Brent Kelley is a financial advisor at Ameriprise Financial Services LLC with 11 years of industry experience. He previously worked at Edward Jones for nine years and Bank of the West for two years. He holds Series 63 and Series 66 licenses and is based in Omaha, NE. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Vesta Pudenz is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to assist clients in their financial decision-making.

Adam Delaughter is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has worked at Raymond James since 2015 and also serves as an advisor in a bank branch at First Investments and Planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and supports a broad range of clients through specialized programs and consulting services.

Gregory Pearson is a financial advisor at Charles Schwab with 17 years of industry experience. He previously worked at TD Ameritrade for 15 years before joining Charles Schwab in 2023. Outside of his advisory role, he also works as an Uber and DoorDash delivery driver in San Francisco. Charles Schwab 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 options supported by multi-asset model portfolios and centralized operational infrastructure.

Michael Lighthart is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined the firm in 1999 and holds the Chartered Retirement Planning Counselor™ (CRPC™) and Personal Investment Advisor (PIA) designations. Michael focuses on financial advising, developing asset allocation strategies, conducting investment manager search and selection, and creating lending solutions through Bank of America, N.A. to address client liability issues. His client focus areas include family wealth management strategies, services for endowments, foundations, and non-profits, as well as personal retirement planning. He earned a Bachelor of Science degree in Business Administration with a major in Management from Wayne State College in Wayne, Nebraska. Outside of work, Michael is active in volunteering in the community, including involvement at school and church. He enjoys spending most of his free time with his wife Kathleen and their four children.

Cody Mc Daniel is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. Prior to joining Charles Schwab in 2021, he worked at Walgreens and Valentinos Pizza. 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 provides integrated advisory, brokerage, custody, and cash-sweep services, offering both non-discretionary investment guidance and access to discretionary separately managed accounts.

Kady Simons is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and seven years of industry experience. She has been with Wells Fargo in various capacities since 2011. Outside of her advisory role, she serves as a referee for high school volleyball through the Nebraska State Activity Association. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to a diverse client base, including individuals, corporations, and institutions. The firm combines research and analytics with diversification principles and offers both brokerage and advisory solutions.

Nolan Rinn is a financial advisor at Cetera with three years of industry experience. He holds the Series 66 designation and has worked at firms including Minnesota Life Insurance Co and Securian Financial Services Inc. Outside of his advisory role, he is also an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, featuring a multi-manager platform with options including discretionary and non-discretionary strategies and access to third-party money managers.

Spencer Skolout is a financial advisor with Cetera in Omaha, NE, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior experience includes roles at Transamerica Financial Advisors, Securities America Advisors, and Woodmen Financial Services. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform, with assets under management exceeding $256 billion and a network of more than 10,000 advisors.

Robert Holzapfel is a financial advisor with Edward Jones in Omaha, NE, holding a Series 66 designation. He began his financial services career with Edward Jones in 2026. Prior to joining the firm, he worked in medical staffing and education. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Robert Cordray III is a financial advisor with Edward Jones in Bellevue, NE, holding a Series 66 designation and three years of industry experience. Prior to his current role, he served two decades at the Department of Defense and concurrently holds a part-time position as a Colonel and Director in the U.S. Army Reserve, leading a joint military intelligence unit. He is scheduled to retire from the Army Reserve in June 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Thomas Jr. is a Series 66-licensed financial advisor with Ameriprise in Grand Prairie, TX, where he has worked since 2013, accumulating 11 years of industry experience. Prior to his current role, he was employed at Ameriprise Financial Services, Inc. He also owns Creative Classics LLC, a business focused on buying, restoring, detailing, and selling vehicles. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional firm.

Gregory Mieras is a financial advisor with Equitable Advisors in Omaha, NE, holding Series 63 and Series 65 designations and bringing 46 years of industry experience. He has been with Equitable Advisors since 1999, including its prior iteration as Axa Advisors, LLC, totaling over two decades at the firm. Equitable Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a variety of asset management programs through a network of Investment Adviser Representatives, using both firm-offered and third-party managed solutions.

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.