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.

Brandon Woodhead is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds the Series 66 designation and has been with UBS since 2007. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a wide range of capital markets services.

William Wittler is a financial advisor at LPL Enterprise with 25 years of industry experience and holds a Series 66 designation. His prior roles include positions at Ameritas Advisory Services, InSource Financial Advisors, and Ameritas Life Insurance Corp. Outside of his advisory work, Wittler volunteers as secretary and treasurer for the Talmage Rescue Squad, providing emergency medical services in Talmage, Nebraska. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management arrangements, and a range of brokerage and insurance products via an integrated platform.

Brett Stauffer is a financial advisor with Wells Fargo Advisors in Lincoln, NE, holding a Series 66 credential and 19 years of industry experience. He has worked within the Wells Fargo organization since 2011 across various affiliated entities. Outside of his advisory role, he serves as treasurer for the First Mennonite Church in Lincoln. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. Advisors use proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries, with clients deciding how to implement strategies through the firm’s brokerage or advisory programs.

Noah Bohlmann is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services Inc. and Target. Outside of his advisory role, Bohlmann serves as a volunteer board member for the Hickman Area Community Foundation Fund, a local charitable organization in Nebraska. 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 a wide range of brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and multiple third-party platforms to manage portfolios across various asset classes.

Troy Ott is a financial advisor with LPL Financial in Lincoln, NE, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. His prior work includes roles at First Interstate Bank, Raymond James Financial Services, Cetera, and Great Western Bank. 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 plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Bryce Williby is a financial advisor at OSAIC with 12 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services Inc. for four years and Thrivent Financial and Thrivent Investment Management Inc. for six years. OSAIC 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, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that include a wide variety of investment vehicles.

Jerold Doell Jr. is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds a Series 66 designation and has previously worked at City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors LLC. 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 variety of advisory programs and portfolio management services, utilizing both in-house and third-party investment managers tailored to clients’ risk profiles.

Matthew Frederick is a financial advisor with UBS Financial Services in Lincoln, Nebraska, holding Series 63 and Series 65 designations and 28 years of industry experience. He has been with UBS since 2011. Outside of his advisory role, he serves on the board and finance committee of the YMCA of Lincoln and acts as treasurer for the Piyush for Schools Campaign. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management and provides a range of capital markets and research services.

David Florell is a CFP® professional with 20 years of experience in the financial services industry. He is currently with OSAIC since 2024 and previously worked at Woodbury Financial Services for 18 years. In addition to his advisory role, he is a shareholder in a CPA firm and operates a Unishippers franchise. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing firm-provided tools and third-party solutions to construct portfolios across multiple asset classes.

Leonard Weyeneth is a CFP®-certified financial advisor with 30 years of industry experience, currently affiliated with Stifel Nicolaus & Co. Inc. since 2013. He serves as president and treasurer for multiple charitable organizations focused on education, historic preservation, and youth development, including the Kimmel Orchard and Vineyard Educational Foundation and the Richard P. Kimmel and Laurine Kimmel Charitable Foundation. Additionally, he is involved with various nonprofit boards such as YoungLife Lincoln and the Kregel Windmill Factory Museum. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Sheryl Laduke is a CFP® professional with 35 years of industry experience. She is currently with Wells Fargo Clearing and previously worked at City National Bank and RBC Capital Markets Corporation. 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 advisory services grounded in modern portfolio theory. The firm’s approach includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs, and it acts as an ERISA fiduciary when providing investment advice.

Cody Schweitzer is a financial advisor at RBC Capital Markets with a Series 66 credential. He has one year of experience at RBC Capital Markets and previously worked at Wells Fargo for three years. Prior to his financial services career, he was employed at Paper Tiger Shredding and Hyvee. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that offer portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on each client’s risk profile and utilizes both in-house and third-party managers to implement portfolios.

Joshua Boden is a financial advisor with Primerica Advisors in Lincoln, NE, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His career includes roles at PFS Investments Inc. and Primerica Financial Services, as well as a prior position at The Cornhusker Hotel. Outside of his advisory work, he serves as president of JMB Financial LLC, a non-investment-related business. 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 accounts. The firm employs third-party asset managers and uses a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

Lewis Linkugel is a financial advisor with Osaic Wealth, Inc. in Lincoln, Nebraska. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to joining Osaic in 2024, he spent 26 years at Woodbury Financial Services and has operated Lewis P. Linkugel Insurance & Investment since 1994. He is also involved in the sale and service of life, health, and long-term care insurance products. Osaic Wealth, Inc. serves a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and a range of investment options to construct portfolios managed on either a discretionary or non-discretionary basis.

John Kroeker is a financial advisor at LPL Financial with 36 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Teckmeyer Financial Services, L.L.C. for 28 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by various model portfolios and research resources.

Casey Thelen is a financial advisor with Edward Jones in Lincoln, NE, holding a Series 66 designation and with 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 strategies and affiliated investment products, operating under a fiduciary standard and supporting a large network of financial advisors and branch offices nationwide.

Patricia Bennett is a Senior Resident Director with Merrill Lynch Wealth Management in Lincoln, Nebraska. She began her career at Merrill in 1982 as a Client Associate, left the firm in 1984 to pursue a career in teaching, and rejoined Merrill in 1996 as an Investment Associate before becoming a Financial Advisor in 2001. Patricia currently serves as the Resident Director of the Lincoln office. Over her career, Patricia has focused on helping clients understand the complexities of their wealth, assisting them in making informed financial decisions tailored to their unique needs. She serves as a relationship manager for many key clients and employs a consistent and disciplined approach to preserve wealth and achieve financial goals in various market environments. Her professional designations include CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Patricia earned a Bachelor's degree from Wayne State College and a Master's degree from the University of Nebraska at Lincoln. She is involved in the community as a board member of Friendship Home in Lincoln. Outside of work, she enjoys boating, golfing, photography, reading, and spending time with her family.

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.