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.