Jeremy Livingston is a CFP® professional with four years of experience in the financial services industry. He is currently affiliated with Charles Schwab in Omaha, NE, and has held roles at Charles Schwab Bank SSB, TD Ameritrade, and previously worked outside finance in the healthcare and food service sectors. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 hybrid advisory model combining non-discretionary guidance with access to discretionary separately managed accounts and uses a multi-asset portfolio approach supported by centralized operational infrastructure.

Susan Stults is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2013. She previously worked at Piper Sandler & Co. from 2005 to 2006. Outside of her advisory role, she has experience as a spokesperson for a pharmacy and has engaged in mystery shopping activities. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Peter Mullen is a ChFC® credentialed financial advisor at Raymond James & Associates with seven years of industry experience. He previously worked at Carson Wealth Management Group for eight years. Outside of his advisory role, he coaches a freshman basketball team at Creighton Prep in Omaha, NE. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base including individuals, institutions, and charitable organizations. The firm offers financial planning and investment consulting through various programs and combines a range of portfolio management styles with affiliated research and model managers.

Adam Evans is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 credentials and having 18 years of industry experience. He has worked with Charles Schwab and Charles Schwab Bank since 2013 and previously spent one year at TD Ameritrade Inc. Outside of his advisory role, Evans owns and manages a rental property. Charles Schwab serves a large client base mainly composed of 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 and provides multi-asset model portfolios supported by in-house research and a formal alternative-investment review process.

Mark Yosten is a financial advisor at Morgan Stanley in Omaha, Nebraska, with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he serves on the Board and Finance and Investment Committees for St. Pius/St. Leo School and is active as a musician in a local band. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and methodologies.

Cory Lienemann is a financial advisor with Thrivent Investment Management in Omaha, NE, holding a Series 66 designation and 19 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, he serves as the secretary of the council at Rejoice Lutheran Church, where he documents monthly meetings related to church policies and activities. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based financial planning covering topics such as retirement, tax, estate, and special needs planning, with options to combine planning services with managed accounts under a consolidated billing system called “WealthPlan.”

Dawn Bonacci is a financial advisor with Morgan Stanley in Omaha, Nebraska, holding a Series 66 designation and having 18 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs including tailored financial planning that utilizes firm-approved tools and methodologies.

Steven Gustafson is a financial advisor with Raymond James & Associates in Omaha, NE, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His previous roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and UBS Financial Services. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, charitable organizations, and government entities, providing financial planning, non-discretionary investment consulting, and municipal advisory services through a range of portfolio management styles and affiliated research.

Brenda Spencer is a financial advisor at Edward Jones in Omaha, NE, holding a Series 66 designation with 12 years of experience at the firm. Prior to joining Edward Jones, she was involved with The Ink Graphics for 17 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Heather Terry is a Series 66-licensed financial advisor with Charles Schwab in Omaha, NE, bringing 20 years of industry experience. She has worked at Charles Schwab since 2022 and previously spent 17 years with TD Ameritrade and Ameritrade Inc. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 advisory guidance alongside discretionary separately managed accounts, using multi-asset model portfolios and a formal alternative-investment process.

Daniel Slattery is a financial advisor at Merrill with 32 years of industry experience. He has been with Merrill since 1994 and also has 15 years of experience at Bank of America. Slattery serves as the treasurer and asset manager for a nonprofit family foundation and is a committee member of vinNEBRASKA, a charitable organization that raises funds through wine tasting and dinner events. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Maxwell Dunham is a financial advisor at Morgan Stanley in Omaha, NE, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he held roles at Werner Enterprises Inc, West Gate Bank, and DoorDash. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Gabriel Kerlik is a financial advisor with Ameriprise in Lincoln, NE, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages DSW Enterprises, LLC, a business focused on financial management and staff compensation. Ameriprise offers retirement-income planning services primarily for clients with at least $1 million in net investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Michael Sufficool is a financial advisor with Equitable Advisors in Omaha, Nebraska, holding Series 63 and Series 65 licenses and carrying 34 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, and serves as managing partner of Raistone Wealth Partners, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves assessing client information and risk tolerance to match clients with appropriate advisory models and third-party investment programs.

Marc Cohen is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 42 years of industry experience. His career includes long-term roles at Waddell & Reed and various insurance carriers from 1984 to 2021, as well as operating Marc Cohen LLC from 2019 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Edward Militti Jr. is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Based in Omaha, NE, he provides advisory services through a large institutional firm. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques in its advisory process.

Michelle Nielsen is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and over 41 years of industry experience. She has worked at OSAIC since 2023 and previously spent 14 years at SagePoint Financial, Inc. Nielsen is a partner in an office leasing LLC formed with colleagues and operates a sole proprietorship to provide sales and services related to her insurance license. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services utilizing various investment platforms and third-party managers to construct portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Taylor Cleveland is a financial advisor with LPL Financial in Omaha, NE, holding a Series 66 designation and eight years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at Securities America Advisors and JFC Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage solutions, including financial planning and access to third-party asset management programs, supported by a large network of investment adviser representatives.

Melanie Henrich is a financial advisor at Charles Schwab with 27 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes 17 years at TD Ameritrade, Inc. before joining Charles Schwab. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 mix of non-discretionary and discretionary investment advisory services supported by multi-asset model portfolios and centralized operational resources.

Courtney Kitzman is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and two years of industry experience. She has prior experience at Applied Underwriters and holds a role with Medical Solutions/Aureus Medic outside of Schwab. Charles Schwab & Co., Inc. serves mainly high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services, offering both non-discretionary and access to discretionary investment options within an integrated operational platform.