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.

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.

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.

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.