Mary Rivas is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 registrations and 17 years of industry experience. She previously worked at TD Ameritrade from 2006 to 2022 and has been with Charles Schwab since 2022. Outside of finance, she owns a home renovation business focused on residential remodeling and serves as a volunteer advocate for CASA in Douglas County. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary financial planning and access to discretionary separately managed accounts. Schwab's integrated, large-scale platform provides centralized custody and brokerage services along with a robust alternative investments program.

Patrick Zimmer is a CFP® with eight years of industry experience, currently affiliated with Cetera. He has worked at Heritage Financial Services LLC since 2017 and has held positions at Securian Financial Services Inc and Minnesota Life Insurance Co. Outside of his advisory work, Zimmer serves as treasurer for First Lutheran Church in Plattsmouth, Nebraska. Cetera Investment Advisers LLC is a large SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party managers.

Robert Brigham is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds the ChFC® designation and Series 66 license. His career includes over 30 years with Wells Fargo entities, including Wells Fargo Advisors LLC and Wells Fargo Bank. He serves as an executor for his mother's estate, an activity unrelated to his advisory work. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Don Hoeft Jr. is a financial advisor with Stifel in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Outside of his advisory role, he is a band member who plays in a band for hire. Stifel serves a diverse client base including individuals, institutional clients, 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 financial planning analyses.

Jesse Bargstadt is a financial advisor with OSAIC Wealth Inc., holding Series 65 and Series 63 licenses and possessing 10 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Brinker Capital Securities, and Orion Portfolio Solutions, among others. In addition to his advisory work, he serves as a financial advisor at Monarch Financial Group, where he offers life insurance and fixed annuities. 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 advisors and multiple platforms. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party solutions to construct portfolios across a wide range of investment types.

Mark Scott is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at Securities America Advisors and Minnesota Life Insurance Co, spanning over a decade in multiple positions. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisors and multiple platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes.

Andrew Zeplin is a financial advisor with Merrill, holding a Series 66 designation and based in Omaha, NE. He has been with Merrill since 2023 and previously worked at Bank of America. Prior to entering the financial industry, his career included roles in advertising and media. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, providing managed account programs, discretionary portfolio management, and brokerage services. The firm integrates closely with Bank of America affiliates and offers a variety of manager-constructed investment strategies with an emphasis on managed accounts and tax-efficient implementation.

Daniel Jackson is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2014. Based in Omaha, NE, Jackson works within a large national network of advisors. Edward Jones is a full-service wealth management firm serving more than 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sarah Madsen is a financial advisor with Raymond James & Associates in Omaha, NE, holding a Series 66 credential and two years of industry experience. Prior to joining Raymond James, she worked at the University of Northern Iowa and Duchesne Academy. She serves as a committee member on the Duchesne Academy Alumni Board, where she supports fundraising events and participates in board meetings. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering a range of financial planning and investment consulting services supported by research and multiple portfolio management styles.

Christopher Allred is a financial advisor with LPL Financial in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at LPL Financial since 2020 and previously spent nine years at JFC Financial and Securities America Advisors. 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, including financial planning, asset management programs, and institutional platforms, supported by a large network of advisors and a variety of investment strategies.

Olle Aakermark is a financial advisor at Charles Schwab with one year of industry experience. He previously worked at Fidelity Investments and World Financial Group. His background also includes roles outside finance, such as employment at Joe's Waterfront and DoorDash. 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 a structured approach involving multi-asset model portfolios and alternative investment options.

Todd Chaney is a CFP® professional with 21 years of industry experience, currently advising at Ameriprise in Omaha, NE. He previously worked for TIAA and TIAA-CREF from 2015 to 2024. Outside of his advisory role, he is a co-owner of The Ko-Op Shop, LLC, a real estate business in Omaha. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, offering tailored recommendations that include income sources, Social Security strategies, and tax-smart withdrawals. The firm combines research and modeling with algorithmic tools to support a comprehensive, non-discretionary planning approach.

Brandon Bailey is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at TD Ameritrade for 11 years before joining Schwab. Outside of his advisory role, he serves as treasurer for Assistance Dogs of the Heartland, a nonprofit that provides and trains assistance dogs, and owns a pet boarding business. 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, combining non-discretionary advisory relationships with discretionary separately managed accounts and a multi-asset investment approach.

Micheal Minnich is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab since 2024, following five years at TD Ameritrade. Prior to his financial services career, he held roles at Aerotek, Valiant Studios, Advantage Solutions, and was involved with the First Presbyterian Church of Findlay, OH for two years. 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 services, using multi-asset model portfolios and a centralized operational structure that supports a large client base.

Grant Stoll is a financial advisor at Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to his current role, he worked at Charles Schwab Bank, SSB and has a background including roles at HyVee, Modis, and in woodworking and education. 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 and discretionary investment management services with a multi-asset model portfolio approach and integrated custodial and brokerage operations.

Eric Stewart is a financial advisor with Ameriprise based in Waterloo, NE, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he owns Stewart Capital, L.L.C., a business management company. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with significant investable assets, delivering tailored recommendation reports using a combination of research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jeffrey Hoffmann is a Series 66-licensed financial advisor with 15 years of industry experience. He currently works with Cambridge Investment Research Advisors and has prior experience at LPL Financial, Bancwest Investment Services Inc, and BMO Bank NA. Hoffmann is also the founder of 4JH, LLC, an agriculture-related business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers comprehensive financial planning and investment management services through a network of independent professionals, utilizing both proprietary and third-party model strategies across multiple platform arrangements.

Chadd Hoeft is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Western International Securities, Inc. and Financial West Group. Outside of his advisory role, he is a business owner of Uprising Bakery, LLC in Omaha, NE. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms, utilizing both proprietary research and third-party strategies.

Mark Kamp is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Edward Jones for 18 years before joining Raymond James in 2020. Kamp is based in Omaha, NE. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, nonprofit organizations, and municipal entities, offering financial planning and investment consulting through a variety of portfolio management styles and affiliated research.

Alma Garcia Lagunas is a financial advisor with Wells Fargo Clearing in Omaha, NE. She holds Series 65 and Series 63 licenses and has been with Wells Fargo since 2024. Her prior work experience includes roles in retail and service industries as well as a position at a hearing clinic. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory services supported by research from Wells Fargo Investment Institute and third-party sources.