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 Series 66 and Series 63 licenses and previously worked at TD Ameritrade and has experience in the hospitality industry. She is also involved with Claude's Beautorium, a business she has been associated with for over a decade. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment options with a multi-asset model portfolio approach and centralized operational structure.

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.

Mary Herzberg is a financial advisor with Wells Fargo Advisors in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. She has held various roles within Wells Fargo firms since 2009. In addition to her advisory work, she co-owns H20 Wealth Management LLC, operating under Herzberg Olsen Wealth Management. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and financial planning services, offering a broad range of planning options that include specialized areas such as business-owner transition and special-needs analysis. The firm combines research-driven recommendations with brokerage and advisory programs to provide tailored client solutions.

Scott Sladovnik is a financial advisor with Equitable Advisors in Omaha, NE, holding Series 63 and Series 65 registrations and totaling 28 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory role, Sladovnik serves as a board member’s spouse for a local nonprofit organization. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s approach includes matching clients to program models or discretionary managers through both firm-offered and third-party advisory programs.

Stephanie Danks is a financial advisor at Ameriprise in Omaha, NE, with 11 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2011. Outside of her advisory work, she serves on the Board of Directors for Omaha1861 and works occasionally as a delivery driver. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations in partnership with its financial advisors.

Debra Alvarado is a financial advisor with Ameriprise in Omaha, NE, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has worked at Ameriprise since 2019, following seven years at Wells Fargo Advisors and three years at Wells Fargo Clearing. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets. The firm delivers tailored, research-driven recommendations through a centralized consulting team and provides a range of advisory, brokerage, and insurance solutions.

David Everson is a financial advisor at Raymond James Financial Services Advisors, Inc. in Omaha, NE, with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Raymond James & Associates Inc. He serves as a committee member on the Mount Michael Foundation Investment Committee, which guides the foundation's investment management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, supporting clients through advisory programs and affiliated advisory firms.

Garrett Frost is a financial advisor with Morgan Stanley in Omaha, NE, holding a Series 66 designation and 11 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutional clients, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools and modeling techniques.

Matthew Geiseman is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. He is also a certified yoga instructor and teaches yoga classes in Bennington, NE. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial products supported by a nationwide network of more than 23,700 advisors.