Christopher O'Connell is a financial advisor with Osaic Wealth, Inc. based in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. His prior roles include positions at Securities America Advisors and Mutual of Omaha. Outside of advisory work, he is president of a family lumber yard business and also oversees an insurance brokerage operation. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services and employs various asset-allocation tools, automated rebalancing, and access to third-party money managers to manage portfolios across multiple asset classes.

Marshall Doughty is a financial advisor with Ameriprise in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. In addition to his role at Ameriprise, he manages his own advisory business through Cirksena, Knight, Jacobson, Sieps and Kresse LLC. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to create tailored Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Andy Jacobitz is a financial advisor with Morgan Stanley in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at RBC Capital Markets and City National Bank. Outside of his advisory work, he engages in freelance writing and serves on the finance committee of the FarmHouse Foundation, as well as holding board roles with the Nebraska Committee for Children and Youth and Creative Fleurs. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Jeffrey Honaker is a financial advisor at Robert W. Baird & Co. with 24 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Charles Schwab & Co. Inc. and TD Ameritrade. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income allocations to more complex approaches including private funds and real assets.

Mark Ludwig is a financial advisor with Equitable Advisors in Omaha, NE, holding Series 65 and Series 63 licenses and having 26 years of industry experience. He has worked at Equitable Advisors since 2013 and previously at Axa Advisors, LLC and Orion Portfolio Solutions, LLC. Outside of his advisory role, he serves as a proctor for the AIF exam. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a variety of investment models and third-party asset managers, offering services that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

Aron Huddleston is a financial advisor with Morgan Stanley in Omaha, NE, holding Series 63 and Series 66 registrations and bringing 24 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2016 and Morgan Stanley Smith Barney LLC 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, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market analysis.

Blake Griffiths is a financial advisor at Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses with 11 years of industry experience. He previously worked at TD Ameritrade from 2015 to 2023 before joining Charles Schwab. 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 affiliated discretionary separately managed accounts and offers a multi-asset, model portfolio investment approach supported by centralized custody and operational infrastructure.

Sherry Mcdaniel is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2019. Prior to that, she was with Safe Haven ADT and Pacific Life. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eric Thomas is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and Stroud's. 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’s client relationships are mainly non-discretionary, combining periodic advisory recommendations with access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment offerings.

Shelley Hosick is a financial advisor at Raymond James Financial with 19 years of industry experience and holds a Series 66 designation. She has worked with Raymond James since 2015 and is currently associated with First Investments and Planning as a registered associate. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm employs tailored, non-discretionary planning using risk profiling and modeling tools and maintains notable programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Daniel Reynoso is a financial advisor at Charles Schwab in Omaha, NE, holding Series 66 and Series 63 licenses with six years of industry experience. He previously worked at TD Ameritrade and has held various roles in other companies across different sectors. Charles Schwab 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 both non-discretionary advisory relationships and access to discretionary separately managed accounts, combining a multi-asset investment approach with centralized custody and operational support.

Steve Kluthe is a financial advisor at LPL Financial with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at The Prudential Insurance Company of America, Pruco Securities, LLC, and Knights of Columbus Insurance. Kluthe is also an agent for non-variable insurance products, including term and whole life, long-term care, and disability insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by technology tools and a broad network of over 22,800 advisors.

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.

Joseph John is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 and 65 licenses. He has 36 years of industry experience and has worked at Cambridge since 2011. John also serves as an independent insurance agent and holds a vice president role with various independent insurance companies. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing various portfolio management options and proprietary model strategies.

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.

John James is a financial advisor with Cambridge Investment Research Advisors in Bellevue, NE, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2017 and previously at National Planning Corporation. Outside of his advisory role, he serves as president of James Financial Services, Inc., and is president of the Forest Hills Home Owners Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing various platform arrangements and both discretionary and non-discretionary strategies tailored to client objectives.