Lindsay Smith is a financial advisor at Ameritas Advisory Services, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked with multiple Ameritas entities as well as Poulosky & Associates and Integrity Center/Tony Ojeda Financial Center Inc. Prior to her advisory career, she worked at Chick-fil-A for five years. 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 solutions including asset management, financial planning, retirement plan advisory, and utilizes multiple program platforms with access to various investment products and sub-advisers.

Alex Stivrins is a financial advisor at Guardian Life with 29 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. His work history includes over two decades at Park Avenue Securities and Guardian Life. Outside of his advisory role, he is involved in outside insurance sales. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs including discretionary and non-discretionary strategies.

Mark Oliver is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63, 65, and 66 licenses and seven years of industry experience. His prior work includes positions at TIAA, Union Bank & Trust, TD Ameritrade, Fifth Third Securities, and Wells Fargo Clearing. 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 asset management, financial planning, and retirement plan advisory through a variety of model portfolios and investment platforms, supported by a corporate structure that integrates broker-dealer and insurance affiliates.

Mitchell Bergen is a Series 66-credentialed financial advisor at NewEdge Advisors with three years of industry experience. He previously worked at Stifel - Olson Financial Group and Talent Plus Inc. Outside of his advisory role, he volunteers as a youth sports coach at the YMCA of Lincoln and serves as a committee member for the Knights of Columbus at Blessed Sacrament Catholic Church. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures that combine in-house and third-party strategies with ongoing due diligence and technology support.

Karina Rahn is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and bringing 10 years of industry experience. She has been with Ameritas since 2019 in various capacities, including her current advisory role starting in 2021. Outside of her financial career, Rahn owns Calligraphy Studio by KA, a business that creates and designs hand-lettered paper goods and event signage. 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 asset management, financial planning, and other advisory services through multiple program platforms, employing both firm-developed and third-party model portfolios and a broad range of investment options.

Shay Delaney is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Ameritas, Delaney worked at Edward Jones and Allstate Insurance Company. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a range of investment strategies including model portfolios, mutual funds, ETFs, and individual securities, and offers various program platforms and third-party technology to support client-specific portfolio management.

Jeffry Platter is a financial advisor with Principal Financial Services in Lincoln, NE, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at Principal Financial Services since 2015 and more recently at Arkway Wealth since 2025. Outside of his advisory work, he owns a vending machine company. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, and various institutions. The firm offers financial planning, retirement consulting, and access to third-party money manager solutions through advisory and promoter arrangements.

James Christensen Jr. is a financial advisor at Ameritas Advisory Services, LLC with 41 years of industry experience. He holds a Series 63 designation and has held various roles within Ameritas and affiliated entities since 1984. Outside of his advisory work, he is CEO of inSOURCERx, a prescription drug savings card company. Ameritas Advisory Services provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of services including asset management, financial planning, retirement plan advisory, and variable product subaccount management across discretionary and non-discretionary programs.

Kasey Hosack is a financial advisor at NewEdge Advisors with six years of industry experience. She holds a Series 66 designation and previously worked at Stifel and NAI FMA Realty. Outside of her advisory role, Hosack is the Director of Client Service for Cleartrek Wealth Partners and CrossMMG LLC, a professional employer organization. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations. The firm offers comprehensive portfolio management, financial planning, and consulting services through a network of independent advisers, utilizing multiple program structures and centralized due diligence processes.

Mark Kamerzell is a financial advisor with Principal Financial Services in Lincoln, NE, holding a Series 66 credential and nine years of industry experience. He has worked at Principal Life Insurance Company and Principal Securities, Inc. since 2016 and previously at Midlands Financial and Courageous Divorce Strategies. Outside of his advisory role, Kamerzell officiates high school and YMCA sports events and serves on the finance committee for the Beaver Lake Association. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and retirement plan consulting, with access to third-party money managers through investment adviser and promoter arrangements.

Jeffrey Smalley is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 34 years of industry experience. He has worked with Ameritas in various capacities since 2002 and previously with Raymond James Financial Services from 1999 to 2002. In addition to advisory services, he is licensed as an independent insurance agent to sell fixed insurance products. 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 asset management and financial planning solutions, utilizing model portfolios, mutual funds, ETFs, and discretionary and non-discretionary programs.

Joel Vlasnik is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and 14 years of industry experience. Prior to his current role at Integrated Wealth Concepts, he worked at LPL Financial, LLC and Waddell & Reed, Inc., among other positions. He is also involved with the Fellowship Of Christian Athletes and operates non-investment businesses including Blacktie Properties LLC and Choice Management LLC. Integrated Wealth Concepts LLC serves individuals, families, trusts, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach with customized portfolios and a range of model and wrap-fee options.

Corey Poulosky is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has held leadership roles in multiple insurance and wealth management firms, including Poulosky And Associates, Inc. and Midwest Resource Group. Poulosky is involved in managing several insurance and financial services operations and is a partner in a company providing insurance licensing education. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm combines model portfolios, individual securities, and third-party managers across multiple program platforms, with a product range that includes interval funds and private-credit strategies.

Catherine Jones is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. Her career includes roles at Ameritas Investment Corp and the Nebraska Securities Bureau. 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 combines model portfolios, mutual funds, ETFs, and individual securities to build portfolios, and operates multiple program platforms while leveraging third-party technology and managers.

James Janssen is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 credential and bringing 17 years of industry experience. He has worked at Ameritas since 2009 in various capacities and has been with Ameritas Advisory Services since 2021. Outside of his advisory roles, he is involved in managing a residential rental property. Ameritas Advisory Services 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 asset management and financial planning services, utilizing model portfolios, mutual funds, ETFs, interval funds, and individual securities across multiple platforms and strategies.

Gabriel Broman is a financial advisor at Ameritas Advisory Services, LLC with one year of industry experience. He holds the Series 66 designation and has prior work history with Ameritas Investment Company, Ameritas Life Insurance Corp., Ameritas Wealth Advisors, the University of Nebraska Lincoln, and Rolling Fire 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 asset management, financial planning, retirement plan advisory, and variable product subaccount management through various program platforms and utilizes both in-house and third-party model portfolios and managers.

Melissa Phelan is a financial advisor at Ameritas Advisory Services, LLC with four years of industry experience. She holds a Series 66 designation and has worked at Ameritas Advisory Services since 2023. Melissa is also involved with InSource Financial Advisors, where she serves as a client representative. 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 variety of investment strategies and platforms, combining model portfolios, mutual funds, ETFs, and individual securities to build customized portfolios.

Steven Herman is a financial advisor at Ameritas Advisory Services, LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at SECURITIES AMERICA, Inc., LPL Financial, Wells Fargo Clearing, and UBS Financial Services, among others. 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 asset management, financial planning, retirement plan advisory, and variable product subaccount management through a variety of model portfolios, mutual funds, ETFs, and individual securities.

Jay Jurrens is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked at Ameritas Investment Corp since 2012 and joined Ameritas Advisory Services in 2021. Ameritas Advisory Services, LLC provides a range of investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes various model portfolios, mutual funds, ETFs, and individual securities, and operates multiple program platforms to deliver customized investment solutions.

Linda Scott is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 registrations and bringing 33 years of industry experience. She has worked with Ameritas Investment Corp since 2002 and with Ameritas Advisory Services since 2018. Ameritas Advisory Services 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 variety of investment approaches, including model portfolios and sub-advisers, and offers multiple program platforms and specialized product options such as interval funds and held-away retirement management.