Eduardo Estrada is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 registrations and two years of industry experience. He previously worked at J.P. Morgan Securities LLC and Wells Fargo Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, managing approximately $671 billion in assets. The firm integrates research and analytics from Wells Fargo Investment Institute and third-party sources to design diversified investment options.

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.

Peter Mullen is a financial advisor with Raymond James & Associates holding ChFC®, Series 66, Series 65, and Series 63 designations and has six 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. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a broad range of portfolio management styles and affiliated research.

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 with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009, having started his career at Citigroup Global Markets in 2007. Outside of his advisory role, he serves on the board and finance committees of St. Pius/St. Leo School in Omaha and is active as a musician in a local band. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved planning tools.

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 based in Omaha, NE. He holds Series 63 and Series 65 designations and has 32 years of industry experience. Prior to his current role, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 17 years. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

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 with Charles Schwab, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Charles Schwab, Courtney worked in various roles across multiple companies, including Medical Solutions/Aureus Medic and Applied Underwriters. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Benjamin Siedlik is a financial advisor with Cambridge Investment Research Advisors in Omaha, NE, holding a Series 66 designation and 11 years of industry experience. He previously worked at Securities America Inc for 11 years before joining Cambridge Investment Research Advisors in 2022. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services delivered through a network of independent Financial Professionals using a variety of portfolio management and platform solutions.