Natalie Stratman is a Series 66 licensed financial advisor with Edward Jones, based in West Point, Nebraska. She has two years of industry experience, all with Edward Jones. 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, access to separately managed accounts, and affiliated mutual funds.

Jeffry Phillips is a CFP® professional with 37 years of industry experience, currently affiliated with LPL Financial since 1995. Based in West Point, NE, he holds the Series 63 designation and has served as a member of the Midwest Bank NA 401(k) committee. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions, supporting customized investment strategies with extensive operational and research resources.

Shawn Macken is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. Prior to joining LPL Financial in 2021, he worked with firms including Expanse Holdings, LLC and Waddell & Reed, Inc. Outside of his advisory work, he is the owner and managing member of West Point Brewing Co., LLC, which operates a tap room and event space. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party management, and customized strategies.

Alicia Moyer is a Series 66-licensed financial advisor with eight years of industry experience, currently with Thrivent Investment Management. She has been with Thrivent and its related entities since 2018 and previously worked in hospitality and travel. Outside of her advisory role, Alicia serves as an organist for St. Paul Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account services under a consolidated billing option called “WealthPlan” while maintaining separate service functions.

Marcus Walton is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He has worked at LPL Financial since 2019 and has prior experience with Waddell & Reed and State Farm. Walton is also involved with Expanse Risk Management and Kardinal Real Estate Solutions, LLC. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with an emphasis on both discretionary and non-discretionary investment strategies supported by advanced operational tools.

Nathanial Phillips is a CFP® professional with 12 years of experience in the financial industry, currently serving at LPL Financial since 2013. He operates under the DBA Midwest Wealth Management and is also involved as an agent with Premier Financial, a non-variable insurance business. 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 institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Austin Havranek is a financial advisor with Edward Jones in West Point, NE, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked for Union Bank and Trust from 2016 to 2018. He is president of Hav 4 LLC, a holding company. 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, operating under a fiduciary standard with a network of more than 23,000 financial advisors and approximately $1.01 trillion in assets under management.

Michael Bailey is a financial advisor with Edward Jones in West Point, NE, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Edward Jones since 2002. Outside of advising, he serves as vice president of the West Point Community Foundation and is a board member of the West Point Planning Commission, where he participates in local rezoning decisions. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.