Justin Humphrey is a Series 66-registered financial advisor with Morgan Stanley in Omaha, NE, with one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at JEO Consulting Group and served in the U.S. Air Force. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using proprietary tools and modeling techniques, serving clients through both direct and corporate channels.

David Rice is a financial advisor with Edward Jones in Omaha, NE, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he manages personally owned farmland rented on a cash and sharecrop basis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial services supported by a nationwide network of more than 23,700 advisors.

Ryan Dethlefs is a CFP® professional with eight years of industry experience. He currently serves as a financial advisor at Cetera and Renaissance Financial Corp. His prior experience includes roles at Securian Financial Services, Minnesota Life Insurance Company, and TD Ameritrade. Dethlefs is also an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors.

Victoria Brimhall is a financial advisor with Merrill in Omaha, NE, holding a Series 66 designation and 7 years of industry experience. She has been with Merrill since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Lori Whiteman is a financial advisor with Raymond James & Associates in Omaha, NE, holding Series 63 and Series 65 credentials and 15 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of finance, she owns an Etsy business creating handmade items and works as a delivery driver for DoorDash. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm provides tailored, non-discretionary financial planning and consulting supported by a broad range of portfolio management strategies and affiliated research resources.

Louis Zuccarello is a financial advisor with LPL Financial in Omaha, NE, holding a Series 66 designation and 11 years of industry experience. He has worked at Edward Jones and Waddell & Reed, and currently serves on the Omaha/Lincoln Chapter of the Penn State Alumni Association board. Zuccarello is also involved with Expanse Wealth Management and Expanse Risk Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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 institutional platforms.

Jill Young is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is involved as a manager of Otis Farms, LLC, an agricultural business based in Omaha, Nebraska. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Paul Folkers is a financial advisor at Cambridge Investment Research Advisors with 39 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. His work history includes roles at Cambridge Investment Research Advisors and Midwest Capital Agency. Outside of advisory services, he is an independent insurance agent and co-trustee of an irrevocable life insurance trust. Cambridge Investment Research Advisors is a large SEC-registered adviser serving individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing proprietary and third-party strategies tailored to client objectives.

John Hagan is a financial advisor at LPL Enterprise with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked extensively at Prudential Insurance Company of America and Pruco Securities, LLC since 1991. He is based in Omaha, NE. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and corporate entities. The firm features a model-driven investment approach and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Cory Garlock is a financial advisor with RBC Capital Markets in Omaha, NE, holding a Series 66 designation and 11 years of industry experience. He has worked at RBC Capital Markets since 2014 and is currently associated with City National Bank. Garlock serves as a board member of the Nebraska Youth Justice Initiative. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers to implement diversified portfolio strategies.

Nancy Neary is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Colton Dean is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at TD Ameritrade and Lincoln Federal Savings Bank. 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 a blend of non-discretionary advisory and discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.

Christine Insinger is a financial advisor with Cetera who holds Series 63, 65, and 66 registrations and has 35 years of industry experience. She has worked at Cetera since 2023 and has been involved with Renaissance Financial and Marcotte Insurance since 2015 and 2000, respectively. Insinger also serves as an insurance agent providing fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management and financial planning services, with a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Natalie Bryson is a financial advisor at Cetera with six years of industry experience. She holds a Series 66 credential and has worked at Renaissance Financial Corp and several other financial services firms. Bryson volunteers as a Community Educator trainee for the Omaha Chapter of the Alzheimer's Association. Cetera Investment Advisers LLC is an SEC-registered adviser offering portfolio management, financial planning, and retirement services through a large network of independent advisors. The firm serves individuals, retirement plans, corporate, charitable, and institutional clients, utilizing various program structures and a multi-manager platform.

Kyle Miller is a financial advisor with Stifel in Omaha, NE, holding a Series 63 designation and 26 years of industry experience. He previously worked at Cetera Advisor Networks LLC, Cetera Wealth Services, LLC, and LPL Financial. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Justin King is a financial advisor at Charles Schwab with six years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Schwab in 2023, he worked at TD Ameritrade and First National Bank of Omaha. Outside of finance, he has been involved with Lyft since 2019. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a distinctive operational structure that integrates brokerage, custody, and advisory services.

Andrew Emken is a financial advisor with OSAIC in Omaha, NE, holding a Series 66 designation and 16 years of industry experience. He previously worked at Securities America Advisors and Edward Jones. Outside of his advisory role, Emken participates in community activities including volunteer coaching for a youth soccer team and mentoring through the Millard Teammates Program. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that may include various types of securities and alternative investments.

Christopher Haas is a financial advisor at Raymond James Financial Services Advisors, Inc. with four years of industry experience. He holds Series 63 and Series 65 credentials and has prior experience with Capital Analysts, Lincoln Investment LLC, and Horace Mann Investors Inc. Haas is a partner in insurance referral businesses that provide home, auto, and Medicare supplement insurance services, holding ownership interests in these ventures. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports clients through advisory programs, while also engaging in specialized services such as municipal advisory and SIMPLE IRA employer consulting.

Michael Taylor is a financial advisor with Osaic Wealth, Inc. based in Omaha, NE. He holds a Series 66 designation and has one year of industry experience. Prior to joining Osaic, he worked in the electrical industry and has experience managing an insurance agency and a separate LLC. Taylor assists clients primarily with insurance needs including property, casualty, life, and long-term care coverage. Osaic Wealth, Inc. serves a diverse clientele ranging from individual investors to institutional clients, offering integrated brokerage and investment advisory services through a large network of advisors. The firm employs asset-allocation tools, risk-tolerance assessments, and automated portfolio management across a variety of investment vehicles and supports both discretionary and non-discretionary account management.

Jana Flaxbeard is a financial advisor at Ameriprise in Omaha, NE, holding a Series 66 designation with seven years of industry experience. She previously worked at Edward Jones and Boys Town National Research Hospital before joining Ameriprise. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach combines proprietary research, third-party data, and algorithmic tools to tailor retirement solutions within a defined investment universe.