Ia Hagan is a financial advisor at Robert Baird & Co. with 13 years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining Robert Baird & Co. in 2024, she worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC from 2016 to 2024. She is part of The DDK Group within Robert Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research and advanced tools such as artificial intelligence.

Bruce Zirpel is a CFP®-certified financial advisor with 33 years of industry experience. He is currently affiliated with LPL Financial and has previously worked with Securities America Advisors, Inc. and Thrivent Investment Management. Zirpel is also involved in insurance sales and Medicare referral services through his other business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional services, employing various investment strategies supported by research and technology.

Steven Kucirek is a financial advisor at Edward Jones in Elkhorn, NE, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has been with Edward Jones throughout his career since 2002. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Nicholas Nalbach is a financial advisor with Morgan Stanley in Omaha, NE, holding a Series 66 designation and eight years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., CETERA Advisor Networks LLC, and CWM, LLC. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment and financial planning services.

Jennifer Anderson is a financial advisor at Morgan Stanley with nine years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley 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 range of advisory programs and financial planning services that utilize structured discovery processes and advanced modeling tools.

Elizabeth Stieneke is a financial advisor at Raymond James Financial with 23 years of industry experience. She holds the Series 63 and Series 66 credentials and has previously worked at First National Bank of Omaha and Cetera Advisor Networks. Outside of her advisory role, she is an associate and branch manager at First Investments and Planning in Omaha, NE. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and supports a broad network of advisors with specialized municipal and public finance capabilities.

Ryan Horner is a CFP® professional with 25 years of industry experience, currently with Wells Fargo Clearing since 2018. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory work, he serves as a FINRA arbitrator and is involved in non-investment activities such as creating TikTok videos about home renovations and performing as a musician in a cover band. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary options. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.

Justin Widick is a financial advisor with LPL Financial in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked with firms including Western International Securities and Financial West Group. Outside of advising, he owns and operates businesses such as Great Plains Tire & Service and Uprising Bakery. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, utilizing various investment strategies supported by research and technology tools.

Joseph Vampola is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and eight years of industry experience. His career includes positions at Prudential Insurance Company of America and Pruco Securities, LLC, where he worked for over seven years. Outside of his advisory work, he has experience in small business operations, having been involved with Jake & Joe's Spotless Windows and Clean Country. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and offers financial planning, third-party asset manager access, and insurance product facilitation through affiliated entities.

Lawrence Sanfilippo is a financial advisor at OSAIC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Alliant Retirement Services, Securities America, Lincoln Financial Advisors, and AXA Advisors. Sanfilippo also consults on governmental retirement plans and is involved in group health insurance and fixed insurance sales. OSAIC serves a diverse client base ranging from individual investors to institutional entities, offering integrated advisory and brokerage services through a broad network of affiliated financial advisers. The firm employs various asset-allocation tools and third-party platforms to deliver comprehensive portfolio management solutions.

Brent Connelly is a CFP®-designated financial advisor with 13 years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at Soar Wealth Strategies, Commonwealth Financial Network, and Edward Jones. Outside of his advisory work, he is an owner of Heavenly Foods LLC, a business unrelated to investment management. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Richard Lipprand is a financial advisor with LPL Financial in Elkhorn, Nebraska. He holds the CFP® and ChFC® designations and has 36 years of industry experience. His prior roles include positions at Western International Securities, Inc. and Financial West Group. He is also involved in an insurance-related business outside of his advisory work. 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 financial planning and investment management services, utilizing various portfolio models and third-party subadvisors.

Kris Harsh is a Series 66-licensed financial advisor with Edward Jones in Omaha, NE, where he has worked since 2015. He has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Christopher Asselin is a financial advisor with Ameriprise in Omaha, NE, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals with substantial investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm uses a combination of research, modeling, and tax-efficiency analysis, supported by algorithmic automation and oversight committees, to generate and tailor retirement income recommendations.

Timothy Militti is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Securities America Advisors and First State Bank. He has been involved with the Fremont Alzheimer's Collaboration since 2015. OSAIC serves a diverse client base, including individual investors, corporations, and charitable organizations, offering a range of brokerage and advisory services supported by advanced asset-allocation tools and third-party money managers.

Nicole Clark is a financial advisor at Morgan Stanley in Omaha, NE, with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley and its affiliated entities since 2013. In addition to her financial advisory role, she is a practicing lawyer admitted to the Nebraska Bar Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

Brian Schrader is a financial advisor with UBS Financial Services in Omaha, NE, holding Series 66 and Series 63 credentials and having 12 years of industry experience. His prior experience includes roles at Osaic, Charles Schwab, TD Ameritrade, Cetera Advisor Networks, and Carson Group. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Erik Bidrowski is a financial advisor at Osaic Wealth Inc. based in Omaha, NE, with four years of industry experience. He holds Series 63 and Series 66 licenses and has previous experience at Eagle Distributing, Republic National Distributing Company, State Distributing, and Red 9. Outside of advisory work, he is involved in providing insurance services through an insurance agency. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, using firm-provided tools and third-party platforms to construct diversified portfolios managed on either a discretionary or non-discretionary basis.

T Hillyard is a financial advisor with Morgan Stanley in Omaha, NE, holding a Series 66 license and 25 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Tricia Seitelbach Green is a financial advisor with LPL Financial in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at Vintage Financial Group since 2010 and was previously with Principal Securities Inc. Green is also the owner of Tricia Green Photography, a business unrelated to investment services. 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 portfolios, third-party asset management, and institutional platforms.