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.

Brandi Madsen is a financial advisor at Edward Jones in Bellevue, NE, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2024, she worked at Fusion Medical Staffing from 2022 to 2024 and QLI from 2008 to 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs and investment options, operating under a fiduciary standard with a large nationwide network of advisors and branch offices.

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.

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.

Kristine Pecha is a financial advisor with Edward Jones in Omaha, NE, holding Series 63 and Series 66 credentials with 11 years of industry experience. Her prior roles include positions at Charles Schwab and TD Ameritrade. Edward Jones is a full-service wealth management firm serving a diverse client base, including individuals, institutions, and charitable organizations, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors.

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.

Ryan Oleson is a financial advisor at Raymond James Financial with 23 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Cetera Advisor Networks and CWM, LLC dba Carson Group Partners. He also serves as a regional manager at First National Bank of Omaha. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Eric Grossjung is a financial advisor with Morgan Stanley in Omaha, NE, holding the Series 63 and Series 66 designations and bringing 36 years of industry experience. His career includes over two decades at Oppenheimerfunds Distributor, Inc. before joining Morgan Stanley in 2019, where he has also been affiliated with Morgan Stanley Private Bank since 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs. The firm offers tailored financial planning supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Lauren Leith is a financial advisor with Merrill in Omaha, NE, holding a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2023, she has worked in various roles including as an event performer at Universal Orlando Resort, where she participated in seasonal Halloween Horror Nights. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joshua Sapp is a CFP® with 12 years of experience in the financial services industry, all of which have been with Edward Jones since 2014. He holds Series 66 and Series 63 licenses and is based in Papillion, NE. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

William Carver is a financial advisor with Morgan Stanley in Omaha, NE, holding a Series 63 designation and bringing 49 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and was previously with Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Tad Petersen is a financial advisor at Raymond James & Associates in Omaha, NE, holding a Series 66 designation with 10 years of industry experience. He has been with Raymond James since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.