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.

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.

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.

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.

Jeffrey Breeling is a financial advisor with Osaic Wealth Inc in Omaha, NE, holding the ChFC® designation and Series 63 license. He has 35 years of industry experience and previously worked at LPL Financial, Cetera Advisor Networks LLC, and Summit Financial Group Inc. In addition to advising, he operates a fixed life insurance and long-term care sales business. Osaic Wealth Inc serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a range of portfolio management options supported by asset-allocation tools, risk questionnaires, and third-party solutions.

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.

Kevin Spellman is a financial advisor at Charles Schwab with nine years of industry experience. He holds the CFP® designation and securities licenses Series 66 and Series 63. His prior experience includes roles at TD Ameritrade and Ruffalo Noel Levitz. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory services alongside access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational structure.

Steven Meier is a financial advisor with LPL Financial in Omaha, NE, holding Series 63 and Series 65 designations and 18 years of industry experience. His previous roles include positions at Securities America Advisors, TD Ameritrade, and Thrivent Investment Management. He serves as vice president of the Eagle Run Drive Homeowners Association in Omaha, an unpaid community leadership role. 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 and access to model portfolios, third-party asset managers, and institutional platforms.

Aneel Qaiser is a financial advisor with J.P. Morgan Securities in Omaha, Nebraska, holding Series 63 and Series 65 designations and seven years of industry experience. His career includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Wells Fargo Clearing. 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 recommendations.

Ember Ham is a financial advisor with Ameriprise in Murdock, NE, holding a Series 66 designation and six years of industry experience. Prior to joining Ameriprise in 2021, Ember worked at Securities America, Inc., American Wealth Partners, and American National Bank. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Nicholas Harlow is a Wealth Management Advisor at Merrill Lynch Wealth Management, with over 35 years of experience in the financial services industry. He has been providing financial guidance to clients since 1988, specializing in areas such as family wealth management strategies, employee financial health, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. Mr. Harlow holds a bachelor's degree in Finance from the University of Nebraska-Lincoln, earned in 1981. He has earned several professional designations, including the Certified Investment Management Analyst® (CIMA®) awarded in 2000 by the Investments & Wealth Institute™ in conjunction with the Wharton School of Business at the University of Pennsylvania. In 2007, he obtained the Chartered Retirement Planning Counselor® (CRPC®) designation from the College for Financial Planning Institutes Corp. In 2014, he became a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant, awarded by the Certified Financial Planner Board of Standards, Inc. In addition, he holds the Personal Investment Advisor (PIA) designation. Outside of his professional role, Mr. Harlow enjoys biking, cooking, golfing, and tennis.

Fahad Ismail is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 designations and bringing nine years of industry experience. He has been affiliated with Wells Fargo Clearing Services since 2017 and Wells Fargo Bank since 2015. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including niche areas such as business-owner transition and special-needs analysis, and provides tailored recommendations supported by proprietary research and planning tools.

Paul Bradford is a financial advisor with Charles Schwab in Omaha, NE, holding Series 66 and Series 63 licenses and bringing nine years of industry experience. He previously worked at TD Ameritrade for seven years before joining Charles Schwab. Outside of his advisory role, he is president and trainer at Nebraska Firearms Academy, where he conducts firearm training and concealed carry classes. Charles Schwab 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 offers both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Dustin Formanack is a financial advisor at OSAIC with 10 years of industry experience. He holds the Series 65 and Series 63 licenses and has previously worked at Securities America Advisors and Mutual of Omaha Investor Services. Outside of advisory work, he is involved in managing insurance and health product services as a managing director and owns an insurance brokerage. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes.