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.

Matthew Sample is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He has worked at LPL Financial since 2019 and has previous experience with Waddell & Reed, Heyen Tax & Accounting, and various insurance carriers. Outside of his advisory work, he has been involved with the Milford Wrestling Club, Team Milford LLC, and the Kiwanis Club of Milford. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and various portfolio management technologies.

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.

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.