Kelli Damgaard is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with D.A. Davidson & Co. since 2016. Outside of her advisory work, she serves on the board of directors for Pottawattamie Arts Culture & Entertainment, a nonprofit organization. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with $20 million or more in stated net worth.

Gavin Baker is a financial advisor at CWM, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Carson Wealth and Carson Group prior to his current role. His background also includes experience at Quality Consulting Solutions and time spent at the College of Charleston. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, retirement plan services, and uses discretionary model portfolios supported by an in-house Investment Committee and various customization tools.

Wyatt Webster is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and beginning his advisory career in 2025. Prior to his work in financial services, he has held various roles including employment at DoubleTree by Hilton and ownership of WW, LLC, a company managing real estate in Omaha, Nebraska. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm provides comprehensive operational, trading, technology, investment management, compliance, and practice-management support while enabling advisors to offer personalized investment solutions.

Ryan Hadash is a CFP®-credentialed financial advisor with CWM, LLC in Omaha, NE, with three years of industry experience. His work history includes roles at Cetera Wealth Services and Armstrong Purselley Wealth Management Group LLC. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm employs discretionary portfolio management using model portfolios overseen by an internal Investment Committee, combining fundamental and technical analysis alongside third-party sub-advisors.

Leslie Johnson is a financial advisor at TIAA-CREF with 13 years of industry experience. She holds the Series 66 designation and has worked at firms including Charles Schwab and Markle Financial. TIAA-CREF’s Advice & Planning Services division serves individuals, trusts, estates, and small retirement plans, providing financial planning and discretionary managed accounts through model portfolios and customized solutions. The firm also advises donor-advised funds and offers a range of affiliated services within a vertically integrated structure.

Brian Zahm is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with D.A. Davidson for 10 years. Outside of his advisory role, Zahm serves as treasurer for the Tangier Shrine Band and Omaha Court 19, both nonprofit organizations. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of advisory solutions, including ERISA plan services, comprehensive financial planning, and a specialized Private Wealth program for high-net-worth clients.

Melissa Schuerman is a financial advisor at D.A. Davidson & Co. with three years of industry experience. She holds the Series 66 designation and previously worked at firms including Ameritas Advisory Services, Cresset Asset Management, and Cetera Advisor Networks. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse clientele, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, with specialized offerings for clients with over $20 million in net worth.

William Gamblin is a financial advisor at Mariner Wealth Advisors with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TIAA-CREF for eight years before joining Mariner in 2021. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm utilizes discretionary, customized portfolios supported by an internal investment committee and integrates tax and accounting services alongside a range of traditional and alternative investment strategies.

Michael Allen is a financial advisor at Wealth Enhancement Advisory Services, LLC with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with firms including Cetera Advisor Networks and First National Bank of Omaha. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by quantitative and fundamental research.

Shannon Tabor is a Series 66–licensed financial advisor with First Command Advisory Services, based in Papillion, NE. He has three years of industry experience and served 25 years in the United States Air Force prior to his current role. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers who select and monitor model portfolios using approved third-party managers.

Daniel Shultz is a financial advisor with Commonwealth Financial Network in Venice, Florida, holding a Series 66 designation and 13 years of industry experience. He has worked at Commonwealth since 2017 and has operated his own advisory and consulting firms since 2011. Outside of his advisory work, he is a managing member and owner of multiple entities involved in securities, advisory, and insurance businesses. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm offers a range of investment solutions and supports affiliated advisors with operations, technology, compliance, and practice management.

Stephen Whiteman is a financial professional with CWM, LLC, holding a Series 66 credential and eight years of industry experience. His career includes positions at Securities America Inc and OSAIC prior to joining CWM, where he supports compliance and conducts branch office exams. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and combines fundamental and technical analyses with third-party sub-advisors and customization tools.

Gregory Fuller is a financial advisor at Principal Financial Services with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has held previous roles at Kestra Advisory, Arbor Point Advisors, and Securities America Advisors. He has served in supervisory positions during his career. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, businesses, and active-duty U.S. military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Edward Meekins is a financial advisor at Mariner with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Proequities Inc and Honkamp Krueger Financial Services Inc. He is also associated with MSEC, LLC. Mariner serves a diverse client base through investment management, financial planning, and retirement plan consulting, offering customized portfolio strategies supported by an internal team and third-party managers. The firm also integrates tax and accounting services alongside traditional advisory solutions.

Mac Kenzie Stine is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Schwab Wealth Advisory in 2022, Stine worked at TD Ameritrade and has experience in other non-financial roles. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm delivers investment recommendations using Schwab’s research tools and standard asset allocation models, with final trading decisions made by clients.

James Shanks is a financial advisor with CWM, LLC holding a Series 65 designation and three years of industry experience. Prior to his advisory role, he worked for 25 years at Blue Cross and Blue Shield of Alabama. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through over 600 advisors. The firm employs a discretionary investment approach using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools, with a focus on fiduciary processes and retirement plan services.

Timothy Fowler is a financial advisor at CWM, LLC with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Morgan Stanley, E*TRADE, J.P. Morgan Securities, and TD Ameritrade. At CWM, he serves as a Private Client Portfolio Manager, working with high-net-worth clients. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, employing discretionary model portfolios governed by an in-house Investment Committee and leveraging a combination of fundamental and technical analysis along with third-party sub-advisors.

Leslie Schroeder is a financial advisor at CWM, LLC with 15 years of industry experience. She holds a Series 66 designation and has previously worked at OneDigital Investment Advisors and LPL Financial. Outside of her advisory role, she has served as a notary public and provides bookkeeping services for a small family-owned lawn service business. CWM, LLC is an SEC-registered investment adviser that serves individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages portfolios typically on a discretionary basis using model portfolios overseen by an in-house Investment Committee and offers a range of financial planning, retirement, and sub-advisory services.

Adam Albright is a financial advisor at Mariner with a Series 65 credential and one year of industry experience. His career includes roles at Vision Financial Group, The Buckle, Inc., and Queen's Price Chopper, as well as work connected to Drake University and Bishop Miege High School. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, tax services, and family office solutions, employing customized discretionary portfolios supported by in-house research and third-party managers.

James Ryan III is a financial advisor with D.A. Davidson & Co. in Omaha, Nebraska, holding a Series 66 designation and 25 years of industry experience. He joined D.A. Davidson & Co. in 2017 following four years with Bb&T Securities, LLC. Ryan serves as a board member of the Benjamin H. Ryan Foundation, a private nonprofit organization. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporate clients. The firm offers specialized services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and utilizing both qualitative and quantitative analysis.