Justin Baird is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Sagepoint Financial, Renaissance Financial, and Minnesota Life Insurance. He is currently based in Papillion, Nebraska. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Christopher Haas is a financial advisor at Raymond James Financial Services Advisors, Inc. with four years of industry experience. He holds Series 63 and Series 65 credentials and has prior experience with Capital Analysts, Lincoln Investment LLC, and Horace Mann Investors Inc. Haas is a partner in insurance referral businesses that provide home, auto, and Medicare supplement insurance services, holding ownership interests in these ventures. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports clients through advisory programs, while also engaging in specialized services such as municipal advisory and SIMPLE IRA employer consulting.

Kyle Green is a financial advisor at Edward Jones in Bellevue, NE, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Werner Enterprises Inc for four years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Charles Barrow Jr. is a financial advisor at OSAIC with 45 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Securities America Advisors, Inc. and Securities America, Inc. before joining OSAIC in 2024. OSAIC serves a wide range of clients, including individual, high-net-worth, institutional, and charitable investors. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing across diverse investment vehicles.

Scott Kuester is a financial advisor with LPL Financial in Bellevue, Nebraska, holding Series 63 and Series 65 licenses and 24 years of industry experience. His career includes positions at First Interstate Bank, Great Western Investments & Insurance, Raymond James Financial Services, and Cetera Investment Services. Kuester is also licensed as an agent selling whole life insurance through Great Western Financial Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Kristine Callahan is a financial advisor at Edward Jones in Omaha, NE, with nine years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2016, following three years at CHI Health at Home. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Miriam Garcia is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. She previously worked at Raymond James Financial Services and Fnbo, totaling eight years in the financial sector. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized retirement income planning service that provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Mandy Hoeschen is a financial advisor with Cetera and holds Series 63 and Series 66 credentials. She has 17 years of industry experience and has worked with firms including TD Ameritrade and Securities America. She is also the owner of Pineview Bridge Capital, LLC. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and retirement services, supported by over 10,000 advisors and more than $256 billion in assets under management.

Keith Morris is a financial advisor with Raymond James & Associates in Bellevue, NE. He holds Series 63 and Series 66 credentials and has six years of industry experience. His prior roles include positions at TD Ameritrade, Charles Schwab and Co., Inc., Muriel Siebert & Co. Inc., and TEK Systems. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, drawing on a range of portfolio management styles and affiliated research.

Scott Lickteig is a financial advisor with LPL Financial in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Prior to joining LPL Financial in 2026, he worked at Kestra Advisory, Americas Investment Corp, and Charles Schwab among others. He serves as chairman of the Berglund Westlund Foundation, a nonprofit organization based in Omaha. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management programs and supports advisors through proprietary research and technology tools.

Jeffery Martin is a financial advisor with OSAIC in Bellevue, NE, holding Series 63 and Series 66 licenses and having 14 years of industry experience. Prior to joining OSAIC, he worked at Securities America Advisors and Securities America Inc for over a decade. Martin also serves as a head coach for a local youth basketball program. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services alongside access to third-party money managers and various managed account solutions. The firm employs asset-allocation tools and supports both discretionary and non-discretionary account management, catering to individual, high-net-worth, pension, corporate, and charitable investors.

William Odonnell is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise and Securities America Advisors. In addition to his advisory role, he serves as a FINRA arbitrator and is an author with Heartland Publications. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing financial planning, portfolio management, and institutional platforms to individuals, retirement plans, banks, and trust companies. The firm offers a range of advisory strategies supported by research and technology, serving over 22,800 advisors and managing more than $819 billion in discretionary assets.

Mary Weed is a Series 63 and Series 66 licensed financial advisor with 24 years of industry experience. She is currently with Cetera in Bellevue, NE, where she has been since 2026. Prior to joining Cetera, she worked for Securities America Inc. for 14 years. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts, offering a range of portfolio management, financial planning, and consulting services through a large network of independent advisors.

Kyle Longenecker is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and is based in Papillion, NE. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Megan Davidson Smith is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 18 years of industry experience. She previously worked at TD Ameritrade from 2007 to 2022 before joining Charles Schwab in 2022. 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. Schwab offers a combination of non-discretionary advisory relationships and discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Michael Schuldt is a CFP®-designated financial advisor with Edward Jones in Plattsmouth, Nebraska, with 34 years of industry experience. He has been with Edward Jones since 1997. Outside of his advisory role, Schuldt is involved in several agricultural and recreational business ventures, including a 120-acre farm, a tree farm inherited from his uncle, and an LLC managing a pontoon boat and jet ski business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Hague is a financial advisor with OSAIC, holding a Series 63 designation and with 37 years of industry experience. He previously worked at Securities America, Inc. and Securities America Advisors, Inc. for 20 years and has maintained an independent practice since 2001. In addition to his advisory role, Hague sells term and long-term care insurance when clients request assistance. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, and access to multiple advisory platforms. The firm utilizes asset allocation tools, risk tolerance assessments, and third-party money managers to construct diversified portfolios tailored to client needs.

Kerry Monif is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 41 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Black Oak Investment Counsel for 10 years and Securities America Advisors, Inc for 14 years, among other roles. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Brent Connelly is a CFP®-designated financial advisor with 13 years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at Soar Wealth Strategies, Commonwealth Financial Network, and Edward Jones. Outside of his advisory work, he is an owner of Heavenly Foods LLC, a business unrelated to investment management. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Valerie Schieffer is a financial advisor with Edward Jones in Papillion, NE, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 1993. 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 under management through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and investment strategies under a fiduciary standard.