Jordan Mueller is a financial advisor with Modern Asset Management LLC in Columbus, Nebraska, holding a Series 65 credential and 11 years of industry experience. He has been associated with Schmeits, Mueller & Martinsen P.C. since 2015 and Samson, LLC since 2010. Outside of advisory services, Mueller is involved in several non-investment businesses, including agricultural consulting, waste water hauling, hotel ownership, and tax and bookkeeping services through his role as President of Schmeits, Mueller & Martinsen, P.C. Modern Asset Management LLC provides investment supervisory services to individuals, high-net-worth clients, qualified retirement plans, charitable organizations, and corporations. The firm employs a Modern Portfolio Theory, asset-allocation approach using diversified, buy-and-hold portfolios primarily composed of no-load mutual funds and investment-grade fixed income, managing accounts on a discretionary basis.

Jan Schmeits is a financial advisor with Modern Asset Management LLC in Columbus, Nebraska, holding a Series 65 license and 26 years of industry experience. He is also president and shareholder of Schmeits, Mueller & Martinsen P.C., a certified public accounting firm specializing in tax planning, preparation, and consulting. Modern Asset Management LLC provides investment supervisory services to individuals, high-net-worth clients, qualified retirement plans, charitable organizations, and corporations. The firm employs a Modern Portfolio Theory, asset-allocation approach using diversified, buy-and-hold portfolios primarily composed of no-load mutual funds and investment-grade fixed income, managing accounts on a discretionary basis.

Roger Deal is a financial advisor at Geneos Wealth Management, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Geneos since 2014. He also has ongoing affiliations with Sequoia Wealth Partners, LLC since 2006. Outside of his advisory roles, Deal is involved in entrepreneurial activities including ownership of Auto Maintenance Assistant LLC, a mobile app, and serves as a notary. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and other institutional clients. The firm offers financial planning, portfolio management, and third-party money manager referrals, utilizing a combination of fundamental, technical, and cyclical analysis across various investment strategies.

Brian Kozak is a financial advisor at NWF Advisory Services Inc with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Main Street Advisors, LLC and Independent Financial Group. Outside his advisory work, he has been involved with AnyTime Fitness since 2010. NWF Advisory Services manages approximately $6.4 billion in client assets and serves primarily individual and high-net-worth clients. The firm employs an open-architecture, technology-driven platform offering portfolio management, model portfolios, unified managed accounts, financial planning, and retirement plan consulting services.

Dirk Bargen is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and over 20 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and is also the owner of Bargen Financial. In addition to his advisory roles, he teaches basic financial planning classes through HIFE. 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 services such as asset management, financial planning, retirement plan advisory, and variable product subaccount management, utilizing a variety of investment platforms and strategies.

Robert Irby is a Series 66-registered advisor with Commonwealth Financial Network, based in Columbus, NE, and has 22 years of industry experience. He has worked at Commonwealth since 2017 and previously spent 13 years at Waddell & Reed, Inc. He is the sole owner of Irby Discovery, LLC, an entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers a broad support platform including managed-account programs, access to third-party asset managers, and custody services while managing approximately $212.7 billion in client assets.

Megan McHugh is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked with Commonwealth Financial Network since 2017 and previously held roles at Pathfinder Wealth Advisors and Ramada. McHugh is also the owner of McHugh & Co. LLC, a private entity established to facilitate securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and support services, including wealth management, retirement plan consulting, and discretionary model portfolios, while operating as a back-office and platform provider for affiliated advisors.

Todd Sander is a financial advisor with Thrivent Investment Management in Columbus, Nebraska, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based planning and allows clients to combine planning with managed-account programs, while keeping these services distinct.

Robert Cruise is a financial advisor with LPL Financial who holds Series 63 and Series 66 credentials and has 32 years of industry experience. His prior work includes roles at Grove Point Investments, LLC, Grove Point Advisors, LLC, and H. Beck, Inc. He is involved in tax preparation and accounting through Cruise & Associates, Inc. and MDT, LLC. 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, third-party asset management, and institutional platforms.

Linda Price is a financial advisor with LPL Financial based in Columbus, NE, holding a Series 66 designation and four years of industry experience. Before joining LPL, she worked at Avantax Investment Services and Avantax Advisory Services. In addition to her advisory role, she has operated a CPA practice for over 20 years and owns a construction business. 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 services including financial planning and model portfolio programs, supported by technology and a broad non-advisory financial platform.

Theresa Wenske is a financial advisor at Thrivent Investment Management with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Raymond James Financial Services, LPL Financial, Fidelity, and TD Ameritrade. Outside of her advisory role, she serves as Director of Religious Education at her church and is a board member for several local nonprofit organizations focused on youth leadership, pregnancy support, and Catholic education. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic financial planning on a one-time or ongoing basis, covering a broad range of topics but does not provide portfolio management or discretionary trading authority as part of these services.

Samuel Hogeland is a financial advisor at Ameriprise with 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 1995. Outside of his advisory role, he serves on the Board of Directors for the Columbus Cactus Club and holds a position with the Elks Lodge 1195 in Columbus, NE. Ameriprise is an institutional firm that offers retirement-income planning services primarily for individuals with significant investable assets. The firm combines research-driven modeling and tax-efficiency analysis to provide tailored retirement recommendations, supported by a centralized consulting team and a range of advisory, brokerage, and insurance solutions.

Tara Svatora is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds a Series 66 designation and has worked with Thrivent Financial since 2024. Outside of her advisory role, Tara co-owns a custom t-shirt business and coaches a volleyball club league. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management.

Kurt Kuhlman is a financial advisor at Edward Jones in Columbus, NE, holding Series 63, 65, and 66 licenses with 28 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he is a partner in Four Wide Racing, a horse racing partnership based in David City, NE. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated services, supported by a nationwide network of over 23,700 advisors.

Melanie Knoepfle is a financial advisor with Thrivent Investment Management in Columbus, Nebraska, holding a Series 66 designation and 12 years of industry experience. She has worked with Thrivent since 2014. Knoepfle serves on the board of the Prairie Village Retirement Center, a retirement community associated with her church. Thrivent Investment Management provides dedicated planning services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management or institutional investment selection.

Mitchell Kuhlman is a financial advisor at Edward Jones in Columbus, NE, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Kuhlman & Kratochvil, P.C., Spreetail, and Ameritas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Renee Ostrander Miller is a financial advisor with Edward Jones in Columbus, NE, holding the Series 66 designation and possessing 19 years of industry experience. She has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Chad Oakley is a financial advisor at Edward Jones in Columbus, NE, holding a Series 66 license with 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is involved in owning and managing agricultural and recreational land, including a joint ownership of 120 acres with his father. 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 strategies, supported by a nationwide network of more than 23,000 financial advisors.

Thomas Kratochvil is a financial advisor at Edward Jones with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 1998. 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 under management through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and tax-efficient investment services.

Tyson Owens is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and 19 years of industry experience. His prior work includes roles at Securities America Advisors and Questar Capital Corporation. Outside of his advisory work, he serves as president of Rugged Rooster Inc., which operates in the fixed insurance sector, and holds volunteer and leadership positions in Ducks Unlimited, the Todd Valley Wetlands Foundation, and the Columbus Golf Association. OSAIC serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services with a focus on portfolio construction using comprehensive asset-allocation tools and third-party platforms. The firm supports various investment approaches, including discretionary and non-discretionary management, through a complex network of advisory platforms and commercial arrangements.

Dillon Reinitz is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and has prior work experience at Columbus Bank and Trust Company, Farmers Pride Cooperative, Corteva Agriscience, and the University of Missouri. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering one-time or ongoing financial planning engagements. The firm delivers holistic, goal-based analyses without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Payton Schlender is a financial advisor at LPL Financial in Columbus, NE, holding a Series 66 credential. Prior to joining LPL Financial in 2024, Payton worked at Elkhorn Valley Bank and held several roles in education and retail. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management services through a large network of advisors, combining advisory and non-advisory financial offerings.

Blake Maly is a financial advisor with LPL Financial in Columbus, NE, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at Lutz Financial and Principal Securities, as well as independent insurance agency work since 2013. 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 advisory and brokerage services supported by a broad platform of investment strategies and operational tools.

Jackson Bertsch is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at SouthWestern Legacy Insurance Group, Seamless.AI, Lumio, and Sandhills Global. Outside of finance, he has experience with the Elkhorn South Legion Post 211 and has been affiliated with the University of Nebraska-Lincoln. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Aaron Kosch is a financial advisor with LPL Financial in Columbus, NE, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He previously worked at Securities America Inc. and operated Kosch Financial Inc. from 2010 to 2020. Kosch is also involved with the United Way and the Columbus Morning Rotary Club. 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.

Dwain Owens is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Securities America Advisors, Questar Capital Corporation, and Strategic Legacy Advisors. Owens serves as vice president of the Columbus Family YMCA Foundation and is president of D.L. Owens Enterprises, an outdoor outfitting business. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, and access to third-party money managers and wrap programs. The firm uses a range of asset-allocation tools and supports discretionary and non-discretionary account management with varied investment options.

Ryan Ruth is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 credential and has 18 years of industry experience. His previous roles include positions at Securities America and Questar Asset Management. He is also an associate at First Investment and Planning in Columbus, NE. 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, and institutional clients. The firm offers tailored non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

Aaron Prokopec is a financial advisor with LPL Financial in Columbus, NE, holding Series 63 and Series 66 credentials with 20 years of industry experience. He has been with LPL Financial since 2008, following a brief period at Bancwest Investment Services. Outside his advisory work, he is the owner of Prokopec Tax LLC, providing tax preparation and accounting services, and also manages a fingerprinting and identification services business. 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, utilizing various portfolio programs and third-party asset management, supported by advisor-facing technology tools.

Bradley Bertsch is a financial advisor at Edward Jones with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1998. Additionally, he has been affiliated with the University of Nebraska since 1992. 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 strategies supported by a large network of financial advisors and branch offices.

Ryan Fehr is a CFP® and holds a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016, working in Columbus, Nebraska. Edward Jones is a wealth management firm serving over four million individual and institutional clients nationwide. The firm offers a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jordan Owens is a financial advisor at OSAIC Wealth Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked with organizations including Zoetis and PepsiCo, as well as Owens Wealth Advisors and the Catholic Order of Foresters. OSAIC Wealth Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct portfolios across various asset classes and supports both discretionary and non-discretionary account management.

Madelyn Hogeland is a financial advisor with Ameriprise Financial Services and holds Series 63 and Series 65 credentials. She has two years of industry experience, including prior roles at Alpha Principle, LLC, EverSource Wealth Advisors, and JP Morgan Chase & Co. Her background also includes work in education and the service industry. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.