Bradley Freidel is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked in construction and parks and recreation, as well as in educational settings including the University of Kansas and local high schools. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolios aligned with clients’ goals and risk tolerances.

Lori Moss is a financial advisor at D.A. Davidson & Co. with 31 years of industry experience. She holds Series 63 and Series 65 designations and has been with D.A. Davidson since 2016. Outside of her advisory role, she is an owner and partner in MTJ Holdings, LLC, a company managing inherited farmland. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA plan advisory, comprehensive financial planning, and private wealth management, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Bryan Nieman is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 15 years of industry experience. His career includes roles at Horace Mann and multiple firms within the Cetera network. He also works as an insurance agent specializing in fixed, life, health, and property and casualty insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services with a multi-manager platform that includes access to affiliated and third-party managers.

Barry Falter is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Cetera and its affiliates since 2019 and previously worked at Summit Financial Group. Outside of his advisory role, he owns and manages multiple real estate businesses across Nebraska and Arizona. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Daniel Duren is a financial advisor with Osaic and holds the ChFC® designation and Series 63 license. He has 41 years of industry experience, including nine years at SagePoint Financial prior to joining Osaic. He serves as president of the NAIFA Nebraska Foundation and holds board positions with Wyuka Funeral Home & Cemetery and the Wyuka Historical Foundation. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and risk-tolerance analysis to construct portfolios that include a variety of investment products and provides access to third-party money managers and model portfolios.

Nicholaus Richters is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and 55 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and models.

Kale Consbruck is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Kale worked in various roles including education and service positions. 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 strategies, with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices.

Preston Stuhr is a financial advisor at Ameriprise with one year of industry experience. He previously worked at Jones Group for three years and has a background that includes roles at the University of Nebraska–Lincoln and its Athletic Department. He holds a Series 66 designation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice. The firm’s approach integrates investment research, third-party data, and algorithmic tools within a defined investment universe influenced by its affiliated product ecosystem.

Matthew Mullin is a financial advisor at Osaic with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services and Questar Asset Management. He is also president of Mullin Financial Services, an LLC offering fixed life, long-term care, disability insurance, and fixed annuities. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across multiple asset classes.

Dustin Addison is a CFP® with 22 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016. He holds Series 63 and Series 66 licenses and is based in Lincoln, NE. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Thomas Novotny is a financial advisor with RBC Capital Markets and holds Series 63 and Series 65 licenses. He has 33 years of industry experience, including roles at City National Bank since 2019 and RBC Capital Markets Corporation since 2010. Outside of his advisory work, he is a partner in businesses related to stadium seat rentals and arena reserved seating in Lincoln, Nebraska. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers multiple advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers to implement customized portfolio strategies.

Nathan Stepp is a financial advisor at Edward Jones in Seward, Nebraska, with one year of industry experience. He holds a Series 66 designation and previously worked in education for over a decade at Seward Public Schools and Educational Service Unit 6. 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 strategies and affiliated investment products, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Mitchell Becker is a financial advisor at Edward Jones in Lincoln, NE, with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2003. Outside of advisory work, he owns a seasonal sideline business involved in buying and selling sports memorabilia and event tickets. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm is notable for its extensive advisor network and integrated capabilities, including trust services and securities-based lending.

Donald Svoboda is a financial advisor with OSAIC, holding a Series 63 license and bringing 47 years of industry experience. He previously worked at Woodbury Financial for 20 years before joining OSAIC in 2024. Outside of his advisory role, Svoboda is involved in the sales and service of fixed and traditional insurance products through his ownership and directorship positions in related businesses. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services with a focus on asset allocation, risk management, and access to multiple investment platforms and third-party managers.

William Reed is a financial advisor at OSAIC with 49 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Woodbury Financial for 20 years. Outside of his advisory role, he is the owner and president of Reed Financial Services, a sole proprietorship involved in the sale of life, LTC, health, and fixed annuities. OSAIC serves a wide range of retail and institutional clients through an extensive network of affiliated advisers and offers integrated brokerage, advisory, and planning services. The firm employs asset-allocation tools and a variety of investment options, managing accounts on discretionary or non-discretionary bases.

Jack Ehrke is a financial advisor at Edward Jones in Lincoln, NE, holding the CFP® designation and Series 66 license with 11 years of industry experience. He has been with Edward Jones since 2014 and is also affiliated with the University of Nebraska-Lincoln since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices. The firm operates under a fiduciary standard and provides both discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Brittany Earl is a financial advisor at UBS Financial Services with one year of industry experience. She holds a Series 66 designation and previously worked at Bryan Medical Center and Southwest Baptist University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and capital market assumptions.

Sophia Weinert is a financial advisor at Edelman Financial Engines with one year of industry experience. She holds a Series 65 designation and has previous experience at State Farm and Triune Financial Partners. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers a range of workplace solutions, wealth management, and retirement income services, combining a committee-driven modeling process with planner delivery and online tools.

Ciera Andersen is a financial advisor with LPL Financial based in Lincoln, NE. She holds a Series 66 designation and has four years of industry experience, including prior roles at Raymond James and Great Western Bank. Andersen has also worked with the YMCA and First Interstate State Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Curtis Le Valley is a financial advisor with Osaic Wealth, Inc. in Lincoln, Nebraska, holding a Series 66 credential and nine years of industry experience. He has operated LeValley Wealth Management since 2017, where he also serves as an insurance broker focused on fixed annuities and non-variable insurance products. Curtis has been with Osaic Wealth since 2018 and previously worked at Sii for one year. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to offer diversified portfolio management and investment solutions.