Chad Mcconachie is a financial advisor at Charles Schwab in Omaha, NE, holding a Series 66 designation with 19 years of industry experience. He previously worked at Ameritrade from 2006 to 2023 before joining Schwab. 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 advisory relationships and access to discretionary separately managed accounts, supported by strategic asset allocation models and due diligence on alternative investments.

Nozimdjon Saidov is a financial advisor at Wells Fargo Clearing based in Omaha, NE, holding a Series 66 designation. He has been with Wells Fargo Clearing since 2007. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm includes a broad range of financial products in its investment menus, such as insurance-related vehicles and bank deposit sweep options.

Summer Bethune is a financial advisor with Charles Schwab in Omaha, NE, holding Series 66 and Series 63 licenses and six years of industry experience. Her prior roles include positions at TD Ameritrade, Nelnet Diversified Solutions, and Benchmark Redevelopment Inc. She has been with Charles Schwab and Charles Schwab Bank SSB since 2023. 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 offers both non-discretionary and discretionary investment solutions, utilizing multi-asset model portfolios and a centralized operational structure.

Stephanie Bolter is a financial advisor with Charles Schwab & Co., Inc., holding a Series 66 designation and bringing nine years of industry experience. She previously worked at TD Ameritrade for eight years before joining Charles Schwab in 2023. Outside of her advisory role, she is a member of Complete Curb Appeal LLC, where she manages some administrative duties. 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 and discretionary investment management, financial planning, and brokerage services. The firm’s integrated structure and extensive scale provide clients with access to multi-asset model portfolios, alternative investments, and centralized custody and order-routing.

Maclain Beach is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Prior to joining Cetera, he worked at Genesis Psychiatric Group and has six years of experience with Beach Construction. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, 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 nationwide network of advisors and utilizes a multi-manager platform with access to affiliated and third-party managers.

Nickolas Degarmo is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade for nine years before joining Charles Schwab. 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 guidance using multi-asset model portfolios and a centralized operational structure.

Brian Ard is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade, Air Capital Finance, Inc., The YMCA of Wichita Kansas, and Scholfield Corporate, LLC. 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 guidance using multi-asset model portfolios and centralized operational and custody services.

Joseph Gasnick is a financial advisor with Ameriprise in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. His prior work includes roles at Wells Fargo Advisors Financial Network LLC and Ameriprise Financial Services, Inc. He is president of Gasnick Foote LLC, a business managing his Ameriprise practice. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to develop written recommendation reports in partnership with advisors.

William Koll is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2023. His prior roles include positions at Charles Schwab, TD Ameritrade, Liberty Mutual Insurance, and Best Buy. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Adam Kamp is a financial advisor at Raymond James & Associates with a Series 66 designation and four years of industry experience. His prior work includes roles at Reisinger Booth & Associates and the Government of the Republic of Korea, among others. 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 diverse client base, including individuals, institutions, and municipal entities, offering tailored financial planning, non-discretionary investment consulting, and municipal advisory services.

Jordan Meyer is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Schwab, he worked at TD Ameritrade, Berkshire Hathaway Homestate Companies, and Polaris Industries. 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 a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts with multi-asset model portfolios and alternative investment options.

Phillip Pogue is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He previously worked at TD Ameritrade from 2008 to 2022 before joining Charles Schwab in 2022. 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 offers both non-discretionary and discretionary investment solutions, combining centralized custody and operational infrastructure with a multi-asset model portfolio approach.

Kyle Green is a financial advisor at Edward Jones in Bellevue, NE, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Werner Enterprises Inc for four years. Edward Jones is a full-service wealth management firm serving more than 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 and offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Rebecca Melia Vinderslev is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 designations and 18 years of industry experience. She has worked at Charles Schwab since 2021 and previously spent 14 years at TD Ameritrade. 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, offering both non-discretionary and discretionary investment management services supported by a multi-asset portfolio approach and centralized operational infrastructure.

Dan Lindstrom is a financial advisor at UBS Financial Services in Omaha, NE, holding Series 63 and Series 65 licenses with 45 years of industry experience. He has been with UBS since 2010 and is the owner and CEO of Shoe Dog LLC, a company involved in investing in a Red Wing Shoe store. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services tailored to clients’ goals and risk tolerances.

Charles Barrow Jr. is a financial advisor at OSAIC with 45 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Securities America Advisors, Inc. and Securities America, Inc. before joining OSAIC in 2024. OSAIC serves a wide range of clients, including individual, high-net-worth, institutional, and charitable investors. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing across diverse investment vehicles.

Samuel Sullivan is a CFP® professional with nine years of experience in financial services. He currently works with UBS Financial Services and previously held roles at Charles Schwab and Charles Schwab Bank. He is based in Omaha, NE. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Austin Knight is a financial advisor at Ameriprise in Omaha, NE, holding a Series 66 designation with six years at Ameriprise and a total of five years in the industry. He previously worked at Union Bank & Trust and has experience in the food service industry at Rusty Taco. Knight is also involved with Cirksena, Knight, Jacobsen, Sieps & Kresse, LLC in a financial advisory capacity. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice. The firm employs a centralized team using proprietary research and third-party data to guide asset allocation and withdrawal strategies, with enrollment criteria based on investable assets and assets held at Ameriprise.

Matt Rehberg is a Wealth Management Advisor at Merrill Lynch Wealth Management who focuses on helping high net worth families align their investment advisory and transitional wealth needs with their personal goals. He develops personalized strategic solutions tailored to each client's risk tolerance, time horizon, liquidity needs, investment objectives, and associated costs. His work includes facilitating clients' financial independence, funding college educations, implementing tax reduction strategies, and supporting philanthropic and wealth transfer goals. He takes an advisor team approach by coordinating with clients' tax and legal advisors to design and implement tax-efficient financial and transfer strategies. Matt joined Merrill Lynch Wealth Management in 1999 and has held various roles including Bank of America Merrill Global Institutional Consultant and Retirement Benefits Consultant. His experience extends to working with endowments, foundations, and retirement plans, assisting these organizations with financial strategy development and implementation. His services include investment policy statement development and review, customized asset allocation modeling, investment manager search, selection and tracking, and customized performance reporting. He holds professional designations such as CERTIFIED FINANCIAL PLANNER4, Certified Investment Management Analyst4, and Certified Plan Fiduciary Advisor4. Matt earned a Bachelor's degree in Finance from Iowa State University and serves as an adjunct professor at the Heider College of Business at Creighton University. He previously served on the board of the Millard Public Schools Foundation. In his personal time, he enjoys coaching his children's sports teams and playing golf. Matt and his wife, Kay, reside in Omaha with their three children.

Jon Fuller Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has worked with several firms, including Securities America Advisors and Cetera Wealth Services, and currently serves as Brokerage Operations Manager at CWM, LLC DBA Carson Partners, providing operational support to clients through the brokerage solutions group. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients via a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.