Andrew Westphalen is a Series 66-credentialed financial advisor at Edward Jones in Lincoln, NE, with 10 years of industry experience. He has been with Edward Jones since 2015. 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 and investment solutions, operated under a fiduciary standard, and manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

Jeffrey Kraft is a financial advisor with OSAIC based in Lincoln, Nebraska. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. Prior to joining OSAIC in 2024, he worked with Securities America Advisors and Questar Asset Management. Outside of advising, he is involved in insurance sales and operates a business that connects clients with tax professionals. OSAIC serves a diverse client base including retail, institutional, and high-net-worth investors through a wide network of affiliated advisors. The firm offers integrated brokerage and advisory services, using asset-allocation tools and third-party platforms to manage portfolios that include a broad range of investment products.

Johnathon Larreau is a financial advisor with Primerica Advisors in Lincoln, NE, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Primerica Advisors since 2003 and Primerica Financial Services since 2002. Outside of advisory work, he is involved in the sale of home security and automation products through affiliated companies and operates Larreau, Inc., a legal entity formed for Primerica business purposes. 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 account options. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Nicholas Loriaux is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he has held positions at the University of Nebraska-Lincoln and operated a lawn care business. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, relying on research from Wells Fargo Investment Institute and third-party sources.

William Misko is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 23 years of industry experience. His prior experience includes roles at LPL Financial, WealthPLAN Partners, and Securities America, Inc. Outside of advisory work, he is involved with Summit Development Company, a business he has been connected to since 2003. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consultative services, utilizing analytical tools to support client goals, and maintains specialized advisory offerings such as municipal finance and SIMPLE IRA employer consulting programs.

Jon Miller is a financial advisor with Wells Fargo Clearing in Lincoln, Nebraska, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. Prior to joining Wells Fargo in 2016, he worked at UBS Financial Services for eight years and Piper Sandler & Co. for six years. Outside of his advisory role, Miller is involved in farming with his spouse and holds partial ownership in an aviation business and a real estate entity. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs research-driven investment approaches and offers both brokerage and advisory solutions across a broad range of financial products.

Hannah Oliver is a Series 66-licensed financial advisor at UBS Financial Services with one year of industry experience. Prior to joining UBS, she worked in various roles including positions at Crescent Electric Supply Company, West Gate Bank, and Turpin Meadow Ranch. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans according to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management, offering access to capital markets services alongside traditional advisory offerings.

Tamara Uribe is a financial advisor at Edward Jones in Lincoln, NE, with 28 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Outside of her advisory role, she teaches a kickboxing class at Farrell's Extreme Body Shaping. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Andrew Wolf is a financial advisor with Edward Jones in Lincoln, NE, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Cory Hoagstrom is a financial advisor with LPL Financial in Lincoln, NE. He holds a Series 66 designation and has 22 years of industry experience, including prior roles at Berthel Fisher & Company and Edward Jones. Outside of his advisory work, he owns CB Woodworking, a business that creates furniture and wood crafts. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers diverse advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across a broad range of asset classes and credit solutions.

Cole Miller is a financial advisor at Edward Jones in Lincoln, NE, holding a Series 66 designation with one year of experience at the firm. Prior to Edward Jones, he worked at Durham Designs for five years and has held roles at United Parcel Service, Nebraska Game and Parks, Ray's Lawn Care, and Peace Lutheran Church. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branches.

Jenna Schulz is a financial advisor with UBS Financial Services in Lincoln, NE, holding Series 63 and Series 66 licenses and seven years of industry experience. She previously worked at TD Ameritrade for three years. Schulz is also the owner of a children’s fitness franchise, J.R. Fitness LLC DBA Stretch-n-Grow, though the business is not currently operating. UBS Financial Services serves individual, corporate, and institutional clients, offering a range of brokerage and investment advisory services that include financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing customized solutions based on proprietary research and model-based asset allocations.

Austin Earnest is a financial advisor at Edward Jones in Lincoln, NE, holding the Series 66 designation. He has one year of industry experience and previously operated a business called Prehistoric Putt Lincoln for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other financial services.

Trudy Soper is a financial advisor at RBC Capital Markets with 21 years of industry experience. She holds the Series 66 designation and has previously worked at UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and tailors investment strategies to clients’ Advisory Risk Profiles using a combination of in-house and third-party managers.

Michelle St.Clair is a financial advisor with LPL Financial, holding a Series 65 designation and five years of industry experience. She previously worked at Thrivent Advisor Network and First National Bank of Omaha. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Kevin Bryson is a CFP® professional with 17 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He holds the Series 66 designation and is based in Lincoln, NE. Outside of his advisory role, he is a 50% owner of TRI CITY VENTURES LLC, where he is involved in the purchase of past due tax certificates. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from its own Wells Fargo Investment Institute with third-party analytics to inform its investment strategies.

Jenni Christiansen is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding Series 63 and Series 66 licenses and having seven years of industry experience. She has been with Wells Fargo Clearing since 2020 and has worked at Wells Fargo bank since 1999. Outside of her advisory role, she serves as Audit Committee Chairperson for the Foundation for Educational Services Inc. and is a Finance Committee member for the Pius X Foundation, both in Lincoln, NE. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Matthew Fox is a financial advisor with LPL Financial in Lincoln, Nebraska, holding Series 63 and Series 66 credentials and over 21 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Berthel Fisher & Company Financial Services, Inc. for 13 years and Edward Jones for three years. Outside of his advisory role, he is involved with multiple business entities including a notary service, a tax and investment-related corporation, and two other non-investment ventures. 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 offers a wide range of financial planning and investment management services, combining model portfolios, third-party asset management, and customized strategies supported by advanced operational tools.

Gregory Yank is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 19 years of industry experience. His career includes roles at City National Bank, Wells Fargo Clearing, and Wells Fargo Bank. Outside of his advisory work, he serves as power of attorney for his parents in Crete, Nebraska. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management strategies, leveraging both in-house and third-party investment managers and a range of portfolio customization options.

Jason Peplinski is a financial advisor at Osaic Wealth, Inc. with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Sagepoint Financial, Inc. and Investacorp Advisory Services Inc. Peplinski serves as a board member of the Peace Lutheran Church Endowment Committee and is involved in owning and operating several businesses, including those related to fixed insurance sales, securities investments, tax counsel, and as a notary public. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, using asset-allocation tools and automated rebalancing to manage diversified portfolios.