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.

Tracie Beck is a financial advisor with Wells Fargo Clearing in Lincoln, NE, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, delivering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, offering a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Jake Skala is a financial advisor with OSAIC based in Lincoln, NE, holding Series 63 and Series 65 designations and three years of industry experience. He has worked at OSAIC since 2024 and previously at Securities America Advisors and other financial services firms. Outside of finance, Skala owns Skala Pitching Performance, a baseball pitching instruction business, and also serves as a pitching coach at Driven Academy. OSAIC serves a diverse client base including retail and institutional investors through a large network of affiliated advisers and multiple advisory platforms, offering services such as brokerage, investment advisory, financial planning, and access to third-party managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management.

Amanda Meier is a financial advisor with Primerica Advisors based in Lincoln, NE. She holds Series 63 and Series 65 licenses and has 12 years of industry experience. Prior to her current role, she worked at organizations including the USPS, Ted Benard Auction, Napa Auto Parts, and Nelnet. Primerica Advisors serves primarily individual investors, as well as corporate and charitable clients, through a wrap-fee asset management program. The firm uses model-delivery strategies managed by third-party asset managers and supports accounts with custody and trade execution services provided by Pershing and BNY Mellon Advisors.

Devon Mclain 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 Kingswood Wealth Advisors and Kingswood Capital Partners. 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 utilizes modern portfolio theory, providing tailored investment solutions and acting as an ERISA fiduciary when advising clients.

Chaden Roth is a financial advisor at Ameriprise in Lincoln, NE, holding a Series 66 designation. He began his advisory career in 2023 at Compass Financial Resources before joining Ameriprise in 2024. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security claiming options.

Bryan Adamson is a financial advisor with UBS Financial Services in Lincoln, NE, holding a Series 66 license and 24 years of industry experience. He has been with UBS since 2001. He has also served on the Board of Directors for the Fire Ridge Estates Home Owners Association, overseeing the covenants of the HOA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, 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 client plans.