Jon Fuller Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has worked with several firms, including Securities America Advisors and Cetera Wealth Services, and currently serves as Brokerage Operations Manager at CWM, LLC DBA Carson Partners, providing operational support to clients through the brokerage solutions group. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients via a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Jenny Bandigan is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has been with Wells Fargo Clearing Services and Wells Fargo Bank NA since 2016. Outside of her advisory role, she is involved with Loving Homes LLC, where she provides long-term care and support to individuals with special needs. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Mark Egermier is a financial advisor with LPL Financial in Omaha, NE, holding the CFP® designation and Series 63 and 65 licenses. He has 22 years of industry experience, including roles at LPL Financial since 2008 and MSI Financial Services from 2006 to 2008. Outside of his advisory work, Egermier is engaged with Election Systems & Software in a non-investment capacity. 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 financial planning and investment management services, utilizing diverse strategies and third-party resources within a large network of advisors.

Matthew Peterson is a financial advisor at Ameriprise with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Edward Jones, Bank of America NA, and Merrill Lynch, Pierce, Fenner & Smith. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations primarily for assets managed within Ameriprise accounts.

Christine Harkendorff is a financial advisor at UBS Financial Services with 14 years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley from 2013 to 2017 before joining UBS in 2018. UBS Financial Services 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 offerings and uses proprietary research and model-based asset allocations to tailor client plans.

Zane Zentic is a financial advisor with LPL Enterprise holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC, as well as early career experience with Northwestern Mutual. Outside of finance, he was involved with Fala's Treasures and Coffeehouse from 2016 to 2018. LPL Enterprise, LLC provides investment advisory and brokerage services to a wide range of clients including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach utilizing portfolios developed by its Research Department and third-party strategists, and also offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Kristine Callahan is a financial advisor at Edward Jones in Omaha, NE, with nine years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2016, following three years at CHI Health at Home. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Austin Williams is a financial advisor with Ameriprise in Omaha, NE, holding a Series 66 designation and 11 years of industry experience. He previously worked at TD Ameritrade before joining Ameriprise in 2018. Williams owns several LLCs that support the operation of his Ameriprise franchise practice. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing clients with written recommendation reports and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Kenneth Thomason is a financial advisor at Edward Jones in Omaha, NE, holding the CFP®, ChFC®, and Series 66 designations with seven years of industry experience. He previously worked at Morgan Stanley Private Bank and Aflac, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs and maintains affiliated capabilities beyond advisory services, including a trust company and proprietary mutual funds.

Rodney Williams is a financial advisor with Ameriprise in Omaha, NE, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Williams is an owner of several LLCs that support the operation of his Ameriprise franchise practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on reliable income and tax-aware withdrawal strategies.

Christopher Ruggiero is a financial advisor at Raymond James Financial Services Advisors, Inc. with 24 years of industry experience. His prior roles include positions at Charles Schwab and Wachovia Bank. He is also involved as Head of Wealth and Institutional Services at First Investments and Planning. 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 and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Deanna Sherman is a financial advisor with Charles Schwab in Omaha, NE, holding a Series 66 designation and 19 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2008. 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, utilizing multi-asset model portfolios and a centralized operational structure.

Meleah Turner is a financial advisor with Wells Fargo Clearing in Bellevue, NE, holding Series 63 and Series 65 licenses and two years of industry experience. She has worked at Wells Fargo Bank and Charles Schwab and owns a hairdressing business in Omaha, NE. 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 advice grounded in modern portfolio theory and tailored to plan objectives.

Timothy Hammes is a financial advisor at UBS Financial Services in Omaha, NE, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with UBS since 2006. He serves on the board of directors for the Omaha Home for Boys Foundation, advising on the foundation’s investments. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor financial plans and portfolio management.

Ryan O'Connell is a Series 66-credentialed financial advisor with OSAIC, based in Omaha, NE. He has been with OSAIC since 2025 and has prior experience in various roles at firms including Futurity First and Net Par - Omaha. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a broad network of affiliated advisors. The firm provides integrated brokerage and investment advisory services, employing tools such as asset-allocation models, risk-tolerance assessments, and automated rebalancing to manage portfolios across multiple asset classes.

Jackson Petersen is a Financial Advisor with Merrill Lynch Wealth Management, specializing in developing customized investment and wealth management strategies. He partners with clients to create personalized plans that address retirement income, education funding, legacy planning, and small business strategies. By leveraging resources from Bank of America and Merrill, he provides comprehensive guidance that integrates banking, lending, and investing to support clients’ broad financial goals. Jackson holds a Bachelor's degree in Business Finance from Wayne State College. He has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. His expertise centers on helping clients navigate market changes with disciplined decision-making while building confidence in their financial future. Outside of his professional role, Jackson is involved with the Breakfast Optimist Club of Omaha and is a member of the Greater Omaha Chambers and Omaha Empowerment Breakfast. His personal interests include baseball, basketball, boating, cooking, fishing, football, golfing, and pickleball.

Brett Smith is a financial advisor at Edelman Financial Engines with a Series 65 designation and over 30 years of prior experience at Deloitte Tax LLP. He joined Edelman Financial Engines in 2025. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large participant base through both advisor-led and online offerings.

James Bull is a financial advisor with Ameriprise in Omaha, NE, holding a Series 66 designation and 22 years of industry experience. He has worked at Ameriprise Financial Services since 2005. Outside of advisory work, he manages his own business, Bull Enterprises LLC, which supports his advisory activities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that emphasizes dependable income and tax-aware withdrawal strategies.

Collin Plath is a financial advisor with Ameriprise in Omaha, NE, holding a Series 66 designation and five years of industry experience. Before joining Ameriprise in 2018, he worked at Access Bank and Woodhouse Automotive. He also serves as an Associate Financial Advisor with an outside firm, assisting clients with account transactions and setup. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income planning service that provides ongoing advice and written recommendations focused on dependable income sources and tax-aware withdrawal strategies.

Wynn Fortner is a financial advisor at LPL Financial with 29 years of industry experience. He holds a Series 63 designation and has previously worked with Securities America Advisors, Inc., GWR Investments, Inc., and operated his own firm, The Fortner Group LLC. He has also served on the Ralston Foundation Advisory Board for 15 years. 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 other institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.