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. Outside of advisory work, Owens serves on the board of Omaha Skutt Catholic High School and is treasurer of the nonprofit One Million Wells, where he participates in fundraising and provides tax-related coaching. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm utilizes asset allocation tools, efficient-frontier analysis, and supports various account management options to construct portfolios tailored to client needs.

Joshua Trexel is a financial advisor with Edward Jones in Lincoln, NE, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in various roles across multiple companies, including Total Tool Supply and Rollins Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a comprehensive range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

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 CFP®-certified financial advisor with 13 years of industry experience. He is currently with LPL Financial and previously worked at Purshe Kaplan Sterling Investments, Thrivent Advisor Network, and Edward Jones. Outside of his advisory work, he is a co-owner of a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

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 63 and Series 66 credentials with one year of industry experience. Prior to joining Edward Jones in 2026, he worked at Charles Schwab & Co., Inc. and Heoya LLC, among other roles. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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 with LPL Financial in Lincoln, NE, holding a Series 66 designation and bringing 15 years of industry experience. His prior roles include work at Waddell & Reed, Inc., and ownership of Malcolm Clipper and Car Wash, LLC. Outside of his advisory work, he has been involved with Rink & Rolf Inc., a business entity for tax and investment purposes, since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with access to model portfolios, third-party asset management, and institutional platforms.

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 at LPL Financial in Lincoln, Nebraska, holding a Series 66 designation with 11 years of industry experience. Prior to joining LPL Financial, Lynn worked at firms including Waddell & Reed and was involved in roles with Premier Concessions and WorkWell. Outside of advising, Lynn has experience working in concession services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with proprietary research and operational tools.

Irada Ibrahimova is a financial advisor at RBC Capital Markets with 15 years of experience, holding a Series 66 designation. She has been with RBC Wealth Management since 2011. Outside of advising, she works as an independent contractor providing personal care and interpretation services. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies and access to both in-house and third-party managers.

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.

Jayme Lowell is a financial advisor at Wells Fargo Advisors in Lincoln, NE, holding Series 63 and Series 65 credentials. Jayme has previously worked at Osaic Wealth Inc, Mullin Financial, Venue, and Wilderness Ridge, accumulating experience in the financial services industry since 2015. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm combines advisory services with other financial products and referral channels to serve its clients.