Dan Garner is a financial advisor with Ameriprise, holding a Series 63 designation and over 50 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored Recommendation Reports. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Mark Linville is a financial advisor with OSAIC, holding a Series 66 designation and bringing 24 years of industry experience. Prior to joining OSAIC in 2024, he spent 18 years with Securities America, Inc. He also serves as President of First State Bank and Chairman of First State Bancorp, Inc., and volunteers as a leader at youth and disabled kids camps in Nebraska. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm utilizes technology-driven portfolio management tools and offers a broad range of investment programs and platforms to support its network of over 6,200 financial advisors.