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.

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®-credentialed financial advisor with 28 years of industry experience, currently with Cetera. He has a long tenure in financial services dating back to 2005, including prior roles at Securian Financial Services and Renaissance Financial. Outside of his advisory work, he serves as a director of a commercial bank in Omaha and is involved in managing an LLC and real estate investments. Cetera Investment Advisers LLC operates a nationwide platform serving individuals, retirement plans, corporate, charitable, and institutional clients with a range of portfolio management and financial planning services. The firm offers flexible program options including model portfolios, third-party managers, and bespoke strategies under various authorities and custodial arrangements.

Kristen Ambrose is a Series 66 licensed financial advisor with one year of industry experience, currently with Cetera in Omaha, NE. Her prior experience includes roles at Warrington Asset Management and support duties at Renaissance Financial. She has a background that also includes work with a law firm and a university athletic department. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

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.