Bryan Luna is a financial advisor at Cetera with 10 years of industry experience. He holds a Series 66 designation and has worked with Renaissance Financial Corporation and multiple insurance companies since 2016. Luna is also a young professional board member of Special Olympics of Nebraska. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services via multi-manager platforms, including model portfolios, third-party managers, and custom strategies.

Gary Noordam is a financial advisor with Raymond James & Associates in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. Prior to joining Raymond James in 2026, he worked at RBC Capital Markets for 12 years. 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 range of clients, including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting through various specialized programs.

Todd Holmes is a financial advisor at LPL Enterprise with over 40 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 1986 to 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs, alongside affiliated insurance and trust services.

Kevin Hedstrom is a financial advisor at Osaic with 20 years of industry experience and holds the Series 66 designation. His prior work includes roles at Securities America Advisors, ProEquities, Inc., and Futurity First Insurance Group, where he focused on marketing fixed and fixed indexed annuities. Outside of finance, he works as a basketball referee. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services featuring asset allocation tools, risk-tolerance assessments, and access to third-party investment managers across various account structures.

Harrison Vermie is a CFP® with four years of industry experience, currently affiliated with Cetera in Omaha, NE. His career includes roles at Cetera Advisor Networks, Cetera Wealth Services, CFG Advisors, and Curnes Financial Group. He is also active as an insurance agent specializing in life, health, disability, fixed annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including 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, supporting discretionary and non-discretionary account structures with access to various third-party managers.

Andrew Wegner is a Series 66-licensed financial advisor with Morgan Stanley in Omaha, Nebraska, and has three years of industry experience. His prior roles include positions at WealthPlan Group, MidAmerican Energy Company, Mutual of Omaha, Ameritas Life Insurance Company, and the University of Nebraska-Lincoln. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual 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 financial planning services and corporate financial planning agreements.

Carroll Hacker is a financial advisor at Morgan Stanley in Omaha, NE, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as a board member of Omaha Liberty Ladies LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, with a variety of investment-related services beyond typical retail offerings.

Robert Kenny is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Since 2008, he has been with RBC Capital Markets. Outside of his advisory role, Robert serves on the board of a biotechnology company, Nature Technology. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Desere Johns is a financial advisor at Charles Schwab with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2021, following a 12-year tenure at TD AMERITRADE Inc. 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 and discretionary investment management with a multi-asset strategic allocation approach and centralized operational support.

Thomas Cook is a Certified Financial Planner® affiliated with LPL Financial, bringing 27 years of industry experience. He has previously worked with JFC Financial Services and Securities America in various capacities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and retirement advice, supported by a broad platform that includes strategic and tactical allocations and institutional services.

Narges Vicente is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. She has been with Wells Fargo Clearing Services since 2016 and also has work history at Wells Fargo Bank NA and Victoria's Secret. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Bennett Fogarty is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Securities America Advisor, and Christian Urban Education Service. Outside of his advisory work, he has experience in baseball announcing. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm employs a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Mark Stavneak is a financial advisor with Charles Schwab who holds a Series 66 designation and has 20 years of industry experience. His work history includes roles at Charles Schwab Trust Bank, Charles Schwab & Co., and TD Ameritrade. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 provides multi-asset model portfolios, alternative investment due diligence, and integrated brokerage and custody services.

David Jennings is a financial advisor with Charles Schwab in Omaha, NE, holding Series 66 and Series 63 designations and eight years of industry experience. His prior roles include positions at TD Ameritrade, Gradient Securities, LLC, and American Senior Benefits. 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 solutions supported by multi-asset model portfolios and a centralized operational structure.

Hugo Piles Ballester is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. Prior to his current role, he has worked at Bank of America, N.A., and is also involved with Genesis Health Clubs, where he teaches and plays tennis. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Angelia Thomas is a financial advisor at Ameriprise with 27 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she co-owns a heating, air installation, and duct cleaning business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations primarily for clients with Ameriprise-managed accounts.

Jeffrey Rickert is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. He has worked with multiple firms including Renaissance Financial and Minnesota Life Insurance Co. Since 2009, he has been involved in both financial advisory and insurance services. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of advisors and operates a multi-manager platform with various program structures and investment options.

Abby Cardenas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and currently in her first year of industry experience. Her prior work includes roles at Wells Fargo Bank, IT Works Marketing Inc., and experience in both retail and food service sectors. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Steven Kontz is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses, and has 33 years of industry experience. He has worked with firms including Securian Financial Services Inc. and Minnesota Life, and is currently associated with Cetera and Dukshak LLP. Outside of advisory roles, he is involved in managing farmland and recreational property through Dukshak LLP. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, combining affiliated and third-party managers under both discretionary and non-discretionary authorities.

Timothy Howard is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at BancWest Investment Services, BANK OF THE WEST, QA3 Financial LLC, Cambridge Investment Research Advisors, and Securities America Advisors, Inc. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.