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.

Domonic Gustafson is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and possessing 20 years of industry experience. He previously worked at Securities America Advisors and Proequities Inc. Gustafson is also employed by Alliant/Senior Market Sales, where he serves as a Compliance Manager and is involved with Futurity First Insurance Group. OSAIC serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs a variety of asset-allocation tools and third-party platforms to manage portfolios across multiple investment types on discretionary and non-discretionary bases.

Diane Adams is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at UBS since 2019. Prior to that, she spent six years with Gemini Fund Services, LLC and Northern Lights Distributors, LLC. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through its role as a broker-dealer, investment adviser, and futures commission merchant.

Christopher O'Connell is a financial advisor with Osaic Wealth, Inc. based in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. His prior roles include positions at Securities America Advisors and Mutual of Omaha. Outside of advisory work, he is president of a family lumber yard business and also oversees an insurance brokerage operation. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services and employs various asset-allocation tools, automated rebalancing, and access to third-party money managers to manage portfolios across multiple asset classes.

Marshall Doughty is a financial advisor with Ameriprise in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. In addition to his role at Ameriprise, he manages his own advisory business through Cirksena, Knight, Jacobson, Sieps and Kresse LLC. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to create tailored Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Andy Jacobitz is a financial advisor with Morgan Stanley in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at RBC Capital Markets and City National Bank. Outside of his advisory work, he engages in freelance writing and serves on the finance committee of the FarmHouse Foundation, as well as holding board roles with the Nebraska Committee for Children and Youth and Creative Fleurs. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Jeffrey Honaker is a financial advisor at Robert W. Baird & Co. with 24 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Charles Schwab & Co. Inc. and TD Ameritrade. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income allocations to more complex approaches including private funds and real assets.

Mark Ludwig is a financial advisor with Equitable Advisors in Omaha, NE, holding Series 65 and Series 63 licenses and having 26 years of industry experience. He has worked at Equitable Advisors since 2013 and previously at Axa Advisors, LLC and Orion Portfolio Solutions, LLC. Outside of his advisory role, he serves as a proctor for the AIF exam. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a variety of investment models and third-party asset managers, offering services that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

Aron Huddleston is a financial advisor with Morgan Stanley in Omaha, NE, holding Series 63 and Series 66 registrations and bringing 24 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2016 and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market analysis.

Blake Griffiths is a financial advisor at Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses with 11 years of industry experience. He previously worked at TD Ameritrade from 2015 to 2023 before joining Charles Schwab. 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 a multi-asset, model portfolio investment approach supported by centralized custody and operational infrastructure.

Sherry Mcdaniel is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2019. Prior to that, she was with Safe Haven ADT and Pacific Life. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eric Thomas is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and Stroud's. 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’s client relationships are mainly non-discretionary, combining periodic advisory recommendations with access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment offerings.

Shelley Hosick is a financial advisor at Raymond James Financial with 19 years of industry experience and holds a Series 66 designation. She has worked with Raymond James since 2015 and is currently associated with First Investments and Planning as a registered associate. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm employs tailored, non-discretionary planning using risk profiling and modeling tools and maintains notable programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Daniel Reynoso is a financial advisor at Charles Schwab in Omaha, NE, holding Series 66 and Series 63 licenses with six years of industry experience. He previously worked at TD Ameritrade and has held various roles in other companies across different sectors. 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 advisory relationships and access to discretionary separately managed accounts, combining a multi-asset investment approach with centralized custody and operational support.