David Casteel is a financial advisor at Ameriprise with 18 years of industry experience. He holds the Series 66 credential and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. He serves on the Board of Directors for the Nebraska Sanitary Improvement District #276. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning through written recommendation reports and ongoing advice. The firm’s approach combines investment research and algorithmic tools within a defined investment universe influenced by affiliated product relationships.

Nicole Norris is a financial advisor at LPL Financial in Omaha, NE, holding a Series 66 designation with two years of industry experience. Prior to joining LPL Financial in 2025, she worked at Western International Securities, Inc. and has experience in event management and healthcare. 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.

Christopher Scott is a financial advisor with UBS Financial Services in Omaha, NE, holding a Series 66 designation and 25 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory role, he is a self-published author of a book about recruiting in college athletics and its relation to business relationship building, and he runs a personal blog focused on local politics, serving as editor-in-chief. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and leveraging proprietary research and model-based strategies to tailor client plans.

Trey Wilbeck is a financial advisor at Osaic Wealth, Inc. in Omaha, NE, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at John Hancock and American National Bank. Outside of advising, he works as a life and health insurance broker and manages a single-family rental property in Lincoln, NE. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisors and multiple advisory platforms. The firm utilizes asset-allocation tools and third-party services to offer integrated brokerage, investment advisory, financial planning, and managed portfolio solutions.

Dawn Dries is a financial advisor at Morgan Stanley in Omaha, NE, holding Series 63 and Series 66 designations with 18 years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Edward Militti Sr. is a financial advisor with Morgan Stanley in Omaha, NE, holding Series 63 and Series 65 licenses. He has 54 years of industry experience and has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning solutions.

Jake Wilson is a financial advisor at UBS Financial Services with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Ironvine Capital Partners, First National Bank of Omaha, and Northwestern Mutual. Outside of finance, he has experience in small business operations, having managed lawn care services for several years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor solutions to client goals.

Christopher Toth is a CFP® with 34 years of industry experience and has been with UBS Financial Services in Omaha, NE since 2014. His credentials also include Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans that address clients' goals and risk tolerances.

Kevin Welsh is a financial advisor with Morgan Stanley in Omaha, NE, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and affiliated with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves on the finance committee at St. Pauls Methodist Church in Papillion, NE. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides diverse services such as wrap programs, private funds, and structured products.

Mindy Helfrich is a financial advisor with LPL Financial in Omaha, NE, holding Series 65 and Series 63 credentials and bringing 26 years of industry experience. She has been affiliated with LPL Financial since 2023 and has prior experience at Vintage Financial Group, Helfrich Financial Services LLC, Principal Securities Inc., Principal Life Insurance Company, Ameritas Investment Company, and Cincinnati Analysts. In addition to her advisory work, she serves as Social Director for Commercial Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning, asset management, and institutional platforms.

James Suey is a financial advisor with UBS Financial Services in Omaha, NE, holding a Series 66 designation and 22 years of industry experience. He has been with UBS Financial Services since 2012. Outside of his advisory role, he assists with local running events in the Omaha community through a running store he is involved with. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Cory Epstein is a financial advisor with Morgan Stanley in Omaha, NE, holding a Series 66 designation and five years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2020 and previously at the Bank of Nova Scotia from 2016 to 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market outlook analyses.

Benjamin Koley is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He has previously worked at firms including Arbor Point Advisors and Centaurus Financial, and has operated Koley Financial Services since 2009. Outside of advising, he is involved with insurance agencies under Koley Financial Services and PLIXYS LLC. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Kaycie Nolan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Wells Fargo Clearing in 2024, she worked at Wells Fargo Bank, nA since 2021 and has experience in the pet care and food service industries as well as gymnastics instruction. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm follows an IPS-driven process grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Johnny Carlisle is a financial advisor with Morgan Stanley in Omaha, NE, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones and served four years in the U.S. Air Force. Outside his advisory role, Carlisle is a sole proprietor of an online retail business and a passive partner in a male salon. Morgan Stanley Wealth Management is a large SEC-registered adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers a wide range of advisory programs to individuals and institutions, with a financial planning process that utilizes firm-approved tools and modeling techniques.

Kevin Heinrich is a financial advisor with OSAIC based in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He previously worked with Securities America Advisors and Securities America Inc for nine years. Outside of his advisory roles, Heinrich has experience with Thg Benefits, Inc. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to various managed account platforms and third-party money managers.

Molly Hoge is a CFP® professional at Edward Jones with six years at the firm and a total of five years in the financial industry. She previously worked for six years at Aon Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Mathew Halvorson is a financial advisor with Wells Fargo Clearing in Omaha, NE. He holds the Series 65 and Series 63 designations and has one year of industry experience. His prior roles include positions at Wells Fargo Bank, Success Lending, and First National Bank of Omaha. 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, utilizing research and analytics grounded in diversification principles and modern portfolio theory.

Ryan Johnson is a financial advisor with Cambridge Investment Research Advisors in Omaha, NE, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Edward Jones, Commonwealth Financial Network, and Soar Wealth Strategies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers comprehensive financial planning and investment management services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Dustin Galvan is a financial advisor with Edward Jones in Omaha, NE, holding Series 66 and Series 63 credentials and seven years of industry experience. His work history includes roles at Edward Jones, TD Ameritrade, Retire SMART, LLC, and SMART Wealth, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices across the United States.