Jo Kreitman is a financial advisor with LPL Financial, holding a Series 66 designation and possessing 21 years of industry experience. Before joining LPL Financial in 2022, Kreitman worked at D.A. Davidson & Co. for 13 years, Wells Fargo Clearing for one year, and A. G. Edwards & Sons, Inc. for three years. Kreitman is also commissioned as a notary public. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Marcus Plouzek is a financial advisor at UBS Financial Services with eight years of industry experience. He has worked at UBS since 2018 and previously spent two years at CompanyCam. Outside of his advisory role, he is a 50% partner in Farm Fresh Produce, LLC, a business focused on garden mums and cut flowers, and serves as treasurer for the campaign of Nebraska legislator Suzanne Geist. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management offerings, including fiduciary financial planning and a broad range of capital markets services.

Deitra Novacek is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Zachary Smith is a financial advisor at Raymond James Financial with three years of industry experience. He holds the Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2022. In addition to his advisory role, he is also a Client Relationship Associate at First National Bank of Omaha. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, corporations, and institutional clients, using tailored, non-discretionary planning supported by advanced analytical tools.

Phil Halloran is a CFP® with 19 years of industry experience, currently affiliated with Wells Fargo Advisors in Lincoln, NE. He has held various roles within Wells Fargo entities since 2007, including Wells Fargo Clearing and Wells Fargo Investments, LLC. Outside of his advisory work, he has ownership interests in multiple investment-related businesses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and tools, serving clients with a broad range of planning needs across various specialized areas.

Jenna Vitosh is a CFP®-designated financial advisor with 15 years of industry experience. She is currently with LPL Financial and previously worked at Edward Jones for 14 years. She has a business interest in Arrive Coworking LLC, a non-investment-related entity. 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, including financial planning, model portfolio programs, and institutional platforms, supported by advisor-facing technologies and a broad range of financial products.

Cyrus Kiani is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has longstanding experience with Lincoln Financial Management LLC and Securities America Advisors, Inc. Outside of advisory work, he volunteers with the J.W. Patterson Foundation to support nonprofit fundraising and holds a minority interest in a horse ownership LLC. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing a variety of investment tools and third-party solutions to manage portfolios across multiple asset classes.

Kelly Mcintosh is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004 and 2005, respectively. Outside of her advisory role, Mcintosh serves as a board member of the Syracuse Area Health Foundation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a range of financial topics and offers these services either as one-time engagements or ongoing relationships, without discretionary trading authority.

Jonathan Meyer is a financial advisor with LPL Financial in Lincoln, NE, holding a Series 66 designation and seven years of industry experience. He has worked at firms including JPMorgan Chase Bank, J.P. Morgan Securities, and Pinnacle Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with advanced research and operational tools.

Kevin Hartley is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He has previously worked with firms including Alpha Wealth Advisors, Woodbury Financial Services, and Modern Woodmen of America. Outside of his advisory roles, he is the owner of KGH Enterprises LLC, an expense management business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and utilizes a multi-manager platform with various program structures and custodial relationships.

Steven Fielder is a financial advisor with RBC Capital Markets, holding a Series 66 designation and four years of industry experience. Prior to joining RBC in 2021, he spent 20 years at Union Bank & Trust Co. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers.

Ashley Schueth is a financial advisor at RBC Capital Markets with 16 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets, LLC since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, implementing strategies tailored to each client’s risk profile.

Robert Miller is a CFP® professional with 26 years of experience in financial advising, currently with Edward Jones since 1999. He is based in Lincoln, NE, and holds Series 63 and Series 66 licenses. Outside of his advisory role, Miller is a manager and partner at VPN Partners LLC, involved in commercial property. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing over $1 trillion in assets. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices.

Kirstie Madsen is a financial advisor at UBS Financial Services with five years of industry experience. She holds a Series 66 designation and has worked at UBS since 2021. In addition to her advisory role, she works as a registered nurse on the Youth Mental Health unit at Bryan Medical Center Hospital. She is also president and treasurer of Grace Gate Farm, a faith-based nonprofit offering alternative therapy programs for veterans. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocation to tailor financial plans. The firm provides a broad range of capital markets services alongside wealth management offerings.

Kevin Deaver is a financial advisor with LPL Financial based in Lincoln, NE, holding CFP®, Series 63, and Series 65 credentials with 28 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc., and maintains a longstanding role at Cornhusker Bank, where he serves as EVP of Wealth Management and is an insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a comprehensive non-advisory financial services network.

Jared Hemmingsen is a financial advisor with Edward Jones in Lincoln, NE, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Jeremy Kester is a CFP® professional with 24 years of experience in the financial industry, currently serving as an advisor at LPL Financial since 2021. His prior career includes two decades at Waddell & Reed, along with involvement in local community organizations such as the Capital Soccer Association and the Boy Scouts of America. Kester is also associated with two small business entities unrelated to investment management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its advisors with a variety of investment programs and operational tools, serving more than 22,800 advisors and overseeing over $819 billion in discretionary assets.

David Meagher is a financial advisor at UBS Financial Services with four years of industry experience. He holds the Series 66 designation and has been with UBS since 2022. Prior to joining UBS, Mr. Meagher was involved in real estate through WRK Real Estate LLC for six years. UBS Financial Services Inc. serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Don Montgomery is a financial advisor with Edward Jones in Lincoln, NE, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of advisory work, Montgomery is involved in farming operations, owning and managing farmland and sharecropping activities in Nebraska and Illinois. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Bradley Slaughter is a financial advisor at Raymond James Financial with 20 years of industry experience and a Series 66 designation. He has worked at several firms, including Ameritas Investment Corp, Piper Sandler & Co., Northland Securities, and LPL Financial. His current roles include positions at Raymond James Financial Services Advisors, Inc. and MasinMisko. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through an affiliated municipal advisor.