Sherry Tomes is a financial advisor with UBS Financial Services who holds Series 63 and Series 65 licenses and has 26 years of industry experience. She has been with UBS Financial Services Inc. since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

John Geist is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2009. He also serves as trustee of a family trust established for managing funds related to his late wife. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to client goals.

Sean Mcgerr is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at UBS Financial Services Inc for 12 years before joining Wells Fargo Clearing in 2021. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Joshua Huenergardt is a financial advisor with Edward Jones in Lincoln, NE, holding Series 63 and Series 66 designations and 25 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he serves as the Finance Board Chairperson for College View Academy in Lincoln. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and services, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Terry Johnson is a financial advisor at Osaic Wealth Inc with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial and Tierone Investments and Insurance. He is also an insurance agent conducting various types of insurance business. Osaic Wealth Inc serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory, financial planning, and retirement consulting services. The firm employs asset-allocation tools and multiple advisory platforms to construct portfolios that include a range of investment options managed on discretionary or non-discretionary bases.

Jeffrey Downey is a financial advisor at Primerica Advisors with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Primerica Advisors since 2020. His background includes service with the Nebraska Army National Guard and entrepreneurial roles, including involvement with Downey Well Company Inc. and Kinkaider Brewing Co. Outside of financial advising, he works as an independent contractor driver for Lyft. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Jason Schluckebier is a financial advisor with Raymond James & Associates in Lincoln, NE, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at LPL Financial, Securities America Advisors, and Cornhusker Bank. Outside of advising, he is involved as a managing partner in Bruder Unlimited, LLC, a licensed property and casualty insurance agency in Nebraska, alongside other business ventures with family members. Raymond James & Associates manages approximately $501 billion in assets and serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, employing a range of portfolio management styles supported by affiliated research and sub-advisers.

Jamison Ketter is a Series 66 licensed financial advisor with Edward Jones in Lincoln, Nebraska, and has three years of industry experience. Before joining Edward Jones in 2022, he worked at HopeSpoke from 2020 to 2022 and held various roles related to gymnastics and fitness instruction between 2015 and 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Jason Dugger is a financial advisor at Edward Jones in Lincoln, NE, holding the CFP®, CFA®, ChFC®, and Series 66 designations with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving both individual and institutional clients through a nationwide network of over 23,000 advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Jesse Schmidt is a financial advisor with Cetera and holds the Series 66 designation. He has eight years of industry experience, including roles at Renaissance Financial Corp, Minnesota Life Insurance Company, and Union Bank & Trust. Outside of his advisory work, he owns Schmidt Apiaries and serves as a city council member for Bennet, Nebraska, as well as a board member for local community and childcare nonprofit organizations. Cetera Investment Advisers LLC provides services through a nationwide network of independent advisors, serving individuals, retirement plans, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

Robert Frank is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously spent 12 years at Sagepoint Financial Advisors before joining OSAIC in 2023. Outside of his advisory role, he co-owns First Financial Investments and Insurance, an independent insurance agency providing fixed annuities, life insurance, long-term care, and Medicare supplement products. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing a variety of tools and third-party partnerships to construct and manage client portfolios across asset classes.

Randy Rankin is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 44 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he serves as an officer for the Gateway Sertoma Club of Lincoln, NE, a nonprofit organization. Raymond James & Associates is a large dual-registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Adam Letheby is a financial advisor with RBC Capital Markets in Lincoln, Nebraska, holding a Series 66 license and 17 years of industry experience. He has been with RBC Capital Markets since 2005. Outside of his advisory role, he serves on the boards of Lincoln Children’s Zoo and Friendship Home of Lincoln, Inc. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored strategies and access to in-house and third-party investment managers, providing both discretionary and non-discretionary portfolio management and financial planning services.

Leslie Johnson is a financial advisor at OSAIC with three years of industry experience and holds the Series 66 designation. Prior to joining OSAIC in 2023, Leslie worked at SagePoint Financial, FP Wealth Management, and Pinnacle Wealth Management. Leslie also serves as a Client Service Manager at Entrust Wealth Counsel, where they assist with account management and advisor support. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services along with access to third-party money managers and wrap programs. The firm uses a range of asset allocation tools and portfolio management techniques to serve individual and high-net-worth investors, pension plans, corporations, and charitable organizations.

Austin Jablonski is a financial advisor at Ameriprise with a Series 66 designation and experience beginning in 2024. His prior work includes roles at Lutz, Concordia University Nebraska, and Gabriel, Burger & Else, CPA. He is also involved in managing an advisory business outside of his main employment. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with significant investable assets, providing customized, non-discretionary recommendation reports. The firm combines research, modeling, and tax-efficiency analysis to support clients’ retirement planning needs.

Thomas Buescher is a financial advisor at OSAIC with 13 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. His prior firms include Sagepoint Financial, Woodbury Financial, and Modern Woodmen Of America. Outside of advisory work, he operates as an insurance agent and owns a corporation involved with fixed annuities and life insurance. OSAIC serves a broad range of retail and institutional clients through a large network of financial advisors, offering integrated brokerage and advisory services alongside financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm utilizes various asset-allocation and portfolio construction tools, and supports both discretionary and non-discretionary account management.

Amy Fitzpatrick is a financial advisor with RBC Capital Markets in Lincoln, NE, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with RBC Capital Markets LLC since 2008. Outside of her advisory role, she co-leads the Palmyra Youth Group, a Christian-based community organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management and financial planning services, leveraging both in-house and third-party investment managers.

Juliann Riley is a financial advisor at LPL Financial with 25 years of industry experience. She holds Series 66 and Series 65 licenses and has previously worked at Mutual Advisors LLC, Mutual Securities, Inc., Ameritas Investment Corp, Alfs, Inc., and Allstate Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management alongside research and model portfolios from internal and external sources.

Tracy Refior is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 33 years of industry experience. Prior to joining LPL Financial in 2021, Refior worked at Waddell and Reed, Inc. for 11 years and operated several business entities, including Always Safe Storage LLC and Y.C. Art LLC. Refior has also been involved in local community activities, including a candidacy for the Lincoln Airport Authority and a campaign for Lancaster County Treasurer. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a broad range of financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Andrew Westphalen is a Series 66-credentialed financial advisor at Edward Jones in Lincoln, NE, with 10 years of industry experience. He has been with Edward Jones since 2015. 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 solutions, operated under a fiduciary standard, and manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.