Carter Glenn is a financial advisor at D.A. Davidson & Co. with one year of industry experience. He holds the Series 66 designation and is based in Lincoln, Nebraska. Prior to joining D.A. Davidson, he worked at the Country Club of Lincoln and has a background that includes education roles. 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 operates under fiduciary standards and offers a variety of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with significant assets.

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.

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 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.

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.

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 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.

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.