Steven Martin is a financial advisor at OSAIC with 39 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2024, he spent over two decades at Securities America Advisors, Inc. In addition to his advisory role, Martin manages River City Financial Group, LLC, which markets life, long-term care, and health insurance products. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a broad network of financial advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset classes, offering integrated brokerage, advisory, and third-party managed account services.

Kyle Acre is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He is a member of the Board of Directors for Memorial Community Hospital & Health System in Blair, NE. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory services and maintains affiliated capabilities such as a trust company and proprietary mutual funds, supported by a large national network of financial advisors and branch offices.

Kalli Kirshman is a financial professional at Cetera with a Series 66 designation and two years of industry experience. She has been affiliated with Cetera and its related entities since 2023 and also maintains a role at Heritage Financial Services. Prior to her financial career, she worked in education and retail. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program options and custodial relationships.

Matt Rose is a financial advisor with RBC Capital Markets in Omaha, NE, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at RBC Capital Markets since 2013 and also at City National Bank since 2019. Outside of his advisory role, Rose serves as a committee member for the Fellowship of Christian Athletes in Omaha and has partial ownership in a local coffee store. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment programs combining discretionary and non-discretionary portfolio management, utilizing in-house and third-party managers alongside integrated capital markets and alternative investment capabilities.

Chad Petersen is a financial advisor with Ameriprise in Omaha, NE, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Petersen is involved in outside financial advisory activities through entities such as Momentum Partners LLC and CP Ventures LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Christopher Riggs is a financial advisor with Mass Mutual Investors Services in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Mass Mutual Life Insurance Company since 2016 and Metlife Securities, Inc. from 2001 to 2017. He is also the owner of Evergreen Financial, a legal business entity, and serves as an independent insurance agent specializing in property and casualty insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs with an emphasis on collaborative, goal-based planning using firm-approved analytics.

Christopher Horst is a financial advisor with Charles Schwab, holding Series 66 and Series 63 credentials and nine years of industry experience. His prior roles include positions at TD Ameritrade, Allied Universal, and Hy-Vee. Outside of finance, he has worked in restaurant services at Little Caesars Pizza. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines a non-discretionary client relationship model with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and centralized custody and advisory operations.

Ryan Palmquist is a financial advisor with Cetera in Omaha, NE, holding a Series 66 license and 19 years of industry experience. He has been associated with Cetera and its related entities since 2013 and also works with CFG Advisors. Outside of advisory roles, he owns a camper rental business and serves as president of Palmquist, Inc., a financial services firm. Cetera Investment Advisers LLC operates as a large nationwide network of independent advisors, offering portfolio management, financial planning, and retirement services to individuals, retirement plans, corporate, charitable, and institutional clients. The firm utilizes a multi-manager platform with discretionary and non-discretionary program options and manages over $256 billion in assets.

Marshall Gause is a financial advisor at Little Bird Financial, LLC with 16 years of industry experience. He holds the Series 65 and Series 66 licenses and has worked at firms including Geneva Fund Partners, MGA, and Geronimo Financial Asset Management. Little Bird Financial, LLC operates under the name Geneva Fund Partners and functions as a marketing and representation vehicle for Atlatl Advisors’ sub-advisory programs. The firm does not manage individual client assets or provide direct investment advice, focusing instead on supporting other registered investment advisers.

Kevin Zemann is a financial advisor at Little Bird Financial, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stile Compliance Services since 2014. Little Bird Financial, LLC, doing business as Geneva Fund Partners, acts as a marketing and representation vehicle for Atlatl Advisors’ sub-advisory programs to other registered investment advisers. The firm does not provide individual investment advice or manage client assets but focuses on maintaining sub-advisory relationships and presenting materials to unaffiliated RIAs.

Glen Shepherd is a financial advisor at Little Bird Financial, LLC with seven years of industry experience. He holds Series 63 and Series 65 designations and has worked with multiple firms, including Bluebird Health, LLC and White Tiger Financial, LLC. Outside of his advisory roles, he is involved with my Backyard Conservation Group, LLC and my Office GURUS, LLC, both of which he has been with for several years. Little Bird Financial, LLC operates under the name Geneva Fund Partners and functions as a marketing and representation platform for Atlatl Advisors’ sub-advisory programs, serving other registered investment advisers rather than individual clients.

Parker Jamieson is a financial advisor with Little Bird Financial, LLC and holds a Series 65 credential. He has one year of industry experience and previously served 13 years in the United States Air Force. He is also currently a member of the USAF Reserve. Little Bird Financial, operating under the name Geneva Fund Partners, functions as a marketing and representation vehicle for Atlatl Advisors’ sub-advisory programs, working exclusively with other registered investment advisers rather than individual clients. The firm does not manage portfolios or provide individual investment advice.

Pete Zimmerman is a CFP® professional with 16 years of industry experience, currently affiliated with Northland Securities, Inc. in Omaha, NE. He has held roles at Securities America Advisors, Inc. and Securities America Inc. since 2008 and 2010, respectively, alongside his current positions at OSAIC and Northland Securities.