Darin Karstetter is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with Cetera since 2023 and also operates Renaissance Financial, where he has provided securities, insurance, and advisory services since 2014. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and consulting services, supported by a large network of over 10,000 advisors and more than $256 billion in assets under management.

Rodney Griess is a financial advisor with Primerica Advisors in Lincoln, NE, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been associated with PFS Investments Inc. since 1997 and Primerica Financial Services since 1989. Outside of his advisory role, he is a small landowner involved in irrigated farm crop rental in Nebraska. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and a limited number of discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure for its services.

Thomas Goetz is a financial advisor with Cetera in Omaha, NE, holding Series 63 and Series 66 credentials and 29 years of industry experience. Prior to joining Cetera in various capacities since 2018, he spent 27 years at Mutual of Omaha Investor Services, Inc. Outside of his advisory work, he participates as a food taste tester in innovation research. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a broad network of over 10,000 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple investment strategies across a range of program platforms.

Thomas Legel is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. His prior work includes roles at Minnesota Life Insurance Co, Securian Financial Services, and Renaissance Financial. Outside of his advisory work, he has been involved in fixed insurance sales since 2013. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to third-party managers and various program structures.

Komlan Aflagah is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding Series 65 and Series 63 designations and one year of industry experience. He has worked within various Wells Fargo entities since 2018 and has prior experience outside the financial industry at Airlite Plastic and Harmony Court. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Stephanie Holmgren is a financial advisor with UBS Financial Services in Omaha, NE, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through both brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers a range of products and research resources to tailor investment strategies to clients’ goals and risk tolerances.

Aaron Ohri is a financial advisor with Charles Schwab who holds Series 63 and Series 65 credentials and has four years of industry experience. His prior work includes roles at TD Ameritrade, the University of Nebraska Omaha, and U.S. Bank. 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, offering multi-asset model portfolios and alternative investment options.

Amber Terry is a financial advisor at Morgan Stanley with 18 years of industry experience. She has worked with Edward Jones for 10 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC, where she is currently registered. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Brett Carver is a financial advisor with Morgan Stanley based in Omaha, NE, holding a Series 66 designation and bringing 16 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2008. Carver serves on the District 4 Committees on Inquiry in Lincoln, Nebraska, an appointed government position. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and comprehensive investment resources.

Andrew Rehmann is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Richard Mcarthur is a financial advisor at Charles Schwab with 22 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to his current role, he worked at TD Ameritrade and Ameritrade, Inc., and he serves as a board member of a foundation focused on asset oversight and governance. 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 and discretionary advisory options, leveraging multi-asset model portfolios and centralized operational infrastructure.

Peter Bolay is a financial advisor at LPL Financial with over 51 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked with firms including Wells Fargo Advisors and A. G. Edwards & Sons. Bolay operates NAVIQ Wealth Management as a DBA for his LPL business. 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 offers a range of financial planning and investment management solutions supported by a large network of advisors and technology tools.

Christopher Forcade is a financial advisor with Cetera in Omaha, NE, holding a Series 66 designation and 27 years of industry experience. He has been associated with Cetera and its related entities since 2013 and also operates a financial services business under the name Curnes Financial Group. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, overseeing more than $256 billion in assets and supported by a nationwide network of over 10,000 advisors.

Elizabeth Kramer is an advisor with Raymond James & Associates in Omaha, NE. She holds a Series 66 designation and has been with Raymond James since 2026. Her professional background includes roles at HDR and experience in retail and service industries prior to entering the financial advisory field. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide client base, including individuals, institutional clients, and municipal entities, offering financial planning and investment consulting services with a range of portfolio management styles and affiliated research.

Cole Grandfield is a financial advisor at Cetera with 18 years of industry experience. He holds a Series 66 designation and has worked at Renaissance Financial since 2007, alongside previous roles at Minnesota Life Insurance and Securian Financial Services. Grandfield also has a 20-year tenure teaching at the University of Nebraska at Omaha. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options, combining discretionary and non-discretionary services delivered through a nationwide network of over 10,000 advisors.

Daniel Beeson is a financial advisor at OSAIC Wealth Inc. with 21 years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at several firms including Pacific Life Insurance Company, Orion Portfolio Solutions, and AssetMark Brokerage. He also served as a senior business development consultant for AssetMark Financial Holdings. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, unified managed accounts, and access to third-party money managers, utilizing a range of asset allocation tools and investment options.

Andy Allen is a financial advisor at Charles Schwab with 21 years of industry experience. He holds a Series 66 designation and has previously worked at TD Ameritrade and as an author focused on marketing. Outside of advising, Allen is involved in publishing and promoting his book, "The Freedom Amendment," hosts a podcast on legal topics, and serves as a director for Convicted Innocents, a nonprofit organization supporting wrongful conviction cases. 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 both non-discretionary advisory relationships and access to discretionary separately managed accounts using multi-asset model portfolios and research-based investment guidance.

Nicholas Harry is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. He has been affiliated with Cetera Wealth Services, LLC since 2016 and also provides financial services through Curnes Financial Group. In addition to his advisory role, he is an insurance agent selling life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporations, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a large network of independent advisors and emphasizes a multi-manager platform with access to various investment strategies and program structures.

Matthew Shalhoob is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2006. Outside of his advisory role, he is involved in managing a holding company that occasionally holds personal investments. Morgan Stanley Wealth Management serves both individuals and institutional clients, providing a range of advisory programs including tailored financial planning. The firm employs structured planning tools and offers broad retail and institutional investment offerings.

Kristina Engel is a financial advisor with Charles Schwab & Co., Inc. in Omaha, NE, holding Series 63 and Series 65 credentials and having seven years of industry experience. She has worked at Charles Schwab since 2018 and previously held roles at FS Investments and Rollins College’s Crummer Graduate School of Business. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a blend of non-discretionary and discretionary investment services supported by multi-asset model portfolios and comprehensive due diligence.