Adam Hess is a financial advisor with Morgan Stanley in Omaha, NE, holding Series 66 and Series 63 licenses and five years of industry experience. His prior work includes roles at Charles Schwab, TD Ameritrade, and Morgan Stanley Private Bank, N.A. Outside of his advisory career, he is the sole proprietor of TranquilTalk LLC, a technology business based in Elkhorn, Nebraska. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and modeling techniques.

John Leyden is a financial advisor with Ameriprise in Omaha, NE, holding a Series 63 designation and over 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in a service business that connects dairy farm owners with biogas opportunities for methane digester projects. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through a centralized service team that collaborates with financial advisors.

Christopher Smith is a financial advisor with Raymond James Financial in Omaha, NE, holding Series 66 and Series 63 licenses and one year of industry experience. His prior roles include positions at First National Bank of Omaha, Charles Schwab, TD Ameritrade, and several regional banks. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Michael Egermier is a CFP® professional with 22 years of experience at LPL Financial, where he has worked since 2004. He is based in Omaha, NE, and holds Series 63 and Series 66 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Joshua Cantrell is a financial advisor with Morgan Stanley in Omaha, NE, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Charles Schwab and Co., Inc., TD Ameritrade, and Team J Sales and Marketing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Shawn Johnson is a financial advisor at OSAIC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Woodbury Financial Services and Questar Asset Management. Outside of advising, he owns and manages a sole proprietorship involved in insurance sales and service. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage, advisory services, and access to multiple investment platforms that utilize firm-provided tools and third-party managers.

Christopher Knust is a financial advisor with Ameriprise in Elkhorn, Nebraska, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis within a centralized consulting team to deliver tailored, non-discretionary recommendations, supported by algorithmic automation and oversight committees.

Kent Weilage is a CFP® professional based in Omaha, NE, with 26 years of experience in the financial industry. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and has prior experience with Morgan Stanley, TIAA-CREF, and Edward Jones. In addition to his advisory role, he works with First Investment and Planning and FNBO in financial advisory capacities. 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, corporations, and institutions. The firm offers tailored non-discretionary planning using analytical tools and supports municipal and public finance work through its unique affiliations.

Alvin Zach is a financial advisor with Morgan Stanley in Omaha, NE, holding a Series 63 designation and 33 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Ryan S. Hanson is a financial advisor with UBS Financial Services in Omaha, NE, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. He has been with UBS since 2008. Hanson is also involved in agricultural activities through ownership of a farming enterprise in Nebraska. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and asset allocation models to support client goals.

Samson Callahan is a financial advisor at Charles Schwab with a Series 66 designation and less than one year of industry experience. Prior to joining Schwab, he held roles at Topstep LLC, Apex Trader Funding, Tradeify, and other companies across various industries. 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 centralized custody and order-routing services.

Justin Humphrey is a Series 66-registered financial advisor with Morgan Stanley in Omaha, NE, with one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at JEO Consulting Group and served in the U.S. Air Force. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using proprietary tools and modeling techniques, serving clients through both direct and corporate channels.

Louis Zuccarello is a financial advisor with LPL Financial in Omaha, NE, holding a Series 66 designation and 11 years of industry experience. He has worked at Edward Jones and Waddell & Reed, and currently serves on the Omaha/Lincoln Chapter of the Penn State Alumni Association board. Zuccarello is also involved with Expanse Wealth Management and Expanse Risk Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Jill Young is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is involved as a manager of Otis Farms, LLC, an agricultural business based in Omaha, Nebraska. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Nancy Neary is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Christopher Haas is a financial advisor at Raymond James Financial Services Advisors, Inc. with four years of industry experience. He holds Series 63 and Series 65 credentials and has prior experience with Capital Analysts, Lincoln Investment LLC, and Horace Mann Investors Inc. Haas is a partner in insurance referral businesses that provide home, auto, and Medicare supplement insurance services, holding ownership interests in these ventures. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports clients through advisory programs, while also engaging in specialized services such as municipal advisory and SIMPLE IRA employer consulting.

Nozimdjon Saidov is a financial advisor at Wells Fargo Clearing based in Omaha, NE, holding a Series 66 designation. He has been with Wells Fargo Clearing since 2007. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm includes a broad range of financial products in its investment menus, such as insurance-related vehicles and bank deposit sweep options.

William Koll is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2023. His prior roles include positions at Charles Schwab, TD Ameritrade, Liberty Mutual Insurance, and Best Buy. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Dan Lindstrom is a financial advisor at UBS Financial Services in Omaha, NE, holding Series 63 and Series 65 licenses with 45 years of industry experience. He has been with UBS since 2010 and is the owner and CEO of Shoe Dog LLC, a company involved in investing in a Red Wing Shoe store. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services tailored to clients’ goals and risk tolerances.

Samuel Sullivan is a CFP® professional with nine years of experience in financial services. He currently works with UBS Financial Services and previously held roles at Charles Schwab and Charles Schwab Bank. He is based in Omaha, NE. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.