Jennifer Kortright is a financial advisor at Morgan Stanley with two years of industry experience. She holds a Series 66 designation and previously worked at Joint Financial and Edward Jones. She is a minority member of Joint Financial LLC. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and modeling techniques.

Andrew Fetter is a financial advisor with Primerica Advisors in Council Bluffs, IA, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. His background includes work at Primerica Financial Services since 2003 and roles outside financial services in the restaurant industry. He is also the owner of Unfettered Wealth, LLC, an investment-related business based in Council Bluffs. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers advisory services through a large network of advisors and relies on model-driven investment strategies managed by third-party asset managers.

Tia Berend is a CFP®-certified financial advisor with LPL Financial, based in Papillion, NE, and has 11 years of industry experience. She has been with LPL Financial since 2015. Berend is involved with Berend Wealth Management, LLC, an entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various portfolio programs, utilizing both proprietary and third-party strategies.

Montie Piccininno is a financial advisor with Osaic Wealth, Inc. and holds Series 63 and Series 65 credentials. He has 24 years of industry experience and has worked at firms including Cetera Advisors LLC and First Allied Advisory Services. He also serves as a Financial Planning Operations Manager and Planning Associate at Vitucci Integrated Planning. Osaic Wealth, Inc. serves a broad range of clients including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs.

Stephen Bartlett is a financial advisor with Wells Fargo Advisors in Omaha, NE, holding Series 63 and Series 66 credentials and 28 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Bank, where he worked from 2007 to 2020 before joining Wells Fargo Advisors in 2020. Bartlett is involved in investment-related activities through his wholly owned entity, Stephen L Bartlett, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services utilizing proprietary research and planning tools, with clients selecting how to implement recommendations through brokerage or advisory programs.

Luke Pfannenstiel is a financial advisor with OSAIC in Omaha, NE, holding a Series 66 designation and 19 years of industry experience. He previously worked at Securities America Advisors and Securities America Inc. for 12 years. Outside of his advisory role, he serves as a head coach for youth basketball and volunteers with the Watch D.O.G.S. program at a local elementary school. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and nonprofit investors through a large network of affiliated advisers and advisory platforms. The firm provides a range of services such as brokerage and investment advisory, financial planning, retirement plan consulting, and access to third-party managed accounts, using various portfolio construction and risk management tools.

Michele Otto is a financial advisor at UBS Financial Services with 25 years of industry experience. She has been with UBS since 2006 and previously worked at U.S. Bancorp Piper Jaffray Inc. beginning in 1996. Otto holds Series 63 and Series 66 designations and is based in Omaha, NE. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a range of capital markets services alongside proprietary research and banking products.

Matthew Ramsey is a financial advisor with Charles Schwab in Omaha, NE, holding a Series 66 designation and 18 years of industry experience. He previously worked at TD Ameritrade, Inc. from 2010 to 2023. Outside of advising, he works as a notary and loan signing agent and operates an online retail reselling business on Amazon. 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 services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios along with centralized custody and brokerage services.

Robert Marmo is a financial advisor at Charles Schwab with seven years of industry experience. He holds a Series 66 designation and has worked previously at TD Ameritrade, Soaring Wings Vineyard, and Chesterman Coca Cola. Outside of advising, he creates board game content through streaming and podcasts and is the founder and CEO of a company developing board game applications. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its integrated and multi-asset investment programs.

Tyler Niederklein is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Pacific Select Distributors, LLC, and TD Ameritrade. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional and charitable organizations. The firm offers tailored investment solutions through various advisory programs, combining in-house and third-party managers with options for tax management and responsible investing.

Matthew Wells is a financial advisor with Cetera and holds a Series 66 designation. He has 10 years of experience in the financial services industry, including roles at Renaissance Financial and Minnesota Life. Wells serves as a board member for Southwest Autism Research & Resource Center and Soldier's Best Friend. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts.

Daniel Lassek is a Senior Financial Advisor and managing partner of The Lassek & Schubert Group at Merrill Lynch Wealth Management, with offices in Omaha and Lincoln. He joined his father's wealth management team in 2014 and became a partner in 2019. The group focuses on providing continuity for generational wealth transfers and offers lifelong financial resources to clients through their retirement and beyond. His areas of expertise include college education planning, divorce transition planning, executive and equity compensation services, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, and portfolio management services. Daniel works closely with multi-generational families and the career-building generation to navigate life transitions such as buying or selling a business, retirement planning, and other significant milestones. Daniel earned a Bachelor of Science in Business Administration from the University of Nebraska at Omaha. He holds the Personal Investment Advisor (PIA) designation. He is active in his community, serving as Secretary of the Omaha West Rotary Club and participating in multiple committees. Additionally, he coaches youth sports teams and is involved with organizations including the Bennington Chamber of Commerce, Bennington Youth Football, Pi Kappa Alpha Fraternity - Delta Chi Alumni, and the UNO Alumni Association. Daniel resides in Bennington, Nebraska, with his wife and three children.

Elizabeth Pantano is a CFP®-certified financial advisor with 16 years of industry experience. She is currently affiliated with Cetera and has prior experience with Minnesota Life Insurance Company and Securian Financial Services. She is also a member of Renaissance Financial, where she offers securities, insurance, and advisory services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides both discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through a multi-manager platform.

Joshua Laughlin is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade for nine years before joining Charles Schwab. 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 both non-discretionary and discretionary investment options, combining multi-asset model portfolios with centralized custody and operational support.

Stephen Haakinson is a CFP® professional with 28 years of experience in the financial services industry. He has been with Ameriprise since 2005, including his current role at Ameriprise since 2020. Haakinson is co-owner of SHCB, LLC, which supports his team’s business operations, and is involved with several LLCs that manage shared business expenses. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations and a range of advisory, brokerage, and insurance solutions through its affiliated companies.

Joshua Moorhead is a Series 66-registered financial advisor with UBS Financial Services in Omaha, NE, possessing four years of industry experience. His background includes roles at Ernst & Young, Northwestern Mutual, and Greystar Residential. Outside of his advisory work, he serves as a soccer referee for youth, high school, and college games. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm offers a broad range of capabilities, including institutional trading, wealth management, and capital markets services.

Edward Brezenski is a CFP® with 22 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he is a certified youth soccer referee with the Nebraska Youth Soccer League. 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 process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Michael Beaulieu is a CFP® with three years of industry experience currently serving as a financial advisor at UBS Financial Services. Prior to joining UBS, he worked at SMART Wealth, Retire SMART, and Ameritas Advisory Services, among other firms. He is based in Omaha, NE. UBS Financial Services 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 customize client plans.

Jeremy Buhr is a financial advisor with Edward Jones in Council Bluffs, IA, holding Series 63 and Series 66 licenses and totaling 10 years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., Principal Financial Group, CLS Investments, LLC, Northern Lights Distributors, LLC, and TD Ameritrade, Inc. 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 strategies, operates under a fiduciary standard, and supports a large network of financial advisors and branch offices across the country.

James Murphy is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including Bank of America, The Leaders Group Inc, and State Farm. He also operated a FINRA and DOI exam preparation business from 2014 to 2017. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies and supports individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.