Amy Scott is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel, she held roles with Sting Sports Group LLC and Nebraska Sports Center LLC, and was involved with the Lincoln Soccer Association. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment methodologies developed by its Investment Strategy Group.

Derrick Clevenger is a financial advisor at OSAIC with four years of industry experience. He holds a Series 65 designation and has prior roles with Securities America Advisors and Syngenta. He is also involved in insurance activities through Futurity First Insurance Group. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm utilizes various asset-allocation tools and multiple advisory platforms to construct diversified portfolios tailored to clients’ risk tolerance and investment restrictions.

Benjamin Thiele is a CFP® with nine years of industry experience, currently advising clients at LPL Financial. His prior roles include positions at Focus Partners Wealth, Buckingham Strategic Wealth, Morgan Stanley, and TD AMERITRADE. Early in his career, he was involved with Lincoln Parks and Recreation and Lincoln Catholic Youth Sports. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and technology-driven strategies.

Gary Roberts is a CFP®, ChFC®, and Series 66-licensed financial advisor with MassMutual Investors Services in Lincoln, Nebraska, with 22 years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance Company since 2007. Roberts also works as a broker and agent offering life, disability, long-term care, and health insurance. MassMutual Investors Services, LLC is a subsidiary of MassMutual that provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, money-manager programs, and educational seminars, structuring planning engagements as annual, collaborative relationships.

Phyllis Webb is a financial advisor with LPL Financial in Lincoln, NE, holding CFP® and ChFC® designations and over 30 years of industry experience. Her prior career includes 25 years with Waddell & Reed, Inc. and various insurance carriers, as well as ownership of Step By Step, LLC. Webb also maintains an active role as a licensed agent selling life, health, long-term care insurance, and Medicare supplement products. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and technology-driven strategies.

Michael Kritikos is a financial advisor with Raymond James & Associates in Lincoln, NE, holding Series 63 and Series 65 licenses and 27 years of industry experience. Prior to joining Raymond James in 2021, he worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC from 2013 to 2021. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele including individuals, institutions, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and affiliated research.

Kelli Kruse is a financial advisor with RBC Capital Markets in Lincoln, NE, holding a Series 66 designation and possessing 23 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining RBC in 2021. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s risk profile and utilizing both in-house and third-party investment resources.

Jack Lubischer is a financial advisor at LPL Financial based in Lincoln, NE, holding a Series 66 designation. He has one year of industry experience, including time at Union Bank & Trust and NJN Financial Group. Prior to entering the financial advisory field, he held various roles in hospitality and education. 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 diverse advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management strategies supported by extensive research and technology.

Samuel Myhre is a CFP® with 20 years of industry experience, currently advising at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Christopher Domgard is a financial advisor with Raymond James Financial, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at RBC Capital Markets Corporation and City National Bank. Domgard is also the CEO of Capitol Private Wealth, a support company affiliated with his branch. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary advice supported by analytical tools and is noted for its municipal advisory affiliation and innovative SIMPLE IRA Employer Advisory program.

Douglas Porter is a financial advisor with Primerica Advisors in Lincoln, NE, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Primerica Advisors since 2002 and Primerica Financial Services since 2001. Outside of investment advice, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm employs third-party asset managers vetted through independent due diligence and uses a tiered wrap fee structure rather than fixed fees.

Eric Christensen is a CFP® and Series 66-licensed financial advisor with Edward Jones in Lincoln, NE. He has 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of thousands of financial advisors and branch offices.

Andres Lovato Needham is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Financial, he worked at Northwestern Mutual and has been involved with community activities including Habitat for Humanity Omaha and Campus Ministry at Creighton University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Megan Gramann is a financial advisor at Edward Jones with nine years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and TD Ameritrade. Outside of her advisory role, she manages a customer referral program for local businesses through The Midnight Collective LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Tod Masin is a financial advisor with LPL Financial in Lincoln, NE, holding Series 63 and Series 65 credentials and over 33 years of industry experience. His career includes previous roles at WealthPlan Partners LLC and Securities America, Inc., and he has operated MasinMisko since 2002. Masin is also a co-owner of Summit Developments, LLC. 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 wide range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

James Predoehl is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at Woodbury Financial Services for 18 years and has operated Predoehl Enterprises Inc. since 1996, focusing on insurance marketing. Outside of his advisory role, he serves as president of Ambassador in Christ Ministries, a nonprofit organization distributing funds to various charities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and offering portfolios that include a range of securities managed on discretionary or non-discretionary bases.

Andrew Kritikos is a CFP® professional with nine years of industry experience. He is currently with Raymond James & Associates and previously worked at TD Ameritrade and Wells Fargo Clearing. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, charitable organizations, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Dan Carlson is a financial advisor with Edward Jones in Lincoln, NE, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, Carlson serves as an adjunct professor teaching Investments at Union College. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a large nationwide network of advisors and branch offices.

Heather Townsley is a financial advisor with Wells Fargo Clearing in Lincoln, Nebraska, holding a Series 66 designation and eight 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. Outside of her advisory role, Townsley works as an athletic event worker for Lincoln Public Schools and is a brand partner involved in network marketing of nutritional products. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, combining research-driven investment strategies with a broad range of financial products and services.

Shane Unger is an advisor at OSAIC with Series 63 and Series 65 credentials. He has been with OSAIC since 2025 and has prior experience at Spreetail, Whitger Properties, LLC, and Safety Compliance, LLC. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated financial advisers and offers a variety of brokerage and investment advisory services, including financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across multiple asset classes.