Douglas Porter is a financial advisor with Primerica Advisors in Lincoln, NE, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Primerica Advisors since 2002 and Primerica Financial Services since 2001. Outside of investment advice, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm employs third-party asset managers vetted through independent due diligence and uses a tiered wrap fee structure rather than fixed fees.

Megan Gramann is a financial advisor at Edward Jones with nine years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and TD Ameritrade. Outside of her advisory role, she manages a customer referral program for local businesses through The Midnight Collective LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

James Predoehl is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at Woodbury Financial Services for 18 years and has operated Predoehl Enterprises Inc. since 1996, focusing on insurance marketing. Outside of his advisory role, he serves as president of Ambassador in Christ Ministries, a nonprofit organization distributing funds to various charities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and offering portfolios that include a range of securities managed on discretionary or non-discretionary bases.

Dan Carlson is a financial advisor with Edward Jones in Lincoln, NE, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, Carlson serves as an adjunct professor teaching Investments at Union College. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a large nationwide network of advisors and branch offices.

Troy Ott is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes positions at First Interstate Bank, Raymond James Financial Services, Cetera, and Great Western Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Bryce Williby is a financial advisor at OSAIC with 12 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services Inc. for four years and Thrivent Financial and Thrivent Investment Management Inc. for six years. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that include a wide variety of investment vehicles.

Leonard Weyeneth is a CFP®-certified financial advisor with 30 years of industry experience, currently affiliated with Stifel Nicolaus & Co. Inc. since 2013. He serves as president and treasurer for multiple charitable organizations focused on education, historic preservation, and youth development, including the Kimmel Orchard and Vineyard Educational Foundation and the Richard P. Kimmel and Laurine Kimmel Charitable Foundation. Additionally, he is involved with various nonprofit boards such as YoungLife Lincoln and the Kregel Windmill Factory Museum. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Joshua Boden is a financial advisor with Primerica Advisors in Lincoln, NE, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His career includes roles at PFS Investments Inc. and Primerica Financial Services, as well as a prior position at The Cornhusker Hotel. Outside of his advisory work, he serves as president of JMB Financial LLC, a non-investment-related business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm employs third-party asset managers and uses a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

Casey Thelen is a financial advisor with Edward Jones in Lincoln, Nebraska, holding a Series 66 designation and 13 years of industry experience. Casey has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Patricia Bennett is a Senior Resident Director with Merrill Lynch Wealth Management in Lincoln, Nebraska. She began her career at Merrill in 1982 as a Client Associate, left the firm in 1984 to pursue a career in teaching, and rejoined Merrill in 1996 as an Investment Associate before becoming a Financial Advisor in 2001. Patricia currently serves as the Resident Director of the Lincoln office. Over her career, Patricia has focused on helping clients understand the complexities of their wealth, assisting them in making informed financial decisions tailored to their unique needs. She serves as a relationship manager for many key clients and employs a consistent and disciplined approach to preserve wealth and achieve financial goals in various market environments. Her professional designations include CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Patricia earned a Bachelor's degree from Wayne State College and a Master's degree from the University of Nebraska at Lincoln. She is involved in the community as a board member of Friendship Home in Lincoln. Outside of work, she enjoys boating, golfing, photography, reading, and spending time with her family.

Brenda Badami is a Wealth Management Advisor with Merrill Lynch Wealth Management. She focuses on delivering personalized wealth management strategies tailored to each client’s unique financial picture and goals. Brenda serves a select clientele, including individuals and multigenerational families, providing guidance beyond investment management, with expertise in lifetime income planning, philanthropy, estate and trust planning, debt management, banking, and long-term health care. Her areas of specialization include managing new wealth, personal retirement planning, portfolio management services, socially responsible and values-based investing, women and wealth, tax minimization, and retirement income strategies. Brenda emphasizes a collaborative approach, working one-on-one with clients to develop financial strategies aligned with their long-term aspirations. She also leads a dedicated team committed to transparency and comprehensive client support. Brenda holds a Bachelor's Degree from the University of Nebraska System and has earned professional designations as a CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She is a member of the Junior League of Lincoln and actively volunteers with Lincoln Public Schools and United Way. Outside of work, Brenda enjoys biking, cooking, gardening, hiking, photography, and running.

Kenneth Koop Jr. is a financial advisor with Morgan Stanley in Lincoln, NE, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets from 1991 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs. The firm emphasizes structured financial planning supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Forrest Anderson Jr. is a financial advisor with Morgan Stanley in Lincoln, NE, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. His career includes roles at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets from 1993 to 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual plans and corporate agreements.

Royce Ruth is a financial advisor at Osaic with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Woodbury Financial Services, Questar Asset Management, and Strategic Legacy Advisors. Outside of his advisory role, he owns and operates a livestock business focused on buying and selling personally raised cattle and co-owns a bookkeeping and tax preparation company. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across a broad range of investment types.

Brandon Draeger is a financial advisor at Edward Jones in Lincoln, Nebraska, holding CFP® and Series 66 designations with seven years of industry experience. He has worked at Edward Jones since 2018 and previously at Aflac and Unified Employee Benefits. Outside of his advisory role, he is president of Brandon Draeger Inc, a corporation handling insurance residuals. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, supported by a large national network of advisors and branch offices.

Mohammad Khalil is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of finance, he is involved as a wrestling coach at the Lincoln Brazilian Jiu Jitsu Center. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Ronald Wilhelm is a ChFC® credentialed financial advisor with 43 years of industry experience. He has worked with Ameriprise Financial Services since 2020 and previously held roles at Mass Mutual and Metlife Securities, among others. He serves on the financial committee of St. John's Catholic Church in Lincoln, NE, and owns RH Wilhelm Inc., a personal S-Corp. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Trent Lockard is a financial advisor with LPL Financial in Lincoln, NE, holding Series 63 and Series 65 credentials and three years of industry experience. His background includes roles at Cornhusker Bank and multiple positions at the University of Nebraska - Lincoln. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions delivered through a broad network of advisers.

Mason Doughty is a financial advisor with Ameriprise in Lincoln, NE, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Doughty also owns and manages MALABB LLC, an advisory business, and provides services through Cirksena, Knight, Jacobsen, Sieps & Kresse, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which combines research, algorithmic analysis, and non-discretionary implementation focused on dependable income and tax-aware withdrawal strategies.

Connor Vandewege is a financial advisor with Morgan Stanley in Lincoln, Nebraska, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Frontier Bank and Morgan Stanley Private Bank, N.A. Outside of finance, he has experience working at Nebraska Wesleyan University and the Country Club of Lincoln. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and structured discovery processes.