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.

Lindsey Payne is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 credentials and 18 years of industry experience. She previously worked at TD Ameritrade for 15 years before joining Charles Schwab in 2022. 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 related managed-account and financial planning services. The firm offers a combination of non-discretionary investment recommendations and access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Jared Richardson is a financial advisor with Charles Schwab in Omaha, NE, holding a Series 66 designation and eight years of industry experience. He previously worked at TD Ameritrade and has concurrent experience in real estate through Nebraska Realty. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment options, including multi-asset model portfolios and access to alternative investments. The firm is notable for its scale, integrated structure, and combination of advisory and brokerage services.

Michael Kint is a financial advisor with Equitable Advisors in Omaha, NE, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior roles include positions at Mutual of Omaha and West Gate Bank. Outside of his advisory work, he owns and operates Kint Insurance Agency, LLC, where he engages in fixed insurance activities. Equitable Advisors serves individuals, retirement plans, corporations, and institutional clients by providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes various advisory programs and third-party asset managers to tailor investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Brian Tessman is a financial advisor with Charles Schwab, holding a Series 66 credential and 19 years of industry experience. His career includes roles at Charles Schwab entities since 2021 and prior experience with TD Ameritrade and Securities America. Outside of advising, he serves as Social Chair for the Great Plains Regional Porsche Club and works as a part-time Uber driver. Charles Schwab serves a broad client base of 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 models and integrates advisory, brokerage, custody, and cash-sweep services within a large-scale, centralized operational structure.

Ryan Miller is a financial advisor at Cetera with 16 years of industry experience. He holds the Series 66 designation and has worked at firms including Renaissance Financial and Securian Financial Services. Miller is an owner of HAM Enterprises LLC and serves as a board member of a nonprofit organization, Childs Saving Institute. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, corporate, institutional, and charitable clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, featuring both affiliated and third-party investment managers.

Andrew Kroeger is a financial advisor at Charles Schwab with 21 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2022, following 13 years at TDAmeritrade. Outside of his advisory work, he is involved as a landlord in residential rental properties. Charles Schwab 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 affiliated discretionary SMAs and offers multi-asset model portfolios supported by research and due diligence on alternative investments.

Richard Steele is a CFP® professional based in Omaha, NE, with 40 years of industry experience. He has been with LPL Financial since 2025, following a long tenure of nearly two decades at Cambridge Investment Research and its affiliates. Outside of his advisory work, he is involved in multiple business ventures including Integrity Wealth Management, Integrity Leasing, LLC, and Bridge Marketing, 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 financial planning and investment management solutions supported by a large network of investment adviser representatives.

Tyler Johnson is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. He has been with LPL Financial since 2017 and also has a background in agricultural business through his ongoing involvement with Lynn F. Johnson Farm Corp. 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 financial planning and investment management solutions, utilizing both proprietary research and third-party strategies across discretionary and non-discretionary accounts.

Alan Eoff is a financial advisor at Primerica Advisors in Omaha, NE, holding Series 65 and Series 63 licenses with 10 years of industry experience. He has worked with PFS Investments Inc. since 2016 and has been affiliated with BeneSys Inc. and Primerica Financial Services since 2013. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management, delivering advisory services primarily through model recommendations developed by unaffiliated asset managers.

Hilda Morales is a financial advisor at Ameriprise with one year of industry experience. She holds the Series 66 designation and previously worked at Security National Bank-Omaha for five years, as well as positions at Nelnet and Spartannash. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Cody Seger is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He previously worked at TD Ameritrade for 14 years before joining Charles Schwab in 2022. Based in Omaha, NE, he provides advisory services within a large institutional firm. Charles Schwab & Co., Inc. serves a broad client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and uses a multi-asset model portfolio approach supported by research from the Schwab Center for Financial Research.

Samuel Lee is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab Bank since 2026, following prior roles at Charles Schwab and Co., Inc. and TD Ameritrade. Before entering the financial industry, he spent ten years at Lee Beauty Supply. Charles Schwab 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, utilizing multi-asset model portfolios and a centralized operational structure.

Brock Theophilus is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, Charles Schwab, TD Ameritrade, Charlestons, and Berkshire Hathaway HomeServices Ambassador Real Estate. 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 strategic asset allocation and research from the Schwab Center for Financial Research.

Brandi Maxwell is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Edward Jones and Pacific Select Distributors, among other firms, before joining J.P. Morgan in 2020. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.