Tammy Peters is a financial advisor with Wells Fargo Clearing in Lincoln, NE, holding a Series 66 designation and six years of industry experience. She has been with Wells Fargo Clearing and Wells Fargo Bank since 2019, following prior experience at National Furnace and Wells Fargo from 2003 to 2018. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Royce Ruth is a financial advisor at Osaic with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Woodbury Financial Services, Questar Asset Management, and Strategic Legacy Advisors. Outside of his advisory role, he owns and operates a livestock business focused on buying and selling personally raised cattle and co-owns a bookkeeping and tax preparation company. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across a broad range of investment types.

Mohammad Khalil is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of finance, he is involved as a wrestling coach at the Lincoln Brazilian Jiu Jitsu Center. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Christopher Kenny is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 designations and eight years of industry experience. His work history includes roles at HyVee, Primerica Advisors, The Home Depot, and Lincoln Public Schools. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies through various advisory programs. The firm combines in-house and third-party managers to implement portfolios that address clients’ risk profiles and offer features such as tax management and responsible investing.

Trent Lockard is a financial advisor with LPL Financial in Lincoln, NE, holding Series 63 and Series 65 credentials and three years of industry experience. His background includes roles at Cornhusker Bank and multiple positions at the University of Nebraska - Lincoln. 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 solutions delivered through a broad network of advisers.

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 also served at Cornhusker Bank since 2006 and holds several board positions, including Chairman of the Board at the Federal Home Loan Bank and director roles at Cornhusker Growth Corporation, Cornhusker Bank, and Neighborhood LTC Pharmacy. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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.

Garrett Johnson is a financial advisor at UBS Financial Services with three years of industry experience. He holds Series 63 and Series 66 designations and has prior experience at Pacific Life, Charles Schwab and Co., Inc., and TD Ameritrade. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Robert Fitzsimmons is a financial advisor with OSAIC based in Lincoln, Nebraska, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. His career includes long tenures at Investacorp, Inc. and Sagepoint Financial, Inc., alongside operating his own business, FP Wealth Management, Inc., where he serves as president. Fitzsimmons is also president of the St. Mark's United Methodist Church Foundation and serves as a board trustee for the Wyuka Cemetery and Funeral Home. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage, advisory services, and financial planning through a large network of advisors and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct client portfolios with a variety of investment options.

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 financial advisor at LPL Financial in Lincoln, NE, holding a Series 66 designation with eight years of industry experience. He previously worked at Securities America Advisors and Central Financial Services and spent four years at the University of Nebraska-Lincoln. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions by providing advisory and brokerage services through a large network of investment adviser representatives. The firm offers a range of investment strategies and support tools, combining advisory services with various financial products and partnerships.

Heather Harms is a financial advisor with LPL Financial in Lincoln, Nebraska, holding a Series 66 designation and 25 years of industry experience. Her prior work history includes positions at JFC Financial Services, Securities America Advisors, Securities America Inc, and Ameriprise. Outside of her advisory role, she has a part-time clerical involvement with a local cleaning service. 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 and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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.