Charles Narmi is a financial advisor with LPL Financial based in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior experience includes roles at Robert W. Baird, Morgan Stanley, and Citigroup Global Markets. 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, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technological tools, and manages over $819 billion in discretionary assets through a large network of advisors.

Thomas Van Deventer is a Series 66 licensed financial advisor with Edward Jones in Elkhorn, Nebraska. He has 12 years of industry experience and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alexander Mc Carty is a financial advisor with Ameriprise in Omaha, NE, holding a Series 66 designation and six years of industry experience. Prior to joining Ameriprise in 2024, he worked at Edward Jones for five years and has a background in law, including time as a student at Creighton University School of Law and employment with law firms Blazek Law Group, LLC and Johnson & Mock, LLO. He also maintains outside employment as a financial advisor with Cirksena, Knight, Jacobsen, Sieps & Kresse LLP. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Christopher Carder is a financial advisor with Cambridge Investment Research Advisors in Omaha, NE, holding Series 63 and Series 65 licenses and more than 21 years of industry experience. He has been with Cambridge Investment Research Advisors since 2017 and has worked in related roles at Cambridge Investment Research, Inc. since 2013. Outside of advisory work, he is involved in farming and owns a crop insurance company. He also serves as president of the West Fairacres Village homeowners association. 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 financial planning, investment management, and retirement advisory services through independent Financial Professionals, using multiple custodial platforms and a range of portfolio management strategies that include both proprietary and third-party models.

Matthew Geiseman is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. He is also a certified yoga instructor and teaches yoga classes in Bennington, NE. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial products supported by a nationwide network of more than 23,700 advisors.

Marcus Smith is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. 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 solutions, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Dalton Knight is a financial advisor with Ameriprise in Omaha, NE, holding a Series 66 designation and eight years of industry experience. He has been with Ameriprise and its related entities since 2010. In addition to his advisory role, he is involved with Cirksena, Knight, Jacobsen, Sieps, Kresse, LLC in financial services. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset requirements, providing written recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice, with a focus on assets held in Ameriprise Managed Accounts.

Douglas Thompson is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. His prior firms include Woodbury Financial Services and Universal Financial Strategies, where he is a partner. Outside of his advisory work, Thompson is involved in several business ventures, including a family-operated cybersecurity company. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated financial advisers. The firm offers integrated brokerage and advisory services, utilizing various tools and third-party platforms to construct and manage diversified portfolios.

Donald Sorensen Jr. is a financial advisor with Edward Jones in Blair, NE, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of wealth levels. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jason Smith is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. for over 17 years each. In addition to his advisory work, he has been involved with the Boy Scouts of America since 2011. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and portfolio management using various investment vehicles and third-party solutions.

Alan Duysen is a CFP® and ChFC® with 34 years of experience in the financial services industry. He has worked at OSAIC since 2024 and previously spent over two decades with Securities America Advisors, Inc. and American National Bank. Duysen is also involved in insurance sales through American Wealth Partners and serves as president of a personal LLC managing income tax matters. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisors and advisory platforms. The firm offers integrated brokerage and advisory services, utilizing proprietary asset allocation tools and third-party managed accounts to construct portfolios across a broad range of investment types.

Devon Wormuth is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at American Family Insurance for four years and has held roles in the irrigation and crane rigging industries, as well as at golf courses. 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, supported by a large nationwide network of financial advisors and branch offices.

Kyle Acre is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He is a member of the Board of Directors for Memorial Community Hospital & Health System in Blair, NE. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of investment advisory programs and affiliated services supported by a large network of advisors and branch offices nationwide.

Marshall Gause is a financial advisor at Little Bird Financial, LLC with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Geneva Fund Partners, MGA, and Geronimo Financial Asset Management. Little Bird Financial, LLC operates under the name Geneva Fund Partners as a marketing and representation entity for Atlatl Advisors’ sub-advisory programs, focusing on maintaining sub-advisory relationships rather than providing individual investment advice or managing client assets.

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.