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.

Jeffrey Butterfield is a CFP® professional with 24 years of industry experience, currently affiliated with RBC Capital Markets and City National Bank. He has served at RBC Capital Markets since 2010 and has been with City National Bank since 2019. Outside of his advisory role, he is involved in several community organizations, including serving on the board of a rural water district, participating in a local scholarship trust, and holding the secretary position for a homeowner’s association. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base ranging from individual investors to institutional clients. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, integrating in-house and third-party investment managers alongside various administrative and investment options.

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 licenses and bringing 16 years of industry experience. Her prior roles include positions at Waddell & Reed Inc. and Step by Step, LLC. She is also an insurance agent for various carriers associated with W & R Insurance Agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm offers diverse advisory programs and utilizes model portfolios, research, and technology to support its investment management services.

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 and Senior Portfolio Advisor with Merrill Lynch Wealth Management. She assists individuals, families, and business owners in bringing clarity and structure to their financial lives, covering areas such as managing cash flow, preparing for retirement, business transitions, and legacy planning. As a Senior Portfolio Advisor, she manages custom investment strategies on a discretionary basis, utilizing a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies. With over a decade of experience in enterprise product development, Anh Dao applies a long-term, systems-based mindset to financial planning. Her expertise encompasses education planning, executive compensation, family wealth management strategies, employee financial health, legacy planning, managing new wealth, personal retirement planning, small business strategies, women and wealth, and tax minimization. She adopts a relationship-first and strategy-driven approach, helping clients plan intentionally and make informed decisions through key life moments. Anh Dao holds a Bachelor's and a Master's degree from the University of Nebraska System and has completed an Accredited Certificate Program at Metropolitan Community College. She holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She is actively engaged in the local entrepreneurship community through her involvement with 1 Million Cups Lincoln. Her personal interests include biking, cooking, hiking, reading, skydiving, spending time with family, tennis, traveling, watching movies, and yoga.

Anne Mack is a financial advisor at LPL Financial with seven years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2018, including predecessor entities, and previously at CHI Saint Elizabeth. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, third-party research, and technology-driven strategies.

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 at LPL Financial with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Berthel Fisher & Co Financial Services, Inc. for 12 years before joining LPL Financial in 2023. Oestmann is also involved in Goldberg Financial Services LLC, a business entity established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Susan Stults is a CFP® professional with 25 years of experience, currently advising clients at UBS Financial Services in Lincoln, NE since 2013. She has engaged in other business activities including partnership in real estate property management and a one-time media role as a spokesperson for a regional pharmacy. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management services across a broad platform.

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.

Mickey Mcconkey is a CFP®-credentialed financial advisor with 42 years of industry experience, currently serving at Wells Fargo Advisors since 2009. He has prior experience at Salomon Smith Barney Inc., where he worked for 33 years. Outside of his advisory role, Mcconkey is a managing member of McConkey Family Farms LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools, with optional implementation through various brokerage and advisory programs.

Ryan Buck is a financial advisor at Edward Jones in Lincoln, NE, with 11 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2014. Buck also serves in the United States Air Force Air National Guard, a role he has held since 1999. Edward Jones is a full-service wealth management firm serving more than 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Myron Owens is a financial advisor at OSAIC with 37 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Woodbury Financial Services, Questar Capital, and Strategic Legacy Advisors, where he has been involved since 1999. Owens serves on the board of Omaha Skutt Catholic High School and is treasurer of the nonprofit One Million Wells, providing occasional fundraising and tax advice. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct portfolios across multiple asset classes.

Joshua Trexel is a financial advisor at Edward Jones in Lincoln, NE, holding a Series 66 designation. He has been with Edward Jones since 2025. Prior to his advisory role, he worked in various industries including tool supply, retail, healthcare, and nonprofit organizations. 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, discretionary and non-discretionary investment strategies, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Heath Petsche is a Certified Financial Planner (CFP®) at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.