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.

Nathanial Phillips is a CFP® professional with 12 years of experience in the financial industry, currently serving at LPL Financial since 2013. He operates under the DBA Midwest Wealth Management and is also involved as an agent with Premier Financial, a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.