Steven Nelson is a financial advisor with Ameriprise in Carter Lake, IA, holding a Series 66 designation and seven years of industry experience. He has been with Ameriprise and its affiliate since 2018 and also serves on the Board of Directors and as Board President of the Centennial Rotary Club. Outside of finance, he has been involved with Speedy Release Bail Bonds and Telmon, Inc. for over a decade. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven, algorithm-assisted recommendations with a broad range of advisory and insurance solutions.

Joshua Pella is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at TD Ameritrade and Creighton University. 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 both non-discretionary and discretionary investment options, combining centralized custody and order-routing with access to alternative investments and multi-asset model portfolios.

Daniel Hebenstreit is a financial advisor with Cetera, holding CFP® and Series 66 designations and bringing 17 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2023 and previously served at Securian Financial Services and Minnesota Life Insurance. Hebenstreit also maintains a role at Renaissance Financial, providing securities, insurance, and advisory services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts with portfolio management, financial planning, and retirement services. The firm offers a multi-manager platform with a range of program options and oversees assets exceeding $256 billion across over 10,000 advisors.

Phillip Ristvedt is a financial advisor at Thrivent Investment Management with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Thrivent Financial for Lutherans since 2005. Outside of his advisory role, he serves as Vice President of Zion Evangelical Lutheran Church in Omaha, Nebraska, where he assists with leadership coordination and project management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across various financial topics, combining planning with managed-account programs while keeping these services separate.

John Madsen is a financial advisor at Raymond James & Associates with 40 years of industry experience. He previously worked at Stifel from 2012 to 2017 before joining Raymond James in 2017. Madsen serves as a board member and chair of the Investment Committee for the Iowa West Foundation, acting as an educational liaison between the board and its outsourced Chief Investment Officer. Raymond James & Associates is a large, dually registered broker‑dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting supported by a nationwide adviser network and a variety of portfolio management styles.

Gavin Williams is a financial advisor with RBC Capital Markets in Omaha, NE. He holds a Series 66 designation and began his financial services career in 2025. Prior to joining RBC, he worked in various roles across retail, hospitality, and media sectors. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that integrate discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to client risk profiles.

Nicholas Mazgaj is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked at Cetera since 2023 and previously spent 17 years with Securian Financial Services and Minnesota Life Insurance Company. Outside of his advisory work, he serves as a board member for Learning for All, a nonprofit focused on ESL education in the Omaha community. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and advisory options, leveraging a large nationwide network of advisors and over $256 billion in assets under management.

Rebecca Swanson is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. She previously worked at TD Ameritrade for 10 years before joining Schwab in 2021. Outside of finance, she provides virtual personal training focused on weightlifting and shares instructional videos on YouTube. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio approach with ongoing investment guidance.

John Boggust is a CFP® professional with over 31 years of experience in the financial industry. He has worked at Raymond James & Associates since 2021 and previously spent 13 years at RBC Capital Markets Corporation. He serves on the Finance and Investment Committee of Duchesne Academy of the Sacred Heart, where he reviews budgets and endowment fund reports for the board. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension and profit-sharing plans, and charitable organizations, offering tailored financial planning and investment consulting with a range of portfolio management styles and affiliated research resources.

Bradley Kenyon is a financial advisor with Equitable Advisors in Omaha, NE, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked for Hewlett-Packard Enterprise for seven years. Outside of his advisory role, he is active as a guitarist with local music groups and serves as a personal representative on his parents' will. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to tailor solutions based on client risk tolerance and financial goals.

David Plathe is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 18 years of industry experience. He previously worked at TD Ameritrade for 13 years before joining Charles Schwab in 2022. 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 and discretionary investment options, including multi-asset model portfolios and alternative investment programs, supported by a large-scale, integrated operational structure.

John Meneely Jr. is a financial advisor at OSAIC with 41 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Securities America, Inc. for 10 years. Meneely serves as the Nebraska state secretary/treasurer for NAIFA and is the owner of a property and casualty insurance agency. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing a range of investment tools and platforms to construct portfolios with stocks, bonds, mutual funds, ETFs, options, and alternative investments.

Troy Sewell is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds a Series 66 designation and has worked at various Wells Fargo entities since 2007. Outside of his advisory role, he serves as a poll worker for Sarpy County elections. 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 uses research and analytics to support its investment approach and offers both brokerage and advisory solutions.

Kent Urban is a financial advisor with Cetera, holding a Series 66 credential and four years of industry experience. His prior roles include positions at Avantax Insurance Services and Tax Help LLC, where he also works as a tax preparer. Outside of his advisory work, he engages in direct sales of consumable products through Amway. Cetera Investment Advisers LLC operates a multi-manager platform serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and planning services with access to affiliated and third-party managers, supporting discretionary and non-discretionary solutions across multiple program structures.

Alan Duysen is a CFP® and ChFC® with 34 years of experience in the financial services industry. He has worked at OSAIC since 2024 and previously spent over two decades with Securities America Advisors, Inc. and American National Bank. Duysen is also involved in insurance sales through American Wealth Partners and serves as president of a personal LLC managing income tax matters. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisors and advisory platforms. The firm offers integrated brokerage and advisory services, utilizing proprietary asset allocation tools and third-party managed accounts to construct portfolios across a broad range of investment types.

Brad Goracke is a financial advisor with LPL Financial, holding a Series 63 designation and 28 years of industry experience. He previously worked at Ameriprise Financial and its affiliates from 1998 to 2024. Outside of his advisory role, he is involved with Springfield Farm LLC in a real estate rental capacity. 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 range of financial planning and investment management services through a large network of advisors, utilizing various strategies and operational tools.

Sam Beard is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has previously worked at Renaissance Financial and Cetera Wealth Services. Outside of his advisory role, Beard works as a caddie at Omaha Country Club. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers.

Jenna Jordan is a financial advisor at Cetera with two years of industry experience. She holds a Series 66 designation and has worked at Renaissance Financial and Cetera Wealth Services, LLC. Outside of advisory roles, she has experience at organizations including the University of Nebraska Foundation and Holmes Golf Course. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and advisory services, supported by a large nationwide network of over 10,000 advisors.

Jacob Lear is a financial advisor at Charles Schwab based in Omaha, NE, holding Series 66 and Series 63 licenses with three years of industry experience. Prior to joining Schwab in 2023, he worked at TD Ameritrade for one year. Outside of finance, Lear has significant involvement with community organizations including the SWI Juvenile Detention Center, MECA, and the YMCA Youth Football League. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering integrated wealth advisory, brokerage, and custodial services through both non-discretionary and discretionary programs. The firm’s multi-asset model portfolios and a centralized operational structure distinguish its investment approach.

Mitchel Vrbicky is a financial advisor with Charles Schwab holding Series 63 and Series 66 licenses and nine years of industry experience. He previously worked at TD Ameritrade for seven years and spent time at the University of Nebraska Lincoln. Outside of his advisory role, he rents a room in his home to a family member. Charles Schwab & Co., Inc. primarily serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management alongside brokerage and custody services. The firm is notable for its large client base, integrated operational structure, and access to alternative investments.