Louis Gilmore is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has worked at multiple entities including Cetera Wealth Services and CFG Advisors. Outside of advisory roles, he has experience working in education and retail sectors. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and both affiliated and third-party managers.

Benjamin Sievers is a financial advisor with Cetera in Omaha, NE, holding a Series 66 credential and three years of industry experience. He has worked at Cetera and its affiliated entities since 2023 and previously held roles at Renaissance Financial Corp and Minnesota Life Insurance Co. Outside of finance, he has been involved with Godfathers Pizza in a retail sales and service capacity. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts through a multi-manager platform offering a variety of portfolio management and advisory services.

Thomas O'hara III is a financial advisor with Mass Mutual Investors Services in Omaha, NE. He holds Series 65 and Series 63 licenses and has seven years of industry experience. In addition to his advisory role, he has served over three decades in the US Army Corps of Engineers and the Nebraska Army National Guard/Army Reserve, currently holding positions as Director of Public Affairs and Sergeant Major, respectively. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, ongoing financial planning engagements using firm-approved tools and offers specialized programs including estate-settlement and employer-sponsored planning.

Kevin Pearce is a financial advisor at Osaic with 40 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes a 12-year tenure at Integrity Alliance, LLC before joining Osaic Wealth Inc. Pearce serves on the board of the Omaha Home for Boys Foundation, where he assists with the financial endowment fund, and he is involved in investing in startup companies as a member of Nebraska Million LLC. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of affiliated advisors and advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated portfolio rebalancing, offering integrated brokerage and advisory services with access to third-party money managers and model portfolios.

Matthew Wise is a financial advisor with Wells Fargo Clearing in Omaha, NE. He holds Series 66 and Series 65 designations and has 19 years of industry experience. Prior to joining Wells Fargo in 2017, he worked at PNC Investments from 2014 to 2017. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Anahy Hernandez Duran is a financial advisor with Wells Fargo Clearing in Omaha, NE. She holds Series 63 and Series 65 licenses and joined Wells Fargo Bank, N.A. in 2022 after several years of experience in retail and education. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets with a team of over 14,000 advisors.

Alexander Ritter is a financial advisor at Robert W. Baird & Co. with 10 years of industry experience and holds a Series 66 designation. He has been with Robert W. Baird since 2015. Outside of his advisory role, Ritter serves as an organist for Countryside Community Church in Omaha, Nebraska. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing a range of strategies including separately managed accounts, overlay services, and both traditional and non-traditional investment approaches.

Janan Sarsam Dippel is a financial advisor with Merrill, holding Series 66 and Series 63 licenses and bringing seven years of industry experience. She has been with Merrill since 2022. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michelle Gochanour is a financial advisor with UBS Financial Services in Omaha, NE, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. She has been with UBS since 2014. Outside of her advisory role, she assists with bookkeeping for two family-owned businesses involved in floor covering installation and concrete services. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, employing proprietary market assumptions, model-based asset allocations, and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides additional custody, underwriting, and capital markets services.

Andrew Gutierrez is a financial advisor at OSAIC based in Omaha, NE, holding Series 63 and Series 65 licenses with 10 years of industry experience. His prior experience includes roles at Woodbury Financial Services, Questar Capital Corporation, and MassMutual Life Insurance Company. Outside of advising, he owns a tax preparation business that assists individuals with simple tax returns. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers. The firm employs firm-provided tools and third-party platforms to construct portfolios across various asset classes, offering both discretionary and non-discretionary management.

Keith Jones is a CFP® professional with 12 years of experience at Edward Jones, where he has worked since 2014. He is a minority owner of Fresh Air Enterprises, a restaurant in Council Bluffs, IA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of more than 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Elizabeth Williams is a financial advisor with Cambridge Investment Research Advisors and holds the CFP® and Series 66 designations. She has 19 years of industry experience, including prior work at Cetera Wealth Services, LLC. Williams is also president of Estate & Wealth Planning Inc., reflecting involvement in wealth planning beyond her advisory role. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals and employs a range of portfolio management strategies across multiple custody platforms.

Marcus Smith is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Stephen Hough is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at TD Ameritrade and Charles Schwab Bank. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, using multi-asset model portfolios and centralized operational infrastructure.

Dalton Knight is a financial advisor with Ameriprise in Omaha, NE, holding a Series 66 designation and eight years of industry experience. He has been with Ameriprise and its related entities since 2010. In addition to his advisory role, he is involved with Cirksena, Knight, Jacobsen, Sieps, Kresse, LLC in financial services. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset requirements, providing written recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice, with a focus on assets held in Ameriprise Managed Accounts.

Wayne Olson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and possessing 36 years of industry experience. He has been with Primerica since 1989 and serves as president of W.D. Olson & Associates, Inc., a legal entity formed for Primerica business purposes. Olson also engages in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily under a tiered wrap-fee structure.

William Huseth Jr. is a financial advisor with UBS Financial Services in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 52 years of industry experience. He has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor solutions to client goals.

Francis Manhart is a Series 66-licensed financial advisor with Charles Schwab in Omaha, NE, and has one year of industry experience. His prior work includes roles outside the financial industry, such as positions in education and various service-related businesses. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

James Sadler is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds a Series 66 designation and has been with Thrivent since 2021. Prior to his advisory role, he worked at Brookfield Properties / Westroads Mall for 15 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm allows clients to combine planning with managed-account programs under a consolidated billing option while maintaining separation between services.

Joshua Nelson is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. His prior work includes positions at TD Waterhouse Investor Services, Inc. and Ameritrade, Inc. Joshua is currently based in Omaha, NE. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a blend of non-discretionary and discretionary investment management, leveraging multi-asset model portfolios and alternative investment options within an integrated operational framework.