience. He has been affiliated with Ameritas-related entities since 1990 and is also involved with G B Financial Services, LLC and BGS Financial Strategies LLC. In addition to advisory services, he is licensed as an independent insurance agent selling fixed insurance products to individuals and small businesses. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies with regular client reviews.

Kara Rauert is a financial advisor with Principal Financial Services based in York, NE, holding a Series 66 designation and having eight years of industry experience. Her prior work includes roles at MML Investors Services LLC and Mass Mutual Life Insurance Company, as well as a 19-year tenure at Cornerstone Bank. Outside of her advisory work, she owns and operates a fixed insurance agency and is involved in managing family farmland businesses. Principal Securities provides brokerage and registered investment advisory services to a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager and separately managed account solutions.

Daniel Goodwin is a CFP® with 21 years of industry experience, currently affiliated with SPC and Parkland Securities. He has operated Goodwin Financial since 2009. In addition to his advisory work, he serves as a trustee for a family cemetery and sells fixed insurance products. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services, delivering primarily discretionary management with options for nondiscretionary arrangements and direct-at-fund programs.

Diego Korol Diaz is a financial advisor at SPC with Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Goodwin Financial Services and Commscope, as well as academic positions at York University. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related retirement services through a large network of advisers managing approximately $5.66 billion in assets. The firm provides both discretionary and nondiscretionary investment management and maintains unique corporate affiliations that support a broad range of fiduciary and non-fiduciary retirement services.

Benjamin Garrett is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 credentials and over 24 years of industry experience. He has worked in various capacities across multiple entities, including founding Benjamin Wealth Group and serving as a partner at BGS Financial Strategies LLC. Garrett is also licensed as an independent insurance agent and actively manages administrative duties for his advisory practice. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary advice through a combination of model portfolios, third-party sub-advisers, and customized strategies.

Robert Woodburn is a financial advisor with Thrivent Investment Management in York, Nebraska, holding a Series 66 designation and 38 years of industry experience. He has been with Thrivent Investment Management and its predecessor Thrivent Financial for Lutherans since 2002. Outside of his advisory role, Woodburn serves as President of St. John's Lutheran Church, LCMS, overseeing congregational business and governance. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning without discretionary trading authority and allows clients to combine these planning services with managed-account programs under a consolidated billing option.

Charles Trauger is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He has worked at LPL Financial since 2020 and previously served at Securities America Advisors and Global View. Trauger is also Vice President at Cornerstone Bank in Aurora, NE. 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 range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Laurie Stuhr is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. Prior to joining LPL Financial in 2020, she worked at Securities America Advisors and Securities America, Inc., and she has been involved with Cornerstone Bank since 2003. Outside of finance, she serves as secretary of Stuhrville Farms, Inc., a farming corporation. 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 broad range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Matthew Kern is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for 19 years at York Public Schools. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Daniel Holden is a financial advisor with Raymond James Financial Services Advisors, Inc. in York, Nebraska. He holds a Series 66 designation and has 12 years of industry experience, including roles at TD Ameritrade and New York Life. Outside of his advisory work, he is involved in the rehabilitation and maintenance of a rental property inherited by his wife. Raymond James Financial Services Advisors, Inc. serves a wide range of clients, including individual investors, high-net-worth individuals, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and a variety of implementation options while maintaining significant non-discretionary advisory business.

Walter Byrne is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Outside of his advisory role, Byrne serves as a board member of the York Country Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated products. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of financial advisors and branches.

Blake Woodruff is a financial advisor with Ameriprise in Stromsburg, NE, holding a Series 66 designation and eight years of industry experience. His career includes roles at Merrill Lynch and Waddell & Reed prior to joining Ameriprise in 2017. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Robert Woodruff is a financial advisor with Ameriprise who holds a Series 63 designation and has 39 years of industry experience. He has been with Ameriprise Financial Service, LLC since 1993 and previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he is involved in managing Woodruff Properties, LLC, which owns and maintains commercial real estate in York, Nebraska. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to create tailored recommendation reports. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Monica Greenlee is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 12 years of industry experience. She previously worked at Investment Centers of America and Edward Jones. Outside of her advisory role, she serves as a community education instructor at Southeast Community College and is a member of the personnel board for the City of York. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Eric Montgomery is a financial advisor with Edward Jones in York, Nebraska, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2017, he worked for four years at Nebraska Public Power District’s Cooper Nuclear Station. Outside of his advisory role, he owns a rental property business through Jem Bee Enterprises, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of account types. The firm manages approximately $1.01 trillion in assets under management and offers both discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.