Chelsea Slavin is a financial advisor with LPL Financial in Lincoln, NE, holding Series 63 and Series 65 licenses and four years of industry experience. She previously worked at Securities America, Inc. and has been involved with Compass Financial Resources, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and retirement plan consulting services.

Michelle Halloran is a financial advisor at Wells Fargo Advisors with nine years of industry experience. She holds a Series 66 designation and has worked within the Wells Fargo organization since 2015. Outside of her advisory role, she has connections to several private business interests through family ownership. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers comprehensive financial planning and investment services using proprietary research and tools, with a focus on tailored, discrete planning engagements.

Adam Niederklein is a financial advisor at Raymond James Financial in Lincoln, NE, holding a Series 66 designation with one year of industry experience. Prior to joining Raymond James, he was the owner and broker of Custom Coverage LLC, a health insurance business. Niederklein also has experience in education and operates rental real estate businesses as a partner. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning and supports municipal and public finance work uncommon among large institutional advisors.

Mark Consbruck is a Series 66 credentialed financial advisor with Edward Jones in Lincoln, NE, where he has worked since 2013. He has 14 years of industry experience. Outside of his advisory role, Mark and his spouse own a single-family rental property associated with their son's college education. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with approximately $1.01 trillion in assets under management. The firm offers a wide range of investment strategies and affiliated services, operating under a fiduciary standard.

Derik Reikofski is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. His prior roles include work with Waddell & Reed Inc, various insurance carriers, and entrepreneurial activities through Step By Step, LLC. He is also a commissioned Notary Public in Nebraska. LPL Financial serves a diverse client base including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services supported by research and technology-driven solutions.

Kyle Warday is a financial advisor with Ameriprise in Lincoln, NE, holding Series 66 and Series 63 credentials and nine years of industry experience. His work history includes roles at Ameriprise, Bank of the West, Bancwest Investment Services, TD Ameritrade Holding Corp, and Ameritas. He also maintains outside employment as a financial advisor with Cirksena, Knight, Jacobsen, Sieps & Kresse, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Leslie Evert is a financial advisor at UBS Financial Services with 11 years of industry experience. She holds the Series 66 designation and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Bruce Schreiner is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 21 years of industry experience. Prior to joining LPL Financial in 2025, he spent 13 years at Berthel Fisher & Company Financial Services Inc. He also has a long-standing role at Schroeder & Schreiner, P.C., a professional corporation specializing in tax preparation and accounting. Outside of advisory work, he is involved in several business ventures, including ownership in multiple LLCs and a senior living community company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Craig Baete is a financial advisor with Edward Jones in Lincoln, NE, holding a Series 66 credential and six years of industry experience. He has worked at Edward Jones since 2019 and previously spent 17 years at State Farm. 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 solutions, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors.

Tanner Wachal is a financial advisor at LPL Financial in Lincoln, NE, holding the CFP® designation with seven years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Thrivent Financial. Outside of his advisory work, he is involved with 5498, LLC, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Joshua Welch is a financial advisor at Cetera with seven years of industry experience. He holds the Series 66 designation and has worked at Cetera Wealth Services, Stortz Financial Group, Voya Financial Advisors, and Brightstar Corporation. Welch is also associated with Stortz Financial Group, where he assists with servicing securities products and administrative duties. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with diverse investment options.

Julie Clark is a financial advisor at RBC Capital Markets with 31 years of industry experience. She has held positions at RBC Capital Markets since 2019 and previously worked at Morgan Stanley from 2013 to 2019. She holds Series 63 and Series 65 licenses. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, corporate, and charitable clients. The firm offers a range of advisory programs with portfolio management, financial planning, and brokerage services, implementing tailored strategies through both in-house and third-party managers.

Mark Larson is a financial advisor at Osaic with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors and Mutual of Omaha Investor Services. Larson is also involved in insurance sales through Futurity First Insurance Group. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a broad network of advisors, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm uses various asset-allocation tools and supports multiple advisory platforms, including discretionary and non-discretionary account management.

Matthew Walker is a financial advisor with Primerica Advisors in Lincoln, NE, holding Series 63 and Series 65 licenses and having five years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2019. Outside of his advisory role, he owns and operates Walker Construction, a construction business he has managed since 2004. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

David Spinar is a financial advisor at RBC Capital Markets with 30 years of industry experience and holds the Series 66 designation. He has worked at RBC Capital Markets since 2009 and at City National Bank since 2017. Outside of his advisory role, he serves on several boards including the Nebraska State Bar Association Investment Committee, the Open Sky Policy Institute as president-elect of the board, and the Lincoln Electric System Administrative Board, among other nonprofit and community organizations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles through a combination of in-house and third-party investment managers.

Nicholas Ehmcke is a financial advisor with LPL Financial in Lincoln, NE, holding a Series 66 designation and five years of industry experience. He previously worked at KJ Partners and Culvers before joining LPL Financial and Waddell & Reed, Inc. in 2018. 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 advisory programs, financial planning, and retirement consulting services, utilizing model portfolios, third-party subadvisors, and research from LPL Research.

Mark Geist is a financial advisor with UBS Financial Services in Lincoln, Nebraska, holding a Series 66 credential and 21 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, Geist serves as secretary and interim treasurer at Maranatha Camp and is a board member of the Platte Institute, a charity focused on organizational governance and strategic planning. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses model-based asset allocations and proprietary research to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Jason Dworak is a financial advisor with UBS Financial Services in Lincoln, Nebraska, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he is involved in real estate investments, including hotel development and ownership interests in commercial properties. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor solutions for clients.

Gerald Meyerle is a CFP®-credentialed financial advisor with 33 years of industry experience, currently with Wells Fargo Advisors since 2020. He has previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. In addition to his advisory role, he has ownership in several investment-related businesses and serves as a trustee for a family trust. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients meeting certain net-worth criteria. The firm combines proprietary research and planning tools with a variety of financial products and services.

Collyn Curtis is a financial advisor at OSAIC with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Securities America, Inc. and Mutual of Omaha. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing firm-developed tools and third-party platforms to offer a range of investment options and personalized portfolio management.