Mark Lookabill is a financial advisor with CWM, LLC in Omaha, NE, holding Series 63 and Series 66 credentials and over 27 years of industry experience. His work history includes roles at LPL Financial, LLC and Cetera Advisor Networks LLC, as well as a long tenure with Carson Wealth and CWM, LLC since 2011. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of partner offices. The firm employs discretionary management using model portfolios overseen by an Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Seth Mccune is a Series 65-licensed advisor at Orion Portfolio Solutions, LLC with five years of industry experience. He has been with Orion Advisor Technology since 2009. Outside of his advisory role, Seth serves on the volunteer Board of Directors for Mutual First Federal Credit Union and is involved in officiating for Omaha CYO Basketball. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors. The firm focuses on model-driven and managed-account solutions, supporting nearly 200 advisors and more than 185,000 client relationships through multiple delivery platforms.

Michael Hall is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior work includes over a decade at Woodbury Financial Services, Inc., and roles with AdvisorNet Wealth Partners and Cetera Wealth Services. Hall serves as vice president of the Lincoln Estate Planning Council board and is involved with neighborhood governance as a board member of Prairie Hollow HOA. Cetera Investment Advisers LLC is a nationwide advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Virginia Fallon is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has worked with Prudential Insurance Company of America and Pruco Securities, LLC for over a decade before joining LPL Enterprise. Outside of her advisory role, she serves as president of the local chapter of Women and Insurance Financial Services and leads the accelerators referral group for the Millard Business Association in Omaha, NE. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Daniel Botos is a CFP®-credentialed financial advisor with Edward Jones in Omaha, NE, where he has worked since 2000. He has 25 years of industry experience and holds Series 63 and Series 66 licenses. Outside of his advisory role, he participates occasionally as talent in print and television commercial projects. 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, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Cathleen Morrison is a financial advisor at Morgan Stanley with 12 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2017 and was previously with COR Clearing LLC from 2013 to 2017. She holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved methodologies as part of its financial planning process.

Brian Leslie is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines in Omaha, NE. He has worked at Edelman Financial Engines since 2016 and previously at Tmfs Advisors, LLC. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through both advisor-led and online platforms.

Brandon Lombardo is a financial advisor with Charles Schwab & Co., Inc. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. His prior work includes roles at First Command Financial Services and TD Ameritrade. 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 discretionary separately managed accounts and offers a multi-asset investment approach supported by research and centralized operational resources.

Ember Ham is a financial advisor with Ameriprise in Murdock, NE, holding a Series 66 designation and six years of industry experience. Prior to joining Ameriprise in 2021, Ember worked at Securities America, Inc., American Wealth Partners, and American National Bank. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Fahad Ismail is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 designations and bringing nine years of industry experience. He has been affiliated with Wells Fargo Clearing Services since 2017 and Wells Fargo Bank since 2015. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including niche areas such as business-owner transition and special-needs analysis, and provides tailored recommendations supported by proprietary research and planning tools.

Dustin Formanack is a financial advisor at OSAIC with 10 years of industry experience. He holds the Series 65 and Series 63 licenses and has previously worked at Securities America Advisors and Mutual of Omaha Investor Services. Outside of advisory work, he is involved in managing insurance and health product services as a managing director and owns an insurance brokerage. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes.

Diane Adams is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at UBS since 2019. Prior to that, she spent six years with Gemini Fund Services, LLC and Northern Lights Distributors, LLC. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through its role as a broker-dealer, investment adviser, and futures commission merchant.

Christopher O'Connell is a financial advisor with Osaic Wealth, Inc. based in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. His prior roles include positions at Securities America Advisors and Mutual of Omaha. Outside of advisory work, he is president of a family lumber yard business and also oversees an insurance brokerage operation. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services and employs various asset-allocation tools, automated rebalancing, and access to third-party money managers to manage portfolios across multiple asset classes.

Andy Jacobitz is a financial advisor with Morgan Stanley in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at RBC Capital Markets and City National Bank. Outside of his advisory work, he engages in freelance writing and serves on the finance committee of the FarmHouse Foundation, as well as holding board roles with the Nebraska Committee for Children and Youth and Creative Fleurs. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Aron Huddleston is a financial advisor with Morgan Stanley in Omaha, NE, holding Series 63 and Series 66 registrations and bringing 24 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2016 and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market analysis.

Shelley Hosick is a financial advisor at Raymond James Financial with 19 years of industry experience and holds a Series 66 designation. She has worked with Raymond James since 2015 and is currently associated with First Investments and Planning as a registered associate. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm employs tailored, non-discretionary planning using risk profiling and modeling tools and maintains notable programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Eric Butler is a financial advisor with UBS Financial Services in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at UBS Financial Services since 1989 and also has a longstanding history with Salomon Smith Barney Inc. Butler serves as a school board member at St. Patrick's Catholic School and is a shareholder in an agricultural business focused on corn and bean farming. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, combining institutional trading capabilities with wealth management. The firm utilizes proprietary research and model-based asset allocation to tailor investment strategies aligned with clients’ goals and risk tolerances.

Chase Pflueger is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Morgan Stanley with 16 years of industry experience. He previously worked at Edward Jones for 15 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he is the sole owner of Pflueger Management LLC, a property management business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Susan Powers is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. She previously worked at Edward Jones for 12 years before joining Cetera and also owns and manages Powerhouse Wealth Management LLC. Additionally, she is licensed to sell fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, and manages over $256 billion in assets across more than 10,000 advisors.

Kathleen Osterberg is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and two years of industry experience. She has been with Wells Fargo Clearing since 2023 and has a longer tenure at Wells Fargo Bank, N.A. dating back to 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options in its offerings.