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.

Phil Halloran is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors in Lincoln, NE since 2023. He has previously worked with Wells Fargo Clearing and Wells Fargo Advisors LLC, totaling over a decade at Wells Fargo-affiliated firms. Outside of his advisory role, he holds ownership interests in several investment-related businesses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients through a broad planning menu and tailored recommendations supported by Wells Fargo research and tools.

Nathaniel Ewart is a financial advisor at Osaic Wealth, Inc. with one year of industry experience. He holds a Series 66 designation and has worked in various roles, including prior positions at FBL Financial Group and Conagra Brands. Ewart is also licensed as an insurance agent with Farm Bureau Life and Farm Bureau Property and Casualty. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios across multiple asset classes.

Jenna Vitosh is a CFP® and holds a Series 66 license with 15 years of experience in the financial industry. She has worked at Edward Jones for 14 years before joining LPL Financial in 2025. Outside of her advisory role, she is involved with Arrive Coworking LLC, a business entity she manages for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by extensive research and technology solutions.

Cyrus Kiani is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has longstanding experience with Lincoln Financial Management LLC and Securities America Advisors, Inc. Outside of advisory work, he volunteers with the J.W. Patterson Foundation to support nonprofit fundraising and holds a minority interest in a horse ownership LLC. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing a variety of investment tools and third-party solutions to manage portfolios across multiple asset classes.

Scott Gal is a financial advisor at Edward Jones with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Edward Jones since 2014. Prior to that, he has been associated with Alps Fund Services, Inc. since 2008. 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 strategies, managing approximately $1.01 trillion in assets with a large nationwide network of financial advisors and branch offices.

Jonathan Meyer is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Ladenburg Thalmann Financial Services, and Securities America. Meyer is also involved with Pinnacle Bank in Lincoln, NE. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Lawrence Romjue Jr. is a financial advisor with Ameriprise in Lincoln, NE, holding Series 63, 65, and 66 designations and possessing 24 years of industry experience. His prior roles include positions at NBC Trust and Ash Brokerage. He is also a 50% owner and president of L C Romjue Jr Inc., an independent business managing income and expenses for tax purposes. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Richard Treadway is a financial advisor with Primerica Advisors in Lincoln, NE, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Primerica Advisors since 2006 and has been involved with Primerica Financial Services since 1994. Outside of advisory services, he is engaged in sales of loan products and home-related services through affiliated Primerica companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies created by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Kevin Hartley is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He has previously worked with firms including Alpha Wealth Advisors, Woodbury Financial Services, and Modern Woodmen of America. Outside of his advisory roles, he is the owner of KGH Enterprises LLC, an expense management business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and utilizes a multi-manager platform with various program structures and custodial relationships.

Steven Fielder is a financial advisor with RBC Capital Markets, holding a Series 66 designation and four years of industry experience. Prior to joining RBC in 2021, he spent 20 years at Union Bank & Trust Co. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers.

David Muff is a CFP® and Series 66-licensed financial advisor with Edward Jones in Lincoln, NE, where he has worked since 2014. He has 12 years of industry experience. In addition to his advisory role, he teaches investing and family finance courses as an adjunct instructor at Southeast Community College and the University of Nebraska Lincoln. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a nationwide network of approximately 23,700 advisors.

Ashley Schueth is a financial advisor at RBC Capital Markets with 16 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets, LLC since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, implementing strategies tailored to each client’s risk profile.

Tyler Steinkuhler is a financial advisor with OSAIC in Lincoln, NE, holding Series 63 and Series 65 credentials and having 14 years of industry experience. Prior to joining OSAIC in 2024, he worked at Securities America Advisors and Mutual of Omaha. He is also active as an insurance agent with Futurity First Insurance Group. 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 using asset-allocation tools, risk assessments, and various investment platforms to construct tailored portfolios.

Michael Fox is a Series 66-licensed financial advisor with three years of industry experience. He is currently with Cetera and its affiliated entities, having also held roles at Thrivent Financial and Lincoln Public Schools. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and consulting through a multi-manager platform, providing a range of program options including model portfolios, third-party managers, and bespoke strategies.

Robert Miller is a CFP® professional with 26 years of experience in financial advising, currently with Edward Jones since 1999. He is based in Lincoln, NE, and holds Series 63 and Series 66 licenses. Outside of his advisory role, Miller is a manager and partner at VPN Partners LLC, involved in commercial property. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing over $1 trillion in assets. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices.