Jeffrey K. Johnson is a Series 66 credentialed financial advisor with 22 years of industry experience. He has been with UBS Financial Services Inc. since 2008. UBS Financial Services Inc. 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, leveraging proprietary research and model-based asset allocations to tailor investment plans.

Marvin Souchek is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 45 years of experience in the industry and has served at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2009. He is also the founder of Benefit Planning Specialist, Inc., an insurance, benefits, and human resources firm operating since 1975. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, using a range of portfolio management and model-based strategies.

Scott Grof is a financial advisor at Edward Jones in Lincoln, NE, with eight years of industry experience. He holds the Series 66 designation and previously worked at Ameritas Investment Corp and Ameritas Life Insurance Corp. Outside of his advisory role, he manages a rental property in Lincoln, Nebraska. 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 proprietary mutual funds.

Jeffrey Kusek is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 23 years of industry experience. His work history includes roles at several firms such as John Oestreich, 37 Wealth, Michael Haman, Adam Mach, Loren Kampschnieder, and Waddell & Reed Inc. He operates in Lincoln, Nebraska. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad advisory network. The firm offers diverse investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Darrin Riha is a Series 66-licensed advisor with nine years of industry experience, currently with OSAIC since 2024. His prior roles include seven years at Woodbury Financial Services Inc. and six years at the Nebraska Department of Insurance. He is also a director at Midwest Financial Group, Inc., where he engages in market research and supports securities business activities. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party money managers.

Christopher Freeman is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds a Series 66 designation and has been with UBS since 2012. Outside of his advisory role, Freeman is active as a tennis official, officiating tournaments and matches in Nebraska. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary capital market research with tailored financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering diverse products and services through its comprehensive platform.

Amy Mcguire is a financial advisor at RBC Capital Markets with 28 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at UBS Financial Services Inc for 12 years before joining RBC in 2021. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies and utilizes both in-house and third-party managers, supported by RBC’s capital-markets capabilities and affiliated asset managers.

Robert Lau is a Series 66-licensed financial advisor with 26 years of industry experience. He currently works with LPL Financial and has held previous roles at D.A. Davidson & Co., Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of advising, he is a business owner of Huge Buck Balls, LLC. 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 asset management services through a large network of advisors utilizing various investment strategies and technology tools.

Steven Tonkin is a financial advisor at Osaic Wealth, Inc. with 47 years of industry experience. He holds the CFP® and ChFC® designations. His previous roles include positions at Woodbury Financial Services, Questar Asset Management, and Equitable Advisors. Tonkin serves on the Board of Directors for Youth for Christ, a nonprofit organization. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, offering portfolio construction tools and third-party money manager access for both discretionary and non-discretionary accounts.

Eric Howerter is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Cetera, Renaissance Financial Corp, and various non-financial positions, including involvement with a berry farm and hospitality businesses. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients who meet certain net-worth thresholds. The firm offers a broad range of planning options using proprietary research and tools, delivering recommendations that clients may implement through various brokerage or advisory programs.

Jay Svehla is a financial advisor with LPL Financial in Lincoln, NE, holding a ChFC® designation and Series 63 and 65 licenses. He has 29 years of industry experience, including prior roles at Premier Trust and Securian Financial Services. Outside of his advisory work, he served as Treasurer for Troop 22 for six years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a network of over 22,800 advisors. The firm offers a broad range of financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.

Victor Martinez is a financial advisor with Primerica Advisors in Lincoln, NE, holding Series 63 and Series 65 credentials and having 10 years of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services, among others. Outside his advisory work, he has engaged in sales of non-investment home security and automation products through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies mainly on model-delivery strategies managed by third-party asset managers and provides various strategic, tactical, and tax-managed investment options.

Ty Coen is a financial advisor at LPL Enterprise with a Series 66 credential and one year of industry experience. Prior to joining LPL Enterprise, he held various roles including coaching at Firethorn Golf Club. Outside of his advisory work, he is involved in sports coaching. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, utilizing model-driven investment implementation and offering access to third-party asset managers and various financial planning services.

Loren Kampschnieder is a CFP®-certified financial advisor with 42 years of industry experience, currently serving clients through LPL Financial since 2021. His career includes long tenure at Waddell & Reed, Inc. and various insurance carriers, as well as involvement in multiple business entities related to tax and farming. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a wide range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions, utilizing both proprietary and third-party investment strategies.

Adam Roy is a Series 66-licensed financial advisor at LPL Enterprise with one year of industry experience. Prior to joining LPL Enterprise, he worked at TSL Logistics and has been involved with the Beaver Lake Association since 2017. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and it offers services such as financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Benjamin Thiele is a CFP® professional with nine years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Focus Partners Wealth, Buckingham Strategic Wealth, Morgan Stanley, and TD AMERITRADE. His background also includes roles outside traditional finance, such as positions with Lincoln Parks and Rec and Lincoln Catholic Youth Sports. 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 technology and a broad financial services network.

Gary Roberts is a CFP®, ChFC®, and Series 66-licensed financial advisor with MassMutual Investors Services in Lincoln, Nebraska, with 22 years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance Company since 2007. Roberts also works as a broker and agent offering life, disability, long-term care, and health insurance. MassMutual Investors Services, LLC is a subsidiary of MassMutual that provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, money-manager programs, and educational seminars, structuring planning engagements as annual, collaborative relationships.

Kelli Kruse is a financial advisor with RBC Capital Markets in Lincoln, NE, holding a Series 66 designation and bringing 24 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Investments, LLC before joining RBC Capital Markets in 2021. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services, utilizing a combination of in-house and third-party investment managers tailored to clients’ advisory risk profiles.

Samuel Myhre is a CFP® professional affiliated with Wells Fargo Clearing, with 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at A. G. Edwards & Sons, Inc. from 2005 to 2008. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

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.