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 in Lincoln, Nebraska, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior roles include positions at John Oestreich, 37 Wealth, Michael Haman, Adam Mach, Loren Kampschnieder, various insurance carriers for W&R Insurance Agencies, and Waddell & Reed Inc. 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, retirement consulting, and brokerage services supported by research, model portfolios, and technologies such as machine learning.

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 at LPL Financial with 37 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 2020, following a four-year tenure at Cetera Advisors LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a variety of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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 financial advisor with LPL Financial in Lincoln, NE, holding a Series 66 designation and 26 years of industry experience. He previously worked for D.A. Davidson & Co. for 13 years before joining LPL Financial in 2022. Outside of his advisory work, Lau owns a business called Huge Buck Balls, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

Ricky Meyer is a financial advisor with LPL Financial in Lincoln, NE, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at LPL Financial since 1995 and is concurrently employed at Pinnacle Bank since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research from various sources.

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 CFP® and ChFC® with 47 years of experience in the financial services industry. He is currently an advisor at OSAIC and has previously worked with Woodbury Financial Services and Questar Asset Management. Tonkin serves on the board of directors for Youth for Christ, a nonprofit organization. OSAIC Wealth, Inc. serves a broad mix 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, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios.

Eric Howerter is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Cetera, Renaissance Financial Corp, and various non-financial positions, including involvement with a berry farm and hospitality businesses. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients who meet certain net-worth thresholds. The firm offers a broad range of planning options using proprietary research and tools, delivering recommendations that clients may implement through various brokerage or advisory programs.

Taylor Poland is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at TD Ameritrade. His background includes roles at Fremont Family YMCA, Rink Management Services, University of Nebraska - Lincoln, and Lincoln Public Schools. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Jay Svehla is a financial advisor with LPL Financial in Lincoln, NE, holding the ChFC® designation and Series 63 and 65 licenses. He has 28 years of industry experience and has worked with LPL Financial since 2020. Prior to this, he was affiliated with Premier Trust and Securities America Advisors, among other roles. Outside of his advisory work, he served as treasurer for Troop 22 for six years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, supporting both discretionary and non-discretionary management with various model portfolios and research resources.

Seth Rhodes is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2018, including time at Ameriprise Financial Services, Inc. Prior to that, he was involved with Rentping, LLC. Outside of his advisory role, he owns and manages Rhodes Industrial Solutions, a non-investment-related business. Ameriprise is a large institutional firm that offers a retirement-income planning service focused on individuals approaching or in retirement, typically with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities, combining algorithmic tools and research to deliver tailored retirement income recommendations.

Victor Martinez is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His background includes roles at Nebraska Wesleyan University and involvement with the University of Nebraska Foundation, as well as experience in health clubs and nonprofit foundations. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and limited discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Samuel Zitek is a CFP® with nine years of industry experience, currently serving as a financial advisor at Cetera. He has worked at Renaissance Financial since 2017 and has held roles at Minnesota Life, Securian Financial, and H&R Block. He is also involved in the sale of fixed insurance products as an insurance agent. Cetera Investment Advisers LLC is a large SEC-registered firm offering portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, institutional clients, and charitable organizations through a nationwide network of independent advisors.