Thomas Cook is a Certified Financial Planner® affiliated with LPL Financial, bringing 27 years of industry experience. He has previously worked with JFC Financial Services and Securities America in various capacities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and retirement advice, supported by a broad platform that includes strategic and tactical allocations and institutional services.

Narges Vicente is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. She has been with Wells Fargo Clearing Services since 2016 and also has work history at Wells Fargo Bank NA and Victoria's Secret. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Bennett Fogarty is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Securities America Advisor, and Christian Urban Education Service. Outside of his advisory work, he has experience in baseball announcing. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm employs a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Angelia Thomas is a financial advisor at Ameriprise with 27 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she co-owns a heating, air installation, and duct cleaning business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations primarily for clients with Ameriprise-managed accounts.

Abby Cardenas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and currently in her first year of industry experience. Her prior work includes roles at Wells Fargo Bank, IT Works Marketing Inc., and experience in both retail and food service sectors. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Timothy Howard is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at BancWest Investment Services, BANK OF THE WEST, QA3 Financial LLC, Cambridge Investment Research Advisors, and Securities America Advisors, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

John Doering III is a financial advisor with Edward Jones in Omaha, NE, holding Series 63 and Series 66 licenses and 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1994. Outside of his advisory work, he serves as an associate minister at The Carpenter's Christian Church and acts as a police chaplain in Council Bluffs, Iowa. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs, including discretionary wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.

Curtis Bohn is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is involved in umpiring baseball games and holds membership in several farm-related LLCs. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Scott Carlson is a financial advisor with OSAIC in Elkhorn, NE, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience and has worked at firms including Woodbury Financial Services, Questar Capital Corporation, and Allianz Life Insurance Company. Outside of his advisory work, he is president and CEO of Sisu Financial, a corporation selling traditional insurance products. OSAIC serves a diverse range of retail and institutional clients through a large network of financial advisers and offers integrated brokerage and advisory services. The firm uses a variety of tools and third-party platforms to construct diversified portfolios tailored to client needs and supports multiple account management styles and transitions.

Justin Bostic is a financial advisor at Ameriprise with 16 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019, following prior roles at Wells Fargo Clearing and WELLS FARGO Advisors. Outside of his advisory work, he serves as President on the Board of Directors for the Rocky Mountain Elk Foundation Omaha Chapter. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a specialized retirement-income planning service for individuals approaching or in retirement, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports.

Marty Hodge is a financial advisor with Raymond James Financial Services Advisors, Inc. in Omaha, NE, holding Series 63 and Series 66 credentials with six years of industry experience. His prior roles include positions at Capital Analysts, Lincoln Investment, and State Farm, as well as operating the Marty Hodge Insurance Agency. He is a partner in Croker & Associates, a business through which he manages various activities unrelated to investment advising. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and investment consulting using analytical tools and supports clients through its advisory programs and affiliated firms, with notable services in municipal and public finance.

Haley Grenko is a Series 66 licensed financial advisor with eight years of industry experience, currently serving clients at Ameriprise in Elkhorn, Nebraska. Her career includes multiple roles within Ameriprise Financial Services since 2016, as well as a position with the PGA of America in 2017. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Jessica Hitzfeld is a Series 66-licensed financial advisor at UBS Financial Services with 13 years of industry experience. She has been with UBS since 2008. Outside of her advisory role, she is a sales consultant for MY THIRTY-ONE, selling bags and purses. 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 and provides research and capital markets support through its platform.

Nancy Domenge is a financial advisor with UBS Financial Services in Omaha, NE, holding a Series 66 designation and 22 years of industry experience. She has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and incorporates proprietary research and model-based asset allocations in its client strategies.

Laurisa Richter is a financial advisor at UBS Financial Services with 24 years of industry experience. She holds Series 63 and Series 65 designations and has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Zachary Croonquist is a financial advisor at OSAIC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Securities America Advisors and Teckmeyer Financial Services. In addition to his advisory role, he is also licensed as an insurance agent and solicits insurance products based on client needs. OSAIC serves a diverse client base ranging from individual investors to corporations and charitable organizations. The firm offers a broad range of brokerage, advisory, and managed account services supported by sophisticated asset-allocation tools and multiple third-party platforms.

Brandon Miller is a financial advisor with Morgan Stanley in Omaha, NE, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Parker Financial, LLC, and has a background that includes service in the United States Marine Corps. Miller also has experience with Axe Games Omaha and Creighton University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Christopher Wittrig is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding a Series 66 designation and 20 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Michael Tatreau is a financial advisor with UBS Financial Services in Omaha, Nebraska. He holds a Series 66 designation and has 13 years of experience in the industry, having worked with UBS since 2012. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, discretionary portfolio management, and access to proprietary research and capital markets services.

Alexander Otte is a financial advisor with Morgan Stanley in Omaha, NE, holding a Series 66 designation and 12 years of industry experience. His career includes positions at TD Ameritrade, Edward Jones, Lyft, and Uber. Outside of advising, he has worked as a contractor in the automotive and transportation sector with Uber and Lyft. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.