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.

Brent Cole is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, he worked for 13 years at Crete Public Schools. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

Brady Johnson is a financial advisor with Edward Jones in Seward, NE, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, Brady serves as the board president of the Seward Country Club and is a member of the board of elders at St. John Lutheran Church, where he assists with financial oversight and meeting documentation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

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.

Jeremy Hill is a financial advisor at OSAIC with nine years of industry experience and a Series 66 designation. He previously worked at Securities America Advisors and Questar Asset Management. In addition to his advisory role, Hill serves as Vice President of Hill & Associates CPA's PC, an accounting and tax preparation firm. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across multiple asset classes.

Jani Martinez is a financial advisor with Morgan Stanley in Lincoln, Nebraska, holding a Series 66 designation and having 10 years of industry experience. Since 2016, Martinez has worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of advising, Martinez serves as a judge for high school debate with Lincoln Public Schools and owns a consulting and retail business called Purium. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process utilizing firm‑approved tools and offers access to investment strategies through various affiliated entities.

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.