Michael Quinn is a financial advisor with Ameriprise in Elkhorn, Nebraska, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been affiliated with Ameriprise and its related entities since 2009. Quinn serves on the Board of Directors and Executive Committee for the Leukemia & Lymphoma Society of Nebraska. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement who meet specific asset criteria, delivering written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to provide tailored, algorithm-supported advice and offers a broad range of advisory, brokerage, and insurance solutions.

John Belford is a financial advisor with Morgan Stanley in Omaha, NE, holding a Series 63 designation and possessing 39 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets, and employs structured planning tools such as Monte Carlo simulations and the Global Investment Committee’s Secular Return Estimates.

Jeffrey Sietstra is a financial advisor with LPL Financial in Omaha, NE, holding a Series 66 designation and 20 years of industry experience. He previously worked for Securities America Advisors, Inc. and Securities America, Inc. for 20 years before joining LPL Financial in 2024. Outside of his advisory role, he owns a business called Sietstra Coaching. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies, and supports its advisors with operational and research tools.

Sarah Ryan is a financial advisor with Edward Jones in Omaha, NE, holding CFP®, ChFC®, and Series 66 designations and bringing 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Nichol Rogers is a CFP®-designated financial advisor with Robert W. Baird & Co., based in Elkhorn, Nebraska, bringing 26 years of industry experience. Prior to joining Baird in 2022, she worked at Northwestern Mutual, Wells Fargo Advisors, LPL Financial, and Citigroup Global Markets. She also serves on the board of MICAH House, an emergency shelter organization, where she participates in fund development and financial oversight. Rogers is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. Baird offers a broad range of financial planning and portfolio management services supported by ongoing manager research, tax management strategies, and distinctive municipal advisory capabilities.

Timothy Zielinski is a Series 66 licensed financial advisor with Morgan Stanley in Omaha, NE, with 17 years of industry experience. He has been associated with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2011. Outside of his advisory role, he owns an LLC related to a rental property. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and investment research.

Jeffrey Weides is a financial advisor with Edward Jones in Gretna, Nebraska, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked for Corbion-Purac America for seven years. Outside of his advisory role, he manages a single-family rental property as a sole proprietor. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors. The firm operates under a fiduciary standard and provides various discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Amanda Simmons is a financial advisor at Charles Schwab with five years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at TD Ameritrade and Charles Schwab Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts. The firm is notable for its scale, integrated service model, and use of multi-asset model portfolios with periodic investment guidance.

Lori Blum is a Series 66-licensed financial advisor with Edward Jones in Gretna, NE, where she has worked since 2007, accumulating 19 years of industry experience. She serves as president of the Gretna Optimists Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs with a nationwide network of financial advisors and branch offices.

Jamin Hanson is a financial advisor with UBS Financial Services in Omaha, NE, holding Series 65 and Series 66 designations and 25 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services 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, operating as a broker-dealer, investment adviser, and futures commission merchant.

Amy Weidner is a financial advisor at Thrivent Investment Management with 13 years of industry experience. She has been with Thrivent since 2012 and holds Series 63 and Series 66 designations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning that covers a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

John Wright is a financial advisor with Morgan Stanley in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a partner in Otis Farms LLC, an agriculture business based in Omaha. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines advisory services with various investment and financial product offerings.

Scott Garvin is a financial advisor at Edward Jones in Omaha, NE, holding a Series 66 license. He joined Edward Jones in 2025 after a ten-year career at Baxter Subaru Omaha. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Anna Steele is a financial advisor with Morgan Stanley in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering financial planning and investment services supported by firm-approved tools and a variety of retail and institutional products.

Clinton Jansen is a financial advisor with Cambridge Investment Research Advisors in Omaha, NE, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at J.P. Morgan Securities, JP Morgan Chase Bank, Amazon.com, and Mutual of Omaha Investor Services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm offers a range of investment implementation options, including proprietary and third-party model strategies, with tailored approaches to meet client objectives.

Edward Shuss is a CFP® and Series 66-registered financial advisor with Charles Schwab in Omaha, NE, with three years of industry experience. His prior work includes roles at Amazon, Heritage Financial Services, and six years at Omaha Country Club. Outside of advising, he works as a Nebraska Public Notary and bartends for private events. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts alongside integrated brokerage and custody solutions.

Anthony Sueck is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and 16 years of industry experience. He previously worked at Equitable Advisors for 15 years and at Securities America Advisors for four years. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to offer diversified portfolio management options.

Mindy Wayman is a financial advisor at Raymond James Financial Services Advisors, Inc. with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Raymond James and First National Bank of Omaha since 2018. Outside of her financial career, she coaches ice skating and has been involved with the Figure Skating Club of Omaha for over 19 years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

Marshall Egermier is a CFP®-certified financial advisor at LPL Financial with 14 years of industry experience. He previously worked at Voya Financial Advisors for nine years before joining LPL Financial in 2023. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Bret Salomon is a financial advisor with Ameriprise in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, Salomon owns and instructs at ATA Omaha Martial Arts and serves on the board of directors for the Exchange Club of Omaha. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies delivered through a centralized consulting team.