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 since 2026. He previously held advisory roles at Financial Engines Advisors L.L.C., Financial Engines Advisor Center, LLC, and The Mutual Fund Store. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutions. The firm combines a proprietary, committee-driven modeling process with planner delivery and online tools, offering diversified portfolios, periodic rebalancing, and both discretionary and non-discretionary investment 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.

Douglas Larson is a financial advisor with Cetera, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 26 years of industry experience, including prior roles at Concourse Financial Group Securities Inc, Honkamp Krueger Financial Services, Williams & Company, Citigroup Global Markets, and Everest Funds Management. Outside of his advisory work, Larson serves as a director for Larson Laboratory Eggs, Inc., a corporation involved in sharecropping farmland. Cetera Investment Advisers LLC is a large SEC-registered firm serving 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 that includes both affiliated and third-party options.

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.

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 at Primerica Advisors in Omaha, NE, holding Series 63 and Series 65 designations with approximately five years of financial services experience. His prior roles include positions at PFS Investments Inc. and Primerica Financial Services, alongside a longer-term engagement with Methodist Hospital. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors—including both non-high-net-worth and high-net-worth clients—as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages about $15.5 billion in assets, delivering advisory services through model-based strategies supported by third-party asset managers and custodial services.

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 CFP® professional with nine years of industry experience. He currently works at Charles Schwab and has prior experience at TD Ameritrade and Ruffalo Noel Levitz. His credentials include Series 63 and Series 66 licenses. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management services supported by a multi-asset model portfolio approach and a 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.