Susan Maly is a Series 66-credentialed financial advisor with 24 years of industry experience. She has been with Ameritas Investment Corp. since 2002 and currently advises clients at Ameritas Advisory Services, LLC. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of investment strategies, including model portfolios, mutual funds, ETFs, and individual securities, to build customized client portfolios across multiple program platforms.

Brian Sunderman is a financial advisor with D.A. Davidson & Co., holding a Series 66 designation and 13 years of industry experience. He has been with D.A. Davidson & Co. since 2016. Outside of his advisory role, he volunteers with Junior Achievement, teaching classes on investing basics. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a specialized Private Wealth program for clients with significant assets.

Darin Dauel is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameritas Advisory Services since 2022 and also works with Ameritas Life Insurance Corp and Ameritas Investment Company, LLC, where he has been active since 2013. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a range of investment strategies and program platforms, incorporating both firm-developed and third-party model portfolios along with a variety of securities, while maintaining operational practices such as cost-efficient share class conversions.

Melanie Johnson is a CFP® with 18 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2016. She is also a notary public, providing notary services for existing clients and colleagues in her office. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Lisa Smith is a financial advisor with D.A. Davidson & Co. in Lincoln, Nebraska, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She worked at Smith Hayes Advisers Inc. for 16 years before joining D.A. Davidson in 2016. Outside of her advisory role, Smith serves on several nonprofit and educational boards, including the University of Nebraska Foundation, Joslyn Art Museum, Child Advocacy Center, and Bryan Medical Center. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers comprehensive financial planning and advisory services under fiduciary standards, with specialized programs for high-net-worth clients and unique capabilities such as municipal advisory and custodial services.

Jeffrey Fern is a financial advisor with Ameritas Advisory Services, LLC and holds Series 63 and Series 65 licenses. He has 20 years of industry experience, including roles at Ameritas Investment Corp and Ameritas Life Insurance Corp since 2007, and a brief tenure at Waddell & Reed. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions utilizing model portfolios, mutual funds, ETFs, and individual securities across various program platforms.

Carter Glenn is a financial advisor at D.A. Davidson & Co. with one year of industry experience. He holds the Series 66 designation and is based in Lincoln, Nebraska. Prior to joining D.A. Davidson, he worked at the Country Club of Lincoln and has a background that includes education roles. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a variety of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with significant assets.

Alex Stivrins is a financial advisor at Guardian Life with 29 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. His work history includes over two decades at Park Avenue Securities and Guardian Life. Outside of his advisory role, he is involved in outside insurance sales. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs including discretionary and non-discretionary strategies.

Mark Oliver is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63, 65, and 66 licenses and seven years of industry experience. His prior work includes positions at TIAA, Union Bank & Trust, TD Ameritrade, Fifth Third Securities, and Wells Fargo Clearing. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, and retirement plan advisory through a variety of model portfolios and investment platforms, supported by a corporate structure that integrates broker-dealer and insurance affiliates.

Karina Rahn is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and bringing 10 years of industry experience. She has been with Ameritas since 2019 in various capacities, including her current advisory role starting in 2021. Outside of her financial career, Rahn owns Calligraphy Studio by KA, a business that creates and designs hand-lettered paper goods and event signage. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, and other advisory services through multiple program platforms, employing both firm-developed and third-party model portfolios and a broad range of investment options.

Shay Delaney is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Ameritas, Delaney worked at Edward Jones and Allstate Insurance Company. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a range of investment strategies including model portfolios, mutual funds, ETFs, and individual securities, and offers various program platforms and third-party technology to support client-specific portfolio management.

Adam Hayes is a financial advisor at D.A. Davidson & Co. with 21 years of industry experience. He holds the Series 66 designation and has been with D.A. Davidson since 2016. Outside of his advisory role, he serves as a volunteer board member for the Madonna Foundation, a rehabilitation hospital, and is an advisory board member for Five Points Bank. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers services under fiduciary standards, employing both qualitative and quantitative analysis, and operates unique municipal advisory and custodial services alongside comprehensive financial planning programs.

Jane Oman is a financial advisor at D.A. Davidson & Co. with 37 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with D.A. Davidson & Co. since 2016. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Jeffry Platter is a financial advisor with Principal Financial Services in Lincoln, NE, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at Principal Financial Services since 2015 and more recently at Arkway Wealth since 2025. Outside of his advisory work, he owns a vending machine company. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, and various institutions. The firm offers financial planning, retirement consulting, and access to third-party money manager solutions through advisory and promoter arrangements.

James Christensen Jr. is a financial advisor at Ameritas Advisory Services, LLC with 41 years of industry experience. He holds a Series 63 designation and has held various roles within Ameritas and affiliated entities since 1984. Outside of his advisory work, he is CEO of inSOURCERx, a prescription drug savings card company. Ameritas Advisory Services provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of services including asset management, financial planning, retirement plan advisory, and variable product subaccount management across discretionary and non-discretionary programs.

Tanner Leick is a financial advisor at D.A. Davidson & Co. in Lincoln, Nebraska, holding a Series 66 designation with 11 years of industry experience. He has been with D.A. Davidson & Co. since 2016. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and provides a range of services such as retirement plan advisory, financial planning, and private wealth management for high-net-worth clients.

Roger Johnson is a Series 66-licensed financial advisor with Ameritas Advisory Services, LLC, bringing 27 years of industry experience. He has held roles at Ameritas since 1998 and serves as president and owner of Johnson Financial Guidance. Outside of finance, he is involved in building and selling custom musical drums and manages a local performing band. Ameritas Advisory Services provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and businesses. The firm offers a range of portfolio management programs using model portfolios, mutual funds, ETFs, and individual securities, supported by multiple platforms and third-party managers.

Robert Miller is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked with Ameritas and affiliated firms since 2015 and has held roles at Anderson Wealth and Retirement LLC and Wells Fargo Clearing. Outside of his advisory work, Miller owns a bookkeeping business assisting clients with profit and loss statements and participates in a professional referral group to facilitate networking across industries. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a range of portfolio construction techniques involving model portfolios, mutual funds, ETFs, and individual securities, and offers access to multiple program platforms and sub-advisers.

Mark Kamerzell is a financial advisor with Principal Financial Services in Lincoln, NE, holding a Series 66 credential and nine years of industry experience. He has worked at Principal Life Insurance Company and Principal Securities, Inc. since 2016 and previously at Midlands Financial and Courageous Divorce Strategies. Outside of his advisory role, Kamerzell officiates high school and YMCA sports events and serves on the finance committee for the Beaver Lake Association. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and retirement plan consulting, with access to third-party money managers through investment adviser and promoter arrangements.

Kourtney Colberg is a financial advisor at D.A. Davidson & Co. with two years of industry experience and holds a Series 66 designation. She has been with D.A. Davidson & Co. since 2016. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers fiduciary-standard advisory services, retirement plan consulting, comprehensive financial planning, and a private wealth program for clients with significant assets.