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.

Kyle Regelean is a financial advisor at Osaic Wealth, Inc. with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Indeed, MWI Direct, Inceptia, and New Empire Industries. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Carl Teply is a financial advisor with LPL Financial, holding the CFP® designation and Series 66 and 63 licenses. He has 13 years of industry experience, including prior roles at Purshe Kaplan Sterling Investments and Thrivent Financial-related entities. Teply is also a co-owner of a business entity used for tax and investment purposes. LPL Financial serves a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by various model portfolios and research.

Matthew Pfeifer is a financial advisor at Edward Jones in Lincoln, NE, with four years of industry experience. He holds Series 63 and Series 66 designations and has worked at Edward Jones since 2022. His prior experience includes roles at TD Ameritrade and The American School in Switzerland. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Alexandra Puls is a financial advisor at Osaic Wealth, Inc. in Lincoln, NE, holding Series 63 and Series 65 licenses with one year of industry experience. Her prior work includes roles at Charles Schwab & Co., Inc., Cline Williams Wright Johnson, and Burch & Associates. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports both discretionary and non-discretionary account management.

Brock Wilwerding is a financial advisor at Edward Jones in Lincoln, NE, holding Series 66 and Series 63 credentials with one year of industry experience. His prior work includes roles at Charles Schwab & Co., Inc. and Heoya LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services, supported by a large nationwide network of financial advisors and branch offices.

Craig Pytleski is a financial advisor with UBS Financial Services in Lincoln, NE, holding a Series 66 designation and three years of industry experience. Prior to joining UBS in 2022, he worked at Union Bank & Trust Company and served in a financial advisory role at the Archdiocese of Omaha. He is also an advisor for St. Joseph Catholic Church, providing guidance on financial matters for the church and school. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Ronald Stortz is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and Cetera Wealth Services since 2021. Prior to that, he spent seven years at Voya Financial Advisors and has operated Stortz Financial Group since 2008. Outside of his advisory work, he is involved with youth sports organizations, serving as a managing member and coach for the Midwest Sports Association and as president of Nebraska Venom, a girls' fast pitch softball association. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and operates a multi-manager platform with various program options and custodial relationships.

Robert Finder is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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 advisory process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Marshall Chasek is a financial advisor at OSAIC Wealth Inc. with one year of industry experience. He holds a Series 66 designation and has worked at several firms including LPL Financial, Edward Jones, and Cornhusker Bank. Chasek is also a commissioned notary public in Lincoln, Nebraska. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing advanced asset-allocation tools and access to third-party money managers to construct diversified portfolios.

Nolan Rathe is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and previously worked at Waddell & Reed, Inc., among other business ventures, including ownership roles in Rink & Rolf, Inc. and Malcolm Clipper and Car Wash, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers various advisory programs, financial planning, and retirement plan consulting supported by in-house and third-party research and technology solutions.

Kyle Miller is a CFP® professional with 20 years of industry experience, currently serving at Cetera since 2023. His prior experience includes roles at Minnesota Life Insurance Company and Securian Financial Services. Miller is a board member of Big Brothers Big Sisters Lincoln and also volunteers with Big Brothers Big Sisters of the Midlands. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse clientele including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Lynn Friesen is a financial advisor with LPL Financial in Lincoln, NE, holding a Series 66 credential and 11 years of industry experience. Prior to joining LPL Financial in 2019, Friesen has worked with various firms including Waddell & Reed Inc. and has experience in multiple roles across insurance and management organizations. Outside of advisory work, Friesen has been involved in a catering business operating at local venues. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios, third-party research, and various investment strategies.

Irada Ibrahimova is a financial advisor with RBC Capital Markets, holding a Series 66 designation and bringing nine years of industry experience. She has been with RBC Wealth Management since 2011. Outside of her advisory role, she works as an independent contractor providing personal care and interpretation services through AGING Partners. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and tailors investment strategies using both in-house and third-party managers, with options for tax management and responsible investing.

Paul Potadle is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Cetera and its related entities since 2013. Outside of his advisory work, he operates several financial services businesses and is also an independent insurance agent specializing in dental and group disability income, life, accident, health, and long-term care insurance. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.