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 financial advisor with Raymond James Financial, holding a Series 66 designation and six years of industry experience. He has worked at Raymond James Financial Services since 2019 and has prior experience in banking, education, and farming. Outside of his advisory role, he serves as Vice President at Nelson Financial Services, Inc., a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, institutions, and organizations, using analytical tools such as risk profiling and probability modeling. The firm supports a broad advisor network and offers specialized programs, including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.