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 licenses and previously worked at Teckmeyer Financial Services, L.L.C. for 28 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms.

Casey Thelen is a financial advisor with Edward Jones in Lincoln, Nebraska, holding a Series 66 designation and 13 years of industry experience. Casey has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

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.

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.

Tyler Wellman is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and has previously worked with firms including BNI of the Heartland and Waddell & Reed, Inc. Outside of advising, he has been involved with Wellman Farms, Inc. and has served as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment strategies and platforms, leveraging both proprietary and third-party research to support its network of over 22,800 advisors.

William Zimmer is a ChFC®-designated financial advisor with 40 years of industry experience. He is currently with LPL Financial, where he has worked since 2020, following 13 years at Securities America Advisors Inc. Zimmer is also involved in farming. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, supported by extensive operational tools and a large network of over 22,800 advisors.

Willis Scofield is a financial advisor with LPL Financial, holding a Series 66 designation and 28 years of industry experience. He has worked with several firms, including John Oestreich, 37 Wealth, Michael Haman, Adam Mach, Loren Kampschnieder, and Waddell & Reed, Inc. since 1998. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors and incorporates various advisory platforms and tools.

Kenneth Koop Jr. is a financial advisor with Morgan Stanley in Lincoln, NE, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets from 1991 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs. The firm emphasizes structured financial planning supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

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.

Randall Tvrdik is a Series 66-credentialed financial advisor with 17 years of industry experience, currently affiliated with LPL Financial since 2021. His prior roles include positions at Rink & Rolf Inc and Waddell and Reed, Inc. Outside of his advisory work, he serves as a spinal cord injury instructor for a nonprofit organization through Quality Living Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Douglas Pfeifer is a financial advisor with Edward Jones in Lincoln, NE, holding the CFP® and ChFC® designations and bringing 36 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory work, he is involved in several business ventures, including a healthy snack vending service, an RV rental business, and an outdoor adventure obstacle course. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

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 with Raymond James & Associates in Lincoln, Nebraska, holding Series 63 and Series 66 licenses and offering 27 years of industry experience. She has worked at Raymond James since 2016 and previously spent eight years with RBC Capital Markets Corporation. 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 client base including individuals, institutions, pension and profit-sharing plans, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Chet Bigley is a financial advisor with LPL Financial in Lincoln, NE, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Rink & Rolf Inc. and multiple affiliations dating back to 2006. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of advisors and advanced operational tools.

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.

Aaron Petersan is a CFP®-certified financial advisor with 26 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. since 2019 and previously spent ten years with Morgan Stanley Smith Barney. He is also the owner of two support companies, Aaron W Petersan, LLC and Focus Financial, LLC, where he serves as an independent contractor and branch manager. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services using analytical tools such as deterministic and probability modeling, and maintains specialized programs in municipal advisory and SIMPLE IRA employer consulting.

Forrest Anderson Jr. is a financial advisor with Morgan Stanley in Lincoln, NE, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. His career includes roles at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets from 1993 to 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual plans and corporate agreements.