Eric Christensen is a CFP® and Series 66-licensed financial advisor with Edward Jones in Lincoln, NE. He has 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of thousands of financial advisors and branch offices.

Tod Masin is a financial advisor at Raymond James Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial LLC and WealthPlan Partners LLC, among other firms. 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, pension plans, corporations, charitable organizations, and institutions. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

James Predoehl is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at Woodbury Financial Services for 18 years and has operated Predoehl Enterprises Inc. since 1996, focusing on insurance marketing. Outside of his advisory role, he serves as president of Ambassador in Christ Ministries, a nonprofit organization distributing funds to various charities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and offering portfolios that include a range of securities managed on discretionary or non-discretionary bases.

Dan Carlson is a financial advisor with Edward Jones in Lincoln, NE, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, Carlson serves as an adjunct professor teaching Investments at Union College. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a large nationwide network of advisors and branch offices.

Heather Townsley is a financial advisor with Wells Fargo Clearing in Lincoln, NE, holding a Series 66 designation and eight years of industry experience. She has worked at Wells Fargo Clearing since 2016. Outside of her advisory role, she is involved with Lincoln Public Schools as an athletic event worker and participates as a brand partner in a network marketing business focused on nutritional products. 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, employing research and analytics to evaluate investment options within a framework of diversification and modern portfolio theory.

Brandon Woodhead is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds the Series 66 designation and has been with UBS since 2007. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a wide range of capital markets services.

William Wittler is a financial advisor at LPL Enterprise with 25 years of industry experience. He holds a Series 66 credential and has previously worked with Ameritas Advisory Services, InSource Financial Advisors, Ameritas Life Insurance Corp, Ameritas Investment Corp, and Securities America Advisors. Outside of his advisory role, Wittler serves as secretary/treasurer for the Talmage Rescue Squad, a volunteer emergency ambulance service. 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 employs model-driven investment strategies and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Brett Stauffer is a financial advisor with Wells Fargo Advisors and holds a Series 66 designation. He has 19 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Investments, LLC. Outside of his advisory work, he serves as treasurer for the First Mennonite Church in Lincoln, NE. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, risk, and wealth-transfer planning. Advisors develop tailored recommendations using firm research and tools, delivering these through client meetings and summary letters, with optional implementation via brokerage or advisory programs.

Noah Bohlmann is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services Inc. and Target. Outside of his advisory role, Bohlmann serves as a volunteer board member for the Hickman Area Community Foundation Fund, a local charitable organization in Nebraska. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a wide range of brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and multiple third-party platforms to manage portfolios across various asset classes.

Bryce Williby is a financial advisor at OSAIC with 12 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services Inc. for four years and Thrivent Financial and Thrivent Investment Management Inc. for six years. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that include a wide variety of investment vehicles.

Jerold Doell Jr. is a financial advisor with RBC Capital Markets, holding the Series 66 designation and 27 years of industry experience. His prior work includes roles at City National Bank, Wells Fargo Clearing, and Wells Fargo Investments. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and financial planning services, supported by both in-house and third-party investment managers.

Matthew Frederick is a financial advisor with UBS Financial Services in Lincoln, Nebraska, holding Series 63 and Series 65 designations and 28 years of industry experience. He has been with UBS since 2011. Outside of his advisory role, he serves on the board and finance committee of the YMCA of Lincoln and acts as treasurer for the Piyush for Schools Campaign. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management and provides a range of capital markets and research services.

David Florell is a CFP® professional with 20 years of experience in the financial services industry. He is currently with OSAIC since 2024 and previously worked at Woodbury Financial Services for 18 years. In addition to his advisory role, he is a shareholder in a CPA firm and operates a Unishippers franchise. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing firm-provided tools and third-party solutions to construct portfolios across multiple asset classes.

Sheryl Laduke is a CFP® professional with 35 years of industry experience. She is currently with Wells Fargo Clearing and previously worked at City National Bank and RBC Capital Markets Corporation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs, and it acts as an ERISA fiduciary when providing investment advice.

Cody Schweitzer is a financial advisor at RBC Capital Markets with a Series 66 credential. He has one year of experience at RBC Capital Markets and previously worked at Wells Fargo for three years. Prior to his financial services career, he was employed at Paper Tiger Shredding and Hyvee. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that offer portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on each client’s risk profile and utilizes both in-house and third-party managers to implement portfolios.

Joshua Boden is a financial advisor with Primerica Advisors in Lincoln, NE, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His career includes roles at PFS Investments Inc. and Primerica Financial Services, as well as a prior position at The Cornhusker Hotel. Outside of his advisory work, he serves as president of JMB Financial LLC, a non-investment-related business. 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 accounts. The firm employs third-party asset managers and uses a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

Lewis Linkugel is a financial advisor with Osaic Wealth, Inc. in Lincoln, Nebraska. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to joining Osaic in 2024, he spent 26 years at Woodbury Financial Services and has operated Lewis P. Linkugel Insurance & Investment since 1994. He is also involved in the sale and service of life, health, and long-term care insurance products. Osaic Wealth, Inc. serves a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and a range of investment options to construct portfolios managed on either a discretionary or non-discretionary basis.

John Kroeker is a financial advisor at LPL Financial with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Teckmeyer Financial Services, L.L.C. for 28 years. 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 advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms.

Casey Thelen is a financial advisor with Edward Jones in Lincoln, Nebraska, holding a Series 66 designation and 13 years of industry experience. Casey has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Neal Roehrs is a financial advisor with Wells Fargo Advisors in Lincoln, NE, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Neal owns NJGG Inc., an investment-related business in Lincoln, NE. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and uses proprietary research and tools to develop tailored recommendations delivered through meetings and written summaries, with implementation options through various brokerage and advisory programs.