Joshua Cantrell is a financial advisor with Morgan Stanley in Omaha, NE, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Charles Schwab and Co., Inc., TD Ameritrade, and Team J Sales and Marketing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Travis Kehr is a financial advisor with Edward Jones in La Vista, Nebraska, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously worked for Omaha Public Schools from 2009 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Alexander Augustyn is a financial advisor with Charles Schwab based in Omaha, NE, holding Series 63 and Series 66 licenses and having 11 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management and Td Ameritrade, as well as working at Tanners Bar and Grill as a bartender. 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 affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Jacob Hudec is a financial advisor at Charles Schwab with four years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Schwab in 2023, he worked at TD Ameritrade for one year and spent six years at Jimmy John'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 offers a combination of non-discretionary and discretionary investment management, supported by multi-asset model portfolios and a centralized operational structure.

Jamie Masilko is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He holds the Series 66 designation and has previously worked at First Investments & Planning and Raymond James Financial Services. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet a net-worth threshold. The firm offers a broad range of planning services using proprietary research and tools, with optional implementation through its brokerage or advisory programs.

David Kloeckner is a financial advisor at Stifel with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services from 2011 to 2023. Kloeckner is based in Omaha, NE. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Shawn Johnson is a financial advisor at OSAIC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Woodbury Financial Services and Questar Asset Management. Outside of advising, he owns and manages a sole proprietorship involved in insurance sales and service. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage, advisory services, and access to multiple investment platforms that utilize firm-provided tools and third-party managers.

Christopher Knust is a financial advisor with Ameriprise in Elkhorn, Nebraska, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis within a centralized consulting team to deliver tailored, non-discretionary recommendations, supported by algorithmic automation and oversight committees.

Austin Endorf is a financial advisor with Charles Schwab & Co., Inc. He holds Series 66 and Series 63 licenses and has two years of industry experience. Prior to joining Charles Schwab, he worked at Frontier Bank and held various roles including at Hillcrest Country Club and Armstrong Family Farms. 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 operates with a primarily non-discretionary model supplemented by access to discretionary separately managed accounts and uses multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Kent Weilage is a CFP® professional based in Omaha, NE, with 26 years of experience in the financial industry. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and has prior experience with Morgan Stanley, TIAA-CREF, and Edward Jones. In addition to his advisory role, he works with First Investment and Planning and FNBO in financial advisory capacities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored non-discretionary planning using analytical tools and supports municipal and public finance work through its unique affiliations.

Luke Connell is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at John Hancock from 2002 to 2018 and Royal Alliance Associates, INC. since 2018. Outside of his advisory role, he is involved with Vantagepointe Financial Group in sales and marketing of securities and investment advisory products. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and portfolio construction methods incorporating a variety of investment vehicles, supporting both discretionary and non-discretionary account management.

Michaela Richardson is a financial advisor at Charles Schwab with seven years of industry experience. She holds the Series 66 and Series 63 designations. Before joining Schwab in 2023, she worked at TD Ameritrade for five years and has experience in the food service industry with Toppers Pizza. Charles Schwab serves mainly 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 multi-asset model portfolios supported by Schwab’s extensive research and due diligence on alternative investments.

Dennis Patterson Jr. is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at TD Ameritrade for 24 years. Outside of his advisory role, he is involved in a service business delivering and managing bounce house rentals and overseeing a multi-faceted events company that provides event hosting, party equipment rentals, and photography services. Charles Schwab serves a large client base primarily consisting 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized operational and custody services.

Alvin Zach is a financial advisor with Morgan Stanley in Omaha, NE, holding a Series 63 designation and 33 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

John Pitschka is a financial advisor at Charles Schwab with 13 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2022, following a decade at TD Ameritrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts. The firm provides integrated brokerage, custody, and financial planning services with a focus on multi-asset model portfolios and alternative investments.

Ryan S. Hanson is a financial advisor with UBS Financial Services in Omaha, NE, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. He has been with UBS since 2008. Hanson is also involved in agricultural activities through ownership of a farming enterprise in Nebraska. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and asset allocation models to support client goals.

Samson Callahan is a financial advisor at Charles Schwab with a Series 66 designation and less than one year of industry experience. Prior to joining Schwab, he held roles at Topstep LLC, Apex Trader Funding, Tradeify, and other companies across various industries. 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 affiliated discretionary separately managed accounts and offers centralized custody and order-routing services.

Karen Henke is a financial advisor with Merrill in Omaha, NE, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. She has been with Merrill Lynch since 2006 and concurrently works at Bank of America since 2017. Outside of her advisory work, she is a general partner managing a holding company for a property she is converting into a short-term rental. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, supported by internal CIO teams and third-party managers.

Bradyn Snell is a financial advisor with Osaic Wealth, Inc. based in Fremont, Nebraska, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Securities America Advisors and Bixby Financial Services, where he has also engaged in insurance sales. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing firm-provided asset-allocation tools and multiple advisory platforms to manage portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Kenneth Engelmeyer is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1984. Outside of his advisory role, he operates an investment-related legal entity for Primerica business purposes and is involved in part-time referrals for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm focuses on a wrap-fee structure and curates third-party asset managers for portfolio implementation.