Matthew Burton is a CFP® with 17 years of industry experience and has been with Edward Jones in Bellevue, NE since 2008. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Christopher Allred is a financial advisor with LPL Financial in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at LPL Financial since 2020 and previously spent nine years at JFC Financial and Securities America Advisors. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, asset management programs, and institutional platforms, supported by a large network of advisors and a variety of investment strategies.

Jon Schuetz is a CFP®-designated financial advisor with 16 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and also leads Soar Wealth Strategies as president and owner. His prior experience includes roles at Commonwealth Financial Network and Edward Jones. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through independent financial professionals, utilizing multiple custody platforms and a variety of proprietary and third-party strategies.

Stephanie Chapman is a financial advisor at LPL Financial with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2018, following prior roles at BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency Inc., BBVA Securities Inc., Compass Bank, and ProEquities Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management programs, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Michelle Liabraaten is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. She has worked at Cetera Wealth Services, LLC since 2023 and at VOYA Financial Advisors from 2014 to 2023. Outside of her advisory career, she serves as a board member of the Paul Andrew Clapper Foundation, which focuses on fundraising and awareness related to blood cancers and bone marrow screening. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers.

Cecilia Losee is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 16 years of industry experience. She has worked with Prudential Insurance Company of America since 2010 and joined LPL Enterprise in 2024. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm primarily uses model-driven investment implementation and provides access to third-party asset managers and other financial services through a large network of investment adviser representatives.

Katherine Jervis is a Series 66 credentialed financial advisor with Cambridge Investment Research Advisors. She has experience working with Cambridge Investment Research, Estate and Wealth Planning, and Cedarville University. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through independent Financial Professionals, offering both proprietary and third-party investment solutions tailored to client objectives.

Justin Baird is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Sagepoint Financial, Renaissance Financial, and Minnesota Life Insurance. He is currently based in Papillion, Nebraska. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Christopher Haas is a financial advisor at Raymond James Financial Services Advisors, Inc. with four years of industry experience. He holds Series 63 and Series 65 credentials and has prior experience with Capital Analysts, Lincoln Investment LLC, and Horace Mann Investors Inc. Haas is a partner in insurance referral businesses that provide home, auto, and Medicare supplement insurance services, holding ownership interests in these ventures. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports clients through advisory programs, while also engaging in specialized services such as municipal advisory and SIMPLE IRA employer consulting.

Kyle Green is a financial advisor at Edward Jones in Bellevue, NE, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Werner Enterprises Inc for four years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Charles Barrow Jr. is a financial advisor at OSAIC with 45 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Securities America Advisors, Inc. and Securities America, Inc. before joining OSAIC in 2024. OSAIC serves a wide range of clients, including individual, high-net-worth, institutional, and charitable investors. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing across diverse investment vehicles.

Scott Kuester is a financial advisor with LPL Financial in Bellevue, Nebraska, holding Series 63 and Series 65 licenses and 24 years of industry experience. His career includes positions at First Interstate Bank, Great Western Investments & Insurance, Raymond James Financial Services, and Cetera Investment Services. Kuester is also licensed as an agent selling whole life insurance through Great Western Financial Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Deanna Sporhase is a financial advisor with LPL Financial in Elmwood, NE, holding a Series 63 license and bringing 39 years of industry experience. Her prior work includes over three decades with Waddell & Reed and various insurance carriers, as well as serving the Village of Elmwood. She is also active as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive resources and technology tools.

Kristine Callahan is a financial advisor at Edward Jones in Omaha, NE, with nine years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2016, following three years at CHI Health at Home. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Miriam Garcia is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. She previously worked at Raymond James Financial Services and Fnbo, totaling eight years in the financial sector. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized retirement income planning service that provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Mandy Hoeschen is a financial advisor with Cetera and holds Series 63 and Series 66 credentials. She has 17 years of industry experience and has worked with firms including TD Ameritrade and Securities America. She is also the owner of Pineview Bridge Capital, LLC. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and retirement services, supported by over 10,000 advisors and more than $256 billion in assets under management.

Jackson Petersen is a Financial Advisor with Merrill Lynch Wealth Management, specializing in developing customized investment and wealth management strategies. He partners with clients to create personalized plans that address retirement income, education funding, legacy planning, and small business strategies. By leveraging resources from Bank of America and Merrill, he provides comprehensive guidance that integrates banking, lending, and investing to support clients’ broad financial goals. Jackson holds a Bachelor's degree in Business Finance from Wayne State College. He has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. His expertise centers on helping clients navigate market changes with disciplined decision-making while building confidence in their financial future. Outside of his professional role, Jackson is involved with the Breakfast Optimist Club of Omaha and is a member of the Greater Omaha Chambers and Omaha Empowerment Breakfast. His personal interests include baseball, basketball, boating, cooking, fishing, football, golfing, and pickleball.

Keith Morris is a financial advisor with Raymond James & Associates in Bellevue, NE. He holds Series 63 and Series 66 credentials and has six years of industry experience. His prior roles include positions at TD Ameritrade, Charles Schwab and Co., Inc., Muriel Siebert & Co. Inc., and TEK Systems. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, drawing on a range of portfolio management styles and affiliated research.

Scott Lickteig is a financial advisor with LPL Financial in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Prior to joining LPL Financial in 2026, he worked at Kestra Advisory, Americas Investment Corp, and Charles Schwab among others. He serves as chairman of the Berglund Westlund Foundation, a nonprofit organization based in Omaha. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management programs and supports advisors through proprietary research and technology tools.

Jeffery Martin is a financial advisor with OSAIC in Bellevue, NE, holding Series 63 and Series 66 licenses and having 14 years of industry experience. Prior to joining OSAIC, he worked at Securities America Advisors and Securities America Inc for over a decade. Martin also serves as a head coach for a local youth basketball program. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services alongside access to third-party money managers and various managed account solutions. The firm employs asset-allocation tools and supports both discretionary and non-discretionary account management, catering to individual, high-net-worth, pension, corporate, and charitable investors.