Scott Prai is a financial advisor with Ameriprise in Omaha, NE, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Ameriprise since 2019 and previously held positions at Wells Fargo Advisors and Wells Fargo Clearing. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Lynn Nepple is a financial advisor with Ameriprise in Omaha, NE, holding Series 63 and Series 65 registrations and 19 years of industry experience. Prior to joining Ameriprise in 2022, Lynn worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of advising, Lynn serves as treasurer for a local Girl Scouts troop. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Joshua Mueller is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding Series 63 and Series 65 licenses and six years of industry experience. His work history includes roles at Wells Fargo Bank, WealthPlan Investment Management LLC, SMART Wealth, AE Wealth Management, and Mutual of Omaha Advisors. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Dwight Frost Jr. is a financial advisor with Morgan Stanley in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, National Association 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools in its financial planning process.

John Dahir is a financial advisor with Morgan Stanley in Omaha, NE, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he worked at Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methods. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and specialist groups such as Estate Planning Strategies.

Greg Lovette is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at multiple firms including Raymond James Financial and Great Western Bank. Outside of his advisory role, he officiates athletic contests through GLS & Associates LLC. 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 integrates research from Wells Fargo Investment Institute to support its investment approach.

Douglas Tsoka Jr. is a financial advisor at OSAIC with seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Securities America Advisors, Pacific Life Insurance Company, and Resource Pro. Outside of his advisory role, he oversees sales and recruitment for agents on an insurance brokerage platform. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to manage portfolios across various investment types.

Steven Hendrickson is a financial advisor with Morgan Stanley in Omaha, NE, holding a Series 66 designation and 27 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Hendrickson serves as a board member at the University of Nebraska Omaha. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, incorporating modeling techniques such as Monte Carlo simulations.

Dave Dunham is a financial advisor with Morgan Stanley in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets dating back to 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations to support its financial planning services.

Carter Damm is a financial advisor at UBS Financial Services in Omaha, NE, holding a Series 66 credential with one year of industry experience. His prior roles include positions at Merrill and Austria Property Management LLC. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, using proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Kyle Charles is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Securities America Advisors, LINCOLN FINANCIAL ADVISORS Corporation, and AXA Advisors, LLC. He is also involved in general insurance sales through a related business activity. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes various portfolio construction tools and supports both discretionary and non-discretionary account management.

James Largen is a financial advisor with UBS Financial Services in Omaha, NE, holding a Series 66 designation and four years of industry experience. Prior to joining UBS in 2021, he worked at Deloitte for two years and at Sodoro Law for one year. 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 and proprietary research to tailor strategies aligned with clients’ goals and risk tolerances.

Travis Washington is a financial advisor with J.P. Morgan Securities in Omaha, NE, holding a Series 66 license and six years of industry experience. His prior roles include positions at Merrill, Bank of America, and Lion Street Advisors. Outside of advising, he has been involved in operating a catering business and co-owns rental properties with his spouse. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Jerry Sukup is a financial advisor with Edward Jones in Omaha, NE, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Edward Jones in 2024, he worked at United Republic Bank and Central National Bank. Outside of advisory work, he is a member of several real estate and investment LLCs. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a broad range of investment strategies and advisory programs. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Sharon Hyer is a financial advisor with Ameriprise in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her prior roles include positions at Great Western Investments & Insurance, Raymond James Financial Advisors, and Cetera. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, delivering customized recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support its advisory process.

Katelin Luna is a financial advisor at UBS Financial Services in Omaha, NE, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at Medical Solutions and multiple engagements with the University of Nebraska Omaha. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Brian Falkinburg is a financial advisor with LPL Financial, holding a Series 66 credential and three years of industry experience. He previously worked at Western International Securities, Inc. and spent 14 years at Title365. Outside of his advisory role, Falkinburg is involved in life insurance sales through CPS Insurance. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing a range of discretionary and non-discretionary investment strategies supported by proprietary research and technology.

Todd Holmes is a financial advisor at LPL Enterprise with over 40 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 1986 to 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs, alongside affiliated insurance and trust services.

Andrew Wegner is a Series 66-licensed financial advisor with Morgan Stanley in Omaha, Nebraska, and has three years of industry experience. His prior roles include positions at WealthPlan Group, MidAmerican Energy Company, Mutual of Omaha, Ameritas Life Insurance Company, and the University of Nebraska-Lincoln. 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 firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct financial planning services and corporate financial planning agreements.

Carroll Hacker is a financial advisor at Morgan Stanley in Omaha, NE, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as a board member of Omaha Liberty Ladies LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, with a variety of investment-related services beyond typical retail offerings.