Mark Kersenbrock is a financial advisor at UBS Financial Services with 30 years of industry experience. He has been with UBS since 1999 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Mark Belford is a financial advisor with Morgan Stanley in Omaha, NE, holding a Series 66 designation and three years of industry experience. His work history includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC, as well as positions at Apple and other organizations. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling to assist clients in developing financial plans.

Steven Martin is a financial advisor at OSAIC with 39 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2024, he spent over two decades at Securities America Advisors, Inc. In addition to his advisory role, Martin manages River City Financial Group, LLC, which markets life, long-term care, and health insurance products. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a broad network of financial advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset classes, offering integrated brokerage, advisory, and third-party managed account services.

Kalli Kirshman is a financial professional at Cetera with a Series 66 designation and two years of industry experience. She has been affiliated with Cetera and its related entities since 2023 and also maintains a role at Heritage Financial Services. Prior to her financial career, she worked in education and retail. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program options and custodial relationships.

Matt Rose is a financial advisor with RBC Capital Markets in Omaha, NE, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at RBC Capital Markets since 2013 and also at City National Bank since 2019. Outside of his advisory role, Rose serves as a committee member for the Fellowship of Christian Athletes in Omaha and has partial ownership in a local coffee store. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment programs combining discretionary and non-discretionary portfolio management, utilizing in-house and third-party managers alongside integrated capital markets and alternative investment capabilities.

Chad Petersen is a financial advisor with Ameriprise in Omaha, NE, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Petersen is involved in outside financial advisory activities through entities such as Momentum Partners LLC and CP Ventures LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Christopher Riggs is a financial advisor with Mass Mutual Investors Services in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Mass Mutual Life Insurance Company since 2016 and Metlife Securities, Inc. from 2001 to 2017. He is also the owner of Evergreen Financial, a legal business entity, and serves as an independent insurance agent specializing in property and casualty insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs with an emphasis on collaborative, goal-based planning using firm-approved analytics.

Christopher Horst is a financial advisor with Charles Schwab, holding Series 66 and Series 63 credentials and nine years of industry experience. His prior roles include positions at TD Ameritrade, Allied Universal, and Hy-Vee. Outside of finance, he has worked in restaurant services at Little Caesars Pizza. 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 a non-discretionary client relationship model with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and centralized custody and advisory operations.

Ryan Palmquist is a financial advisor with Cetera in Omaha, NE, holding a Series 66 license and 19 years of industry experience. He has been associated with Cetera and its related entities since 2013 and also works with CFG Advisors. Outside of advisory roles, he owns a camper rental business and serves as president of Palmquist, Inc., a financial services firm. Cetera Investment Advisers LLC operates as a large nationwide network of independent advisors, offering portfolio management, financial planning, and retirement services to individuals, retirement plans, corporate, charitable, and institutional clients. The firm utilizes a multi-manager platform with discretionary and non-discretionary program options and manages over $256 billion in assets.

Pete Zimmerman is a CFP® professional with 16 years of industry experience, currently affiliated with Northland Securities, Inc. in Omaha, NE. He has held roles at Securities America Advisors, Inc. and Securities America Inc. since 2008 and 2010, respectively, alongside his current positions at OSAIC and Northland Securities.