Chad Wilson is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and 11 years of industry experience. He previously worked at COR Clearing Inc. for 11 years and was involved with AlpacaDB, Inc. and Alpaca Securities LLC from 2021 to 2024. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with approximately 3,700 advisors and $15.5 billion in assets under management, delivering advisory services through model-based investment strategies managed by unaffiliated asset managers.

Rachel Biever is a financial advisor at Morgan Stanley with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2019. Prior to that, she was with TD Ameritrade and has experience in roles at Hawaiian Beauty Products LTD and Creighton University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs supported by firm-approved planning tools and methodology.

Mark Brungardt is a financial advisor with Cetera in Omaha, NE, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Heritage Financial Services and Minnesota Life Insurance Company, each spanning 15 to 18 years. Outside of finance, he is the owner of Bleeding Red Productions LLC and serves as a part owner and board member of Daylight Wine Co. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program structures, third-party managers, and investment strategies.

Carmon Erickson is a financial advisor with UBS Financial Services in Omaha, NE, holding a Series 66 credential and 20 years of industry experience. Prior to joining UBS in 2021, Erickson worked at Morgan Stanley for 11 years. Outside of advisory work, Erickson serves as a moderator for an online support group helping individuals cope with relationship challenges and practices as a fitness instructor. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings to tailor plans based on proprietary research and client goals.

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.

Keith Bowman is a financial advisor with Edward Jones in Bellevue, NE, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Union Pacific Railroad for five years. Outside of his advisory role, he is the owner of a property management business, DKB Properties LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a nationwide network of over 23,000 financial advisors and manages approximately $1.01 trillion in assets.

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.

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.

Komlan Aflagah is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding Series 65 and Series 63 designations and one year of industry experience. He has worked within various Wells Fargo entities since 2018 and has prior experience outside the financial industry at Airlite Plastic and Harmony Court. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

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 financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 and employer-sponsored financial planning services.

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.