Anthony Olsen is a financial advisor at Wells Fargo Advisors in Omaha, NE, holding a Series 66 designation with 14 years of industry experience. He has worked within various Wells Fargo entities since 2012. Outside of his advisory role, Olsen serves as co-treasurer for Westside Swim/Dive, a community swim and dive organization. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to client needs, utilizing proprietary research and tools to develop recommendations delivered through meetings and written summaries.

Tyler Marion is a financial advisor at Charles Schwab in Omaha, NE, holding Series 63 and Series 66 credentials with three years of industry experience. He previously worked at TD Ameritrade and has held various roles outside the financial services sector. Charles Schwab serves a large client base primarily of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance using multi-asset model portfolios and an integrated operational structure.

Jack Wolfgram is a financial advisor with Equitable Advisors in Omaha, NE, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors, he was associated with Scott Sladovnik. His background includes roles outside of finance, such as involvement with Creighton Men’s Basketball and Creighton University. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, often implementing advisory models through third-party managers and providing ERISA fiduciary services for qualified plans.

Eric Butler is a financial advisor with UBS Financial Services in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at UBS Financial Services since 1989 and also has a longstanding history with Salomon Smith Barney Inc. Butler serves as a school board member at St. Patrick's Catholic School and is a shareholder in an agricultural business focused on corn and bean farming. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, combining institutional trading capabilities with wealth management. The firm utilizes proprietary research and model-based asset allocation to tailor investment strategies aligned with clients’ goals and risk tolerances.

Jason Carrig is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 66 and Series 63 licenses. His prior work includes roles at Dordt University, Oak Hills Country Club, and American Legion Post 291. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions, leveraging multi-asset model portfolios and due diligence from its Schwab Center for Financial Research.

Chase Pflueger is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Morgan Stanley with 16 years of industry experience. He previously worked at Edward Jones for 15 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he is the sole owner of Pflueger Management LLC, a property management business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Susan Powers is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. She previously worked at Edward Jones for 12 years before joining Cetera and also owns and manages Powerhouse Wealth Management LLC. Additionally, she is licensed to sell fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, and manages over $256 billion in assets across more than 10,000 advisors.

Kathleen Osterberg is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and two years of industry experience. She has been with Wells Fargo Clearing since 2023 and has a longer tenure at Wells Fargo Bank, N.A. dating back to 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options in its offerings.

Peter Conrad is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Judge Group and Egis Technologies. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by Schwab Center for Financial Research.

Joseph Krause is a financial advisor with Charles Schwab located in Omaha, NE. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and its affiliated entities since 2025. Prior to joining Schwab, he worked in various roles including positions at Brunswick Bowling and Maryville Community Center. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Valerie Newman is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Ameriprise. She has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of her advisory role, Newman is an adjunct professor at Creighton University and serves on the Papillion Community Board of Directors. Ameriprise offers specialized retirement-income planning services targeted at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Matthew King is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at TD Ameritrade and various positions in different industries before joining Charles Schwab in 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investment process.

Rick Young is a CFP® with 30 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2005. He is based in Omaha, NE, and has been involved with Cambridge Investment Research, Inc. since 2004. Outside of his advisory role, Young serves as a board member of Habitat for Humanity Omaha. 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, utilizing a variety of investment platforms and strategies tailored to client objectives.

Diane Hand is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo since 2010, initially at Wells Fargo Advisors LLC before joining Wells Fargo Clearing in 2016. Outside of her advisory role, she owns rental farmland in Schuyler, Nebraska. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a wide range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Renen Sahr is a financial advisor with OSAIC in Fremont, Nebraska, holding CFP® and Series 66 designations and bringing nine years of industry experience. Prior to joining OSAIC in 2024, he worked for seven years at Securities America Advisors and Securities America, Inc. He is a board member of the Midland University Booster Board and hosts a weekly radio segment at RVR Bank that features local business partners and non-profits. Sahr also provides life, health, and accident insurance products alongside investment advisory services. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers and platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include a variety of investment vehicles.

William Larson is a financial advisor with Mass Mutual Investors Services in Omaha, NE. He holds Series 65 and Series 63 licenses and has four years of industry experience. Prior to joining Mass Mutual, he worked at New York Life Insurance Company and NYLIFE Securities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented client engagements.

Mark Brittan is a financial advisor with UBS Financial Services in Omaha, NE, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with UBS Financial Services since 2005. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Cassandra Hughes is a financial advisor with Edward Jones in Omaha, NE, holding a Series 66 designation and over five years of experience at the firm. Her background includes roles in the beauty and wellness industry, such as positions at iBeaute Studio & Academy and Massage Envy. 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 options, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Evan Honan is a financial advisor at Cetera with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Renaissance Financial Corp, The Iowa State Foundation, and BridgePoint Wealth Advisors, among others. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individual investors, retirement plans, corporate and charitable accounts, and institutional clients. The firm offers diversified investment management and financial planning services through a large network of independent advisors and features multiple program structures and affiliations.

Terry Curnes is a financial advisor at Cetera with over 43 years of industry experience. He holds a Series 63 designation and has been involved with multiple financial and business ventures, including ownership of an art gallery and participation in real estate renovation projects. He also operates several businesses related to financial services and investment management. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.