Andrew Kroeger is a financial advisor at Charles Schwab with 21 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2022, following 13 years at TDAmeritrade. Outside of his advisory work, he is involved as a landlord in residential rental properties. 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers multi-asset model portfolios supported by research and due diligence on alternative investments.

Richard Steele is a CFP® professional based in Omaha, NE, with 40 years of industry experience. He has been with LPL Financial since 2025, following a long tenure of nearly two decades at Cambridge Investment Research and its affiliates. Outside of his advisory work, he is involved in multiple business ventures including Integrity Wealth Management, Integrity Leasing, LLC, and Bridge Marketing, Inc. 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 offers a range of financial planning and investment management solutions supported by a large network of investment adviser representatives.

Alan Eoff is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at PFS Investments Inc., BeneSys Inc., and Primerica Financial Services since 2013. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm supports nearly 3,700 advisors and manages approximately $15.5 billion in assets, offering model-delivery strategies primarily developed by unaffiliated asset managers.

Cody Seger is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He previously worked at TD Ameritrade for 14 years before joining Charles Schwab in 2022. Based in Omaha, NE, he provides advisory services within a large institutional firm. Charles Schwab & Co., Inc. serves a broad client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and uses a multi-asset model portfolio approach supported by research from the Schwab Center for Financial Research.

Samuel Lee is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Charles Schwab, he worked at TD Ameritrade and operated Lee Beauty Supply for ten years. 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 discretionary separate managed accounts and offers multi-asset model portfolios supported by Schwab Center for Financial Research due diligence.

Brock Theophilus is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, Charles Schwab, TD Ameritrade, Charlestons, and Berkshire Hathaway HomeServices Ambassador Real Estate. 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 discretionary separately managed accounts and offers a multi-asset investment approach supported by strategic asset allocation and research from the Schwab Center for Financial Research.

Mark Kersenbrock is a financial advisor at UBS Financial Services with 30 years of industry experience. He has been with UBS since 1999 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Mark Belford is a financial advisor with Morgan Stanley in Omaha, NE, holding a Series 66 designation and three years of industry experience. His work history includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC, as well as positions at Apple and other organizations. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling to assist clients in developing financial plans.

Steven Martin is a financial advisor with Osaic Wealth, Inc. based in Omaha, NE. He holds the ChFC® designation and Series 63 and 65 licenses, and has 40 years of industry experience. Before joining Osaic, Martin worked at Securities America Advisors, Inc. and Veravest Investment Advisors, Inc. He also manages River City Financial Group, LLC, an insurance sales business. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, advisory, and financial planning services. The firm employs firm-provided asset-allocation tools and supports multiple advisory platforms, including third-party money managers and unified managed accounts.

Kyle Acre is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He is a member of the Board of Directors for Memorial Community Hospital & Health System in Blair, NE. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of investment advisory programs and affiliated services supported by a large network of advisors and branch offices nationwide.

Kalli Kirshman is a financial professional at Cetera with a Series 66 designation and two years of industry experience. She has been affiliated with Cetera and its related entities since 2023 and also maintains a role at Heritage Financial Services. Prior to her financial career, she worked in education and retail. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program options and custodial relationships.

Matt Rose is a financial advisor with RBC Capital Markets in Omaha, NE, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at RBC Capital Markets since 2013 and also at City National Bank since 2019. Outside of his advisory role, Rose serves as a committee member for the Fellowship of Christian Athletes in Omaha and has partial ownership in a local coffee store. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment programs combining discretionary and non-discretionary portfolio management, utilizing in-house and third-party managers alongside integrated capital markets and alternative investment capabilities.

Chad Petersen is a financial advisor with Ameriprise in Omaha, NE, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Petersen is involved in outside financial advisory activities through entities such as Momentum Partners LLC and CP Ventures LLC. 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 retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Christopher Riggs is a financial advisor with Mass Mutual Investors Services in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Mass Mutual Life Insurance Company since 2016 and Metlife Securities, Inc. from 2001 to 2017. He is also the owner of Evergreen Financial, a legal business entity, and serves as an independent insurance agent specializing in property and casualty insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs with an emphasis on collaborative, goal-based planning using firm-approved analytics.

Christopher Horst is a financial advisor with Charles Schwab & Co., Inc. in Omaha, NE, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior work includes six years at TD Ameritrade and roles at Allied Universal and Hy-Vee. Outside of finance, he has worked in restaurant food services as a crew member at Little Caesars Pizza. 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 a formal alternative investment process.

Ryan Palmquist is a financial advisor with Cetera and holds a Series 66 designation. He has 20 years of industry experience, including prior roles at CFG Advisors and Cetera Wealth Services, LLC. Outside of his advisory work, he operates a camper rental business and serves as president of Palmquist, Inc., a financial services DBA. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large national network of independent advisors. The firm offers a multi-manager platform with a wide range of portfolio management and financial planning services across various program structures and custodial relationships.

Marshall Gause is a financial advisor at Little Bird Financial, LLC with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Geneva Fund Partners, MGA, and Geronimo Financial Asset Management. Little Bird Financial, LLC operates under the name Geneva Fund Partners as a marketing and representation entity for Atlatl Advisors’ sub-advisory programs, focusing on maintaining sub-advisory relationships rather than providing individual investment advice or managing client assets.

Kevin Zemann is a financial advisor at Little Bird Financial, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stile Compliance Services since 2014. Little Bird Financial, LLC, doing business as Geneva Fund Partners, acts as a marketing and representation vehicle for Atlatl Advisors’ sub-advisory programs to other registered investment advisers. The firm does not provide individual investment advice or manage client assets but focuses on maintaining sub-advisory relationships and presenting materials to unaffiliated RIAs.

Glen Shepherd is a financial advisor at Little Bird Financial, LLC with seven years of industry experience. He holds Series 63 and Series 65 designations and has worked with multiple firms, including Bluebird Health, LLC and White Tiger Financial, LLC. Outside of his advisory roles, he is involved with my Backyard Conservation Group, LLC and my Office GURUS, LLC, both of which he has been with for several years. Little Bird Financial, LLC operates under the name Geneva Fund Partners and functions as a marketing and representation platform for Atlatl Advisors’ sub-advisory programs, serving other registered investment advisers rather than individual clients.

Parker Jamieson is a financial advisor with Little Bird Financial, LLC and holds a Series 65 credential. He has one year of industry experience and previously served 13 years in the United States Air Force. He is also currently a member of the USAF Reserve. Little Bird Financial, operating under the name Geneva Fund Partners, functions as a marketing and representation vehicle for Atlatl Advisors’ sub-advisory programs, working exclusively with other registered investment advisers rather than individual clients. The firm does not manage portfolios or provide individual investment advice.