Matthew Fox is a financial advisor with LPL Financial in Lincoln, Nebraska, holding Series 63 and Series 66 credentials and over 21 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Berthel Fisher & Company Financial Services, Inc. for 13 years and Edward Jones for three years. Outside of his advisory role, he is involved with multiple business entities including a notary service, a tax and investment-related corporation, and two other non-investment ventures. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management services, combining model portfolios, third-party asset management, and customized strategies supported by advanced operational tools.

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.

Jeffrey K. Johnson is a Series 66 credentialed financial advisor with 22 years of industry experience. He has been with UBS Financial Services Inc. since 2008. UBS Financial Services Inc. 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, leveraging proprietary research and model-based asset allocations to tailor investment plans.

Michelle Scamehorn is a financial advisor at Edward Jones in Lincoln, NE, with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2004. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Julie Hash is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Lincoln, Nebraska. She began her career in financial services in 1990 and joined Merrill Lynch in 1992. Julie works with a select group of multigenerational high-net-worth families, business executives, physicians, and educators, providing strategic guidance tailored to their complex financial needs. She is experienced in helping clients navigate critical life events such as retirement, the death of a loved one, divorce, and remarriage. Julie holds the Chartered Retirement Planning Counselor (CRPC™) designation and is an alumnus of the College for Financial Planning. Her approach emphasizes understanding clients’ goals and aspirations before developing customized wealth management strategies. She manages personalized and defined investment strategies that may include individual securities, model portfolios, and third-party strategies to help clients pursue their financial objectives. Residing in Lincoln with her husband, Jay, Julie is involved in community efforts as a team leader for the Alzheimer’s Association. Her personal interests include traveling, photography, biking, and outdoor activities. She values spending time with her family, including her grown sons and grandchildren.

Becky Brockman is a financial advisor at OSAIC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors and Mutual of Omaha Investor Services. Outside of her advisory work, she owns Within Body Healing, a holistic healing business focused on body rebalancing through lifestyle changes and functional medicine protocols. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a variety of investment solutions and utilizes asset-allocation tools, risk assessment, and portfolio management across discretionary and non-discretionary accounts.

Marvin Souchek is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 45 years of experience in the industry and has served at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2009. He is also the founder of Benefit Planning Specialist, Inc., an insurance, benefits, and human resources firm operating since 1975. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, using a range of portfolio management and model-based strategies.

Scott Grof is a financial advisor at Edward Jones in Lincoln, NE, with eight years of industry experience. He holds the Series 66 designation and previously worked at Ameritas Investment Corp and Ameritas Life Insurance Corp. Outside of his advisory role, he manages a rental property in Lincoln, Nebraska. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary mutual funds.

Jeffrey Kusek is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 23 years of industry experience. His work history includes roles at several firms such as John Oestreich, 37 Wealth, Michael Haman, Adam Mach, Loren Kampschnieder, and Waddell & Reed Inc. He operates in Lincoln, Nebraska. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad advisory network. The firm offers diverse investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Darrin Riha is a Series 66-licensed advisor with nine years of industry experience, currently with OSAIC since 2024. His prior roles include seven years at Woodbury Financial Services Inc. and six years at the Nebraska Department of Insurance. He is also a director at Midwest Financial Group, Inc., where he engages in market research and supports securities business activities. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party money managers.

Ryan Thompson is a Series 66 licensed advisor at Thrivent Investment Management with two years of experience in the financial industry. Prior to his current role, he served for 19 years in the Nebraska National Guard and briefly worked at Symmetry Financial Group and the Veterans Benefits Administration. Thompson holds an independent insurance broker position with Symmetry Financial but has no active duties. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based analyses and written recommendations on a broad range of financial topics. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate oversight of each service.

Christopher Freeman is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds a Series 66 designation and has been with UBS since 2012. Outside of his advisory role, Freeman is active as a tennis official, officiating tournaments and matches in Nebraska. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary capital market research with tailored financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering diverse products and services through its comprehensive platform.

Michael Peterson is a financial advisor with LPL Financial in Lincoln, NE, holding a Series 63 designation and 37 years of industry experience. His prior roles include positions at Cetera Advisors LLC, Smith Hayes Advisers Inc, and Citigroup Global Markets. Peterson operates a business under the name Peterson Wealth Management as part of his advisory activities. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and various technology and financial product offerings.

Amy Mcguire is a financial advisor at RBC Capital Markets with 28 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at UBS Financial Services Inc for 12 years before joining RBC in 2021. 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 a range of advisory programs with tailored investment strategies and utilizes both in-house and third-party managers, supported by RBC’s capital-markets capabilities and affiliated asset managers.

Robert Downey is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 19 years of industry experience, including 12 years at Morgan Stanley prior to joining Raymond James in 2019. Downey serves as treasurer for the Lincoln local chapter of Legatus and participates on the advisory board and finance sub-committee of the Pius X Foundation, contributing to nonprofit fund-raising and financial oversight. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofits. The firm provides tailored non-discretionary planning and consulting, utilizing advanced analytical tools and supporting municipal and public finance work.

Robert Lau is a Series 66-licensed financial advisor with 26 years of industry experience. He currently works with LPL Financial and has held previous roles at D.A. Davidson & Co., Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of advising, he is a business owner of Huge Buck Balls, LLC. 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 asset management services through a large network of advisors utilizing various investment strategies and technology tools.

Ricky Meyer is a financial advisor with LPL Financial in Lincoln, Nebraska, holding Series 63 and Series 65 designations and possessing 38 years of industry experience. He has worked at LPL Financial since 1995 and at Pinnacle Bank since 2009. 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 services, including model portfolios, third-party asset management, and institutional platforms.

Dylan Dragoo is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has a background that includes roles at Loyalty Training LLC and Genesis Health Clubs prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and affiliated financial products. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Steven Tonkin is a financial advisor at Osaic Wealth, Inc. with 47 years of industry experience. He holds the CFP® and ChFC® designations. His previous roles include positions at Woodbury Financial Services, Questar Asset Management, and Equitable Advisors. Tonkin serves on the Board of Directors for Youth for Christ, a nonprofit organization. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, offering portfolio construction tools and third-party money manager access for both discretionary and non-discretionary accounts.