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 with Geneos Wealth Management, Inc. in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Geneos since 2014 and with Sequoia Wealth Partners, LLC since 2006. Outside of his advisory roles, he owns a mobile app business called Auto Maintenance Assistant LLC and is a notary. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and investment strategies with continuous account monitoring and discretionary trading authority for most accounts.

Brian Kozak is a financial advisor with NWF Advisory Services Inc in Columbus, Nebraska, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at The Ameriflex Group, OSAIC, Main Street Advisors, LLC, and Independent Financial Group. Outside of advisory services, he is involved with AnyTime Fitness, which he has been associated with since 2010. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust, and estate services. The firm employs an open-architecture Wealth Management Platform combining advisor-managed portfolios, third-party model portfolios, and SMA/UMA solutions, focusing on strategic long-term investing alongside tactical strategies.

Dirk Bargen is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 20 years of industry experience. He has been with Ameritas Advisory Services since 2021 and also owns Bargen Financial. Additionally, he teaches basic financial planning classes through HIFE. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients, utilizing a mix of in-house and third-party managers along with co-advisory and model portfolio programs.

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 in Columbus, Nebraska, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His prior work includes roles at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc., and he has operated Cruise Capital Holdings since 1991. Cruise also manages a tax preparation and accounting business, Cruise & Associates, Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizes model portfolios and research from multiple sources, and provides both discretionary and non-discretionary management options.

Linda Price is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. She has previously worked with Avantax Investment Services and Avantax Advisory Services. Outside of her advisory role, she is the owner of Caliber Construction, Inc. and operates a CPA practice, Linda K Price CPA PC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and retirement consulting, using both discretionary and non-discretionary management approaches supported by research and model portfolios.

Theresa Wenske is a financial advisor with Thrivent Investment Management in Columbus, NE, holding Series 63 and Series 66 credentials and possessing 17 years of industry experience. Her career includes roles at Raymond James Financial Services and First National Bank prior to joining Thrivent in 2020. Outside of her advisory work, Wenske serves in several community roles, including Director of Religious Education at her church and board member positions with Youth Leadership Columbus, Columbus Area Right to Life, and a local endowment supporting Catholic education. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of Financial Advisors. The firm offers goal-based financial planning on various topics, with the option to combine planning and managed-account services under a consolidated billing program called WealthPlan, while maintaining separate servicing of planning and investment management.

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 with a Series 66 designation and one year of industry experience. His prior roles include positions at Kuhlman & Kratochvil, P.C., Spreetail, Ameritas, and Bank of the Valley. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and overlay and tax-efficient services. The firm has a large nationwide network of financial advisors and branch offices and manages approximately $1.01 trillion in assets under management.

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.”

Blake Maly is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has prior experience at Lutz Financial and Principal Securities. Outside of his advisory role, Blake works as an independent insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from multiple sources.

Jackson Bertsch is a financial advisor at Edward Jones in Columbus, NE, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior experience with SouthWestern Legacy Insurance Group, Seamless.AI, and Lumio. Bertsch also worked with the Elkhorn South Legion Post 211 and held academic roles at the University of Nebraska-Lincoln and Hastings College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and maintains a large network of financial advisors and branch offices nationwide.

Aaron Kosch is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and possessing 23 years of industry experience. He has previously worked with Securities America Inc. and managed Kosch Financial Inc. He is active in the Columbus community, participating in the Columbus Morning Rotary Club and United Way. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by research and diverse investment strategies.

Dwain Owens is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Prior to joining OSAIC in 2024, he worked at Securities America Advisors and Questar Capital Corporation among other firms. Owens serves as Vice President of the Columbus Family YMCA Foundation and is President of D.L. Owens Enterprises, Inc., an outdoor outfitting business. OSAIC serves a diverse client base, including individual investors, institutions, and charitable organizations, providing integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and model portfolios to construct diversified investment solutions.

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 at LPL Financial with 20 years of industry experience. He has been with LPL Financial since 2008 and holds the Series 63 and Series 66 designations. Outside of his advisory role, he owns and operates Prokopec Tax LLC, a tax preparation and accounting service, and is involved in a fingerprinting and identification business called Fieldprint. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party sources.

Bradley Bertsch is a financial advisor at Edward Jones with 28 years of industry experience. He has been with Edward Jones since 1998 and holds the Series 63 and Series 66 designations. He has also been associated 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

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.

Kory Kuhlman is a financial advisor with Edward Jones in David City, Nebraska, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, Kuhlman is involved in horseracing as a partner in Kuhlman Racing and serves as president of the David City Ball Association, overseeing the local summer ball complex. 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 large network of financial advisors and branch offices nationwide.

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.