Thomas Mcdonald is a financial advisor with LPL Financial in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at LPL Financial since 2020 and previously spent over two decades with Securities America Advisors, Inc. Mcdonald also operates Mcdonald Enterprises, Inc., an insurance agency focusing on non-variable insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Amanda Miser is a financial advisor at LPL Financial with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Western International Securities, Inc. and First Command Insurance Services, Inc. among other firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jeremy Girard is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Securities America Advisors, SII Investments, and Northwestern Mutual Investment Management. Outside of his advisory work, Girard serves as a member of the Greens & Grounds Committee at the North Shore Golf Club. OSAIC serves a diversified client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing firm-provided tools and third-party solutions to construct and manage portfolios across a range of asset classes.

Joshua Wilken is a financial advisor with LPL Financial in Omaha, NE, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at Western International Securities Inc. and has spent multiple years in educational roles, including teaching at Midland University and employment with Educational Service Unit #3. He also serves on several nonprofit boards, including Teammates-Ralston Public Schools, Papio Pool, and the Heartland Workforce Solutions Youth Committee. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, with investment management supported by model portfolios, research, and technology-driven solutions.

Elizabeth Williams is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2011. She holds the Series 66 designation and operates in Papillion, Nebraska. Williams is president of Estate & Wealth Planning Inc., an advisory role she has held since 2010. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through independent Financial Professionals, utilizing various portfolio management and advisory platforms tailored to client objectives.

Taylor Cleveland is a financial advisor at LPL Financial in Omaha, NE, holding a Series 66 license with 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 an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to model portfolios, third-party research, and various investment strategies.

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.

Ayden Kenkel is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at Farm Bureau Financial Services, Heritage Bank and Insurance, and Buckle, Inc. 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. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities, operating on a non-discretionary basis with recommendations supported by an in-house manager solutions team and centralized due diligence.

John Barrientos is a financial advisor at Ameriprise with 25 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Ameriprise in 2024, he worked at Raymond James Financial Services Advisors Inc. and First National Bank, among other roles. Barrientos also served on the Barrientos Scholarship Foundation for eight years. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing tailored written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support clients approaching or in retirement.

Hilda Morales is a financial advisor with Ameriprise in Bellevue, NE, holding a Series 66 designation and with one year of industry experience. Prior to joining Ameriprise, she worked at Security National Bank-Omaha for five years and has held positions at Nelnet and Spartannash. 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.