Adam Hayes is a financial advisor at D.A. Davidson & Co. with 21 years of industry experience. He holds the Series 66 designation and has been with D.A. Davidson since 2016. Outside of his advisory role, he serves as a volunteer board member for the Madonna Foundation, a rehabilitation hospital, and is an advisory board member for Five Points Bank. 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 services under fiduciary standards, employing both qualitative and quantitative analysis, and operates unique municipal advisory and custodial services alongside comprehensive financial planning programs.

Jane Oman is a financial advisor at D.A. Davidson & Co. with 37 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with D.A. Davidson & Co. since 2016. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

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 Series 63 licensed financial advisor with Ameritas Advisory Services, LLC, bringing 41 years of industry experience. He has held leadership roles across multiple entities, including serving as CEO of inSOURCERx, a prescription drug savings card company, and president of InSource Benefits Group. His career encompasses extensive work with Ameritas and affiliated firms since the 1980s. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm utilizes various managed account programs and collaborates with third-party partners to support portfolio construction and ongoing management.

Tanner Leick is a financial advisor at D.A. Davidson & Co. in Lincoln, Nebraska, holding a Series 66 designation with 11 years of industry experience. He has been with D.A. Davidson & Co. since 2016. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and provides a range of services such as retirement plan advisory, financial planning, and private wealth management for high-net-worth clients.

Roger Johnson is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 27 years of industry experience. He has worked with Ameritas since 1998 in various capacities and owns Johnson Financial Guidance and Johnson Custom Drums, where he builds and sells musical instruments. He also teaches financial planning classes through the Heartland Institute of Financial Education and manages a band called Breakaway. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and integrates multiple custodial platforms, supported by a team that includes an Investment Committee and third-party partners.

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.

Kourtney Colberg is a financial advisor at D.A. Davidson & Co. with two years of industry experience and holds a Series 66 designation. She has been with D.A. Davidson & Co. since 2016. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers fiduciary-standard advisory services, retirement plan consulting, comprehensive financial planning, and a private wealth program for clients with significant assets.

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 at Ameritas Advisory Services since 2021 and has been affiliated with Ameritas Life Insurance Corp. and Ameritas Investment Corp. since 2002. Prior to that, he spent three years with Raymond James Financial Services. He is also licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs, fee-based management of variable products, and integrates multiple custodial platforms while employing risk-aligned investment strategies supported by an Investment Committee and third-party partners.

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 designations and bringing 31 years of industry experience. He has held leadership roles at multiple firms, including as president of Midwest Resource Group and Central Financial Services, and serves as president and general agent of dba EnVision Wealth Network. Poulosky is also involved in insurance licensing education through a part ownership in The Essential Step. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual, retirement, charitable, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, delivering advisory relationships on discretionary and non-discretionary bases supported by a network of investment professionals and third-party resources.

Catherine Jones is a financial advisor at Ameritas Advisory Services, LLC with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Ameritas-affiliated firms since 2008, including a role at the State of Nebraska Securities Bureau from 2013 to 2017. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by a network of Investment Adviser Representatives and multiple custodial platforms.

Leaann Moore is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her career includes roles at Principal Life Insurance Company, Acacia Life Insurance, and Ameritas Investment Corp. She is also a partner at PRO 13:11 Wealth LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering financial planning, retirement plan consulting, and access to third-party money manager solutions through both adviser and promoter arrangements.

James Janssen is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 credential and 17 years of industry experience. He has been with Ameritas Advisory Services since 2021 and also works with Insource Financial Advisors. Outside of his advisory roles, Janssen manages rental property. Ameritas Advisory Services provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients, offering a variety of managed account programs and fee-based management solutions.

Gabriel Broman is a financial advisor with Ameritas Advisory Services, LLC and holds the Series 66 designation. He has one year of industry experience, including roles within multiple Ameritas entities and prior work at the University of Nebraska Lincoln and Rolling Fire LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and integrates multiple custodial platforms, supported by an Investment Committee and third-party partners to assist with portfolio management.

Melissa Phelan is a financial advisor with Ameritas Advisory Services, LLC and holds the Series 66 designation. She has four years of industry experience and has worked with Ameritas Advisory Services since 2023, Ameritas Investment Company since 2022, and InSource Financial Advisors since 2020. Prior to her advisory career, she was a homemaker for eight years. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and life insurance subaccounts, supported by a network of Investment Adviser Representatives and multiple third-party tools and custodial platforms.

Steven Herman is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior experience includes roles at SECURITIES AMERICA, Inc., LPL Financial, Wells Fargo Clearing, and UBS Financial Services. He is based in Lincoln, NE. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients through a network of Investment Adviser Representatives. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and third-party partners to assist with portfolio construction and oversight.

Jay Jurrens is a financial advisor at Ameritas Advisory Services, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked within the Ameritas organization since 2012, including roles at Ameritas Investment Corp and Ameritas Life Insurance Corp. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, delivering advisory services on both discretionary and non-discretionary bases supported by a network of Investment Adviser Representatives.

Linda Scott is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and over 33 years of industry experience. She has worked with Ameritas Investment Corp since 2002 and has been with Ameritas Advisory Services, LLC since 2021. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by a network of Investment Adviser Representatives and multiple custodial platforms.