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.

Marcia Young is a financial advisor with Primerica Advisors in Lincoln, NE, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has been with Primerica Advisors since 1983 and with Primerica Financial Services since 1982. Outside of her advisory role, she is the owner of Marcia Young & Associates, LLC, and serves as president of the local networking group Center Sphere. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on retail clients rather than institutional or pension plans.

Jerald Connot is a financial advisor with Edward Jones in Lincoln, NE, holding Series 63 and Series 66 credentials and offering 39 years of industry experience. He has been with Edward Jones since 1986. Connot serves as a trustee for irrevocable trusts established for minor children and gift enforcement. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a network of more than 23,700 financial advisors nationwide.

Ross Jensen is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Stifel since 2013. He holds the Series 66 designation and is based in Lincoln, Nebraska. Outside of his advisory role, Jensen serves as treasurer and board member for several nonprofit organizations, including the Kappa Foundation, the Lincoln Alumni Chapter of Alpha Gamma Rho, and the Nebraska Human Resources Research Foundation. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, combining forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Barry Lockard is a financial advisor with LPL Financial holding a Series 66 designation and one year of industry experience. He has been associated with Cornhusker Bank since 2006 and serves on multiple boards, including Cornhusker Growth Corporation, Cornhusker Bank, Federal Home Loan Bank as chairman, and Neighborhood LTC Pharmacy. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by extensive research and technology.

Tracey Mclain is a CFP® with 36 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Her prior experience includes five years at Wells Fargo Advisors LLC. She is a member of the Finance Council at St. Peter Catholic Church in Lincoln, NE, where she assists with the parish’s financial administration. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Nicholas Schleppenbach 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 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Fitzsimmons is a financial advisor with OSAIC in Lincoln, NE, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes longstanding roles at Investacorp, Inc. and Investacorp Advisory Services, as well as ownership of The Fitz Group. Fitzsimmons serves as President of FP Wealth Management, Inc. and St. Mark's United Methodist Church Foundation, and he is a board trustee for Wyuka Cemetery and Funeral Home. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with a focus on diversified portfolios using firm-provided asset-allocation tools and access to third-party money managers.

Connor Ketter is a financial advisor at Edward Jones in Lincoln, NE, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior work experience in healthcare and insurance sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Nicholas Neisius is a Series 66-licensed financial advisor with LPL Financial, based in Lincoln, NE, and has eight years of industry experience. His prior work history includes roles at Securities America Advisors and Central Financial Services, as well as a four-year position 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 investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Heather Harms is a financial advisor with LPL Financial in Lincoln, NE, holding a Series 66 designation and bringing 25 years of industry experience. Prior to joining LPL Financial in 2020, she worked with Jfc Financial Services and Securities America for a decade. Outside of her advisory role, she is involved in a clerical and record-keeping capacity for a local cleaning service. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, and corporations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party strategies.

Susan Robak is a CFP® with 29 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she owns a rental property in Frederiksted, Virgin Islands. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services based on an IPS-driven process grounded in modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options among its investment offerings and acts as an ERISA fiduciary when providing investment advice.

Todd Stark is a financial advisor at RBC Capital Markets with 22 years of industry experience. He holds Series 63, 65, and 66 designations and previously worked at UBS Financial Services Inc for 11 years. Outside of his advisory role, he serves as treasurer and board member for several entities, including two dental offices and farming and commercial real estate partnerships. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles through a combination of in-house and third-party managers.

Rachel Yost is a financial advisor with LPL Financial in Lincoln, NE, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2025, she worked at NEXT Financial Group Inc. and WealthPLAN Partners. Outside of her advisory role, she manages Kechely Farms LLC, a farming business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including both discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

Amy Krings is a financial advisor with UBS Financial Services in Lincoln, NE, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has been with UBS Financial Services since 2011. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor financial plans to client goals and risk tolerances.

Randall Rhodes is a financial advisor with Ameriprise in Lincoln, NE, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Ameriprise since 2017 and previously at Sii Investments. Rhodes serves on the boards of Harbor Ministries and the Fallbrook Homeowners Association and manages Rhodes Family Ventures, LLC. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling techniques to deliver non-discretionary, tax-efficient recommendations through a centralized consulting team.