Mindy Helfrich is a financial advisor with LPL Financial in Omaha, NE, holding Series 65 and Series 63 credentials and bringing 26 years of industry experience. She has been affiliated with LPL Financial since 2023 and has prior experience at Vintage Financial Group, Helfrich Financial Services LLC, Principal Securities Inc., Principal Life Insurance Company, Ameritas Investment Company, and Cincinnati Analysts. In addition to her advisory work, she serves as Social Director for Commercial Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning, asset management, and institutional platforms.

Douglas Thomas is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and possessing 16 years of industry experience. He has worked with firms including CFG Advisors, Royal Alliance Associates, and Signator Investors. Outside of financial advising, he contributes as a correspondent for the Omaha World-Herald, writing feature stories and covering local games. Cetera Investment Advisers LLC serves a broad client base ranging from individual investors to institutional accounts, offering portfolio management, financial planning, and retirement services through a multi-manager platform with a variety of program options and custodial relationships.

Matthew Ferguson is a financial advisor with Raymond James Financial Services Advisors Inc. He holds a Series 66 designation and has 22 years of industry experience. He has worked at Raymond James since 2012 and is also associated with First National Bank of Omaha. Additionally, he serves as an advisor at a bank branch through First Investments and Planning. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Ryan Keiser is a financial advisor with LPL Financial in Omaha, NE, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at Morgan Stanley DW Inc. from 2002 to 2005 and has been an adjunct professor at the University of Nebraska at Omaha since 2013. Keiser is a member of the Omaha Suburban Rotary and is also an author and owner of a travel agency. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Robert Bieber is a financial advisor with OSAIC in Omaha, NE, holding Series 65 and Series 63 licenses and 14 years of industry experience. He has worked at OSAIC since 2023 and was previously with Mutual of Omaha Investor Services, Inc. for 11 years and Mutual of Omaha for 15 years. OSAIC serves a diverse group of retail and institutional clients through a large network of affiliated advisers, offering brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs various asset-allocation tools and third-party solutions to construct portfolios tailored to client needs.

Anthony Pantano is a financial advisor with Cetera in Omaha, NE, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has worked with firms including Securian Financial Services and Minnesota Life Insurance, and has been involved with multiple financial and insurance entities throughout his career. Pantano serves on several nonprofit boards, including the Omaha Children’s Hospital Foundation and the Omaha Sports Commission, and is owner of Pantano Enterprises LLC, an investment holding company. Cetera Investment Advisers LLC provides advisory services through a large nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients with a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Richard Blessing is a financial advisor with Mass Mutual Investors Services in Omaha, NE, holding a Series 66 designation and 19 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent nine years at Metlife Securities, Inc. alongside a concurrent role at Massachusetts Mutual Life Insurance Company starting in 2016. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning engagements and various specialized programs, including recent additions such as Divorce Planning and employer-sponsored planning services.

James Suey is a financial advisor with UBS Financial Services in Omaha, NE, holding a Series 66 designation and 22 years of industry experience. He has been with UBS Financial Services since 2012. Outside of his advisory role, he assists with local running events in the Omaha community through a running store he is involved with. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Melina Petersen is a Series 66-licensed financial advisor with Merrill in Omaha, NE, where she has worked since 2000. She has 24 years of industry experience. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Cory Epstein is a financial advisor with Morgan Stanley in Omaha, NE, holding a Series 66 designation and five years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2020 and previously at the Bank of Nova Scotia from 2016 to 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market outlook analyses.

Matthew Pleiss is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked at multiple Schwab entities since 2024. His prior experience includes roles at Nelnet and Jerent Enterprises, along with several years in full-time education. 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 multi-asset model portfolios and centralized operational capabilities.

Matthew Mellema is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at TD Ameritrade, Inc., Feltz Wealthplan, and CLS Investments. He is based in Omaha, Nebraska. 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 affiliated discretionary separately managed accounts, supported by centralized custody and operational resources.

Joel Kosch is a financial advisor with Ameriprise in Omaha, NE, holding Series 63 and Series 65 licenses with four years of industry experience. He has previously worked at SageSpring Wealth Partners, Raymond James Financial Services, Southwestern Investment Group, and held roles outside the financial sector at Children's Mercy Hospital and Northwest Missouri State Advancement Office. Kosch also serves as a Registered Branch Associate at SageSpring Wealth Partners. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Kelsey Mc Eowen is a financial advisor at Edward Jones with seven years of industry experience. She has held her current role at Edward Jones since 2018 and previously worked at Pioneer HiBred. Mc Eowen holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets.

Rodney Ruh serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his financial career in 1991 with Merrill Lynch and returned to the firm in May 2025 to assume his current role. Rodney has also worked as a Financial Advisor and Portfolio Manager at UBS Financial Services, Inc. He holds a Juris Doctorate degree from Creighton University School of Law and majored in Economics at the University of Nebraska-Lincoln and Rollins College. He earned the CERTIFIED FINANCIAL PLANNER® certification in 2007 and is a member of the NFLPA Financial Advisor program. Rodney draws on years of experience to assist clients with investments, investment planning strategies, and multi-generational estate planning, collaborating closely with clients' attorneys and accountants. Rodney is a member of the Omaha Estate Planning Council and the Financial Planning Association. He has volunteered for various local schools, charities, and sports organizations. In his current role, he does not provide legal advice.

Benjamin Koley is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He has previously worked at firms including Arbor Point Advisors and Centaurus Financial, and has operated Koley Financial Services since 2009. Outside of advising, he is involved with insurance agencies under Koley Financial Services and PLIXYS LLC. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

John Garlock is a financial advisor with RBC Capital Markets in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at RBC Capital Markets since 2008 and also has a role at City National Bank starting in 2019. Outside of his advisory work, Garlock serves as chairman of the board for the North Star Foundation, a nonprofit benefiting inner-city children. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies using both in-house and third-party managers and provides a range of portfolio management, financial planning, and brokerage services.

Robert Gasnick is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services since 2019. Prior to that, he held roles at Peak Ready Mix and Elam Construction. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies.

Kaycie Nolan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Wells Fargo Clearing in 2024, she worked at Wells Fargo Bank, nA since 2021 and has experience in the pet care and food service industries as well as gymnastics instruction. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm follows an IPS-driven process grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Bradley Park is a financial advisor at Charles Schwab with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Advisor Group, Inc., Ladenburg Thalmann Financial Services, Inc., and Securities America. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory, managed accounts, and financial planning through its integrated wrap fee programs and affiliated services. The firm’s model combines non-discretionary advice with access to discretionary separately managed accounts and incorporates multi-asset portfolios and alternative investments vetted by its research center.