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.

Nathan Rink is a CFP®-certified financial advisor with 26 years of industry experience, currently with LPL Financial since 2021. His previous roles include positions at Waddell & Reed, Inc., and Rink & Rolf, Inc., as well as community involvement with the Lincoln East Rotary Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 CFP® professional with 19 years of industry experience, currently affiliated with LPL Financial since 2021. His prior roles include positions at 37 Tax, Inc, 37 Wealth, KACA Corp, Loren Kampschnieder, various insurance carriers, and Waddell & Reed, Inc. He is also the founder and content creator of a financial education website. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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 and institutional platforms.

Jeffrey Butterfield is a CFP® professional at RBC Capital Markets with 25 years of industry experience. He has worked at RBC Capital Markets since 2010 and at City National Bank since 2019. Butterfield serves on the advisory committee for the Radene Goldberg Stump Memorial Scholarship Trust and holds board positions with the Rural Water District No. 1 in Lancaster County, Nebraska, and the South Ridge Acres Homeowner's Association. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and a variety of investment options implemented through a combination of in-house and third-party managers.

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.

Rebekah Petersen is a financial advisor with LPL Financial in Lincoln, NE, holding Series 63 and Series 65 credentials and 16 years of industry experience. She has worked at several firms including Waddell & Reed and Step by Step, LLC, where she also served as a licensed advisor associate. Petersen has been involved in insurance sales through various carriers affiliated with Waddell & Reed insurance agencies. 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 portfolio management services delivered through a large network of advisors, utilizing both proprietary and third-party strategies.

Tracy Madsen is a financial advisor at Edward Jones in Lincoln, Nebraska, holding a Series 66 designation with 11 years of industry experience at the firm. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Anh Dao Starita is a Financial Advisor with Merrill Lynch Wealth Management. In her role, she supports entrepreneurs, business owners, families, and pre-retirees with financial planning services that include managing cash flow, retirement preparation, business transitions, and legacy planning. Before entering financial advising, she accumulated over ten years of experience in product development within the SaaS industry. This background informs her systematic and long-term approach to financial planning, where she emphasizes understanding clients' individual priorities and goals to create clear and actionable plans. Anh Dao holds a Bachelor's and a Master's Degree from the University of Nebraska System and completed an Accredited Certificate Program at Metropolitan Community College. She has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She is a member of the professional organization 1 Million Cups Lincoln and participates in its community activities.

Anne Mack is a financial advisor with LPL Financial in Lincoln, NE, holding a Series 66 designation and seven years of industry experience. She previously worked at Securities America Advisors and CHI Saint Elizabeth. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, combining proprietary and third-party strategies with advanced operational tools across a broad national network.

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 with LPL Financial in Lincoln, Nebraska, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She previously worked at Berthel Fisher & Co Financial Services, Inc. for 12 years and FSC Securities Corporation for three years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with advisory and brokerage services. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Nancy Stepp is a Series 66 registered advisor with Thrivent Investment Management, based in Lincoln, NE, with two years at Thrivent Investment Management and a total of one year of industry experience under the current registration. Her career includes tenure at Thrivent Financial since 2015. Outside of her advisory role, she holds a 25% ownership in a residential resale real estate and property management company. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive, goal-based financial analyses and planning without discretionary trading authority. The firm enables clients to combine planning with managed-account programs under a consolidated billing option while maintaining separate service arrangements.