Devin Moylan is a CFP® with 15 years of industry experience, currently serving at Osaic Advisory Services, LLC since 2024. His prior experience includes roles at Arbor Point Advisors and Securities America Advisors, Inc. Additionally, he participates in community activities such as advising the development committee for St. Pat's Elkhorn. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, and nonprofit entities. The firm provides a range of services including investment management, financial planning, retirement plan consulting, and uses multiple program models with custody primarily through Schwab and Fidelity.

Charles Smith is a financial advisor at Prime Capital Financial with five years of industry experience. He holds a Series 65 designation and has worked at Prime Capital Investment Advisors, LLC since 2020 and First National Bank of Omaha since 2007. Outside of his advisory role, he serves as treasurer and secretary of LRC Racing, a nonprofit running club in Omaha, Nebraska. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a wide range of services including asset management, financial planning, retirement plan sponsor and trustee services, and family office offerings, utilizing both discretionary and non-discretionary investment approaches.

Richard Seitz is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63 and Series 66 designations and over 20 years of industry experience. His career includes roles at Brinker Capital Securities, AssetMark Financial, and LPL Financial. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and corporate sponsors through model-driven and managed-account solutions, supporting nearly 200 advisors and over 185,000 client relationships with approximately $64.8 billion in assets under administration.

Bryan Sweet is a financial advisor at Carson Wealth with the ChFC® designation and 45 years of industry experience. His career includes work at Raymond James Financial Services and several firms bearing his name. Outside of his advisory role, he is involved in authoring books, coaching entrepreneurs, private aviation partnerships, and serves on nonprofit finance and fundraising committees. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with more than 650 advisors and approximately $50.6 billion under management. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing committee-driven model portfolios and tailored solutions to serve corporate, institutional, and high-net-worth clients.

Andrew Muska is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Edward Jones and Soar Wealth Strategies. He is also the owner of Karpaty Wealth Group, LLC, a private entity focused on securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody/clearing services.

Nathan Farmer is a CFP® and PFS™ credentialed financial advisor with 21 years of industry experience. He has been with Creative Planning since 2015. Outside of his advisory role, he is a minority owner of a bar and grill restaurant in Omaha, Nebraska. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process with an emphasis on low-cost indexing and offers a range of supplemental strategies, supported by a large advisory team and centralized investment infrastructure.

Carl Eberspacher is a financial advisor at Ameritas Advisory Services, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameritas Advisory Services since 2021. He has also been involved with Ameritas Life Insurance Corp, Ameritas Investment Company, LLC, and Central Financial Services throughout his career. Outside of advisory work, he is active in fixed insurance product sales through Central Financial Services. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions, using model portfolios, mutual funds, ETFs, and individual securities, with access to multiple program platforms and third-party technology and managers.

Aidan Boyle is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he partners with clients to develop customized investment strategies tailored to their long-term wealth objectives. His approach focuses on retirement readiness, portfolio growth, and comprehensive financial planning, aligning solutions with clients' risk tolerance, time horizon, and financial goals. Aidan's expertise includes managing new wealth, personal retirement planning, portfolio management services, and small business strategies. He provides informed and disciplined investment guidance, emphasizing trust and clear communication to help clients navigate market complexities. He holds a Bachelor's Degree from Carnegie Mellon University and holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Aidan is proficient in English and French. Outside of work, his interests include football, golfing, pickleball, skiing, spending time with his family, tennis, and traveling.

Kyle Hosch is a financial advisor at Orion Portfolio Solutions, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Brinker Capital Securities, Triton Pacific Securities, and CNL Securities Corporation. Outside of his advisory role, he owns Aylos Holdings, LLC, a business involved in the purchase and resale of luxury watches. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and corporate sponsors. The firm offers model-driven managed-account solutions and technology-enabled services, supporting a large client base and assets under administration.

Mark Lookabill is a financial advisor at Carson Wealth with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including LPL Financial and Cetera Advisor Networks. He has been with Carson Wealth since 2011. CWM, LLC operates as an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, with an Investment Committee overseeing model portfolios and providing tailored solutions supported by major custodial and technology partners.

Douglas Carter is a financial advisor at Schwab Wealth Advisory with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab & Co., Inc., TD Ameritrade, and Nations Financial Group. Carter is based in Omaha, NE. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm uses Charles Schwab’s standard asset-allocation models and research tools to guide investment decisions, offering tailored recommendations without exercising discretionary trading authority.

Seth Mccune is a Series 65-licensed advisor at Orion Portfolio Solutions, LLC with five years of industry experience. He has been with Orion Advisor Technology since 2009. Outside of his advisory role, Seth serves on the volunteer Board of Directors for Mutual First Federal Credit Union and is involved in officiating for Omaha CYO Basketball. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors. The firm focuses on model-driven and managed-account solutions, supporting nearly 200 advisors and more than 185,000 client relationships through multiple delivery platforms.

Ryan Mc Kain is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at GWFS Equities, Advised Assets Group, Wells Fargo Clearing, Wells Fargo Bank, OneStaff, The Jewell, Jams Legacy, Addy's Sports Bar & Grill, and TD Ameritrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model aligned with Empower’s recordkeeping and administrative platforms.

Michael Hall is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior work includes over a decade at Woodbury Financial Services, Inc., and roles with AdvisorNet Wealth Partners and Cetera Wealth Services. Hall serves as vice president of the Lincoln Estate Planning Council board and is involved with neighborhood governance as a board member of Prairie Hollow HOA. Cetera Investment Advisers LLC is a nationwide advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Virginia Fallon is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has worked with Prudential Insurance Company of America and Pruco Securities, LLC for over a decade before joining LPL Enterprise. Outside of her advisory role, she serves as president of the local chapter of Women and Insurance Financial Services and leads the accelerators referral group for the Millard Business Association in Omaha, NE. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Daniel Botos is a CFP®-credentialed financial advisor with Edward Jones in Omaha, NE, where he has worked since 2000. He has 25 years of industry experience and holds Series 63 and Series 66 licenses. Outside of his advisory role, he participates occasionally as talent in print and television commercial projects. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Cathleen Morrison is a financial advisor at Morgan Stanley with 12 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2017 and was previously with COR Clearing LLC from 2013 to 2017. She holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved methodologies as part of its financial planning process.

John Tully is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining OSAIC in 2024, he spent eight years with Securities America Advisors and Securities America Inc. Outside of his advisory role, he is involved in insurance sales through a separate business, Tully Financial Services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of investment and advisory services supported by advanced portfolio construction tools and multiple third-party solutions.

Angela Schueman is a financial advisor with LPL Financial in Omaha, NE, holding a Series 63 designation and 32 years of industry experience. She has been with LPL Financial since 2003 following six years at Waddell & Reed. Outside of her advisory role, she is involved in tax preparation and accounting through Schueman Tax Services. 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, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced research and operational tools.

Stephen Dooling is a financial advisor with Cambridge Investment Research Advisors in Omaha, NE, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has been with Cambridge Investment Research Advisors since 2012 and has experience with Cambridge Investment Research, Inc. since 2009. Outside of his advisory role, Dooling serves as vice president of Durham Staffing Solutions, where he provides training in business-to-business sales. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a wide range of clients, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing various investment platforms and proprietary model strategies alongside access to third-party managers.