Jeffrey Breeling is a financial advisor with Osaic Wealth Inc in Omaha, NE, holding the ChFC® designation and Series 63 license. He has 35 years of industry experience and previously worked at LPL Financial, Cetera Advisor Networks LLC, and Summit Financial Group Inc. In addition to advising, he operates a fixed life insurance and long-term care sales business. Osaic Wealth Inc serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a range of portfolio management options supported by asset-allocation tools, risk questionnaires, and third-party solutions.

Steven Meier is a financial advisor with LPL Financial in Omaha, NE, holding Series 63 and Series 65 designations and 18 years of industry experience. His previous roles include positions at Securities America Advisors, TD Ameritrade, and Thrivent Investment Management. He serves as vice president of the Eagle Run Drive Homeowners Association in Omaha, an unpaid community leadership role. 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 broad range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset managers, and institutional platforms.

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.

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.

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.

Keith Deras is a financial advisor at Cambridge Investment Research Advisors with the ChFC® designation and over 44 years of industry experience. He previously worked at Massmutual and MML Investors Services, Inc. from 1996 to 2020. Deras serves as a board member of the Omaha Estate Planning Committee and holds leadership roles in several local organizations including The Harry A Koch Company and various community finance and educational endowment boards. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals using a variety of portfolio management strategies and custody platforms.

David Knight is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise since 1993, including 15 years at Ameriprise Financial Services, Inc. He is also a co-owner of Cirksena, Knight, Jacobsen, Sieps & Kresse LLC, a financial services business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendations and ongoing planning focused on retirement income strategies, leveraging proprietary investment research and third-party data.

Jason Christo is a financial advisor with Osaic Wealth, Inc. in Omaha, NE, holding the CFP® designation and Series 63 and 65 licenses. He has 25 years of industry experience, including eight years at Securities America Advisors prior to joining Osaic. Christo is also the owner of Christo Financial Planning, an insurance sales business. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutions through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing a range of portfolio construction tools and offering access to third-party money managers and managed accounts.

David Keller is a CFP® with 34 years of industry experience, currently serving at Ameriprise in Omaha, NE. He has been with Ameriprise Financial Service, LLC since 1991 and previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is a co-owner of DSW Enterprises LLC, which manages his Ameriprise business. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research-driven modeling and tax-efficient strategies to support retirement income goals. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Andrew Fetter is a financial advisor with Primerica Advisors in Council Bluffs, IA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Prior to his advisory role, he held positions at Candlelight Bar & Grill and Biaggi's Restaurant. He owns Unfettered Wealth, LLC, an investment-related business. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through third-party providers.

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.

Scott Miller is a financial advisor with Morgan Stanley in Omaha, NE, holding Series 63 and Series 65 credentials and 27 years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Securities America Advisors and Ameritrade. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools, including Secular Return Estimates and Monte Carlo simulations, to support its financial planning process.

Todd Chaney is a CFP® professional with 21 years of industry experience, currently advising at Ameriprise in Omaha, NE. He previously worked for TIAA and TIAA-CREF from 2015 to 2024. Outside of his advisory role, he is a co-owner of The Ko-Op Shop, LLC, a real estate business in Omaha. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, offering tailored recommendations that include income sources, Social Security strategies, and tax-smart withdrawals. The firm combines research and modeling with algorithmic tools to support a comprehensive, non-discretionary planning approach.

Matthew Bialas is a CFP®-certified financial advisor with Edward Jones in Omaha, NE, where he has worked for 10 years. He holds a Series 66 license and has consistently been with Edward Jones since the beginning of his industry experience. 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 under management through a large network of advisors and branch offices, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Brandon Champion is a CFP® and holds a Series 66 license, with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Madonna ProActive. Brandon is based in Omaha, NE. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Harris is a Series 66-licensed financial advisor with 21 years of industry experience. He has worked at OSAIC since 2024 and previously spent eight years at Securities America Advisors. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services such as financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios featuring various asset classes, and supports both discretionary and non-discretionary account management.

Staci Keller is a financial advisor at Raymond James Financial with 22 years of industry experience. She holds Series 63 and Series 65 designations and has worked in various capacities within Raymond James and First National Bank since 2015. Keller is based in Omaha, NE. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to help illustrate potential outcomes, supporting client implementation through its advisory programs and other providers.

Chelsie Olson is a Series 66-licensed financial advisor with Thrivent Investment Management in Omaha, NE, with seven years of industry experience. She has been with Thrivent entities since 2014, working at Thrivent Financial since then and Thrivent Investment Management since 2018. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based financial planning that covers a wide range of topics, including retirement, income tax, estate, and special needs planning, without handling implementation of recommendations.

John Hatfield is a financial advisor at LPL Financial based in Omaha, NE, holding Series 63 and Series 66 credentials with 24 years of industry experience. His career includes roles at BancWest Investment Services and Bank of the West from 2006 to 2023, and he has been with LPL Financial and BMO since 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its network of advisors with various investment programs, operational tools, and a broad array of financial services.

Kyle Hendrickson is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 21 years of industry experience. His prior experience includes roles at Voya Financial and First Allied Securities. Outside of finance, he has been involved as a baseball umpire and participates in secret shopper activities. Cetera Investment Advisers LLC is an SEC-registered advisor serving a diverse client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.