Steven Kucirek is a financial advisor at Edward Jones in Elkhorn, NE, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has been with Edward Jones throughout his career since 2002. 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.

Antonia Deutschman is a financial advisor at Edward Jones with 22 years of experience, holding a Series 66 designation. She has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Lipprand is a financial advisor with LPL Financial in Elkhorn, Nebraska. He holds the CFP® and ChFC® designations and has 36 years of industry experience. His prior roles include positions at Western International Securities, Inc. and Financial West Group. He is also involved in an insurance-related business outside of his advisory work. 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 financial planning and investment management services, utilizing various portfolio models and third-party subadvisors.

Jonathan Johnson is a financial advisor at OSAIC in Omaha, NE, with 11 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 11 years before joining OSAIC in 2026. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to various investment solutions, employing asset-allocation tools and automated rebalancing to manage portfolios across a range of asset classes.

Joseph Smrdel is a financial advisor at Merrill with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Bank of America, Bridges Investment Management, and Guardian Life Insurance Company of America. Outside of his advisory work, he serves as a client services manager for Bridges Trust Company, focusing on account onboarding and maintenance. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Benjamin Koley is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He has previously worked at firms including Arbor Point Advisors and Centaurus Financial, and has operated Koley Financial Services since 2009. Outside of advising, he is involved with insurance agencies under Koley Financial Services and PLIXYS LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Molly Hoge is a CFP® professional at Edward Jones with six years at the firm and a total of five years in the financial industry. She previously worked for six years at Aon Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Sarah Ryan is a financial advisor with Edward Jones in Omaha, NE, holding CFP®, ChFC®, and Series 66 designations and bringing 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Kaintrel Unger is a Series 66-licensed financial advisor with Edward Jones, based in Missouri Valley, Iowa, with 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Michael Hadden is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors in Omaha, NE. He previously worked at Orion Portfolio Solutions and Brinker Capital, with his career beginning after completing four years at the University of Nebraska. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, utilizing proprietary research and tools to develop tailored recommendations for its clients.

Scott Greenlee is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 16 years of industry experience. His prior experience includes ten years at Robert W. Baird & Co. and three years with TD Ameritrade and TD Ameritrade Investment Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Melissa Panning is a Series 66 licensed financial advisor at Wells Fargo Advisors with six years of industry experience. She has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2012. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients through a broad range of planning options, including cash-flow, retirement, education, and specialized services such as business-owner transition and special-needs planning. The firm integrates advisory services with other financial products, allowing clients flexibility in implementing recommendations.

Travis Washington is a financial advisor with J.P. Morgan Securities in Omaha, NE, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Merrill and Lion Street Advisors, and he has involvement in entrepreneurial activities through StagePay Services Inc and his own firm. Outside of his advisory work, he co-owns and manages single-family rental properties with his spouse. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Timothy Howard is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at BancWest Investment Services, BANK OF THE WEST, QA3 Financial LLC, Cambridge Investment Research Advisors, and Securities America Advisors, Inc. 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, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

Shawn Sanger is a financial advisor with Wells Fargo Advisors in Omaha, NE, holding Series 63 and Series 65 licenses and 26 years of industry experience. His career includes prior roles at Wells Fargo Clearing, Wells Fargo Investments LLC, and Citigroup Global Markets. He is also involved in several entrepreneurial ventures, including ownership in financial consulting and wealth management firms outside of his advisory role. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services incorporating proprietary research and tools, with an emphasis on tailored recommendations and multiple integrated financial product options.

Scott Carlson is a financial advisor at OSAIC with 38 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Woodbury Financial Services, Questar Capital Corporation, Questar Asset Management, and Allianz Life Insurance Company. Outside of his advisory work, Carlson owns and operates an insurance agency and serves as president and CEO of Sisu Financial, a corporation selling traditional insurance products. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and a range of investment products to construct portfolios managed on discretionary or non-discretionary bases.

Haley Grenko is a financial advisor at Ameriprise with eight years of industry experience. She holds the Series 66 designation and has been with Ameriprise in various roles since 2016. Prior to her advisory career, she had a one-year tenure at the PGA of America in 2017. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income sources and tax-aware withdrawal strategies.

Todd Demoss is a financial advisor with Wells Fargo Advisors in Omaha, NE, holding Series 63 and Series 66 licenses and having 28 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Investments, LLC. He is a co-owner of Demoss Wealth Management, LLC, a financial planning practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad range of investment and fee-based financial planning services. The firm offers tailored recommendations using internal research and planning tools, providing clients with flexible options for implementing advice.

Zachary Croonquist is a financial advisor at OSAIC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Securities America Advisors and Teckmeyer Financial Services. In addition to his advisory role, he is also licensed as an insurance agent and solicits insurance products based on client needs. OSAIC serves a diverse client base ranging from individual investors to corporations and charitable organizations. The firm offers a broad range of brokerage, advisory, and managed account services supported by sophisticated asset-allocation tools and multiple third-party platforms.

Michael Abboud is a financial advisor with J.P. Morgan Securities in Omaha, NE, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021 and previously held positions at TD Ameritrade and Aerotek. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm’s process includes an ESG eligibility framework and focuses on non-discretionary services delivered by a select group of Wealth Advisors.