Ricky Nelson is a CFP® professional with 44 years of experience in the financial services industry, currently affiliated with Raymond James Financial. He has been with Raymond James Financial Services, Inc. since 1984 and the broader Raymond James Financial firm since 2009. Outside of his advisory role, he serves as chairperson of the finance and investment committee for The Grand Lodge of Nebraska A.F. & A.M., a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and consulting supported by analytical tools and maintains unique affiliations that complement its advisory offerings.

Patrick Hermann is a CFP® certificant with six years of industry experience, currently serving as a financial advisor at Raymond James Financial in Hastings, NE. He has previously worked at Bank of Doniphan and held academic roles at Central Community College and Bellevue University. Outside of his advisory role, he is vice president and officer at Nelson Financial Services, Inc., where he dedicates significant time to financial advising. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm utilizes analytical tools and tailored strategies, supporting clients through both advisory programs and external providers.