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.

Travis Kehr is a financial advisor with Edward Jones in La Vista, Nebraska, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously worked for Omaha Public Schools from 2009 to 2019. Edward Jones is a full-service wealth management firm serving over 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 with a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

Deanna Sporhase is a financial advisor at LPL Financial with 39 years of industry experience. She has previously worked at Waddell & Reed and various insurance carriers, and has served the Village of Elmwood. Sporhase holds a Series 63 designation and has operated her own advisory and family trust services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, supported by model portfolios and research from in-house and third-party sources.

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.

Jackson Petersen is a Financial Advisor with Merrill Lynch Wealth Management, specializing in developing customized investment and wealth management strategies. He partners with clients to create personalized plans that address retirement income, education funding, legacy planning, and small business strategies. By leveraging resources from Bank of America and Merrill, he provides comprehensive guidance that integrates banking, lending, and investing to support clients’ broad financial goals. Jackson holds a Bachelor's degree in Business Finance from Wayne State College. He has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. His expertise centers on helping clients navigate market changes with disciplined decision-making while building confidence in their financial future. Outside of his professional role, Jackson is involved with the Breakfast Optimist Club of Omaha and is a member of the Greater Omaha Chambers and Omaha Empowerment Breakfast. His personal interests include baseball, basketball, boating, cooking, fishing, football, golfing, and pickleball.

Scott Lickteig is a financial advisor with LPL Financial in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior experience includes roles at Kestra Advisory, Ameritas Advisory Services, Americas Investment Corp, and Securities America Advisors. Outside of his advisory work, he serves as chairman of the Berglund Westlund Foundation, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Brian Overton is a financial advisor at Edward Jones with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2018, previously working at Woodmen Financial Services, Inc. from 2016 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Laura White is a financial advisor at Osaic Wealth with 12 years of industry experience and holds the Series 66 designation. Her prior work includes roles at Grove Point Advisors LLC, Cadaret, Grant & Co., Inc., Arbor Point Advisors, and Securities America. Outside of her advisory work, she serves as Committee Chair for a local Cub Scout Pack and as Hospitality Chair for the Bennington High School music program. Osaic Wealth serves a wide range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services along with access to multiple investment platforms and third-party money managers.

Jeffrey Bernadt is a Series 66-licensed financial advisor with Edward Jones in La Vista, Nebraska, where he has worked for nine years. Prior to joining Edward Jones, he spent 14 years with Bellevue Public Schools. He holds a minority ownership share in an LLC connected to a family lake house. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory and investment solutions through a large nationwide network of advisors and branch offices.

Christopher Quarles is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked extensively with Securities America Advisors, Inc. and Securities America, Inc. before joining OSAIC in 2024. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party money managers. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios that may include a variety of asset classes and investment restrictions as chosen by clients.

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.

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.

Justin Widick is a financial advisor with LPL Financial based in Omaha, NE, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His prior work includes roles at Western International Securities, Inc., Financial West Group, and ownership of several businesses including Great Plains Tire & Service and Uprising Bakery. Widick also has experience in real estate and farm ownership through associated LLCs. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, financial planning services, and access to both discretionary and non-discretionary portfolio management supported by research and various model strategies.

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.