Brian Stork is a financial advisor with Edward Jones in Lincoln, Nebraska, holding Series 63, 65, and 66 designations and four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Frye Frazey & Associates for nine years and held roles with the City of Crete over multiple periods. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm emphasizes a large retail advisor presence and maintains affiliated capabilities such as a trust company and securities-based lending.

Adam Mach is a CFP® professional with 21 years of industry experience, currently affiliated with LPL Financial since 2021. His prior roles include work at 37 Tax, Inc., 37 Wealth, KAM Enterprises, and Waddell & Reed, Inc. He has experience in both investment and insurance sectors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, leveraging model portfolios, research, and technology-driven investment strategies.

Joshua Robertson is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior roles include positions at NJN Financial Group, Exchange Bank, and AVE Wealth Management. He is also affiliated with the University of Nebraska at Kearney. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Joseph Hilger is a financial advisor with UBS Financial Services in Lincoln, Nebraska, holding a Series 66 designation and 10 years of industry experience. He has worked at UBS since 2015. Outside of his advisory role, he serves as a board member and treasurer for Clinic with a Heart, a healthcare charity, where he manages financial reporting and strategic planning. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Marnie Stark is a financial advisor with RBC Capital Markets in Lincoln, NE, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She previously worked at UBS Financial Services Inc. for 13 years before joining RBC Capital Markets in 2021. Outside of her advisory role, she is an owner of LuckySlims, LLC, an entity formed to manage a jointly owned vacation home. 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 various wrap fee advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with investment strategies tailored to clients’ risk profiles and implemented through a combination of in-house and third-party managers.

Larry Sock is a financial advisor with UBS Financial Services in Lincoln, Nebraska, holding Series 63 and Series 65 licenses and 44 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he serves as an officer of a professional sports marketing company involved in endorsement deals. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a wide range of capital markets and custody services.

Justin Toth is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and one year of industry experience. His prior roles include positions at Charles Schwab and Manpower Group. Outside of finance, he has worked in various other industries, including hospitality and fitness. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management programs, and a range of brokerage and insurance products.

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.

Nathan Rink is a financial advisor with LPL Financial in Lincoln, NE, holding the CFP® designation and Series 63 and 65 licenses. He has 26 years of industry experience, including roles at Waddell & Reed, Inc. and Rink & Rolf, Inc., as well as community involvement with the Lincoln East Rotary Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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.