Julie Sellers is a financial advisor at Pittenger & Anderson Inc in Lincoln, NE, holding Series 65 and Series 66 licenses with six years of industry experience. She previously worked at Union Bank & Trust for nine years before joining her current firm. Outside of her advisory role, she is a managing partner of Jen-Jules, LLC, an insurance trust business. Pittenger & Anderson provides discretionary investment management and financial planning to individuals, families, high-net-worth clients, trusts, qualified retirement plans, donor-advised funds, and nonprofit/public fund clients. The firm employs a blend of passive and active investment approaches overseen by an Investment Committee and offers customized portfolios alongside diversified model portfolios.

Daniel Frost is a CFP® and CFA® credentialed advisor at Pittenger & Anderson Inc with four years of industry experience. He has worked at Pittenger & Anderson since 2021 and previously spent 13 years at Union Bank & Trust. Pittenger & Anderson provides discretionary investment management and financial planning services to individuals, families, high-net-worth clients, trusts, estates, qualified retirement plans, donor-advised funds, and nonprofit or public fund clients. The firm uses a combination of passive and active investment approaches overseen by an Investment Committee and offers both diversified model portfolios and customized individual portfolios.

Darren Jarosik is a CFP®, ChFC®, and Series 66 licensed financial advisor with 10 years of industry experience. He is currently with The Ascent Group, LLC and Osaic Wealth, having previously worked at Ameritas Investment Corp and Northwestern Mutual Wealth Management Company. In addition to his advisory role, he serves as an investment operations manager at Alera Group, Inc., the parent company of The Ascent Group. The Ascent Group manages approximately $4.93 billion and provides a range of investment management and financial planning services to individuals, trusts, estates, charitable organizations, and institutional clients. The firm employs a multi-team approach and utilizes a variety of investment strategies including mutual funds, ETFs, individual securities, and proprietary model portfolios.

Scott Ballinger is a Series 65-licensed advisor with three years of industry experience. He currently works with Impact Partnership Wealth, LLC and Warner Financial, and previously held roles at Gradient Advisors LLC and American Senior Benefits. Ballinger also owns Scott Ballinger Wealth Management and has a background in insurance sales through American Senior Benefits. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, including high-net-worth clients. The firm offers model portfolio solutions, discretionary direct asset management, financial planning, and ERISA retirement plan services, managing approximately $2.96 billion through a network of around 89 investment adviser representatives.

Clayton Finck is a financial advisor at Pittenger & Anderson Inc in Lincoln, NE, holding a Series 65 designation. He joined the firm in 2026 and has prior experience with The Investor's Podcast Network, Assurity Life Insurance Company, and CSG Actuarial. Pittenger & Anderson provides discretionary investment management and financial planning to individuals, families, high-net-worth clients, trusts, estates, qualified retirement plans, donor-advised funds, and nonprofit or public fund clients. The firm combines passive and active investment approaches, focusing on simplicity and cost control, and manages over $3 billion with a relatively small advisor team.

Elizabeth Sydzyik is a financial advisor at Pittenger & Anderson Inc with 17 years of industry experience. She holds the Series 65 designation and has been with the firm since 2008. Pittenger & Anderson provides discretionary investment management and financial planning to individuals, families, high-net-worth clients, trusts and estates, qualified retirement plans, donor-advised funds, and nonprofit or public fund clients. The firm combines passive and active investment approaches, emphasizing simplicity, cost control, and a blend of fundamental, quantitative, and qualitative analysis, managing over $3 billion with a team of 14 advisors.

Jeffrey Riesberg is a financial advisor with Advisor Share Wealth Management, LLC in Lincoln, Nebraska, holding Series 63 and Series 66 licenses and with 20 years of industry experience. His prior roles include positions at Sequent Planning, LLC, Allstate Financial Advisors, LLC, and TD Ameritrade, INC. Outside of his advisory work, Riesberg owns a Medicare agency and acts as a solicitor referring clients to an estate preservation firm. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans. The firm offers portfolio management and retirement-plan services, utilizing third-party sub-advisers and model portfolios, and provides alternative and private investment options to eligible clients.

Kristin Kliewer is a financial advisor at Pittenger & Anderson Inc with 11 years of industry experience. She holds the Series 65 designation and has been with Pittenger & Anderson since 2014. Pittenger & Anderson provides discretionary investment management and financial planning to a range of clients, including individuals, high-net-worth clients, trusts, qualified retirement plans, donor-advised funds, and nonprofits. The firm employs a blend of passive and active strategies overseen by an Investment Committee, focusing on cost control and diversified portfolios tailored to client needs.

Pamela Kenaston is a financial advisor at Principal Financial Services with 23 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior roles include positions at Principal Life Insurance Company, Atria Wealth Solutions, Cadaret Grant & Co., Ameritas Advisory Services, and Capital One. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Michael Shoemaker is a financial advisor with Ameritas Advisory Services, LLC in Lincoln, NE, holding Series 63 and Series 65 credentials and having 39 years of industry experience. He has worked at Ameritas Investment Corp. since 1998 and was previously with Abbott Shoemaker Financial, LLC. Outside of his advisory role, he is involved in personal investments focused on vintage cars and lifestyle-related opportunities such as restaurants and bars through VELOCIDAD, LLC. 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 a range of services including asset management, financial planning, and retirement plan advisory, utilizing multiple program platforms and a variety of investment vehicles.

Quentin Lazaro is a financial advisor with Private Advisor Group, LLC, holding a Series 66 license and bringing eight years of industry experience. Prior to joining Private Advisor Group, he worked at Crown Capital Securities, LP, and LPL Financial. Outside of his advisory role, he is involved with Juno Private Wealth, providing investment advisory services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model and offers a variety of managed account solutions, leveraging technology platforms and third-party strategists.

Edward Lazaro is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes long tenures at Crown Capital Securities LP and LPL Financial. He also serves as a for-profit board member of NFN Farm Exchange LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary-based model utilizing a variety of investment strategies and technology platforms, offering both proprietary and third-party managed account solutions.

Stephen Morris Sr. is a CFP® professional with 14 years of industry experience, currently serving at Brookstone Capital Management LLC since 2018. He has prior experience with OnPointe Advisory and Financial Services, LLC, and Barrington Capital Management, Inc. Since 1990, he has also been president of Resources Planning Company, which provides life planning services for persons with disabilities. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions, and supports a large advisor network with various managed account services.

Eric Rickert is a financial advisor with AE Wealth Management, LLC and holds Series 63 and Series 65 credentials. He has 10 years of industry experience and has worked at firms including Quincy Wells Capital, Shunkwiler Financial, and Mutual of Omaha. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, utilizing discretionary model portfolios and a variety of investment strategies. The firm manages approximately $49.8 billion in assets for over 127,000 clients and emphasizes standardized model and platform services.

Dana Leetch is a Series 66 licensed financial advisor with D.A. Davidson & Co. in Lincoln, Nebraska, and has nine years of industry experience. He has been with D.A. Davidson & Co. since 2016. Outside of his advisory role, he serves as a junior varsity softball coach at Lincoln Southeast High School. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, and charitable and corporate clients. The firm operates under fiduciary standards and provides a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for clients with significant assets.

Jeffrey Semrad is a financial advisor at D.A. Davidson & Co. with 25 years of industry experience. He holds a Series 66 designation and has been with D.A. Davidson since 2016. Outside of his advisory role, he serves on the board of directors for The Pegler Family Foundation and Insight Capital, and is an owner/shareholder of B Team Press, LLC. 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 a range of services such as ERISA retirement plan advisory, financial planning, and a Private Wealth program for clients with significant net worth, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Brett Shunkwiler is a financial advisor at AE Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Integrity Alliance, LLC and Great Point Capital, LLC. Outside of his advisory work, he is a co-owner of a business called The Forum with his wife. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a wide range of clients, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes discretionary model portfolios and employs a variety of investment strategies supported by regular reporting and annual client account reviews.

Nathan Moore is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His work history includes positions with Ameritas Wealth Advisors, Farm Bureau Financial Services, and Investment Advisors, Inc. He is also affiliated with EnVision Wealth Network. 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 using model portfolios, mutual funds, ETFs, and individual securities, and offers services across discretionary and non-discretionary platforms.

Scott Van Dyke is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and over 23 years of industry experience. His career includes roles at Ameritas Investment Company, LLC and ALLSTATE Financial Services LLC. Outside of his advisory work, he is a sales consultant for EMRIS International, marketing dietary supplements and recruiting others in sales. 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 a range of investment programs and uses both proprietary and third-party model portfolios, with a corporate structure that includes affiliated broker-dealer, insurance, and underwriting entities.

Todd Himmelberg is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Ameritas Investment Corp and Allstate Financial Advisors, LLC. Outside of financial advising, he is involved in a family landscaping business, Doc and Sons Lawn Service, where he occasionally works as a laborer on weekends. 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 model portfolios, mutual funds, ETFs, and individual securities across various program platforms, and is part of a mutual holding company with affiliated broker-dealer, investment, and insurance entities.