Trevor Otto is a financial advisor at Osaic with 10 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Woodbury Financial Services Inc. from 2015 to 2024. He is also president and owner of Otto Financial Services Inc. and serves as power of attorney for family financial affairs. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors, offering brokerage and advisory services through a broad network of affiliated advisors. The firm employs asset-allocation tools, risk-tolerance assessments, and third-party platforms to construct and manage multi-asset portfolios on both discretionary and non-discretionary bases.

Katherine Willoughby is a financial advisor at UBS Financial Services with three years of industry experience. She holds a Series 66 designation and previously worked at HyVee from 2018 to 2021. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide a broad range of financial solutions.

Douglas Pfeifer is a financial advisor with Edward Jones in Lincoln, NE, holding the CFP® and ChFC® designations and bringing 36 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory work, he is involved in several business ventures, including a healthy snack vending service, an RV rental business, and an outdoor adventure obstacle course. 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 large nationwide network of advisors and branch offices.

Jerry Holdsworth is a financial advisor with Wells Fargo Advisors in Lincoln, NE, holding a Series 66 designation and 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he has ownership interests in an investment-related wealth management firm and a family land holding entity. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services supported by proprietary research and tools, with a focus on integrating advisory services with other financial products and referral channels.

Rick Gabelman is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and having 42 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. He is currently based in Lincoln, Nebraska. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Tammy Peters is a financial advisor with Wells Fargo Clearing in Lincoln, NE, holding a Series 66 designation and six years of industry experience. She has been with Wells Fargo Clearing and Wells Fargo Bank since 2019, following prior experience at National Furnace and Wells Fargo from 2003 to 2018. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Royce Ruth is a financial advisor at Osaic with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Woodbury Financial Services, Questar Asset Management, and Strategic Legacy Advisors. Outside of his advisory role, he owns and operates a livestock business focused on buying and selling personally raised cattle and co-owns a bookkeeping and tax preparation company. OSAIC 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, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across a broad range of investment types.

Christopher Kenny is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 designations and eight years of industry experience. His work history includes roles at HyVee, Primerica Advisors, The Home Depot, and Lincoln Public Schools. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies through various advisory programs. The firm combines in-house and third-party managers to implement portfolios that address clients’ risk profiles and offer features such as tax management and responsible investing.

Trent Lockard is a financial advisor with LPL Financial in Lincoln, NE, holding Series 63 and Series 65 credentials and three years of industry experience. His background includes roles at Cornhusker Bank and multiple positions at the University of Nebraska - Lincoln. 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 financial planning and investment solutions delivered through a broad network of advisers.

Melinda Beck is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. She previously worked at Burch & Associates Inc for three years and Ridge View Accounting & Tax CPA PC for eight years. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Barry Lockard is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. He has also served at Cornhusker Bank since 2006 and holds several board positions, including Chairman of the Board at the Federal Home Loan Bank and director roles at Cornhusker Growth Corporation, Cornhusker Bank, and Neighborhood LTC Pharmacy. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Tracey Mclain is a financial advisor with Wells Fargo Clearing, holding CFP®, Series 63, and Series 65 licenses, and has 37 years of industry experience. Her prior work includes roles at RBC Capital Markets and Piper Sandler & Co. She serves as a finance council member at St. Peter Catholic Church in Lincoln, Nebraska, advising on budget and financial priorities. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Nicholas Schleppenbach 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 2012. 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, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Garrett Johnson is a financial advisor at UBS Financial Services with three years of industry experience. He holds Series 63 and Series 66 designations and has prior experience at Pacific Life, Charles Schwab and Co., Inc., and TD Ameritrade. 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 uses proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Robert Fitzsimmons is a financial advisor with OSAIC based in Lincoln, Nebraska, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. His career includes long tenures at Investacorp, Inc. and Sagepoint Financial, Inc., alongside operating his own business, FP Wealth Management, Inc., where he serves as president. Fitzsimmons is also president of the St. Mark's United Methodist Church Foundation and serves as a board trustee for the Wyuka Cemetery and Funeral Home. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage, advisory services, and financial planning through a large network of advisors and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct client portfolios with a variety of investment options.

Nicholas Neisius is a financial advisor at LPL Financial in Lincoln, NE, holding a Series 66 designation with eight years of industry experience. He previously worked at Securities America Advisors and Central Financial Services and spent four years at the University of Nebraska-Lincoln. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions by providing advisory and brokerage services through a large network of investment adviser representatives. The firm offers a range of investment strategies and support tools, combining advisory services with various financial products and partnerships.

Heather Harms is a financial advisor with LPL Financial in Lincoln, Nebraska, holding a Series 66 designation and 25 years of industry experience. Her prior work history includes positions at JFC Financial Services, Securities America Advisors, Securities America Inc, and Ameriprise. Outside of her advisory role, she has a part-time clerical involvement with a local cleaning service. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Susan Robak is a Certified Financial Planner (CFP®) with 30 years of industry experience. She has worked at Wells Fargo Clearing since 2016, following prior roles at A. G. Edwards & Sons, Inc. and Citigroup Global Markets. Robak has ownership of a rental property in Frederiksted, Virgin Islands. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, utilizing research and analytics to support diversified portfolio construction.

Todd Stark is a financial advisor at RBC Capital Markets with 22 years of industry experience. He holds Series 63, 65, and 66 designations and previously worked at UBS Financial Services Inc for 11 years. Outside of his advisory role, he serves as treasurer and board member for several entities, including two dental offices and farming and commercial real estate partnerships. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles through a combination of in-house and third-party managers.

Amy Krings is a financial advisor with UBS Financial Services in Lincoln, NE, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has been with UBS Financial Services since 2011. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor financial plans to client goals and risk tolerances.