Brian Overton is a financial advisor at Edward Jones with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2018, previously working at Woodmen Financial Services, Inc. from 2016 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

William Odonnell is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise and Securities America Advisors. In addition to his advisory role, he serves as a FINRA arbitrator and is an author with Heartland Publications. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing financial planning, portfolio management, and institutional platforms to individuals, retirement plans, banks, and trust companies. The firm offers a range of advisory strategies supported by research and technology, serving over 22,800 advisors and managing more than $819 billion in discretionary assets.

Mary Weed is a Series 63 and Series 66 licensed financial advisor with 24 years of industry experience. She is currently with Cetera in Bellevue, NE, where she has been since 2026. Prior to joining Cetera, she worked for Securities America Inc. for 14 years. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts, offering a range of portfolio management, financial planning, and consulting services through a large network of independent advisors.

Kyle Longenecker is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and is based in Papillion, NE. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Megan Davidson Smith is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 18 years of industry experience. She previously worked at TD Ameritrade from 2007 to 2022 before joining Charles Schwab in 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary advisory relationships and discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Michael Schuldt is a CFP®-designated financial advisor with Edward Jones in Plattsmouth, NE, bringing 35 years of industry experience. He has been with Edward D. Jones & Co., L.P. for 29 years. Outside of advising, Schuldt owns and manages a 120-acre farm in Sterling, NE. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branch offices.

Richard Hague is a financial advisor with OSAIC, holding a Series 63 designation and with 37 years of industry experience. He previously worked at Securities America, Inc. and Securities America Advisors, Inc. for 20 years and has maintained an independent practice since 2001. In addition to his advisory role, Hague sells term and long-term care insurance when clients request assistance. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, and access to multiple advisory platforms. The firm utilizes asset allocation tools, risk tolerance assessments, and third-party money managers to construct diversified portfolios tailored to client needs.

Kerry Monif is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 41 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Black Oak Investment Counsel for 10 years and Securities America Advisors, Inc for 14 years, among other roles. 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 offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Brent Connelly is a CFP® with 14 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He previously worked at Edward Jones for 10 years and Commonwealth Financial Network for 3 years. He is also an owner of several business entities, including a food-related venture named Heavenly Foods LLC. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse range of clients including individuals, pension plans, trusts, and charitable organizations. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, employing a variety of portfolio management strategies across multiple custody platforms.

Valerie Schieffer is a financial advisor with Edward Jones in Papillion, NE, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 1993. 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 through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and investment strategies under a fiduciary standard.

Aydin Porter is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and four years of industry experience. His prior work includes roles at Pacific Life Insurance and a previous tenure at Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Ryan Johnson is a financial advisor with Cambridge Investment Research Advisors in Omaha, NE, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Edward Jones, Commonwealth Financial Network, and Soar Wealth Strategies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers comprehensive financial planning and investment management services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Jeffrey Sietstra is a financial advisor with LPL Financial in Omaha, NE, holding a Series 66 designation and 20 years of industry experience. He previously worked for Securities America Advisors, Inc. and Securities America, Inc. for 20 years before joining LPL Financial in 2024. Outside of his advisory role, he owns a business called Sietstra Coaching. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies, and supports its advisors with operational and research tools.

Jeffrey Weides is a financial advisor with Edward Jones in Gretna, Nebraska, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked for Corbion-Purac America for seven years. Outside of his advisory role, he manages a single-family rental property as a sole proprietor. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors. The firm operates under a fiduciary standard and provides various discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Jacob Burton is a financial advisor at Edward Jones in Bellevue, Nebraska, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, he worked at Benetrends Financial and held various roles outside the financial industry, including positions at Northwest Missouri State University and Walmart. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated products, supported by a large nationwide network of financial advisors and branch offices.

Lori Blum is a Series 66-licensed financial advisor with Edward Jones in Gretna, NE, where she has worked since 2007, accumulating 19 years of industry experience. She serves as president of the Gretna Optimists Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs with a nationwide network of financial advisors and branch offices.

Matthew Mc Williams is a financial advisor at Edward Jones in Papillion, NE, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Erik Wiese is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at LPL Financial since 2021 and also has experience with Cobalt Credit Union and Walmart. 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 offers a range of advisory and brokerage services, including financial planning and model portfolio programs, and supports its advisors with both proprietary research and third-party strategies.

Matthew Knier is a CFP® and holds a Series 66 license, serving as a financial advisor at Edward Jones in Papillion, NE with six years of industry experience. Prior to joining Edward Jones in 2020, he worked at James Hardie Building Products for 16 years. 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, including both discretionary and non-discretionary strategies, alongside affiliated mutual funds and a proprietary money market fund.

Crystal Neihoff is a financial advisor at Thrivent Investment Management with eight years of industry experience. She holds a Series 66 designation and has been with Thrivent and its affiliated entities since 2017. Prior to her current role, she worked at Speckmann Realty & Auction and has an academic background from Creighton University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial topics. The firm uses goal-based analyses and modeling tools and allows clients to combine planning with managed-account programs, maintaining separate services and typically conducting annual plan reviews.