Zachary Parker is a CFP® professional with 25 years of industry experience, currently affiliated with Osaic. He previously worked with Securities America Advisors, Inc. for 18 years and has operated his own consulting business since 2010. Parker also instructs CFP courses at Oakland University and participates in competitive bowling tournaments. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with portfolio construction tools and access to multiple investment platforms, managing accounts on both discretionary and non-discretionary bases.

Johnathon Larreau is a financial advisor with Primerica Advisors in Lincoln, NE, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Primerica Advisors since 2003 and Primerica Financial Services since 2002. Outside of advisory work, he is involved in the sale of home security and automation products through affiliated companies and operates Larreau, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Nicholas Loriaux is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he has held positions at the University of Nebraska-Lincoln and operated a lawn care business. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, relying on research from Wells Fargo Investment Institute and third-party sources.

William Misko is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining LPL Financial in 2022, he held positions at WealthPlan Partners, Securities America, and Summit Brokerage Services among others. He is also involved with Summit Development Company, a business entity focused on tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and investment management supported by in-house and third-party research, providing both discretionary and non-discretionary services.

Jon Miller is a financial advisor with Wells Fargo Clearing in Lincoln, NE, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors LLC. Outside of his advisory role, Miller co-owns a farm and a private aviation company, and serves as a trustee for a family trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Hannah Oliver is a Series 66-licensed financial advisor at UBS Financial Services with one year of industry experience. Prior to joining UBS, she worked in various roles including positions at Crescent Electric Supply Company, West Gate Bank, and Turpin Meadow Ranch. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans according to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management, offering access to capital markets services alongside traditional advisory offerings.

Tamara Uribe is a financial advisor at Edward Jones in Lincoln, NE, with 28 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Outside of her advisory role, she teaches a kickboxing class at Farrell's Extreme Body Shaping. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Andrew Wolf is a financial advisor with Edward Jones in Lincoln, NE, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Cory Hoagstrom is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. Prior to joining LPL Financial in 2023, he spent over a decade at Berthel Fisher & Company Financial Services, including seven years at Berthel Fisher & Company Planning. Outside of his advisory work, he owns a woodworking business that creates furniture and decorative items. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives, offering discretionary and non-discretionary management supported by in-house and third-party research.

Jenna Schulz is a financial advisor with UBS Financial Services in Lincoln, NE, holding Series 63 and Series 66 licenses and seven years of industry experience. She previously worked at TD Ameritrade for three years. Schulz is also the owner of a children’s fitness franchise, J.R. Fitness LLC DBA Stretch-n-Grow, though the business is not currently operating. UBS Financial Services serves individual, corporate, and institutional clients, offering a range of brokerage and investment advisory services that include financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing customized solutions based on proprietary research and model-based asset allocations.

Austin Costello is a CFP® professional with eight years of industry experience, currently associated with LPL Financial in Lincoln, NE. His prior roles include positions at Capital Consulting & Asset Management, Geneos Wealth Management, and Raymond James Financial Services. Outside of advisory work, he owns Send A Boost LLC, a website business. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Trudy Soper is a financial advisor at RBC Capital Markets with 21 years of industry experience. She holds the Series 66 designation and has previously worked at UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and tailors investment strategies to clients’ Advisory Risk Profiles using a combination of in-house and third-party managers.

Oliver Edwards is a financial advisor with Edward Jones in Lincoln, NE. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Nutrl and Northwestern Mutual, and spent five years at Wrangler Babies Childcare. 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 strategies, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 financial advisors.

Michelle St.Clair is a Series 65 licensed financial advisor with five years of industry experience. She currently works at LPL Financial and previously held roles at Thrivent Advisor Network, LLC, and First National Bank of Omaha. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Kevin Bryson is a CFP® professional with 16 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is a 50% owner of Tri City Ventures LLC, a business involved in purchasing past due tax certificates. 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 approach is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Grant Krieger is a Series 66-licensed financial advisor at Edward Jones in Lincoln, NE, with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Uber and served on the Nebraska Real Property Appraiser Board. Since 2010, he has also been involved with the Junior Saltdogs. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of advisors and branch offices.

Jenni Christiansen is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding Series 63 and Series 66 licenses and having seven years of industry experience. She has been with Wells Fargo Clearing since 2020 and has worked at Wells Fargo bank since 1999. Outside of her advisory role, she serves as Audit Committee Chairperson for the Foundation for Educational Services Inc. and is a Finance Committee member for the Pius X Foundation, both in Lincoln, NE. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Matthew Fox is a financial advisor with LPL Financial in Lincoln, NE, holding Series 63 and Series 66 licenses and having 21 years of industry experience. Prior to joining LPL Financial in 2023, he worked for Berthel Fisher & Company Financial Services, Inc. for 13 years. Outside of his advisory role, he is involved with two private ventures, No Drinking on Ground LLC and Musentpro LLC, based in Lincoln. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory and brokerage services, utilizing discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Gregory Yank is a financial advisor with RBC Capital Markets based in Lincoln, NE, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He also serves as power of attorney for his parents in investment-related matters. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies through multiple wrap fee advisory programs. The firm offers discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, integrating both in-house and third-party investment managers.

Jason Peplinski is a financial advisor with Osaic, holding a Series 66 designation and 26 years of industry experience. Prior to joining Osaic in 2023, he worked at SagePoint Financial, Inc. for seven years and Investacorp Advisory Services for eight years. Outside of his advisory role, he serves as a board member of the Peace Lutheran Church Endowment Committee and operates Entrust Tax Counsel LLC, a tax return processing business. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools and third-party managers to construct diversified portfolios tailored to client risk tolerances and investment restrictions.