Michael Mcintosh is a financial advisor at MissionSquare Retirement with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of the West and TD Ameritrade. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Robert Hahn is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Van Clemens Wealth Management, LLC. His prior experience includes roles at Willet, LLC dba Beyond Tangible Wealth, LPL Financial, Waddell & Reed, Inc., and Securities America Inc. Outside of advising, he is Vice-President and Coach at Advisor Game Plan, LLC, focusing on executive coaching for business leaders. Van Clemens Wealth Management, LLC serves individuals, trusts, estates, and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm customizes advice based on client objectives and employs a blend of modern portfolio theory with fundamental and technical analysis, offering access to over 500 third-party managers and a specialized Growth Opportunities Model focused on micro- and small-cap equities.

Joyce Sobczyk is a financial advisor at VOYA Financial Advisors, Inc. with 23 years of industry experience. She holds the Series 66 designation and has worked at various firms, including multiple roles within Voya and Cobalt Credit Union. She serves as vice president of the Nebraska Trailblazers, a local walking club. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering services such as financial planning, portfolio management, and plan-sponsor consulting through multiple program structures with a focus on recommendation-based advice.

Tonya Mathison is a financial advisor at Principal Financial Services with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Principal Financial Services since 2016, having also worked at Principal Life Insurance Company since 2012. She serves as an election committee member for the Beaver Lake Association homeowners board in Plattsmouth, NE. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Benjamin Hoy is a financial advisor with Empower Advisory Group in Bellevue, NE, holding a Series 66 designation and bringing nine years of industry experience. His prior roles include positions at GWFS Equities, Inc., Morey and Quinn Wealth Partners, Raymond James Financial Services, TIAA-CREF, Bank of America, and Merrill. He serves on the board of directors for the Millard Rotary Club and Empower Her Kenya, engaging in leadership and grant-writing activities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm combines proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, with integrated services linked to Empower’s recordkeeping and administrative platforms.

Amy Owens is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has held roles at several firms, including First Allied Securities, Summit Brokerage Services, and multiple entities within Cetera since 2015. Cetera Investment Advisers LLC serves a broad client base ranging from individual investors to institutional accounts, offering a range of portfolio management and retirement services. The firm operates a multi-manager platform that allows advisors to implement diverse investment strategies supported by an extensive network of advisors and significant assets under management.

John James is a financial advisor with Cambridge Investment Research Advisors in Bellevue, NE, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2017 and previously at National Planning Corporation. Outside of his advisory role, he serves as president of James Financial Services, Inc., and is president of the Forest Hills Home Owners Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing various platform arrangements and both discretionary and non-discretionary strategies tailored to client objectives.

Brandi Madsen is a financial advisor at Edward Jones in Bellevue, NE, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2024, she worked at Fusion Medical Staffing from 2022 to 2024 and QLI from 2008 to 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs and investment options, operating under a fiduciary standard with a large nationwide network of advisors and branch offices.

Mark Moore is a financial advisor with Edward Jones in Bellevue, NE, holding Series 63 and Series 66 designations and 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the United States.

Kellie Duffy is a financial advisor at Cambridge Investment Research Advisors with 28 years of industry experience. She holds a Series 66 designation and has previously worked with firms including CWM, LLC, Cetera Advisor Networks, Carson Group Partners, Arbor Point Advisors, and Securities America. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals, utilizing a variety of portfolio management strategies and custody arrangements tailored to client objectives.

Matthew Burton is a CFP® with 17 years of industry experience and has been with Edward Jones in Bellevue, NE since 2008. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Cecilia Losee is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 16 years of industry experience. She has worked with Prudential Insurance Company of America since 2010 and joined LPL Enterprise in 2024. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm primarily uses model-driven investment implementation and provides access to third-party asset managers and other financial services through a large network of investment adviser representatives.

Kyle Green is a financial advisor at Edward Jones in Bellevue, NE, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Werner Enterprises Inc for four years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Scott Kuester is a financial advisor with LPL Financial in Bellevue, Nebraska, holding Series 63 and Series 65 licenses and 24 years of industry experience. His career includes positions at First Interstate Bank, Great Western Investments & Insurance, Raymond James Financial Services, and Cetera Investment Services. Kuester is also licensed as an agent selling whole life insurance through Great Western Financial Services, Inc. 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 services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Miriam Garcia is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. She previously worked at Raymond James Financial Services and Fnbo, totaling eight years in the financial sector. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized retirement income planning service that provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Keith Morris is a financial advisor with Raymond James & Associates in Bellevue, NE. He holds Series 63 and Series 66 credentials and has six years of industry experience. His prior roles include positions at TD Ameritrade, Charles Schwab and Co., Inc., Muriel Siebert & Co. Inc., and TEK Systems. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, drawing on a range of portfolio management styles and affiliated research.

Jeffery Martin is a financial advisor with OSAIC in Bellevue, NE, holding Series 63 and Series 66 licenses and having 14 years of industry experience. Prior to joining OSAIC, he worked at Securities America Advisors and Securities America Inc for over a decade. Martin also serves as a head coach for a local youth basketball program. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services alongside access to third-party money managers and various managed account solutions. The firm employs asset-allocation tools and supports both discretionary and non-discretionary account management, catering to individual, high-net-worth, pension, corporate, and charitable investors.

William Odonnell is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise and Securities America Advisors. In addition to his advisory role, he serves as a FINRA arbitrator and is an author with Heartland Publications. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing financial planning, portfolio management, and institutional platforms to individuals, retirement plans, banks, and trust companies. The firm offers a range of advisory strategies supported by research and technology, serving over 22,800 advisors and managing more than $819 billion in discretionary assets.

Mary Weed is a Series 63 and Series 66 licensed financial advisor with 24 years of industry experience. She is currently with Cetera in Bellevue, NE, where she has been since 2026. Prior to joining Cetera, she worked for Securities America Inc. for 14 years. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts, offering a range of portfolio management, financial planning, and consulting services through a large network of independent advisors.

Michael Schuldt is a CFP®-designated financial advisor with Edward Jones in Plattsmouth, Nebraska, with 34 years of industry experience. He has been with Edward Jones since 1997. Outside of his advisory role, Schuldt is involved in several agricultural and recreational business ventures, including a 120-acre farm, a tree farm inherited from his uncle, and an LLC managing a pontoon boat and jet ski business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Troy Arthur is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 11 years of experience in the financial services industry. His prior roles include positions at Edward Jones, LPL Financial LLC, BMO Bank N.A., BancWest Investment Services, Inc., TS Bank, and Bank of the West. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs a non-discretionary approach using risk profiling and analytical tools, and it offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Kerry Monif is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 41 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Black Oak Investment Counsel for 10 years and Securities America Advisors, Inc for 14 years, among other roles. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jacob Burton is a financial advisor at Edward Jones in Bellevue, NE, holding a Series 66 designation and with one year of industry experience. Prior to joining Edward Jones, he worked at Benetrends Financial and Aspire Staffing Group, among other positions. 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 strategies and affiliated investment products, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Shannon Parks is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Woodbury Financial Services and Securities America Inc. Outside of advising, he creates arts and crafts sold at shows and galleries and administers non-ERISA 403(b) plans for school districts and nonprofits. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios that can include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Bradley Ksiazek is a financial advisor at Edward Jones with 20 years of industry experience. He has held his current position at Edward Jones since 2005 and holds Series 63 and Series 66 designations. Outside of his advisory role, he raises cattle as a hobby with his father, occasionally selling meat to friends and family. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Abigail Fletcher is a financial advisor at Edward Jones in Bellevue, Nebraska, with eight years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade, the US Army Corps of Engineers, US Air Force, GameStop Inc., and Doane University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Portrey is a financial advisor with Edward Jones in Glenwood, Iowa, holding Series 63 and Series 66 licenses and having 19 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, Portrey serves as a member of the Glenwood Community School District School Board. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Andrew Mccarville is a financial advisor at Fisher Investments with 14 years of industry experience. He holds a Series 66 designation and has worked at Fisher Investments since 2014, following two years at Merrill. Outside of advising, he owns Moneyballing Hits, a sports card trading business. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research to construct globally diversified portfolios and manages risk through various strategies including tax-aware processes and defensive tactics.

Robert Cordray III is a financial advisor with Edward Jones in Bellevue, NE, holding a Series 66 designation and three years of industry experience. Prior to his current role, he served two decades at the Department of Defense and concurrently holds a part-time position as a Colonel and Director in the U.S. Army Reserve, leading a joint military intelligence unit. He is scheduled to retire from the Army Reserve in June 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Keith Bowman is a financial advisor with Edward Jones in Bellevue, NE, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Union Pacific Railroad for five years. Outside of his advisory role, he is the owner of a property management business, DKB Properties LLC. 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 strategies and advisory services, supported by a nationwide network of over 23,000 financial advisors and manages approximately $1.01 trillion in assets.

John Barrientos is a financial advisor at Ameriprise with 25 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Ameriprise in 2024, he worked at Raymond James Financial Services Advisors Inc. and First National Bank, among other roles. Barrientos also served on the Barrientos Scholarship Foundation for eight years. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing tailored written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support clients approaching or in retirement.

Hilda Morales is a financial advisor at Ameriprise with one year of industry experience. She holds the Series 66 designation and previously worked at Security National Bank-Omaha for five years, as well as positions at Nelnet and Spartannash. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.