Tim Hoffman is a financial advisor with Wells Fargo Advisors in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Wells Fargo in various capacities since 2011. Outside of his primary role, he owns TIM R. HOFFMAN, LLC, an investment-related business, and holds minority interests in several investment-related entities, including North Channel LLC and North Channel Capital Real Estate LLC. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients by offering a broad range of investment and financial planning services tailored to clients who meet specific net-worth criteria. The firm combines advisory services with other financial products, leveraging Wells Fargo research and planning tools to develop tailored recommendations.

Matthew Ewin is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory role, he serves as a board member of Charlies Excavating Inc. and is a member of the Mayor's Millennial Advisory Committee in Omaha, Nebraska. 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 models. The firm manages approximately $2.74 trillion in client assets and offers services that include but are not limited to advisory, brokerage, and specialized investment products.

Thomas Van Deventer is a Series 66 licensed financial advisor with Edward Jones in Elkhorn, Nebraska. He has 12 years of industry experience and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mike Sintek is a financial advisor at Edward Jones in Omaha, NE, holding a Series 66 designation and with three years of industry experience. Prior to joining Edward Jones, he spent 15 years at Sid Dillon Chevrolet. Outside of his advisory work, he serves as an officer of Sintek Land & Cattle, LLC, a farmland rental business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Cody Greeb is a financial advisor with Charles Schwab in Omaha, NE, holding a Series 66 designation and 15 years of industry experience. He has worked at Charles Schwab Bank SSB and Charles Schwab and Co., Inc. since 2022, following 12 years at TDAmeritrade Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals with wrap fee advisory programs, managed accounts, and financial planning services. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts and offers centralized custodial and brokerage services.

Joshua Wilken is a Series 66-credentialed financial advisor with LPL Financial, based in Omaha, NE, and has one year of industry experience. Prior to joining LPL Financial, he worked at Western International Securities Inc. and has experience in education, including roles at Ralston Public Schools and the Educational Service Unit. He serves on multiple nonprofit boards, including Teammates-Ralston Public Schools and Papio Pool, and teaches at Midland University. 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 institutions. The firm offers a range of financial planning and investment management solutions, utilizing a blend of model portfolios, third-party subadvisors, and customized strategies.

Patrick Friesen is a financial advisor with Morgan Stanley in Omaha, NE, holding a Series 66 designation and 20 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Mark Waldron is a CFP® certificant with nine years of industry experience. He is currently an advisor at Edward Jones in Omaha, NE, where he has worked since 2018. His prior experience includes roles at TD Ameritrade, Fidelity Brokerage Services LLC, and New York Life Insurance Co. Edward Jones is a full-service wealth management firm serving over 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.

Joseph Calabro is a CFP® professional affiliated with Wells Fargo Clearing in Omaha, NE, bringing 18 years of industry experience. He has worked with Wells Fargo Bank since 2006 and has been with Wells Fargo Clearing since 2016. Prior to that, he spent five years at Wells Fargo Advisors 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 combines in-house research and third-party analytics to support its investment approach and offers a range of brokerage and advisory solutions.

Matthew Hellbusch is a financial advisor with Cetera, holding Series 65 and Series 63 credentials and bringing nine years of industry experience. His background includes roles at Lincoln Investment, Horace Mann Companies, and Capital Analysts. Outside of advising, he is an owner of Highmark Financial, LLC and provides notarial services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporations, and institutions. The firm offers a multi-manager platform enabling advisors to implement model portfolios, select third-party managers, or create bespoke strategies across various program structures and custodial relationships.

Morris Friedman is a financial advisor with Ameriprise in Omaha, NE, holding Series 63 and Series 65 credentials and over 50 years of industry experience. He has been affiliated with Ameriprise Financial Services LLC since 1975 and Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, Friedman is involved in managing Momentum Partners LLC, an entity related to his advisory business. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and utilizes algorithmic automation alongside a centralized consulting team to deliver tailored retirement-income recommendations.

James Pekelder is a financial advisor with Ameriprise in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. He has been with Ameriprise since 2019. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

James Lombardi is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a wider range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Steven Kimes is a CFP® professional with 28 years of industry experience. He is currently with LPL Enterprise and has previously worked at The Prudential Insurance Company of America, NYLIFE Securities LLC, and LPL Financial among others. Outside of his advisory role, Kimes manages a financial services LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and a range of affiliated financial services.

Renee Brabb is a financial advisor with UBS Financial Services in Omaha, NE, holding Series 63 and Series 66 designations and possessing 17 years of industry experience. Her prior roles include positions at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services, and Charles Schwab & Co. Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm delivers advisory work via a network of Financial Advisors using proprietary capital market assumptions, model-based asset allocations, and research to tailor plans according to clients’ goals and risk tolerances.

Dusty Cook is a financial advisor with LPL Enterprise and holds Series 65 and Series 63 licenses. He has 16 years of industry experience, including previous roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Principal Securities Inc. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is model-driven, offering access to third-party asset managers and financial planning services through a network of investment adviser representatives.

Jacob Rehder is a CFP®-credentialed financial advisor with LPL Financial in Omaha, NE, where he has worked since 2010, totaling 16 years of industry experience. He provides general notary services for clients on an as-needed basis without charge. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services through a large network of investment adviser representatives.

Charlie Jacobsen is a financial advisor with UBS Financial Services in Omaha, NE, holding a Series 66 designation and having 11 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he is a commissioned notary public. 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 services, offering a broad range of capital markets and research resources.

Christopher Carder is a financial advisor with Cambridge Investment Research Advisors in Omaha, NE, holding Series 63 and Series 65 licenses and more than 21 years of industry experience. He has been with Cambridge Investment Research Advisors since 2017 and has worked in related roles at Cambridge Investment Research, Inc. since 2013. Outside of advisory work, he is involved in farming and owns a crop insurance company. He also serves as president of the West Fairacres Village homeowners association. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, using multiple custodial platforms and a range of portfolio management strategies that include both proprietary and third-party models.

Christina Large is a financial advisor at Morgan Stanley with 17 years of industry experience, including 10 years at her current firm. She holds Series 63 and Series 66 licenses. Outside of advisory work, she is a managing member of Large Realty, LLC and a partner in Fit Freedom, a retail and online store based in Omaha, Nebraska. Morgan Stanley Wealth Management serves individual and institutional clients by providing comprehensive financial planning and advisory services, managing approximately $2.74 trillion in client assets through a range of advisory programs and investment strategies.