Daniel Botos is a CFP®-credentialed financial advisor with Edward Jones in Omaha, NE, where he has worked since 2000. He has 25 years of industry experience and holds Series 63 and Series 66 licenses. Outside of his advisory role, he participates occasionally as talent in print and television commercial projects. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Paul Ganow is a financial advisor with Raymond James Financial in Papillion, NE, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Cetera Advisor Networks, Carson Group, Edward Jones, and First National Bank of Omaha. Ganow is also involved with Omaha Sports Academy, where he has been active since 2019. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, pension plans, and institutional clients. The firm provides tailored, non-discretionary planning and emphasizes analytical tools such as risk profiling and probability modeling.

Cathleen Morrison is a financial advisor at Morgan Stanley with 12 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2017 and was previously with COR Clearing LLC from 2013 to 2017. She holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved methodologies as part of its financial planning process.

Angela Schueman is a financial advisor with LPL Financial in Omaha, NE, holding a Series 63 designation and 32 years of industry experience. She has been with LPL Financial since 2003 following six years at Waddell & Reed. Outside of her advisory role, she is involved in tax preparation and accounting through Schueman Tax Services. 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 and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced research and operational tools.

Stephen Dooling is a financial advisor with Cambridge Investment Research Advisors in Omaha, NE, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has been with Cambridge Investment Research Advisors since 2012 and has experience with Cambridge Investment Research, Inc. since 2009. Outside of his advisory role, Dooling serves as vice president of Durham Staffing Solutions, where he provides training in business-to-business sales. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a wide range of clients, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing various investment platforms and proprietary model strategies alongside access to third-party managers.

Jason Marr is a financial advisor with Charles Schwab, holding a Series 66 designation and 16 years of industry experience. He previously worked at TD Ameritrade for 13 years before joining Charles Schwab. Outside of his advisory role, he serves as head coach for a U9 girls soccer team with the Omaha United Soccer Club. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its integrated Schwab Wealth Advisory program. The firm’s investment approach includes multi-asset model portfolios with both non-discretionary and discretionary management options.

Brian Leslie is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines in Omaha, NE. He has worked at Edelman Financial Engines since 2016 and previously at Tmfs Advisors, LLC. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through both advisor-led and online platforms.

Terra Milander is a financial advisor at Ameriprise with seven years of industry experience and holds a Series 66 designation. She has been with Ameriprise since 2017 and has prior experience as an academic tutor and yoga instructor. Milander is also the President of Nourish Nebraska, a nonprofit that provides fresh produce to food-insecure elementary school children in the Papillion area. Ameriprise serves clients primarily through retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations supported by a centralized consulting team.

Joseph Potratz is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and with 25 years of industry experience. He previously worked at TD Ameritrade Investment Management, LLC, and TD Ameritrade, Inc. before joining Charles Schwab in 2022. Charles Schwab & Co., Inc. serves a large client base, 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 and offers multi-asset model portfolios supported by centralized supervision and a formal alternative-investment process.

John Kamp is a financial advisor with Raymond James & Associates, holding a Series 66 credential and 17 years of industry experience. He previously worked at Edward Jones for 11 years before joining Raymond James in 2020. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, and various organizations, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Gary Porfert is a financial advisor at Edward Jones with 22 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Edward Jones, he worked at Thrivent Investment Management, Allstate Insurance Company, LPL Financial, and Wells Fargo Advisors. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Douglas Larson is a financial advisor with Cetera, holding the PFS™ designation and Series 63 and 65 licenses, and has 25 years of industry experience. He previously worked at Concourse Financial Group Securities Inc. and Honkamp Krueger Financial Services. Outside of advising, Larson serves as a director of Larson Laboratory Eggs, Inc., a corporation owning farmland that is sharecropped. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of more than 10,000 advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program options including model portfolios, third-party managers, and bespoke strategies.

Jeffrey Elgan is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2005. He holds Series 63 and Series 66 licenses and operates out of Omaha, NE. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Easton Chaffee is a financial advisor at Osaic with a Series 66 credential and has been in the industry since 2026. His prior work experience includes roles in various sectors such as energy, retail, education, and sports officiating. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, offering integrated brokerage and advisory services with multiple platforms. The firm employs firm-provided tools for asset allocation, risk assessment, and portfolio management, and supports both discretionary and non-discretionary accounts.

Brandon Lombardo is a financial advisor with Charles Schwab & Co., Inc. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. His prior work includes roles at First Command Financial Services and TD Ameritrade. 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 research and centralized operational resources.

Renee Johnson is a financial advisor at Charles Schwab with 15 years of industry experience and holds a Series 66 designation. Her prior work includes roles at TD Ameritrade, Raymond James & Associates, and CenterPoint Financial Group. Charles Schwab & Co., Inc. 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’s investment approach combines primarily non-discretionary client relationships with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and integrated operational and custody services.

Jason Heimes is a financial advisor with Primerica Advisors based in Omaha, NE. He holds Series 65 and Series 63 licenses and has experience spanning over a decade, including roles at PFS Investments Inc., Primerica Financial Services, and Methodist Hospital. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm manages approximately $15.5 billion in assets through a model-driven approach supported by unaffiliated asset managers and custodial services from Pershing.

Shelli Perez is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and three years of industry experience. Her background includes roles at Thrivent Financial, Shipt, Myrtle & Cypress Coffeehouse, Structure Decks & Pergolas, and the Hearts & Minds Early Childhood Program. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning across a range of topics without discretionary trading authority. The firm’s approach integrates planning with managed-account programs through a consolidated billing option called “WealthPlan,” while maintaining separate planning and investment services.

Blake Tighe is a financial professional at Cetera with a Series 66 designation and one year of industry experience. He has held roles at Cetera Wealth Services, Renaissance Financial, and Iowa State University. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Nicklaus Higgins is a financial advisor at Cetera with eight years of industry experience. He holds a Series 66 designation and has worked at Renaissance Financial Corp. and Minnesota Life, among other firms. Higgins is also active as an insurance agent, selling fixed insurance products. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.