Jill Young is a financial advisor with Morgan Stanley in Omaha, NE, holding a Series 66 designation and 17 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory work, she manages Otis Farms, LLC, an agricultural business in Nebraska. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and a broad range of investment services supported by structured planning tools and research.

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 at RBC Capital Markets with 12 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2014, also serving at City National Bank since 2019. Garlock is a board member of the Nebraska Youth Justice Initiative. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Nancy Neary is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions, managing approximately $671 billion in assets with a network of over 14,000 financial advisors.

Austin Gardner is a financial advisor with LPL Financial in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Prior to joining LPL Financial in 2019, he worked at First Command Advisory Services and related entities from 2014 to 2021. Outside of his advisory role, Gardner owns a custom construction and woodworking business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of representatives using models, third-party subadvisors, and customized strategies.

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 Series 63 and Series 66 licenses and has worked at firms including TD Ameritrade and First National Bank of Omaha. Outside of finance, he has been involved with Lyft since 2019. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory services through its wrap fee programs and affiliated managed accounts. Schwab combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides investment guidance based on multi-asset model portfolios and thorough research.

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.

Jacob Sorensen is a Series 66 licensed financial advisor with Edward Jones in Blair, NE, where he has worked since 2023. He has two years of industry experience, including prior roles at IronConnect/Auction Resource and West Gate Bank. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Ronald Sigler is a financial advisor with Cambridge Investment Research Advisors in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2011 and is also involved with NorthStar Wealth Management LLC. Outside of his advisory work, Sigler serves as a director of Sigler Farms, Inc., an agricultural business. Cambridge Investment Research Advisors is a large SEC-registered firm serving 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, providing tailored strategies across multiple platforms and notable proprietary and third-party model options.

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.

Chad Mcconachie is a financial advisor at Charles Schwab in Omaha, NE, holding a Series 66 designation with 19 years of industry experience. He previously worked at Ameritrade from 2006 to 2023 before joining 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 a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by strategic asset allocation models and due diligence on alternative investments.

Nozimdjon Saidov is a financial advisor at Wells Fargo Clearing based in Omaha, NE, holding a Series 66 designation. He has been with Wells Fargo Clearing since 2007. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm includes a broad range of financial products in its investment menus, such as insurance-related vehicles and bank deposit sweep options.

Summer Bethune is a CFP®-certified financial advisor with six years of industry experience. She is currently with Charles Schwab in Omaha, NE, where she has worked since 2023. Her prior experience includes roles at TD Ameritrade and Nelnet Diversified Solutions, LLC. Charles Schwab & Co., Inc. 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 offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Stephanie Bolter is a financial advisor at Charles Schwab with 10 years of industry experience. She holds a Series 66 designation and previously worked at TD Ameritrade for eight years before joining Charles Schwab in 2023. Outside of her advisory role, she is a member of Complete Curb Appeal LLC, where she handles some administrative duties. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized custody and brokerage services.