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.

Madison Doughty is a financial advisor at Ameriprise in Omaha, NE, holding a Series 66 designation with 10 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she is an owner of MA Gemini, managing an advisory business. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendation reports. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Bethany Arnold is a CFP® and Series 66-licensed financial advisor at Edward Jones with 10 years of industry experience. She has been with Edward Jones since 2016, working out of Lincoln, NE. 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 under management and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

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.

Megan Gibbs is a financial advisor at Edward Jones in Lincoln, NE, holding the ChFC® designation and Series 66 license with nine years of industry experience. She has been with Edward Jones since 2017 and is also involved with YOLO, LLC (DBA Snap Fitness) and World Instructor Training Schools. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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.

Connor Duis is a Series 66-registered financial advisor with Thrivent Investment Management in Lincoln, Nebraska, with eight years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2018 and previously worked at American Family Insurance's Tara Myers Agency from 2015 to 2018. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of financial advisors. The firm offers holistic, goal-based financial analyses and a consolidated planning and managed-account service known as WealthPlan, while maintaining separate delivery of planning and portfolio management.

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.

Troy Van Dyke is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Bni Of The Heartland, Uber Technologies Inc, Phyllis E Webb, Step by Step LLC, various insurance carriers for W&R Insurance Agencies, and Waddell & Reed, Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a wide range of financial planning, advisory programs, and brokerage services, utilizing model portfolios and research from multiple sources.

Jason Rolf is a Certified Financial Planner (CFP®) with 23 years of industry experience. He is currently with LPL Financial, where he has worked since 2019. Prior to joining LPL, he was involved with Rink & Rolf, Inc. and various insurance agencies over nearly two decades. Jason has also operated a personal business entity, Rolf's Den LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning services, and utilizes both discretionary and non-discretionary management strategies supported by in-house and third-party research.

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.

Jennifer Mckinsey is a financial advisor at Raymond James Financial with 27 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at Raymond James Financial Services Advisors Inc. and Raymond James Financial Services, Inc. since 2019, following a decade at Morgan Stanley. In addition to her advisory role, she is employed as an associate at Focus Financial, providing support and administrative services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Troy Shreve is a financial advisor with Osaic who holds a Series 63 designation and has 38 years of industry experience. Prior to joining Osaic in 2023, he worked at SagePoint Financial from 2014. Outside of his advisory role, Shreve is president of an insurance agency specializing in employee benefits and insurance services for corporations. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing various portfolio construction tools and third-party solutions to meet client needs.