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.

Shane Baack is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Ameriprise in Seward, NE, and has prior experience with firms including Jones Insurance Agency, Union Financial, and Principal Securities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service, providing retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

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.

Adam Greenquist is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. He is a member of two LLCs, Smart2, LLC and NAS, LLC, the latter established to invest in The Headset App. 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 and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

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.