James Largen is a financial advisor with UBS Financial Services in Omaha, NE, holding a Series 66 designation and four years of industry experience. Prior to joining UBS in 2021, he worked at Deloitte for two years and at Sodoro Law for one year. 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 and proprietary research to tailor strategies aligned with clients’ goals and risk tolerances.

Travis Washington is a financial advisor with J.P. Morgan Securities in Omaha, NE, holding a Series 66 license and six years of industry experience. His prior roles include positions at Merrill, Bank of America, and Lion Street Advisors. Outside of advising, he has been involved in operating a catering business and co-owns rental properties with his spouse. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Jerry Sukup is a financial advisor with Edward Jones in Omaha, NE, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Edward Jones in 2024, he worked at United Republic Bank and Central National Bank. Outside of advisory work, he is a member of several real estate and investment LLCs. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a broad range of investment strategies and advisory programs. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Sharon Hyer is a financial advisor with Ameriprise in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her prior roles include positions at Great Western Investments & Insurance, Raymond James Financial Advisors, and Cetera. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, delivering customized recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support its advisory process.

Rhonda Heineman is a CFP® professional with 32 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2012. She holds additional business interests including ownership of Heineman Financial Strategies and a directorship with the Financial Planning Association of Nebraska. Cambridge Investment Research Advisors is a large SEC-registered firm offering financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base. The firm delivers services through a network of independent financial professionals and provides access to multiple investment platforms and proprietary as well as third-party strategies.

Lindsay Martian is a financial advisor at Edward Jones in Omaha, NE, holding a Series 66 designation. She has one year of industry experience, including prior roles at Supportworks and Lovestruck Events. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory offerings. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Derek Clayton is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes roles at Charles Schwab Bank, TD Ameritrade Investment Management, and Gallup. Outside of his advisory work, he streams on Twitch, engaging with viewers while gaming. 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 affiliated discretionary SMA portfolios and offers a large-scale, integrated operational platform.

Katelin Luna is a financial advisor at UBS Financial Services in Omaha, NE, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at Medical Solutions and multiple engagements with the University of Nebraska Omaha. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Brian Falkinburg is a financial advisor with LPL Financial, holding a Series 66 credential and three years of industry experience. He previously worked at Western International Securities, Inc. and spent 14 years at Title365. Outside of his advisory role, Falkinburg is involved in life insurance sales through CPS Insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing a range of discretionary and non-discretionary investment strategies supported by proprietary research and technology.

Bobby O'brian III is a financial advisor with Raymond James & Associates in Omaha, NE, holding a Series 66 designation and 17 years of industry experience. He has worked at Raymond James & Associates since 2018 and previously held 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 overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers financial planning, investment consulting, and institutional fiduciary services through various advisory programs.

Bryan Luna is a financial advisor at Cetera with 10 years of industry experience. He holds a Series 66 designation and has worked with Renaissance Financial Corporation and multiple insurance companies since 2016. Luna is also a young professional board member of Special Olympics of Nebraska. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services via multi-manager platforms, including model portfolios, third-party managers, and custom strategies.

Jacob Pfannenstiel is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Securities America Advisors and Securities America Inc, before joining Cetera and its affiliate Cetera Wealth Services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and investment options, including affiliated and third-party model portfolios.

Gary Noordam is a financial advisor with Raymond James & Associates in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. Prior to joining Raymond James in 2026, he worked at RBC Capital Markets for 12 years. 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 range of clients, including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting through various specialized programs.

Todd Holmes is a financial advisor at LPL Enterprise with over 40 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 1986 to 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs, alongside affiliated insurance and trust services.

Kevin Hedstrom is a financial advisor at Osaic with 20 years of industry experience and holds the Series 66 designation. His prior work includes roles at Securities America Advisors, ProEquities, Inc., and Futurity First Insurance Group, where he focused on marketing fixed and fixed indexed annuities. Outside of finance, he works as a basketball referee. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services featuring asset allocation tools, risk-tolerance assessments, and access to third-party investment managers across various account structures.

Harrison Vermie is a CFP® with four years of industry experience, currently affiliated with Cetera in Omaha, NE. His career includes roles at Cetera Advisor Networks, Cetera Wealth Services, CFG Advisors, and Curnes Financial Group. He is also active as an insurance agent specializing in life, health, disability, fixed annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individuals, 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, supporting discretionary and non-discretionary account structures with access to various third-party managers.

Andrew Wegner is a Series 66-licensed financial advisor with Morgan Stanley in Omaha, Nebraska, and has three years of industry experience. His prior roles include positions at WealthPlan Group, MidAmerican Energy Company, Mutual of Omaha, Ameritas Life Insurance Company, and the University of Nebraska-Lincoln. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct financial planning services and corporate financial planning agreements.

Carroll Hacker is a financial advisor at Morgan Stanley in Omaha, NE, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as a board member of Omaha Liberty Ladies LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, with a variety of investment-related services beyond typical retail offerings.

Robert Kenny is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Since 2008, he has been with RBC Capital Markets. Outside of his advisory role, Robert serves on the board of a biotechnology company, Nature Technology. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Desere Johns is a financial advisor at Charles Schwab with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2021, following a 12-year tenure at TD AMERITRADE Inc. Charles Schwab 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 and discretionary investment management with a multi-asset strategic allocation approach and centralized operational support.