Elijah Strosnider is a financial advisor with Primerica Advisors in Omaha, NE, holding Series 65 and Series 63 licenses with two years of industry experience. His prior work includes roles at Habitat For Humanity Omaha and multiple positions in diverse industries such as medical services and roofing. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs a model-driven investment approach supported by third-party asset managers and offers strategic, tactical, tax-managed, and income-distribution portfolios.

Christina Kolb is a financial advisor with Cetera, holding a Series 66 designation and 10 years of industry experience. She has worked at Cetera since 2023 and previously spent seven years with Securian Financial Services Inc., while also maintaining a role with Renaissance Financial since 2013. Renaissance Financial is a financial services firm where she offers securities, insurance, and advisory services. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm provides portfolio management, financial planning, and access to multiple investment platforms through a large network of independent advisors.

James Lombardi is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a wider range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Geoffrey Brennan is a financial advisor at Charles Schwab with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab and its affiliated entities since 2022, following an 18-year tenure at TDAmeritrade. 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 offers both non-discretionary and discretionary investment guidance using multi-asset model portfolios and maintains a distinctive operational structure that integrates advisory, brokerage, custody, and cash-sweep services.

Paul Keatts is a financial advisor with Equitable Advisors in Omaha, NE, holding a Series 66 designation and 25 years of industry experience. He has been with Equitable Advisors since 2001, including time under its former name, Axa Advisors. Keatts serves as a board member and treasurer for the Bennington Lions Club and is managing partner of Raistone Wealth Partners, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a variety of program models and third-party managers, offering solutions including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Steven Kimes is a CFP® professional with 28 years of industry experience. He is currently with LPL Enterprise and has previously worked at The Prudential Insurance Company of America, NYLIFE Securities LLC, and LPL Financial among others. Outside of his advisory role, Kimes manages a financial services LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and a range of affiliated financial services.

William Nelson is a financial advisor with Primerica Advisors in Omaha, NE, holding Series 63 and Series 65 credentials and 42 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1991. Nelson is also the owner of Nelson's Global Network, Inc., a business formed to support Primerica-related activities. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selected separately managed account options primarily to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Renee Brabb is a financial advisor with UBS Financial Services in Omaha, NE, holding Series 63 and Series 66 designations and possessing 17 years of industry experience. Her prior roles include positions at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services, and Charles Schwab & Co. Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm delivers advisory work via a network of Financial Advisors using proprietary capital market assumptions, model-based asset allocations, and research to tailor plans according to clients’ goals and risk tolerances.

Dusty Cook is a financial advisor with LPL Enterprise and holds Series 65 and Series 63 licenses. He has 16 years of industry experience, including previous roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Principal Securities Inc. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is model-driven, offering access to third-party asset managers and financial planning services through a network of investment adviser representatives.

Barbara Foote is a financial advisor with Ameriprise in Omaha, NE, holding a Series 66 designation and 25 years of industry experience. She has worked at Ameriprise since 2016 and previously spent seven years with Wells Fargo Advisors Financial Network LLC. Outside of her advisory role, she is involved with Flagship Partners. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise also provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Benjamin Wilson is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He previously worked at TD Ameritrade for nine years before joining Charles Schwab in 2022. Outside of his advisory work, he assists with his wife's online craft and thrift sales business, Allison's Obsessions LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management services supported by a large-scale, integrated operational structure.

Blake Lund is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 50 years of industry experience. He has been with MML Investors Services, Inc. since 1982 and with Mass Mutual Life Insurance Company since 1980. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software tools to deliver collaborative, annual financial planning engagements.

Spencer Schmitz is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked with firms including Renaissance Financial Group, Minnesota Life Insurance Company, Securian Financial Services, and Wells Fargo Advisors. Schmitz also engages in the sale of fixed insurance products as an insurance agent. Cetera Investment Advisers LLC serves a broad client base ranging from individual investors to institutional accounts, offering a range of portfolio management, financial planning, and retirement services through a large network of independent advisors. The firm operates a multi-manager platform with various program structures and custodial relationships.

Alexander Mc Carty is a financial advisor with Ameriprise in Omaha, NE, holding a Series 66 designation and six years of industry experience. Prior to joining Ameriprise in 2024, he worked at Edward Jones for five years and has a background in law, including time as a student at Creighton University School of Law and employment with law firms Blazek Law Group, LLC and Johnson & Mock, LLO. He also maintains outside employment as a financial advisor with Cirksena, Knight, Jacobsen, Sieps & Kresse LLP. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Matthew Ronco is a financial advisor at Charles Schwab with 18 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked for TD Ameritrade for 16 years. Outside of finance, he contributes as an anonymous data annotator for AI models, focusing on technology and creative writing. Charles Schwab serves primarily 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides a centralized operational structure across its large client base.

Jacob Rehder is a CFP®-credentialed financial advisor with LPL Financial in Omaha, NE, where he has worked since 2010, totaling 16 years of industry experience. He provides general notary services for clients on an as-needed basis without charge. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services through a large network of investment adviser representatives.

Craig Jones is a financial advisor with Ameriprise in Fremont, Nebraska, holding a Series 66 designation and eight years of industry experience. He has worked at Ameriprise since 2017 and previously at Calton & Associates, Inc. Outside of Ameriprise, he is also employed as a financial advisor with the Jon Gilfry Company. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions and utilizes a centralized consulting team to deliver tailored, research-driven retirement income recommendations.

Samuel Jorgenson is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with the firm since 2012 and provides a wide range of wealth management services tailored to individual, family, and corporate clients. His expertise includes investment management, risk management, retirement plan design and implementation, stock option program analysis, as well as wealth preservation and transfer services. Sam’s client focus areas encompass college education planning, executive compensation, legacy planning, divorce transition planning, philanthropic planning, and personal retirement planning, among others. He approaches each financial situation by thoroughly understanding what matters most to his clients and developing long-term, goals-based strategies to help them achieve their objectives. He holds a Bachelor's Degree from the University of Nebraska-Lincoln and has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of work, Sam enjoys baseball, fishing, golfing, reading, running, soccer, swimming, watching movies, and spending time with his family.

Charlie Jacobsen is a financial advisor with UBS Financial Services in Omaha, NE, holding a Series 66 designation and having 11 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he is a commissioned notary public. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets and research resources.

Christopher Carder is a financial advisor with Cambridge Investment Research Advisors in Omaha, NE, holding Series 63 and Series 65 licenses and more than 21 years of industry experience. He has been with Cambridge Investment Research Advisors since 2017 and has worked in related roles at Cambridge Investment Research, Inc. since 2013. Outside of advisory work, he is involved in farming and owns a crop insurance company. He also serves as president of the West Fairacres Village homeowners association. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, using multiple custodial platforms and a range of portfolio management strategies that include both proprietary and third-party models.