Kevin Malone is a financial advisor at Edward Jones in Omaha, NE, holding a Series 66 designation with 18 years of industry experience. His prior roles include positions at UMB Financial Corp, Bancwest Investment Services, and BMO Bank NA. 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 and investment solutions supported by a large network of financial advisors and branch offices, with approximately $1.01 trillion in assets under management.

Scott Mayo is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining Raymond James in 2013, he worked at First National Capital Markets and Cetera Investment Services. He is also the owner and branch manager of Freestone Wealth Strategies, a support company based in Elkhorn, Nebraska. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses analytical tools such as risk profiling and probability modeling to deliver tailored, non-discretionary investment consulting and supports specialized programs including municipal advisory and SIMPLE IRA employer consulting services.

Luke Pfannenstiel is a financial advisor with OSAIC in Omaha, NE, holding a Series 66 designation and 19 years of industry experience. He previously worked at Securities America Advisors and Securities America Inc. for 12 years. Outside of his advisory role, he serves as a head coach for youth basketball and volunteers with the Watch D.O.G.S. program at a local elementary school. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and nonprofit investors through a large network of affiliated advisers and advisory platforms. The firm provides a range of services such as brokerage and investment advisory, financial planning, retirement plan consulting, and access to third-party managed accounts, using various portfolio construction and risk management tools.

Cory Libis is a financial advisor with OSAIC in Omaha, NE, holding the CFP® designation and Series 63 license. He has 25 years of industry experience, including prior roles at Securities America Advisors, Inc. and ANB Financial Services. Outside of his advisory work, he is involved as president of American Wealth Partners, LLC, which provides tax-related services, and has ownership interests in insurance sales and fixed insurance service businesses. OSAIC serves a diverse client base, including retail and institutional investors, offering integrated brokerage, advisory, and retirement plan consulting services. The firm employs asset-allocation tools and risk assessment methodologies to construct portfolios, with access to multiple advisory platforms and third-party money managers.

Andrew Zeplin is a financial advisor with Merrill, holding a Series 66 designation and based in Omaha, NE. He has been with Merrill since 2023 and previously worked at Bank of America. Prior to entering the financial industry, his career included roles in advertising and media. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, providing managed account programs, discretionary portfolio management, and brokerage services. The firm integrates closely with Bank of America affiliates and offers a variety of manager-constructed investment strategies with an emphasis on managed accounts and tax-efficient implementation.

Rachel Truhlsen is a financial advisor at Edward Jones with a Series 66 designation and over 28 years of prior experience running her own law office. She joined Edward Jones in 2026 after a brief tenure at Northwestern Mutual. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

Tyler Neary is a financial advisor at Osaic Wealth Inc. with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab, Northwestern Mutual, and Raymond James Financial Services. Osaic Wealth serves a broad mix of retail and institutional clients through a large network of affiliated advisors, 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, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes.

Shawn Johnson is a financial advisor at OSAIC with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Woodbury Financial Services and Questar Asset Management. Outside of advising, he owns and manages a sole proprietorship insurance agency. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and diversified investment options, including equities, fixed income, and alternative investments.

David Rice is a financial advisor with Edward Jones in Omaha, NE, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. Prior to joining Edward Jones in 2013, he worked at Bancwest Investment Services and Mutual Of Omaha Investor Services. Outside of his advisory role, he manages personally owned farmland in Omaha and is a passive shareholder in a family farm corporation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its services with a large nationwide network of advisors and branch offices.

Paul Folkers is a financial advisor at Cambridge Investment Research Advisors with 39 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. His work history includes roles at Cambridge Investment Research Advisors and Midwest Capital Agency. Outside of advisory services, he is an independent insurance agent and co-trustee of an irrevocable life insurance trust. Cambridge Investment Research Advisors is a large SEC-registered adviser serving individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing proprietary and third-party strategies tailored to client objectives.

Andrew Emken is a financial advisor with OSAIC in Omaha, NE, holding a Series 66 designation and 16 years of industry experience. He previously worked at Securities America Advisors and Edward Jones. Outside of his advisory role, Emken participates in community activities including volunteer coaching for a youth soccer team and mentoring through the Millard Teammates Program. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that may include various types of securities and alternative investments.

Jacob Sorensen is a Series 66 licensed financial advisor with Edward Jones in Blair, NE, where he has worked since 2023. He has two years of industry experience, including prior roles at IronConnect/Auction Resource and West Gate Bank. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Austin Knight is a financial advisor at Ameriprise in Omaha, NE, holding a Series 66 designation with six years at Ameriprise and a total of five years in the industry. He previously worked at Union Bank & Trust and has experience in the food service industry at Rusty Taco. Knight is also involved with Cirksena, Knight, Jacobsen, Sieps & Kresse, LLC in a financial advisory capacity. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice. The firm employs a centralized team using proprietary research and third-party data to guide asset allocation and withdrawal strategies, with enrollment criteria based on investable assets and assets held at Ameriprise.

Gary Hess is a financial advisor with LPL Financial in Omaha, NE, holding the CFP® designation and Series 63 and 65 licenses. He has 27 years of industry experience, including previous roles at Securities America Advisors and Securities America, Inc. Hess also operates a CPA practice focusing on tax preparation and accounting. 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, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Paul Krause is a financial advisor with LPL Financial in Elkhorn, Nebraska, holding Series 63 and Series 65 registrations and bringing 29 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. for a combined 25 years before joining LPL Financial in 2021. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

David Lawrence Jr. is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Edward Jones since 2017, previously working at Pacific Select Distributors and Pacific Life Insurance Company from 2008 to 2017. He serves on the board of Sail On and Fly High, Inc., a nonprofit organization, where he advises on growth, budgeting, and management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with assets under management of approximately $1.01 trillion. The firm offers a range of advisory programs and investment solutions and operates a large network of financial advisors and branch offices across the country.

Donald Sanders is a financial advisor at Edward Jones in Omaha, NE, with 15 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Pacific Select Distributors and Pacific Life Insurance from 2010 to 2021. Sanders has been with Edward Jones since 2021. 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 discretionary and non-discretionary investment strategies, operating under a fiduciary standard.

Joel Wing is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63, 65, and 66 designations and has 26 years of industry experience. His previous roles include positions at Charles Schwab, TD Ameritrade, Waddell & Reed, LPL Financial, and Morgan Stanley. He served on the Blair Public Library Foundation Board from 2014 to 2020. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and uses analytical tools to model potential outcomes, supporting clients through advisory programs and other providers.

Daniel Knudsen is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He previously worked at Securities America Advisors, Inc. and American National Bank. He serves as a board member overseeing church facilities maintenance and is the owner of Knudsen Wealth Advisory. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and nonprofit investors through a large network of affiliated advisors. The firm employs a range of advisory platforms and investment strategies, utilizing asset-allocation tools and third-party managers to construct diversified portfolios.

Bruce Zirpel is a CFP®-certified financial advisor with 33 years of industry experience. He is currently affiliated with LPL Financial and has previously worked with Securities America Advisors, Inc. and Thrivent Investment Management. Zirpel is also involved in insurance sales and Medicare referral services through his other business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional services, employing various investment strategies supported by research and technology.