Neal Roehrs is a financial advisor with Wells Fargo Advisors in Lincoln, NE, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Neal owns NJGG Inc., an investment-related business in Lincoln, NE. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and uses proprietary research and tools to develop tailored recommendations delivered through meetings and written summaries, with implementation options through various brokerage and advisory programs.

Brenda Badami is a Wealth Management Advisor with Merrill Lynch Wealth Management. She focuses on delivering personalized wealth management strategies tailored to each client’s unique financial picture and goals. Brenda serves a select clientele, including individuals and multigenerational families, providing guidance beyond investment management, with expertise in lifetime income planning, philanthropy, estate and trust planning, debt management, banking, and long-term health care. Her areas of specialization include managing new wealth, personal retirement planning, portfolio management services, socially responsible and values-based investing, women and wealth, tax minimization, and retirement income strategies. Brenda emphasizes a collaborative approach, working one-on-one with clients to develop financial strategies aligned with their long-term aspirations. She also leads a dedicated team committed to transparency and comprehensive client support. Brenda holds a Bachelor's Degree from the University of Nebraska System and has earned professional designations as a CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She is a member of the Junior League of Lincoln and actively volunteers with Lincoln Public Schools and United Way. Outside of work, Brenda enjoys biking, cooking, gardening, hiking, photography, and running.

William Zimmer is a financial advisor at LPL Financial with 40 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining LPL Financial in 2020, he spent 13 years at Securities America Advisors Inc. He is also involved in operating Zimmer Insurance Group and Zimmer Financial Services. Outside of his advisory work, Zimmer is a farm owner. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers a range of advisory programs and financial planning services through a nationwide network of investment adviser representatives.

Kenneth Koop Jr. is a financial advisor with Morgan Stanley in Lincoln, NE, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009, with earlier experience at Citigroup Global Markets dating back to 1991. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support client financial plans.

Trevor Otto is a financial advisor at Osaic with 10 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Woodbury Financial Services Inc. from 2015 to 2024. He is also president and owner of Otto Financial Services Inc. and serves as power of attorney for family financial affairs. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors, offering brokerage and advisory services through a broad network of affiliated advisors. The firm employs asset-allocation tools, risk-tolerance assessments, and third-party platforms to construct and manage multi-asset portfolios on both discretionary and non-discretionary bases.

Katherine Willoughby is a financial advisor at UBS Financial Services with three years of industry experience. She holds a Series 66 designation and previously worked at HyVee from 2018 to 2021. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide a broad range of financial solutions.

Jerry Holdsworth is a financial advisor with Wells Fargo Advisors in Lincoln, NE, holding a Series 66 designation and 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he has ownership interests in an investment-related wealth management firm and a family land holding entity. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services supported by proprietary research and tools, with a focus on integrating advisory services with other financial products and referral channels.

Melissa Barnett is a financial advisor at Raymond James & Associates with 27 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Raymond James since 2016, with prior experience at RBC Capital Markets Corporation dating back to 2008. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers a range of financial planning, advisory, and consulting services supported by various portfolio management styles and affiliated research.

Rick Gabelman is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and having 42 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. He is currently based in Lincoln, Nebraska. 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 multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Forrest Anderson Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 49 years of experience to his role. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm employs a structured planning process supported by proprietary tools and offers access to extensive investment resources and products.

Tammy Peters is a financial advisor with Wells Fargo Clearing in Lincoln, NE, holding a Series 66 designation and six years of industry experience. She has been with Wells Fargo Clearing and Wells Fargo Bank since 2019, following prior experience at National Furnace and Wells Fargo from 2003 to 2018. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Royce Ruth is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Woodbury Financial Services, Inc., Questar Asset Management, and Questar Capital Corporation. In addition to his advisory role, he owns and operates a livestock business involving the buying and selling of personally raised cattle and is co-owner of a bookkeeping and tax preparation company. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and investment advisory services, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios tailored to client risk tolerance.

Brandon Draeger is a financial advisor at Edward Jones in Lincoln, Nebraska, holding CFP® and Series 66 designations with seven years of industry experience. He has worked at Edward Jones since 2018 and previously at Aflac and Unified Employee Benefits. Outside of his advisory role, he is president of Brandon Draeger Inc, a corporation handling insurance residuals. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, supported by a large national network of advisors and branch offices.

Mohammad Khalil is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of finance, he is involved as a wrestling coach at the Lincoln Brazilian Jiu Jitsu Center. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Christopher Kenny is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 designations and eight years of industry experience. His work history includes roles at HyVee, Primerica Advisors, The Home Depot, and Lincoln Public Schools. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies through various advisory programs. The firm combines in-house and third-party managers to implement portfolios that address clients’ risk profiles and offer features such as tax management and responsible investing.

Ronald Wilhelm is a financial advisor at Ameriprise with 42 years of industry experience. He holds the ChFC® and Series 63 designations and has previously worked at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory work, he serves on the financial committee of St. John's Catholic Church in Lincoln, NE, and owns a personal S-Corp. Ameriprise offers retirement-income planning services aimed at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations delivered through a centralized consulting team.

Trent Lockard is a financial advisor with LPL Financial in Lincoln, Nebraska, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at Cornhusker Bank and multiple positions at the University of Nebraska - Lincoln. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Melinda Beck is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. She previously worked at Burch & Associates Inc for three years and Ridge View Accounting & Tax CPA PC for eight years. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Mason Doughty is a financial advisor with Ameriprise in Lincoln, NE, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Doughty also owns and manages MALABB LLC, an advisory business, and provides services through Cirksena, Knight, Jacobsen, Sieps & Kresse, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which combines research, algorithmic analysis, and non-discretionary implementation focused on dependable income and tax-aware withdrawal strategies.

Connor Vandewege is a financial advisor with Morgan Stanley in Lincoln, Nebraska, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Frontier Bank and Morgan Stanley Private Bank, N.A. Outside of finance, he has experience working at Nebraska Wesleyan University and the Country Club of Lincoln. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and structured discovery processes.