Maxwell Dunham is a financial advisor at Morgan Stanley in Omaha, NE, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he held roles at Werner Enterprises Inc, West Gate Bank, and DoorDash. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Marc Cohen is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 42 years of industry experience. His career includes long-term roles at Waddell & Reed and various insurance carriers from 1984 to 2021, as well as operating Marc Cohen LLC from 2019 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Edward Militti Jr. is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Based in Omaha, NE, he provides advisory services through a large institutional firm. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques in its advisory process.

Taylor Cleveland is a financial advisor with LPL Financial in Omaha, NE, holding a Series 66 designation and eight years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at Securities America Advisors and JFC Financial Services. 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 solutions, including financial planning and access to third-party asset management programs, supported by a large network of investment adviser representatives.

Damian Alexander is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Wells Fargo Clearing since 2019 and has been with Wells Fargo Bank, NA since 2018. Prior to his career in finance, he was involved with Signature Painting from 2012 to 2018. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Timothy Matulka is a financial advisor at Edward Jones with 19 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, he is the owner of an LLC that manages a recreational hunting property. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs with both discretionary and non-discretionary strategies under a fiduciary standard.

Patrick Ricketts is a CFP®-certified financial advisor with 18 years of industry experience, currently affiliated with LPL Financial. He has held roles at Principal Life Insurance Company and Principal Securities Inc., and has operated Vintage Financial Group and Ricketts Executive Planning concurrently for over a decade. Outside of his advisory work, he owns PRD Investments LLC, a real estate rental business. 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 model portfolio programs and institutional platforms, supported by advanced operational tools and a broad non-advisory financial services network.

Le Ann Poston is a financial advisor with Edward Jones in Wahoo, Nebraska, holding a Series 66 designation and three years of industry experience. She has worked at Edward Jones since 2012, with a brief career at Pampered Chef from 2008 to 2019. 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 programs and investment strategies through a nationwide network of financial advisors and branch offices.

Jason Smith is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Securities America Advisors, Inc. and Securities America, Inc. Apart from his advisory career, he has been involved with the Boy Scouts of America for over 15 years. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of financial services through numerous affiliated advisers and employs various tools and platforms to provide integrated brokerage, advisory, and managed account solutions.

Troy Sewell is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds a Series 66 designation and has worked at various Wells Fargo entities since 2007. Outside of his advisory role, he serves as a poll worker for Sarpy County elections. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to support its investment approach and offers both brokerage and advisory solutions.

Joshua Krueger is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Brandi Maxwell is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Edward Jones and Pacific Select Distributors, among other firms, before joining J.P. Morgan in 2020. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Mark Belford is a financial advisor with Morgan Stanley in Omaha, NE, holding a Series 66 designation and three years of industry experience. His work history includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC, as well as positions at Apple and other organizations. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling to assist clients in developing financial plans.

Steven Martin is a financial advisor at OSAIC with 39 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2024, he spent over two decades at Securities America Advisors, Inc. In addition to his advisory role, Martin manages River City Financial Group, LLC, which markets life, long-term care, and health insurance products. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a broad network of financial advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset classes, offering integrated brokerage, advisory, and third-party managed account services.

Chad Petersen is a financial advisor with Ameriprise in Omaha, NE, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Petersen is involved in outside financial advisory activities through entities such as Momentum Partners LLC and CP Ventures LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Marshall Gause is a financial advisor at Little Bird Financial, LLC with 16 years of industry experience. He holds the Series 65 and Series 66 licenses and has worked at firms including Geneva Fund Partners, MGA, and Geronimo Financial Asset Management. Little Bird Financial, LLC operates under the name Geneva Fund Partners and functions as a marketing and representation vehicle for Atlatl Advisors’ sub-advisory programs. The firm does not manage individual client assets or provide direct investment advice, focusing instead on supporting other registered investment advisers.

Kevin Zemann is a financial advisor at Little Bird Financial, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stile Compliance Services since 2014. Little Bird Financial, LLC, doing business as Geneva Fund Partners, acts as a marketing and representation vehicle for Atlatl Advisors’ sub-advisory programs to other registered investment advisers. The firm does not provide individual investment advice or manage client assets but focuses on maintaining sub-advisory relationships and presenting materials to unaffiliated RIAs.

Glen Shepherd is a financial advisor at Little Bird Financial, LLC with seven years of industry experience. He holds Series 63 and Series 65 designations and has worked with multiple firms, including Bluebird Health, LLC and White Tiger Financial, LLC. Outside of his advisory roles, he is involved with my Backyard Conservation Group, LLC and my Office GURUS, LLC, both of which he has been with for several years. Little Bird Financial, LLC operates under the name Geneva Fund Partners and functions as a marketing and representation platform for Atlatl Advisors’ sub-advisory programs, serving other registered investment advisers rather than individual clients.

Parker Jamieson is a financial advisor with Little Bird Financial, LLC and holds a Series 65 credential. He has one year of industry experience and previously served 13 years in the United States Air Force. He is also currently a member of the USAF Reserve. Little Bird Financial, operating under the name Geneva Fund Partners, functions as a marketing and representation vehicle for Atlatl Advisors’ sub-advisory programs, working exclusively with other registered investment advisers rather than individual clients. The firm does not manage portfolios or provide individual investment advice.