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.

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.

Dustin Will is a financial advisor at OSAIC with 17 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining OSAIC in 2023, he was with SagePoint Financial for 12 years. Will is also an independent insurance agent, focusing on disability, life, health, and long-term care insurance through his own LLC and as a contractor with Benefit Management. OSAIC Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a broad network of advisors and platforms. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation and portfolio management tools across discretionary and non-discretionary accounts.

Stephen Burt is a financial advisor at RBC Capital Markets with 26 years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services and City National Bank. Burt is a member of the Board of Directors for Cedars Home for Children, an organization focused on caring for wayward children. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

John Oestreich is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2021. His prior roles include positions at 37 Tax, Inc, 37 Wealth, Proteus, and Waddell & Reed, Inc. Oestreich is also involved in financial services publishing and tax preparation businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, supported by research and model portfolios from LPL Research and third-party subadvisors.

Brandon Smith is a financial advisor with Raymond James & Associates in Lincoln, NE, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, providing financial planning and non-discretionary investment consulting through various specialized programs.

Jo Kreitman is a financial advisor at LPL Financial with 21 years of industry experience. He holds a Series 66 designation and previously worked at D.A. Davidson & Co. for 13 years before joining LPL Financial. Kreitman is also a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Jeffrey Koolen is a CFP®-credentialed financial advisor with 25 years of industry experience. He is currently with Edward Jones in Lincoln, NE, where he has worked since 2023, following ten years at Woodbury Financial Services, Inc. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Marcus Plouzek is a financial advisor at UBS Financial Services with eight years of industry experience. He has worked at UBS since 2018 and previously spent two years at CompanyCam. Outside of his advisory role, he is a 50% partner in Farm Fresh Produce, LLC, a business focused on garden mums and cut flowers, and serves as treasurer for the campaign of Nebraska legislator Suzanne Geist. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management offerings, including fiduciary financial planning and a broad range of capital markets services.

Deitra Novacek is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 26 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2014 to 2016. 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 advice. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Zachary Smith is a financial advisor at Raymond James Financial with three years of industry experience. He holds the Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2022. In addition to his advisory role, he is also a Client Relationship Associate at First National Bank of Omaha. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, corporations, and institutional clients, using tailored, non-discretionary planning supported by advanced analytical tools.