Jeffrey Russell

Carl Mueller is a financial advisor with One Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Nations Financial Group, Inc for 18 years before joining One Capital Management in 2021. Outside of his advisory role, he is involved in insurance sales through Target Insurance Services. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients with a multi-advisor team managing approximately $7.0 billion in discretionary assets. The firm offers wealth management, financial planning, sub-advisory, and retirement plan solutions, employing a macroeconomic and fundamental research-based investment process that integrates active management with ETFs and diversified fixed income.

Dane Brinker is a Series 65-licensed financial advisor with AE Wealth Management, LLC, where he has worked since 2015. He has four years of industry experience. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a range of services including model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services, using a platform-centered approach that combines internally managed and third-party models.

Amber Bletscher is a financial advisor with Independent Financial Partners and holds a Series 66 designation. She has seven years of industry experience, including prior roles at National Securities and Heartland Wealth Strategies. Outside of advising, she serves as treasurer and board member of the USD 113 Foundation, participates in scholarship committees, and works as a substitute teacher for the USD 113 School District. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of approximately 261 independent advisors. The firm supports a decentralized advisory model, allowing individual advisors to set investment strategies, while also offering centralized asset management and specialized retirement-plan advisory and pension consulting services.

Ethan Rethman is a financial advisor at Creative Planning with 10 years of industry experience. He holds a Series 65 credential and previously worked at Invisor Financial LLC for 10 years before joining Creative Planning. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Darin Davis is a financial advisor with Edward Jones, holding Series 63 and Series 66 registrations and possessing 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he serves as president of the Falls City Chamber of Commerce, participating in executive decisions for the organization. Edward Jones is a wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. 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 proprietary mutual funds.

Steven Stoller is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Outside of his advisory role, Stoller manages a rental company that owns the office building where he conducts part of his business. 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 planning and written recommendations on various financial topics, with an option to combine planning services with managed accounts under a consolidated billing system.