Marcia Young is a financial advisor with Primerica Advisors in Lincoln, NE, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has been with Primerica Advisors since 1983 and with Primerica Financial Services since 1982. Outside of her advisory role, she is the owner of Marcia Young & Associates, LLC, and serves as president of the local networking group Center Sphere. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on retail clients rather than institutional or pension plans.

Jerald Connot is a financial advisor with Edward Jones in Lincoln, NE, holding Series 63 and Series 66 credentials and offering 39 years of industry experience. He has been with Edward Jones since 1986. Connot serves as a trustee for irrevocable trusts established for minor children and gift enforcement. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a network of more than 23,700 financial advisors nationwide.

Ross Jensen is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Stifel since 2013. He holds the Series 66 designation and is based in Lincoln, Nebraska. Outside of his advisory role, Jensen serves as treasurer and board member for several nonprofit organizations, including the Kappa Foundation, the Lincoln Alumni Chapter of Alpha Gamma Rho, and the Nebraska Human Resources Research Foundation. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, combining forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Barry Lockard is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. He has also served at Cornhusker Bank since 2006 and holds several board positions, including Chairman of the Board at the Federal Home Loan Bank and director roles at Cornhusker Growth Corporation, Cornhusker Bank, and Neighborhood LTC Pharmacy. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Rachel Yost is a financial advisor at LPL Financial with eight years of industry experience. She holds a Series 66 designation and has worked at multiple firms including NEXT Financial Group Inc. and WealthPLAN Partners. Outside of her advisory role, she owns and manages Kechely Farms LLC, a farming business in Lincoln, NE. 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 management services, utilizing both proprietary and third-party models across various strategies.

Randall Rhodes is a financial advisor with Ameriprise in Lincoln, NE, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Ameriprise since 2017 and previously at Sii Investments. Rhodes serves on the boards of Harbor Ministries and the Fallbrook Homeowners Association and manages Rhodes Family Ventures, LLC. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling techniques to deliver non-discretionary, tax-efficient recommendations through a centralized consulting team.

Jani Martinez is a financial advisor with Morgan Stanley in Lincoln, Nebraska, holding a Series 66 designation and having 10 years of industry experience. Since 2016, Martinez has worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of advising, Martinez serves as a judge for high school debate with Lincoln Public Schools and owns a consulting and retail business called Purium. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process utilizing firm‑approved tools and offers access to investment strategies through various affiliated entities.

Jackson Puls is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 65 designations and has four years of industry experience. His prior work includes roles at Woodbury Financial Services and Pacific Life Insurance. Outside of his advisory role, Puls operates a sole proprietorship providing Medicare supplements and life insurance. Osaic Wealth serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services across multiple platforms, utilizing asset-allocation tools, risk-tolerance assessments, and access to third-party managers to construct diversified portfolios.

Dene Burns is a financial advisor at Merrill with 24 years of industry experience and holds a Series 66 designation. He has been with Merrill since 1996. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Connor Ruth is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with three years of industry experience, currently associated with OSAIC. His prior work history includes roles at Dew Wealth Management and Woodbury Financial Services. Outside of advising, he assists with traditional insurance products at RJ RUTH ENTERPRISES and works as a tax preparer during tax season with Strategic Tax Management. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of advisors and multiple advisory platforms. The firm offers a range of integrated services and utilizes various tools and third-party solutions to construct and manage portfolios across numerous asset classes.

Debra Carey is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Morgan Stanley since 2016, following prior roles at Wells Fargo Clearing and Quick & Reilly, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and market-based return estimates.

Michael Puls is a financial advisor at OSAIC with 30 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining OSAIC in 2024, he worked at Universal Financial Strategies since 2004 and Woodbury Financial Services from 2003 to 2024. Outside of advisory work, he is a sales agent for insurance products through Universal Financial Strategies. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services supported by a broad network of affiliated advisers and multiple platforms. The firm employs various investment tools and third-party solutions to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Marcella Roth is a financial advisor at Edward Jones with 22 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Anh Dao Starita is a Financial Advisor with Merrill Lynch Wealth Management. In her role, she supports entrepreneurs, business owners, families, and pre-retirees with financial planning services that include managing cash flow, retirement preparation, business transitions, and legacy planning. Before entering financial advising, she accumulated over ten years of experience in product development within the SaaS industry. This background informs her systematic and long-term approach to financial planning, where she emphasizes understanding clients' individual priorities and goals to create clear and actionable plans. Anh Dao holds a Bachelor's and a Master's Degree from the University of Nebraska System and completed an Accredited Certificate Program at Metropolitan Community College. She has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She is a member of the professional organization 1 Million Cups Lincoln and participates in its community activities.

Tyler Friedrich is a financial advisor at Edward Jones in Lincoln, NE, holding a Series 66 designation. He has one year of industry experience, having joined Edward Jones in 2025. Prior to his financial advisory role, he held positions at Potbelly Sandwich Works and Scooter's Coffee. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Theodore Kinkaid is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and retirement income. Theodore works closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals. He holds a Bachelor's Degree from the University of Nebraska System and has earned the Professional Investment Advisor (PIA) designation. Theodore is committed to building lasting relationships with clients by understanding their current financial situation and future aspirations. In addition to his professional work, he volunteers with community organizations and values spending time with his family. His personal interests include baseball, football, golfing, horseback riding, and softball.

Mary Oestmann is a financial advisor with LPL Financial in Lincoln, Nebraska, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She previously worked at Berthel Fisher & Co Financial Services, Inc. for 12 years and FSC Securities Corporation for three years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with advisory and brokerage services. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Myron Owens is a financial advisor at OSAIC with 37 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Woodbury Financial Services, Questar Capital, and Strategic Legacy Advisors. Outside of advisory work, Owens serves on the board of Omaha Skutt Catholic High School and is treasurer of the nonprofit One Million Wells, where he participates in fundraising and provides tax-related coaching. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm utilizes asset allocation tools, efficient-frontier analysis, and supports various account management options to construct portfolios tailored to client needs.

Kyle Regelean is a financial advisor at Osaic Wealth, Inc. with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Indeed, MWI Direct, Inceptia, and New Empire Industries. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Alexandra Puls is a financial advisor at Osaic Wealth, Inc. in Lincoln, NE, holding Series 63 and Series 65 licenses with one year of industry experience. Her prior work includes roles at Charles Schwab & Co., Inc., Cline Williams Wright Johnson, and Burch & Associates. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports both discretionary and non-discretionary account management.