Robert Hahn is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Van Clemens Wealth Management, LLC. His prior experience includes roles at Willet, LLC dba Beyond Tangible Wealth, LPL Financial, Waddell & Reed, Inc., and Securities America Inc. Outside of advising, he is Vice-President and Coach at Advisor Game Plan, LLC, focusing on executive coaching for business leaders. Van Clemens Wealth Management, LLC serves individuals, trusts, estates, and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm customizes advice based on client objectives and employs a blend of modern portfolio theory with fundamental and technical analysis, offering access to over 500 third-party managers and a specialized Growth Opportunities Model focused on micro- and small-cap equities.

Michael Mcintosh is a financial advisor with Missionsquare Retirement in Bellevue, NE, holding Series 63 and Series 66 licenses and having nine years of industry experience. He has worked at ICMA RC since 2019 and previously held roles at Bank of the West and TD AMERITRADE. Missionsquare Retirement serves state and local government employers, their employees, and certain nonprofits by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and advisory services including discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Dawn Claussen is a financial advisor at Mutual Advisors, LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Mutual Advisors since 2016. Outside of her advisory role, she serves as a volunteer member at large on the Pacific Springs Home Owner Association board and is a managing partner at Fundalyzer, LLC, a software development company specializing in mutual fund share class analysis. Mutual Advisors, LLC manages approximately $6.75 billion through a network of 123 advisors, serving individuals, institutional investors, trusts, and retirement plan participants. The firm offers a range of services including asset management, financial consulting, and ERISA plan advisory, employing a combination of passive and active investment strategies tailored to client objectives.

Grant Gotschall is a Series 66-registered financial advisor with First Command Advisory Services in Omaha, NE, and has eight years of industry experience. He has held positions at several firms including Mutual of Omaha, MassMutual, Raymond James Financial Services, and Ameriprise. Outside of his advisory work, he owns and manages a single-family rental property. First Command serves a diverse client base including individual, high-net-worth, corporate, and charitable clients through a multi-service platform that features financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning with a structured 12-month engagement and offers discretionary model portfolio management through its in-house Investment Management Team.

Joyce Sobczyk is a financial advisor at VOYA Financial Advisors, Inc. with 23 years of industry experience. She holds a Series 66 designation and has worked at several firms, including multiple roles within Voya from 2015 to 2021 and positions at Cobalt Credit Union and various Cetera entities in 2021. Outside of her advisory work, Sobczyk serves as Vice President of the Nebraska Trailblazers, a walking club. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of adviser-led and third-party managed investment programs, combining an advisory platform with an active broker-dealer model and a broad affiliate network.

Kari Wolfe is a financial advisor with First Command Advisory Services in Bellevue, NE. She holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to her advisory role, Kari served nine years in the US Air Force and worked in retail positions at Old Navy and Target. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, and brokerage and insurance product distribution. The firm emphasizes advisor-led planning relationships and offers structured engagement programs supported by an in-house investment management team.

Kevin Schmidt is a financial advisor at First Command Advisory Services with eight years of industry experience. He holds the Series 66 designation and previously served eight years in the U.S. Navy. Outside of his advisory role, Schmidt is involved as a soccer referee with the Nebraska Referee Development Program, a nonprofit organization. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a platform offering financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning relationships and structured, ongoing financial coaching engagements.

Nathan Rachwitz is a financial advisor with First Command Advisory Services in Bellevue, NE, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with First Command entities since 2009 and served at Immanuel Lutheran Church from 2022 to 2025. Outside of his advisory work, he is the owner of a real estate business, CORNHUSKER 7 LLC. First Command Advisory Services serves a diverse client base including individuals, high-net-worth clients, corporations, and charities through financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led financial coaching and structured planning engagements, supported by an in-house investment management team that constructs and manages model portfolios on a discretionary basis.

Scott Carlson is a Series 66-licensed financial advisor with First Command Advisory Services in Papillion, NE. He has five years of industry experience, including roles at First Command and prior employment with the State of Nebraska. First Command serves a diverse client base with financial planning, discretionary asset management, brokerage, insurance, and banking products through a multi-service platform. The firm emphasizes advisor-led, face-to-face financial coaching and offers structured 12-month planning engagements alongside discretionary portfolio management through its in-house Investment Management Team.

David Lammert is a financial advisor with First Command Advisory Services in Papillion, NE, holding the CFP®, ChFC®, and Series 66 designations. He has nine years of industry experience, including seven years of service in the United States Army. He is also the president of Live Free Financial Planning LLC, a separate financial planning business he owns and operates. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking product distribution. The firm emphasizes advisor-led, face-to-face financial coaching and offers structured, 12-month tailored planning engagements supported by an in-house investment management team.

Erin Lammert is a Series 66 licensed advisor with nine years of industry experience, currently with First Command Advisory Services. Prior to this role, she served seven years in the United States Army. Outside of her advisory work, she is a co-owner and treasurer of Live Free Financial Planning LLC. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm offers structured, advisor-led planning engagements and manages model portfolios using in-house investment management based on fundamental analysis and modern portfolio principles.

Kathryn Jensen is a financial advisor at First Command Advisory Services with Series 63 and Series 65 licenses. She has professional experience in military service, including roles with the US Army and NATO from 2015 to 2025, before joining First Command in 2025. Outside of her advisory work, she is a sole proprietor of a rental property business. First Command serves a diverse client base including individual, high-net-worth, corporate, and charitable clients, offering financial planning, discretionary asset management, brokerage, insurance, and banking products through an integrated platform. The firm emphasizes advisor-led planning relationships and provides structured financial coaching and model portfolio management tailored to client needs.

Omar Nurse is a financial advisor with First Command Advisory Services in Papillion, NE, holding a Series 66 designation and five years of industry experience. He served in the United States Air Force for 24 years before joining First Command in 2020. Outside of his advisory role, he is the owner of Squared Away Financial LLC. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm offers advisor-led planning through a structured Tailored Professional Services engagement and manages discretionary asset portfolios via an in-house investment team.

Joel Dighans is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with First Command entities since 2011 and is the owner of Joel Dighans, LLC, a separate business he operates outside of his advisory role. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, and brokerage and insurance product distribution. The firm emphasizes advisor-led planning relationships and offers a structured Tailored Professional Services engagement with ongoing financial coaching and portfolio management through its in-house Investment Management Team.

Shannon Tabor is a financial advisor with First Command Advisory Services in Omaha, NE, holding a Series 66 designation and three years of industry experience. Prior to joining the firm, Tabor served 25 years in the United States Air Force. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients with a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking product distribution through affiliated entities. The firm emphasizes advisor-led, face-to-face financial coaching and offers structured, 12-month Tailored Professional Services engagements for individual clients.

Tonya Mathison is a financial advisor at Principal Financial Services with 26 years of industry experience. She holds the Series 63 and Series 66 credentials and has been with Principal Securities Inc. since 2016 and Principal Life Insurance Co. since 2012. Mathison serves as an election committee member for the Beaver Lake Association homeowners association in Plattsmouth, Nebraska. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

John Shafer is a financial advisor with First Command Advisory Services in Papillion, NE. He holds a Series 66 designation and has one year of industry experience. Prior to joining First Command, he worked at LPL Enterprise and National Indemnity Company. First Command serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking product distribution via affiliated entities. The firm emphasizes advisor-led planning relationships and offers structured engagements such as Tailored Professional Services and Asset Management Solutions.

Amy Owens is a financial advisor at Cetera with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including First Allied Securities and Summit Brokerage Services. Owens is based in Treynor, Iowa. 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 investment management and financial planning services, combining advisor-managed accounts, model portfolios, and third-party solutions, alongside retirement and fiduciary capabilities uncommon for a firm of its size.

John James is a financial advisor with Cambridge Investment Research Advisors in Bellevue, Nebraska, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated broker-dealer since 2017 and previously worked at National Planning Corporation from 2015 to 2017. Outside of his advisory role, John serves as president of the Forest Hills Home Owners Association and is involved in several non-investment-related business activities, including leadership positions in James Financial Services, Inc. and Financial Strategies Building, LLC. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers a range of advisory services such as financial planning, portfolio management, and retirement plan advisory, utilizing both model portfolios and third-party strategists across multiple account platforms.

Brandi Madsen is a financial advisor at Edward Jones in Bellevue, NE, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2024, she worked at Fusion Medical Staffing from 2022 to 2024 and QLI from 2008 to 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs and investment options, operating under a fiduciary standard with a large nationwide network of advisors and branch offices.

Mark Moore is a financial advisor with Edward Jones in Bellevue, NE, holding Series 63 and Series 66 designations and 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the United States.

Kellie Duffy is a financial advisor at Cambridge Investment Research Advisors with 28 years of industry experience. She holds a Series 66 designation and has previously worked at firms including CWM, LLC, Cetera Advisor Networks, Carson Group Partners, Arbor Point Advisors, and Securities America. Cambridge Investment Research Advisors serves a broad range of clients, including high-net-worth individuals, retirement plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan advisory services through a large network of independent Financial Professionals.

Matthew Burton is a CFP® with 17 years of industry experience and has been with Edward Jones in Bellevue, NE since 2008. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Cecilia Losee is a financial advisor with LPL Enterprise in Bellevue, NE, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked at Prudential Insurance Company of America since 2010 and was with Pruco Securities, LLC from 2010 to 2024 before joining LPL Enterprise. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning and consulting, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services with affiliated insurance products.

Kyle Green is a financial advisor with Edward Jones in Bellevue, NE, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Werner Enterprises Inc from 2015 to 2019. 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 under management and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Scott Kuester is a financial advisor with LPL Financial in Bellevue, NE, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior work includes roles at First Interstate Bank, Great Western Investments & Insurance, Raymond James Financial Services, and Cetera Investment Services. Kuester is also involved as an agent selling whole life insurance through Great Western Financial Services, Inc. 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 range of investment solutions supported by an in-house research team and combines advisory services with non-advisory product offerings such as insurance and annuities.

Miriam Garcia is a financial advisor at Ameriprise with a Series 66 designation and experience in the financial industry since 2014. Her prior roles include positions at Raymond James Financial Services, FNBO, and Werner Enterprises. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

William Odonnell is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His prior roles include positions at Securities America Advisors and Veterans of Foreign Wars. Outside of advising, he is an author with Heartland Publications and serves as a FINRA arbitrator. 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 delivery options supported by an in-house research team, combining large-scale advisory operations with various non-advisory financial products.

Michael Schuldt is a CFP®-designated financial advisor with Edward Jones in Plattsmouth, Nebraska, with 34 years of industry experience. He has been with Edward Jones since 1997. Outside of his advisory role, Schuldt is involved in several agricultural and recreational business ventures, including a 120-acre farm, a tree farm inherited from his uncle, and an LLC managing a pontoon boat and jet ski business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Enzo Jin is a financial advisor at Raymond James Financial with four years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2022. Jin also serves as a financial advisor at FNBO and operates under the DBA First Investments & Planning. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and state and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by firm research and outside managers, with a notable emphasis on non-discretionary advisory services.

Troy Arthur is a financial advisor at Edward Jones in Omaha, NE, holding a Series 66 designation with 11 years of industry experience. His prior roles include positions at BMO Bank N.A. (LPL), TS Bank, and Bank of the West. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets through a large network of advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kerry Monif is a financial advisor with LPL Financial based in Bellevue, NE, holding Series 63, 65, and 66 licenses and bringing 41 years of industry experience. His prior roles include positions at Black Oak Investment Counsel and Securities America Advisors, Inc. Monif has been with LPL Financial since 2020. 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.

Stephen Abels is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in Omaha, NE, and has three years of industry experience. He previously worked at Mutual of Omaha for 24 years. Outside of his advisory role, he is a treasurer and owner/partner of a business entity called Alis Dei. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, discretionary and non-discretionary portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists.

Jacob Burton is a financial advisor at Edward Jones in Bellevue, NE, holding a Series 66 designation and with one year of industry experience. Prior to joining Edward Jones, he worked at Benetrends Financial and Aspire Staffing Group, among other positions. 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 strategies and affiliated investment products, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Shannon Parks is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 19 years of industry experience. Prior to joining OSAIC in 2024, Shannon worked at Woodbury Financial Services Inc. and Securities America Inc. Outside of advising, Shannon creates arts and crafts sold at craft shows and galleries and administers non-ERISA 403(b) plans for school districts and nonprofits. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a broad range of clients, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a comprehensive investment process incorporating risk tolerance assessments, asset allocation software, and portfolio optimization tools, offering access to various investment vehicles and multiple custodial platforms.

Bradley Ksiazek is a financial advisor at Edward Jones with 20 years of industry experience. He has held his current position at Edward Jones since 2005 and holds Series 63 and Series 66 designations. Outside of his advisory role, he raises cattle as a hobby with his father, occasionally selling meat to friends and family. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Abigail Fletcher is a financial advisor at Edward Jones in Bellevue, Nebraska, with eight years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade, the US Army Corps of Engineers, US Air Force, GameStop Inc., and Doane University. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Portrey is a financial advisor with Edward Jones in Glenwood, Iowa, holding Series 63 and Series 66 licenses and having 19 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, Portrey serves as a member of the Glenwood Community School District School Board. 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, separately managed accounts, and affiliated mutual funds.

Andrew Mccarville is a financial advisor at Fisher Investments with 13 years of industry experience. He holds the Series 66 designation and has been with Fisher Investments since 2014. Outside of his advisory role, he owns a collectible sports card trading business called Moneyballing Hits. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm combines quantitative screening and qualitative research through a centralized Investment Policy Committee to construct globally diversified portfolios.

Robert Cordray III is a financial advisor with Edward Jones in Bellevue, NE, holding a Series 66 designation and three years of industry experience. Prior to his current role, he served two decades at the Department of Defense and concurrently holds a part-time position as a Colonel and Director in the U.S. Army Reserve, leading a joint military intelligence unit. He is scheduled to retire from the Army Reserve in June 2024. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Keith Bowman is a financial advisor with Edward Jones in Bellevue, NE, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Union Pacific Railroad for five years. Outside of his advisory role, he is the owner of a property management business, DKB Properties LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a nationwide network of over 23,000 financial advisors and manages approximately $1.01 trillion in assets.

John Barrientos is a financial advisor at Ameriprise with 25 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Ameriprise in 2024, he worked at Raymond James Financial Services Advisors Inc. and First National Bank, among other roles. Barrientos also served on the Barrientos Scholarship Foundation for eight years. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing tailored written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support clients approaching or in retirement.

Hilda Morales is a financial advisor at Ameriprise in Bellevue, NE, holding a Series 66 designation with five years of industry experience prior to joining Ameriprise in 2025. Her previous roles include positions at Security National Bank in Omaha and Nelnet. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers these services through a centralized consulting team that collaborates with advisors like Morales to tailor strategies for clients approaching or in retirement.