Philip Rihanek is a financial advisor with Edward Jones in Lincoln, Nebraska, holding Series 63 and Series 66 licenses and over 35 years of industry experience. He has been with Edward Jones since 1990. Outside of his advisory role, he is involved with Flying Giese Farms in Wayne, Nebraska. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of advisors and branch offices, and operates under a fiduciary standard.

Joel Weyand is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to that, he was employed at Aspire Strategic Advising and Doane University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Gregory Ernst is a financial advisor at RBC Capital Markets with 39 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services Inc. for 13 years before joining RBC in 2021. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through a variety of advisory programs that offer portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on client risk profiles and leverages both in-house and third-party managers, with access to alternative investments and integrated capital markets capabilities.

Bradley Schindler is a financial advisor with RBC Capital Markets in Lincoln, NE, holding a Series 66 designation and 10 years of industry experience. His previous roles include positions at UBS Financial Services and City National Bank. Outside of his advisory work, he is the owner of Valdelay Real Estate, LLC, a real estate investing business. RBC Wealth Management serves a diverse client base ranging from individual investors to institutions and offers a variety of advisory programs that combine in-house and third-party investment management, tailored to clients’ risk profiles and investment preferences.

Deanna Sporhase is a financial advisor with LPL Financial in Elmwood, NE, holding a Series 63 license and bringing 39 years of industry experience. Her prior work includes over three decades with Waddell & Reed and various insurance carriers, as well as serving the Village of Elmwood. She is also active as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive resources and technology tools.

Braedon Nielsen is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and has previously worked with firms including Thomas Dolan Jr., Marc Cohen, and Waddell & Reed Inc. Nielsen is also an insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing various portfolio strategies and operational tools to support client account management.

Alastair Horne is a financial advisor at LPL Financial with 5 years of industry experience. He previously worked at TCFG Wealth Management, LLC and JPMorgan Chase Bank, among other roles. Horne is registered with Series 63 and Series 65 credentials. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad array of financial services.

Jamie Friendt is a financial advisor with RBC Capital Markets, LLC, holding a Series 66 designation and 18 years of industry experience. He has been with RBC Capital Markets since 2016. Outside of his advisory role, he is the owner and bookkeeper of a plumbing company, Gabe's Plumbing LLC, based in Lincoln, Nebraska. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s capital-markets capabilities.

Micah Dworak is a Series 66-licensed financial advisor at UBS Financial Services with eight years of industry experience. His career includes roles at ICONIQ Capital and BlackRock Investments. Outside of his advisory work, he serves as an assistant coach for the high school golf team at Lincoln Christian School. UBS Financial Services serves individual, corporate, and institutional clients through a variety of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Sherry Tomes is a financial advisor with UBS Financial Services who holds Series 63 and Series 65 licenses and has 26 years of industry experience. She has been with UBS Financial Services Inc. since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

John Geist is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2009. He also serves as trustee of a family trust established for managing funds related to his late wife. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to client goals.

Sean Mcgerr is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at UBS Financial Services Inc for 12 years before joining Wells Fargo Clearing in 2021. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Terry Johnson is a financial advisor at Osaic Wealth Inc with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial and Tierone Investments and Insurance. He is also an insurance agent conducting various types of insurance business. Osaic Wealth Inc serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory, financial planning, and retirement consulting services. The firm employs asset-allocation tools and multiple advisory platforms to construct portfolios that include a range of investment options managed on discretionary or non-discretionary bases.

Jeffrey Downey is a financial advisor at Primerica Advisors with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Primerica Advisors since 2020. His background includes service with the Nebraska Army National Guard and entrepreneurial roles, including involvement with Downey Well Company Inc. and Kinkaider Brewing Co. Outside of financial advising, he works as an independent contractor driver for Lyft. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Jason Dugger is a financial advisor at Edward Jones in Lincoln, NE, holding the CFP®, CFA®, ChFC®, and Series 66 designations with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving both individual and institutional clients through a nationwide network of over 23,000 advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Adam Letheby is a financial advisor with RBC Capital Markets in Lincoln, Nebraska, holding a Series 66 license and 17 years of industry experience. He has been with RBC Capital Markets since 2005. Outside of his advisory role, he serves on the boards of Lincoln Children’s Zoo and Friendship Home of Lincoln, Inc. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored strategies and access to in-house and third-party investment managers, providing both discretionary and non-discretionary portfolio management and financial planning services.

Leslie Johnson is a financial advisor at OSAIC with three years of industry experience and holds the Series 66 designation. Prior to joining OSAIC in 2023, Leslie worked at SagePoint Financial, FP Wealth Management, and Pinnacle Wealth Management. Leslie also serves as a Client Service Manager at Entrust Wealth Counsel, where they assist with account management and advisor support. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services along with access to third-party money managers and wrap programs. The firm uses a range of asset allocation tools and portfolio management techniques to serve individual and high-net-worth investors, pension plans, corporations, and charitable organizations.

Thomas Buescher is a CFP® professional with 14 years of industry experience. He currently works at OSAIC and has previous experience at Sagepoint Financial, Woodbury Financial, and Modern Woodmen Of America. Outside of advisory services, he operates an insurance business as a sole proprietor and owns an S corporation focused on fixed annuities and life insurance products. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services via a large network of affiliated advisors. The firm employs various asset allocation tools and supports multiple portfolio management platforms and third-party solutions.

Amy Fitzpatrick is a financial advisor with RBC Capital Markets in Lincoln, NE, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with RBC Capital Markets LLC since 2008. Outside of her advisory role, she co-leads the Palmyra Youth Group, a Christian-based community organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management and financial planning services, leveraging both in-house and third-party investment managers.

Tracy Refior is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. Prior to joining LPL Financial in 2021, she worked with Jeremy Kester and Waddell and Reed, Inc. Refior has been involved in non-investment activities including ownership of storage and art-related businesses and a candidacy for Lancaster County Treasurer. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing a variety of investment strategies and technology tools while overseeing significant assets and a large advisor network.