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.

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.