Jackson Puls is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 65 designations and has four years of industry experience. His prior work includes roles at Woodbury Financial Services and Pacific Life Insurance. Outside of his advisory role, Puls operates a sole proprietorship providing Medicare supplements and life insurance. Osaic Wealth serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services across multiple platforms, utilizing asset-allocation tools, risk-tolerance assessments, and access to third-party managers to construct diversified portfolios.

Dene Burns is a financial advisor at Merrill with 24 years of industry experience and holds a Series 66 designation. He has been with Merrill since 1996. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Connor Ruth is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with three years of industry experience, currently associated with OSAIC. His prior work history includes roles at Dew Wealth Management and Woodbury Financial Services. Outside of advising, he assists with traditional insurance products at RJ RUTH ENTERPRISES and works as a tax preparer during tax season with Strategic Tax Management. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of advisors and multiple advisory platforms. The firm offers a range of integrated services and utilizes various tools and third-party solutions to construct and manage portfolios across numerous asset classes.

Debra Carey is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds the Series 66 and Series 65 credentials and has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning services supported by proprietary tools and a structured planning process.

Nicholas Janssen is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he worked at Sandhills Global and held roles at Husker Mercedes, the University of Nebraska - Lincoln, Holdrege High School, and Janssen Auto Group. 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 IPS-driven approach incorporates modern portfolio theory and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Brenda Abele is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with brokerage and advisory solutions, managing approximately $671 billion in assets through a network of more than 14,000 financial advisors.

Michael Puls is a financial advisor at OSAIC with 30 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining OSAIC in 2024, he worked at Universal Financial Strategies since 2004 and Woodbury Financial Services from 2003 to 2024. Outside of advisory work, he is a sales agent for insurance products through Universal Financial Strategies. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services supported by a broad network of affiliated advisers and multiple platforms. The firm employs various investment tools and third-party solutions to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Joseph Burt is a financial advisor at RBC Capital Markets with one year of industry experience and holds a Series 66 designation. His prior experience includes roles at City National Bank, Forvis Mazars, and UBS Wealth Management. Burt serves as Treasurer on the board of the Cornhusker Chapter of Pheasants Forever, Inc., a nonprofit organization focused on conservation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations, offering tailored advisory programs that combine discretionary portfolio management, financial planning, and brokerage services.

James Sullivan is a financial advisor with Edward Jones in Lincoln, NE, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is part owner of a waste collection company and manages several rental properties through LLCs he established. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm operates one of the largest financial advisor networks in the industry and offers both discretionary and non-discretionary portfolio solutions under a fiduciary standard.

Austin Sankey is a financial advisor at UBS Financial Services with a Series 66 designation and experience spanning multiple roles in both the public and private sectors since 2016. His background includes positions at Charles Schwab, KPMG, SP Group, and the Federal Bureau of Investigation. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and capital market assumptions.

Marcella Roth is a financial advisor at Edward Jones with 22 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Haman is a financial advisor with LPL Financial in Lincoln, NE, holding a CFP® designation and Series 63 and 65 licenses. He has 19 years of industry experience, including previous roles at Waddell & Reed, Inc., various insurance carriers, and his own tax and wealth firms. Outside of his advisory work, he owns and operates a financial education website. 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 investment adviser representatives. The firm offers a range of advisory programs and services, including financial planning, retirement consulting, and model portfolio management supported by research from LPL and third parties.

Jeffrey Butterfield is a CFP® professional with 24 years of industry experience, currently affiliated with RBC Capital Markets and City National Bank. He has served at RBC Capital Markets since 2010 and has been with City National Bank since 2019. Outside of his advisory role, he is involved in several community organizations, including serving on the board of a rural water district, participating in a local scholarship trust, and holding the secretary position for a homeowner’s association. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base ranging from individual investors to institutional clients. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, integrating in-house and third-party investment managers alongside various administrative and investment options.

Brandon Carlson is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has previously worked with Alpha Wealth Advisors and served on the Douglas County Board of Equalization. In addition to his advisory role, he acts as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform allowing advisors to implement various portfolio management strategies through discretionary and non-discretionary programs.

Brian Adams is a Series 66-licensed financial advisor with 13 years of industry experience. He is currently with RBC Capital Markets in Lincoln, NE, and has previously worked at UBS Financial Services and City National Bank. Adams served on the Board of Directors for the Nebraska Fellowship of Christian Athletes, participating in organizing ministry programs and events. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, and charitable organizations with tailored investment strategies and multiple advisory programs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and brokerage services, leveraging both in-house and third-party investment managers.

Anh Dao Starita is a Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management. She assists individuals, families, and business owners in bringing clarity and structure to their financial lives, covering areas such as managing cash flow, preparing for retirement, business transitions, and legacy planning. As a Senior Portfolio Advisor, she manages custom investment strategies on a discretionary basis, utilizing a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies. With over a decade of experience in enterprise product development, Anh Dao applies a long-term, systems-based mindset to financial planning. Her expertise encompasses education planning, executive compensation, family wealth management strategies, employee financial health, legacy planning, managing new wealth, personal retirement planning, small business strategies, women and wealth, and tax minimization. She adopts a relationship-first and strategy-driven approach, helping clients plan intentionally and make informed decisions through key life moments. Anh Dao holds a Bachelor's and a Master's degree from the University of Nebraska System and has completed an Accredited Certificate Program at Metropolitan Community College. She holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She is actively engaged in the local entrepreneurship community through her involvement with 1 Million Cups Lincoln. Her personal interests include biking, cooking, hiking, reading, skydiving, spending time with family, tennis, traveling, watching movies, and yoga.

Brett Burchett is a CFP® professional with eight years of experience, currently serving as a financial advisor at OSAIC since 2023. Prior to joining OSAIC, he worked at Sagepoint Financial, Inc. for six years and spent five years with Lincoln Public Schools. He holds leadership roles in several nonprofit organizations, including serving on the boards of Junior Achievement of Lincoln and Friends of Silver Hawk Theatre, and acts as president of the Society of Financial Service Professionals. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm combines brokerage and advisory services with financial planning and retirement consulting, utilizing various platforms, third-party managers, and a range of investment vehicles to build portfolios tailored to clients' risk tolerance and investment goals.

Tyler Friedrich is a financial advisor at Edward Jones in Lincoln, NE, holding a Series 66 designation. He has one year of industry experience, having joined Edward Jones in 2025. Prior to his financial advisory role, he held positions at Potbelly Sandwich Works and Scooter's Coffee. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Theodore Kinkaid is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and retirement income. Theodore works closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals. He holds a Bachelor's Degree from the University of Nebraska System and has earned the Professional Investment Advisor (PIA) designation. Theodore is committed to building lasting relationships with clients by understanding their current financial situation and future aspirations. In addition to his professional work, he volunteers with community organizations and values spending time with his family. His personal interests include baseball, football, golfing, horseback riding, and softball.

Mary Oestmann is a financial advisor at LPL Financial with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Berthel Fisher & Co Financial Services, Inc. for 12 years before joining LPL Financial in 2023. Oestmann is also involved in Goldberg Financial Services LLC, a business entity established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from LPL Research and third-party subadvisors.