David Janssen is a financial advisor with Equitable Advisors in Omaha, NE, holding the Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2009. Janssen is also the managing partner of Raistone Wealth Partners, LLC, and is involved in outside insurance brokerage activities. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management services. The firm utilizes a variety of advisory programs and third-party asset managers to tailor investment solutions based on client risk tolerance and goals.

Loretta Maurer is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 36 years of industry experience. She has been with Primerica Advisors since 1989 and Primerica Financial Services since 1991. Outside of advisory work, she is involved in the sale of home security and automation products, as well as loan products, through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Eric Gustafson is a financial advisor with Raymond James & Associates, holding CFP® and Series 66 designations and bringing 11 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. 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, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

Jessica Hitzfeld is a Series 66-licensed financial advisor at UBS Financial Services with 13 years of industry experience. She has been with UBS since 2008. Outside of her advisory role, she is a sales consultant for MY THIRTY-ONE, selling bags and purses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research and capital markets support through its platform.

Nancy Domenge is a financial advisor with UBS Financial Services in Omaha, NE, holding a Series 66 designation and 22 years of industry experience. She has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and incorporates proprietary research and model-based asset allocations in its client strategies.

Marvin Wiese is a financial advisor with Edward Jones in Fremont, Nebraska, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2017, he worked at Legacy Design Strategies and Northwestern Mutual. In addition to his advisory work, he owns a farm in Fremont where he sells livestock. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Steven Ferrarini is a financial advisor with RBC Capital Markets in Omaha, Nebraska, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, tailored to clients' risk profiles, and supported by in-house and third-party investment managers.

Keith Redlin is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He operates out of Fremont, Nebraska. Redlin is also the sole member of KJR Holdings, LLC, a recently formed entity related to the purchase of his office building. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Kylee Simon is a financial advisor with Equitable Advisors in Omaha, NE, holding a Series 66 designation and 16 years of industry experience. She has worked at Equitable Advisors since 2008 and is also associated with W.I.T. Capital Management, LLC. Outside of advisory work, she manages a rental property business through MONEY PIT INVESTMENTS, LLC. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver customized investment solutions.

Kolby Smith is a CFP®-certified financial advisor with 14 years of industry experience, currently affiliated with Cetera in Omaha, NE. He has held positions at Cetera Wealth Services, Renaissance Financial, and Securian Financial Services, Inc. Since 2011, he has also worked as an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that provides access to both affiliated and third-party investment strategies.

Grant Newman is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, Charles Schwab & Co., TD Ameritrade, and Northwestern Mutual. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals. The firm offers a combination of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory program, employing a primarily non-discretionary client relationship model supplemented by access to affiliated discretionary managed accounts.

Laurisa Richter is a financial advisor at UBS Financial Services with 24 years of industry experience. She holds Series 63 and Series 65 designations and has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Zachary Croonquist is a financial advisor at OSAIC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Securities America Advisors and Teckmeyer Financial Services. In addition to his advisory role, he is also licensed as an insurance agent and solicits insurance products based on client needs. OSAIC serves a diverse client base ranging from individual investors to corporations and charitable organizations. The firm offers a broad range of brokerage, advisory, and managed account services supported by sophisticated asset-allocation tools and multiple third-party platforms.

Lance Johnson is a financial advisor at Charles Schwab with 15 years of industry experience. He holds a Series 66 designation and previously worked at TD Ameritrade for 11 years before joining Charles Schwab in 2022. Based in Omaha, NE, he is currently part of a large advisor team at a major firm. 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 discretionary separately managed accounts and offers a multi-asset investment approach supported by in-house research and alternative investment options.

Brandon Miller is a financial advisor with Morgan Stanley in Omaha, NE, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Parker Financial, LLC, and has a background that includes service in the United States Marine Corps. Miller also has experience with Axe Games Omaha and Creighton University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Christopher Wittrig is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding a Series 66 designation and 20 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Michael Tatreau is a financial advisor with UBS Financial Services in Omaha, Nebraska. He holds a Series 66 designation and has 13 years of experience in the industry, having worked with UBS since 2012. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, discretionary portfolio management, and access to proprietary research and capital markets services.

Ryley Johnson is a financial advisor at Cetera with Series 66 credentials and less than one year of industry experience. He has held prior roles at several financial institutions including Veridian Credit Union, Pinnacle Bank, and Union Bank & Trust. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored 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 affiliated and third-party managers.

Darrell Marquardt is a financial advisor with Primerica Advisors in Omaha, NE, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1994. Outside of advisory services, he is involved in sales of investment-related products and also receives compensation for referrals related to home security, automation, and loan products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and a wrap-fee structure, focusing on curated investment models rather than institutional or pension plan management.

Alexander Otte is a financial advisor with Morgan Stanley in Omaha, NE, holding a Series 66 designation and 12 years of industry experience. His career includes positions at TD Ameritrade, Edward Jones, Lyft, and Uber. Outside of advising, he has worked as a contractor in the automotive and transportation sector with Uber and Lyft. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.