Carmon Erickson is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley, Citigroup Global Markets, and Wells Fargo Investments. Outside of his advisory role, he serves as a fitness instructor and coach and moderates an online support group focused on helping individuals through relationship challenges. 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 utilizes proprietary research and model-based asset allocations to tailor plans based on clients’ goals and risk tolerances.

Joshua Mell is a financial advisor with Stifel in Omaha, NE, holding a Series 66 designation and two years of industry experience. Prior to joining Stifel in 2024, he worked at Fiserv for six years and Hy-Vee for eleven years. Mell serves on the governing board of the nonprofit Memories For Kids and is involved as Vice President of Fundraising for the organization, which supports children with a parent who has stage IV cancer. He is also Secretary on the board of the Davis Boxing Club, a nonprofit focused on youth empowerment through boxing and mentorship. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Brianna Chalek is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and possessing nine years of industry experience. Prior to joining Charles Schwab in 2024, she worked at TD Ameritrade from 2016 to 2024. She has concurrent experience at CHI Health Laboratory since 2014. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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 advisory options supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Jason Tellinghuisen is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade for 10 years before joining Charles Schwab in 2021. 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 offers a combination of non-discretionary and discretionary investment options, supported by centralized custody and oversight, and serves a large client base through thousands of representatives.

James Ritter is a financial advisor with Robert W. Baird & Co. in Elkhorn, Nebraska, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Robert W. Baird & Co. since 2000. Outside of his advisory role, he is involved with JARWORKS, LLC, a company managing a vacation rental property. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services using a range of strategies, including separately managed accounts and overlay services, while also providing municipal advisory and public finance services.

Darin Karstetter is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with Cetera since 2023 and also operates Renaissance Financial, where he has provided securities, insurance, and advisory services since 2014. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and consulting services, supported by a large network of over 10,000 advisors and more than $256 billion in assets under management.

Rodney Griess is a financial advisor with Primerica Advisors in Lincoln, NE, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been associated with PFS Investments Inc. since 1997 and Primerica Financial Services since 1989. Outside of his advisory role, he is a small landowner involved in irrigated farm crop rental in Nebraska. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and a limited number of discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure for its services.

Thomas Goetz is a financial advisor with Cetera in Omaha, NE, holding Series 63 and Series 66 credentials and 29 years of industry experience. Prior to joining Cetera in various capacities since 2018, he spent 27 years at Mutual of Omaha Investor Services, Inc. Outside of his advisory work, he participates as a food taste tester in innovation research. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a broad network of over 10,000 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple investment strategies across a range of program platforms.

Thomas Legel is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. His prior work includes roles at Minnesota Life Insurance Co, Securian Financial Services, and Renaissance Financial. Outside of his advisory work, he has been involved in fixed insurance sales since 2013. Cetera Investment Advisers LLC is an SEC-registered firm serving 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 with access to third-party managers and various program structures.

Douglas Thompson is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. His prior firms include Woodbury Financial Services and Universal Financial Strategies, where he is a partner. Outside of his advisory work, Thompson is involved in several business ventures, including a family-operated cybersecurity company. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated financial advisers. The firm offers integrated brokerage and advisory services, utilizing various tools and third-party platforms to construct and manage diversified portfolios.

Komlan Aflagah is a financial advisor at Wells Fargo Clearing in Omaha, NE, holding Series 65 and Series 63 licenses with one year of industry experience. His prior work includes roles at Wells Fargo Advisors and Wells Fargo Bank, with earlier experience at Airlite Plastic. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and wrap-fee programs. The firm utilizes research from Wells Fargo Investment Institute and third-party data to apply diversification principles and modern portfolio theory in its investment approach.

Stephanie Holmgren is a financial advisor with UBS Financial Services in Omaha, NE, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through both brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers a range of products and research resources to tailor investment strategies to clients’ goals and risk tolerances.

Aaron Ohri is a financial advisor with Charles Schwab who holds Series 63 and Series 65 credentials and has four years of industry experience. His prior work includes roles at TD Ameritrade, the University of Nebraska Omaha, and U.S. Bank. 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 separately managed accounts, offering multi-asset model portfolios and alternative investment options.

Amber Terry is a financial advisor at Morgan Stanley with 18 years of industry experience. She has worked with Edward Jones for 10 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC, where she is currently registered. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Matthew Maryott is a financial advisor at Osaic with 17 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Mutual of Omaha and Securities America Advisors. Maryott also operates a side business under the name Lifetime Retirement Partners. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and access to third-party money managers to construct diversified portfolios.

Brett Carver is a financial advisor with Morgan Stanley based in Omaha, NE, holding a Series 66 designation and bringing 16 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2008. Carver serves on the District 4 Committees on Inquiry in Lincoln, Nebraska, an appointed government position. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and comprehensive investment resources.

Andrew Rehmann is a CFP® professional with 15 years of industry experience, currently serving with Raymond James Financial Services Advisors, Inc. in Omaha, NE. Prior to joining Raymond James, he spent more than a decade at Morgan Stanley in various roles, including Morgan Stanley Private Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, pension plans, and institutional investors. The firm utilizes a range of analytical tools and models to deliver tailored, non-discretionary planning and promotes client implementation through advisory programs or other providers.

Richard Mcarthur is a financial advisor at Charles Schwab with 22 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to his current role, he worked at TD Ameritrade and Ameritrade, Inc., and he serves as a board member of a foundation focused on asset oversight and governance. 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 and discretionary advisory options, leveraging multi-asset model portfolios and centralized operational infrastructure.

Peter Bolay is a financial advisor with LPL Financial in Omaha, NE, holding Series 63, Series 65, and Series 66 licenses and over 51 years of industry experience. His career includes prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a broad range of financial planning and investment management solutions.

Christopher Forcade is a financial advisor with Cetera in Omaha, NE, holding a Series 66 designation and 27 years of industry experience. He has been associated with Cetera and its related entities since 2013 and also operates a financial services business under the name Curnes Financial Group. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, overseeing more than $256 billion in assets and supported by a nationwide network of over 10,000 advisors.