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.

Jacob Daniels is a financial advisor with Charles Schwab, holding a Series 66 designation and 13 years of industry experience. He previously worked at TD Ameritrade for 10 years before joining Charles Schwab, where he has been since 2023. Charles Schwab & Co., Inc. serves a large client base, 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 investment guidance and access to discretionary separately managed accounts, leveraging a multi-asset model portfolio approach supported by extensive research and a distinctive operational structure.

Chad Rutar is a CFP® professional at Cetera with 29 years of industry experience. He has been affiliated with Renaissance Financial since 2005 and joined Cetera in 2023. In addition to his advisory work, Rutar serves as a director of Access Bank, a commercial bank focused on business clients and loans. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with both affiliated and third-party managers to implement diverse investment strategies.

Kristen Ambrose is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Warrington Asset Management and the Knowles Law Firm. She is also an executive assistant supporting financial advisory services at Renaissance Financial. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options, integrating model portfolios, third-party managers, and bespoke strategies.

Thomas Whiteing is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2023 and has been associated with Renaissance Financial and Securian Financial Services since 2006. Whiteing serves on the advisory board of Angels Among Us, where he is involved in expanding the organization's community impact and serves as Treasurer. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a broad client base, including individual, retirement plan, corporate, charitable, and institutional clients. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to various program options and affiliated partners.

Christina Large is a financial advisor at Morgan Stanley with 17 years of industry experience, including 10 years at her current firm. She holds Series 63 and Series 66 licenses. Outside of advisory work, she is a managing member of Large Realty, LLC and a partner in Fit Freedom, a retail and online store based in Omaha, Nebraska. Morgan Stanley Wealth Management serves individual and institutional clients by providing comprehensive financial planning and advisory services, managing approximately $2.74 trillion in client assets through a range of advisory programs and investment strategies.

Patrick Cohen is a financial advisor at LPL Financial in Omaha, NE, holding a Series 66 designation with two years of industry experience. Prior to joining LPL Financial, he worked at OmniTRAX, Inc. and Sedgwick. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered primarily through a large network of investment adviser representatives.

Jason Page is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Schwab in 2024, he worked at TD Ameritrade, Inc. for six years. Outside of his advisory role, he serves as a substitute teacher for Omaha Public Schools, where he supervises and presents lessons in a high school environment. 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative-investment onboarding process.

Michael Stutzman is a CFP® and ChFC® credentialed advisor with 11 years of industry experience. He has been with Cetera since 2019 and previously worked at Foresters Advisory Services and Foresters Financial Services. Outside of his advisory role, he coaches high school football. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a broad network of independent advisors and provides access to multiple investment strategies and program structures.

Shane Synowiecki is a financial advisor at Charles Schwab with 21 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Td Waterhouse Investor Services, Inc. and Ameritrade, Inc. He is based in Omaha, NE. 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 and discretionary investment guidance using multi-asset model portfolios and maintains an integrated structure that supports a large client base with centralized custody and brokerage services.

Julie Nelson is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses and is based in Omaha, NE. Nelson is an owner of The Olson Group and serves as secretary on the board of the Nebraska Health Care Association Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base including individuals, pension plans, and charitable organizations. The firm offers a range of portfolio management options and employs both proprietary and third-party strategies to tailor investment solutions to client objectives.

Noel Stoddard is a Senior Financial Advisor with Merrill Lynch Wealth Management and the managing partner of the Stoddard & Associates group. Since joining Merrill Lynch in 2007, he has provided personalized financial strategies and advice to plan sponsors and individual clients across a broad range of wealth management areas, including retirement planning, family wealth management, employee benefits, and socially responsible investing. Noel holds the Certified Plan Fiduciary Advisor (CPFA) designation, as well as credentials as a Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). Prior to entering financial services, he studied Chemical Engineering at Iowa State University. He is an active member of the Omaha Chamber of Commerce and participates in community groups such as Habitat for Humanity and organizations focused on fighting pediatric cancer. Outside of his professional work and community involvement, Noel enjoys basketball, boating, football, reading, and traveling. His approach centers on developing flexible, personalized financial strategies aligned with clients’ long-term goals.

John Bracker is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services, Inc. for 13 years. Outside of his advisory role, he serves on the board of the West Fair nonprofit organization and is involved in managing group benefits and insurance for small to medium-sized employers. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services across various asset classes. The firm employs asset-allocation tools and automated rebalancing and makes use of third-party services for model and managed-account solutions.

Alexander Kontz is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Prior to joining Cetera, he worked with Renaissance Financial. Outside of his advisory role, he serves as the defensive coordinator for the Millard West High School varsity lacrosse team. Cetera Investment Advisers LLC is an SEC-registered adviser with a large nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and a multi-manager platform.

Clayton Frost is a financial advisor with Cetera in Omaha, NE, holding a Series 66 credential and three years of industry experience. He has worked with multiple firms including Renaissance Financial Corp and Minnesota Life Insurance Company. Outside of advisory roles, he owns Frost Ventures LLC and has worked as a delivery driver for DoorDash. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services through a large nationwide network of independent advisors.

Andrew Agree is a financial advisor with Ameriprise in Omaha, NE, holding Series 63 and Series 66 licenses and 22 years of industry experience. Prior to joining Ameriprise in 2020, he worked at Aspire Inc., his own firm Andy Agree, various insurance carriers, and Waddell & Reed, Inc. He is also an author publishing novels and non-fiction books under the pen name Drew Avery. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendations through a centralized consulting team.

Danielle Hurst is a financial advisor at Charles Schwab with five years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at TD Ameritrade. Outside of finance, she has been involved with Claude's Beautorium since 2014. 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 comprehensive, integrated platform for custody, brokerage, and investment management.

Thomas Ostler is a financial advisor with Cetera, holding the ChFC® designation and Series 66 license. He has 21 years of industry experience, including 18 years at Securian Financial Services and Minnesota Life Insurance Company. Outside of his advisory work, he serves as an officer and committee leader for Heart Heroes, Inc., a nonprofit organization, and holds leadership roles within his church and the Rotary Club of Omaha Millard. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and advisory services through a large network of independent advisors and employs a multi-manager platform with access to affiliated and third-party investment solutions.