Patrick Smith is a financial advisor with Schwab Wealth Advisory, Inc. He holds Series 65 and Series 66 licenses and has 18 years of industry experience. His career includes roles at Charles Schwab & Co., Inc., TradeStation Group, and TD Ameritrade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm uses proprietary asset-allocation models and research tools to guide investment selection, with recommendations tailored to client goals and risk tolerance.

Steven Meyer is a financial advisor at Kestra Advisory in Omaha, NE, holding Series 63 and Series 66 licenses with eight years of industry experience. His prior roles include positions at TD Ameritrade and Kestra Investment Services, LLC. Outside the financial sector, he has experience working in childcare and pet services. Kestra Advisory provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves clients that include sovereign wealth funds.

Guillermo Bailey is a financial advisor with Empower Advisory Group in Omaha, NE, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. His prior roles include positions at GWFS Equities, Inc., Principal Life Insurance Company, and Principal Securities Inc. He serves on the finance committee of 100 Black Men of Omaha, Inc., where he reviews and discusses the organization's financials. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

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.

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.

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.

Kammie Grytdahl is a financial advisor at Principal Financial Services with 23 years of industry experience. She holds a Series 66 designation and has worked with Principal Securities Inc. and Principal Life Insurance Co. for over a decade. In addition to her advisory role, she serves as a bank officer for Principal Bank and Principal Trust Company, supporting retirement plan account management across multiple Principal entities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Alyssa Zuck is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and 12 years of industry experience. Her career includes roles at firms such as LPL Financial, Northwestern Mutual Wealth Management Company, Cetera Advisor Networks, Merrill Lynch, and Edward Jones. She provides administrative support to Wealth Enhancement Advisory Services as part of her professional activities. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment approach that combines passive and active management supported by internal research and periodic rebalancing.

Chad Greenway is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at TIAA-CREF since 2017, previously spending six years at TD Ameritrade Investment Management. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with prior employer retirement plan relationships through TIAA. The firm provides a separation between one-time planning services and ongoing portfolio management, acting as adviser to the TIAA Donor Advised Fund and operating within a vertically integrated structure that employs affiliated funds.

Laura Adams is a financial advisor with Primerica Advisors based in Omaha, NE, holding Series 63 and Series 65 licenses and seven years of industry experience. Her work history includes roles at Guardian Life Insurance Company, Park Avenue Securities LLC, and Wells Fargo Clearing Services. She also has experience outside of finance, having worked at The Diamond Room Omaha for three years. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies, along with financial planning and consulting services.

Sierra Winder is a financial advisor at Principal Financial Services with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Principal, Sierra held roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, and active-duty U.S. military personnel abroad. The firm’s advisory services include financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Valerie Bullock is a financial advisor with Transamerica Financial Advisors in Omaha, NE, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has been with Transamerica Financial Advisors since 2015 and also has affiliations with World Financial Group and her own practice since 2013. Bullock is involved in the sale of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a variety of model portfolios and third-party money manager options.

Clayton Cox is a financial advisor with Voya Financial Advisors, Inc. in Omaha, NE, holding Series 63 and Series 65 credentials and has 23 years of industry experience. His prior work includes roles at BancWest Investment Services, BANK OF THE WEST, TD Ameritrade, Inc., and Securities America Advisors, Inc. Voya Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategies with technology-enabled tools to manage accounts primarily on a non-discretionary basis, serving clients through a large network of advisers and a diverse product lineup.

Jessica Odorisio is a financial advisor at Creative Planning with 10 years of industry experience. She holds the Series 66 designation and previously worked at Lockton Investment Advisors, Silverstone Asset Management, and M Holdings Securities. Outside of her advisory role, she serves as Chair of the Skyhawk Fund and Vice President of the Stoneybrook South Homeowners Association in Omaha, NE. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and integrated investment infrastructure.

Andrew Cumbee is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at LPL Financial LLC, multiple Cetera entities, Robinhood Markets, and Securities America. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody services.

Ryan Mc Kain is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at GWFS Equities, Advised Assets Group, Wells Fargo Clearing, Wells Fargo Bank, OneStaff, The Jewell, Jams Legacy, Addy's Sports Bar & Grill, and TD Ameritrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model aligned with Empower’s recordkeeping and administrative platforms.

John Tully is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining OSAIC in 2024, he spent eight years with Securities America Advisors and Securities America Inc. Outside of his advisory role, he is involved in insurance sales through a separate business, Tully Financial Services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of investment and advisory services supported by advanced portfolio construction tools and multiple third-party solutions.

Gable Andrews is a Series 66 licensed financial advisor with Edward Jones in Council Bluffs, Iowa, where he has worked since 2013. He has 13 years of industry experience. Outside of his advisory role, he is an owner of multiple rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of advisors and branch offices.

Mark Barrientos is a Series 65-licensed financial advisor at Edelman Financial Engines with one year of experience in the industry. His prior roles include positions at Mariner Wealth Advisors, Cobalt Credit Union, and Barney Financial Services. He has also held academic and retail positions at the University of Nebraska at Kearney and Menards. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

Ross Jensen is a financial advisor at Edward Jones in Council Bluffs, IA, with 18 years of industry experience and a Series 66 credential. He has been with Edward Jones since 2007. Outside of his advisory role, Jensen serves as an assistant varsity tennis coach at Lewis Central High School and is a board member of the Waupun Charitable Fund. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.