Jerad Sorgenfrei is a CFA® charterholder and holds a Series 66 license, with 17 years of experience in the financial industry. He has worked at Primus Wealth Advisors LLC since 2018 and previously at Bedrock Investment Advisors from 2015 to 2018. Primus Wealth Advisors LLC provides discretionary asset management and fee-based financial planning to individual and high-net-worth clients. The firm focuses on tailored financial plans and long-term investment strategies, emphasizing fundamental analysis and client-specific goals without selling commissioned products.

Edward Larkin is a financial advisor with D.H. Hill Advisors, Inc. in York, NE, holding a Series 66 designation and 26 years of industry experience. He has been with D.H. Hill Securities, LLLP since 2016. Outside of his advisory role, Larkin is involved in farming as seasonal help on his family farm. D.H. Hill Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm offers a range of investment approaches and supports independent Investment Adviser Representatives through platforms that combine committee oversight with customized portfolio management.

Benjamin Santo is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and having 10 years of industry experience. His work history includes roles at Envision Wealth Management, Benjamin Wealth Group, and Good Life Financial, among others. He is involved in insurance product sales and serves as a partner in BGS Financial Strategies LLC and owner of Benjamin Wealth Group, which provides insurance and securities solutions. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients. The firm provides a variety of managed account programs and fee-based management of variable products, supported by an Investment Committee and third-party partners, and integrates multiple custodial platforms.

Eugene Buhman is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and over 35 years of industry experience. He has been associated with Ameritas in various capacities since 1990 and also manages G B Financial Services, LLC. Buhman is licensed as an independent insurance agent, selling fixed insurance products to individuals and small businesses. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a broad client base including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of managed account programs and supports portfolio construction and monitoring through its Investment Committee and third-party partners.

Kara Rauert is a financial advisor with Principal Financial Services in York, Nebraska, holding a Series 66 designation and nine years of industry experience. Her prior work includes roles at MML Investors Services LLC, Mass Mutual Life Insurance Company, and nearly two decades at Cornerstone Bank. She is also the owner of Four Princesses LLC, a single-family rental business, and a co-owner of Girard Ag Group LLC and Girard Land Holdings LLC, which manage farmland rented to family operators. Principal Securities provides brokerage and 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 access to third-party money managers through various advisory and promoter arrangements.

Daniel Goodwin is a CFP® with 21 years of industry experience, currently affiliated with SPC and Parkland Securities. He has operated Goodwin Financial since 2009. In addition to his advisory work, he serves as a trustee for a family cemetery and sells fixed insurance products. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services, delivering primarily discretionary management with options for nondiscretionary arrangements and direct-at-fund programs.

Diego Korol Diaz is a financial advisor at SPC with Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Parkland Securities LLC, Goodwin Financial Services, and Commscope. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored investment advice primarily through discretionary portfolios and various account programs.

Benjamin Garrett is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has held roles at multiple related entities including Benjamin Wealth Group and BGS Financial Strategies LLC. Garrett is also involved in managing family farm holdings through LIG Farms, 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 various managed account programs and fee-based management of variable insurance products, utilizing a range of custodial platforms and third-party tools to support portfolio construction and ongoing management.

Robert Woodburn is a financial advisor with Thrivent Investment Management in York, Nebraska, holding a Series 66 designation and 38 years of industry experience. He has been with Thrivent Investment Management and its predecessor Thrivent Financial for Lutherans since 2002. Outside of his advisory role, Woodburn serves as President of St. John's Lutheran Church, LCMS, overseeing congregational business and governance. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning without discretionary trading authority and allows clients to combine these planning services with managed-account programs under a consolidated billing option.

Charles Trauger is a financial advisor at LPL Financial with 9 years of industry experience. He holds a Series 66 designation and has worked previously at Securities America Advisors and Global View. Outside of advising, he serves as Vice President at Cornerstone Bank in Henderson, NE. 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, and institutional platforms, supported by technology and a broad network of over 22,800 advisors.

Laurie Stuhr is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. She has worked at LPL Financial since 2020 and previously held roles at Securities America Advisors, Inc. and Cornerstone Bank. In addition to her advisory work, she serves as secretary for Stuhrville Farms, Inc., a family farming corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management options, including access to third-party asset managers and institutional platforms.

Matthew Kern is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for 19 years at York Public Schools. 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 programs and investment options, supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Daniel Holden is a Series 66-credentialed financial advisor with 12 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and has prior experience at TD Ameritrade, NY Life, and Eagle Strategies. Outside of advising, he is involved in managing the rehabilitation and maintenance of a rental property. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary advisory services supported by advanced analytical tools and has specialized capabilities in municipal finance and SIMPLE IRA employer advisory services.

Walter Byrne is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Outside of his advisory role, Byrne serves as a board member of the York Country Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated products. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of financial advisors and branches.

Blake Woodruff is a financial advisor at Ameriprise with nine years of industry experience. He holds the Series 66 designation and has worked at Ameriprise Financial Services since 2017, following a prior role at Merrill Lynch. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Robert Woodruff is a financial advisor with Ameriprise who holds a Series 63 designation and has 39 years of industry experience. He has been with Ameriprise Financial Service, LLC since 1993 and previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he is involved in managing Woodruff Properties, LLC, which owns and maintains commercial real estate in York, Nebraska. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to create tailored recommendation reports. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Monica Greenlee is a financial advisor with LPL Financial in York, Nebraska, holding a Series 66 designation and 13 years of industry experience. She previously worked at Edward Jones and Investment Centers of America before joining LPL Financial in 2017. In addition to her advisory role, she serves as a community education instructor at Southeast Community College and is a member of the City of York Personnel Board. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary and third-party strategies, supported by advanced operational tools, and oversees more than $819 billion in discretionary assets.

Eric Montgomery is a financial advisor with Edward Jones in York, Nebraska, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017. Outside of his advisory role, he is the owner of Jem Bee Enterprises, LLC, a rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products.