David Kloeckner is a financial advisor at Stifel with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services from 2011 to 2023. Kloeckner is based in Omaha, NE. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Shawn Johnson is a financial advisor at OSAIC with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Woodbury Financial Services and Questar Asset Management. Outside of advising, he owns and manages a sole proprietorship insurance agency. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and diversified investment options, including equities, fixed income, and alternative investments.

Christopher Knust is a financial advisor with Ameriprise in Elkhorn, Nebraska, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis within a centralized consulting team to deliver tailored, non-discretionary recommendations, supported by algorithmic automation and oversight committees.

Jason Cronick is a financial advisor at Fidelity with 22 years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments in various capacities since 2008, including seven years with Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors, with a focus on discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery using a combination of fundamental research and quantitative analysis.

Kent Weilage is a CFP® professional based in Omaha, NE, with 26 years of experience in the financial industry. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and has prior experience with Morgan Stanley, TIAA-CREF, and Edward Jones. In addition to his advisory role, he works with First Investment and Planning and FNBO in financial advisory capacities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored non-discretionary planning using analytical tools and supports municipal and public finance work through its unique affiliations.

Luke Connell is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at John Hancock from 2002 to 2018 and Royal Alliance Associates, INC. since 2018. Outside of his advisory role, he is involved with Vantagepointe Financial Group in sales and marketing of securities and investment advisory products. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and portfolio construction methods incorporating a variety of investment vehicles, supporting both discretionary and non-discretionary account management.

Michaela Richardson is a financial advisor at Charles Schwab in Omaha, NE, holding Series 63 and Series 66 credentials with seven years of industry experience. She previously worked at TD Ameritrade for five years and has a background that includes several years at Toppers Pizza. Charles Schwab serves a broad 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 affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by proprietary research.

Dennis Patterson Jr. is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at TD Ameritrade for 24 years. Outside of his advisory role, he is involved in a service business delivering and managing bounce house rentals and overseeing a multi-faceted events company that provides event hosting, party equipment rentals, and photography services. Charles Schwab serves a large client base primarily consisting 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized operational and custody services.

Alvin Zach is a financial advisor with Morgan Stanley in Omaha, NE, holding a Series 63 designation and 33 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

John Pitschka is a financial advisor at Charles Schwab with 13 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2022, following a decade at TD Ameritrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts. The firm provides integrated brokerage, custody, and financial planning services with a focus on multi-asset model portfolios and alternative investments.

Ryan S. Hanson is a financial advisor with UBS Financial Services in Omaha, NE, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. He has been with UBS since 2008. Hanson is also involved in agricultural activities through ownership of a farming enterprise in Nebraska. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and asset allocation models to support client goals.

Samson Callahan is a financial advisor at Charles Schwab with a Series 66 designation and less than one year of industry experience. Prior to joining Schwab, he held roles at Topstep LLC, Apex Trader Funding, Tradeify, and other companies across various industries. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers centralized custody and order-routing services.

Karen Henke is a financial advisor with Merrill in Omaha, NE, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. She has been with Merrill Lynch since 2006 and concurrently works at Bank of America since 2017. Outside of her advisory work, she is a general partner managing a holding company for a property she is converting into a short-term rental. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, supported by internal CIO teams and third-party managers.

Kenneth Engelmeyer is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1984. Outside of his advisory role, he operates an investment-related legal entity for Primerica business purposes and is involved in part-time referrals for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm focuses on a wrap-fee structure and curates third-party asset managers for portfolio implementation.

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 32 years of industry experience. Prior to joining Edward Jones in 2013, he worked at Bancwest Investment Services and Mutual Of Omaha Investor Services. Outside of his advisory role, he manages personally owned farmland in Omaha and is a passive shareholder in a family farm corporation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its services with a large nationwide network of advisors and branch offices.

Ryan Dethlefs is a financial advisor at Cetera with eight years of industry experience. He holds the CFP® designation and Series 63 and 66 licenses. His prior experience includes roles at Renaissance Financial Corp, Minnesota Life Insurance Company, Securian Financial Services Inc, and TD Ameritrade. He is also active as an insurance agent, selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services across multiple program structures and custodial relationships.

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 licenses and bringing 15 years of industry experience. Prior to joining Raymond James in 2018, she worked at Wells Fargo Clearing from 2016 to 2018. Outside of her advisory role, she operates an Etsy business selling handmade items and also works as a delivery driver. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers a range of financial planning and consulting services with an emphasis on non-discretionary advice supported by firm research and multiple portfolio management styles.

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.