Mark Lookabill is a financial advisor with CWM, LLC in Omaha, NE, holding Series 63 and Series 66 credentials and over 27 years of industry experience. His work history includes roles at LPL Financial, LLC and Cetera Advisor Networks LLC, as well as a long tenure with Carson Wealth and CWM, LLC since 2011. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of partner offices. The firm employs discretionary management using model portfolios overseen by an Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Douglas Carter is a financial advisor with Schwab Wealth Advisory, Inc. He holds Series 63 and Series 66 licenses and has 35 years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., TD Ameritrade, Inc., and several Moloney Securities entities. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab's research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not act as a discretionary portfolio manager.

Misty Newman is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 18 years of industry experience. She previously worked at Equitable Advisors and AxA Advisors before joining Commonwealth and Pathfinder Wealth Advisors in 2024. She is also the owner of Imperial Wealth Management, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and customized investment solutions, while providing operations, trading, technology, compliance, and practice-management support to affiliated advisors.

John Shafer is a financial advisor at First Command Advisory Services with one year of industry experience. He holds a Series 66 designation and has worked at multiple First Command entities since 2026. Prior to that, he was employed at LPL Enterprise and National Indemnity Company. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers who select and monitor model portfolios from approved investment options.

Seth Mccune is a Series 65-licensed advisor at Orion Portfolio Solutions, LLC with five years of industry experience. He has been with Orion Advisor Technology since 2009. Outside of his advisory role, Seth serves on the volunteer Board of Directors for Mutual First Federal Credit Union and is involved in officiating for Omaha CYO Basketball. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors. The firm focuses on model-driven and managed-account solutions, supporting nearly 200 advisors and more than 185,000 client relationships through multiple delivery platforms.

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.

Michael Hall is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior work includes over a decade at Woodbury Financial Services, Inc., and roles with AdvisorNet Wealth Partners and Cetera Wealth Services. Hall serves as vice president of the Lincoln Estate Planning Council board and is involved with neighborhood governance as a board member of Prairie Hollow HOA. Cetera Investment Advisers LLC is a nationwide advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Virginia Fallon is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has worked with Prudential Insurance Company of America and Pruco Securities, LLC for over a decade before joining LPL Enterprise. Outside of her advisory role, she serves as president of the local chapter of Women and Insurance Financial Services and leads the accelerators referral group for the Millard Business Association in Omaha, NE. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

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.

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.

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.

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.

Gable Andrews is a financial advisor with Edward Jones in Council Bluffs, IA, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.