Robert Marmo is a financial advisor at Charles Schwab with seven years of industry experience. He holds a Series 66 designation and has worked previously at TD Ameritrade, Soaring Wings Vineyard, and Chesterman Coca Cola. Outside of advising, he creates board game content through streaming and podcasts and is the founder and CEO of a company developing board game applications. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its integrated and multi-asset investment programs.

Tyler Niederklein is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Pacific Select Distributors, LLC, and TD Ameritrade. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional and charitable organizations. The firm offers tailored investment solutions through various advisory programs, combining in-house and third-party managers with options for tax management and responsible investing.

Matthew Wells is a financial advisor with Cetera and holds a Series 66 designation. He has 10 years of experience in the financial services industry, including roles at Renaissance Financial and Minnesota Life. Wells serves as a board member for Southwest Autism Research & Resource Center and Soldier's Best Friend. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts.

Daniel Lassek is a Senior Financial Advisor and managing partner of The Lassek & Schubert Group at Merrill Lynch Wealth Management, with offices in Omaha and Lincoln. He joined his father's wealth management team in 2014 and became a partner in 2019. The group focuses on providing continuity for generational wealth transfers and offers lifelong financial resources to clients through their retirement and beyond. His areas of expertise include college education planning, divorce transition planning, executive and equity compensation services, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, and portfolio management services. Daniel works closely with multi-generational families and the career-building generation to navigate life transitions such as buying or selling a business, retirement planning, and other significant milestones. Daniel earned a Bachelor of Science in Business Administration from the University of Nebraska at Omaha. He holds the Personal Investment Advisor (PIA) designation. He is active in his community, serving as Secretary of the Omaha West Rotary Club and participating in multiple committees. Additionally, he coaches youth sports teams and is involved with organizations including the Bennington Chamber of Commerce, Bennington Youth Football, Pi Kappa Alpha Fraternity - Delta Chi Alumni, and the UNO Alumni Association. Daniel resides in Bennington, Nebraska, with his wife and three children.

Elizabeth Pantano is a CFP®-certified financial advisor with 16 years of industry experience. She is currently affiliated with Cetera and has prior experience with Minnesota Life Insurance Company and Securian Financial Services. She is also a member of Renaissance Financial, where she offers securities, insurance, and advisory services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides both discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through a multi-manager platform.

Joshua Laughlin 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 both non-discretionary and discretionary investment options, combining multi-asset model portfolios with centralized custody and operational support.

Stephen Haakinson is a CFP® professional with 28 years of experience in the financial services industry. He has been with Ameriprise since 2005, including his current role at Ameriprise since 2020. Haakinson is co-owner of SHCB, LLC, which supports his team’s business operations, and is involved with several LLCs that manage shared business expenses. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations and a range of advisory, brokerage, and insurance solutions through its affiliated companies.

Joshua Moorhead is a Series 66-registered financial advisor with UBS Financial Services in Omaha, NE, possessing four years of industry experience. His background includes roles at Ernst & Young, Northwestern Mutual, and Greystar Residential. Outside of his advisory work, he serves as a soccer referee for youth, high school, and college games. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm offers a broad range of capabilities, including institutional trading, wealth management, and capital markets services.

Edward Brezenski is a CFP® with 22 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he is a certified youth soccer referee with the Nebraska Youth Soccer League. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Michael Beaulieu is a CFP® with three years of industry experience currently serving as a financial advisor at UBS Financial Services. Prior to joining UBS, he worked at SMART Wealth, Retire SMART, and Ameritas Advisory Services, among other firms. He is based in Omaha, NE. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to customize client plans.

Jeremy Buhr is a financial advisor with Edward Jones in Council Bluffs, IA, holding Series 63 and Series 66 licenses and totaling 10 years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., Principal Financial Group, CLS Investments, LLC, Northern Lights Distributors, LLC, and TD Ameritrade, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and supports a large network of financial advisors and branch offices across the country.

James Murphy is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including Bank of America, The Leaders Group Inc, and State Farm. He also operated a FINRA and DOI exam preparation business from 2014 to 2017. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies and supports individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tyler Hagedorn is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. He has worked at Cetera and its affiliated entities since 2024 and has additional experience officiating basketball games at the high school and college levels. Outside of advising, he serves as a basketball referee for the Nebraska School Activities Association and college basketball games. Cetera Investment Advisers LLC is a nationwide advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and unaffiliated third-party managers.

Joan Hemenway is a financial advisor with LPL Financial based in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Her prior roles include positions at Bankers Fidelity, Avantax Advisory Services, and American Family Life Assurance Company. Outside of her advisory work, she is involved in coaching related to life, career, and team development. 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 financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms, supported by operational tools and a broad range of non-advisory financial services.

Jonathan De Rocha is a financial advisor at Edward Jones in Papillion, NE, with one year of industry experience. He holds a Series 66 designation and previously worked in the automotive and logistics industries. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,000 advisors, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Scott Miller is a financial advisor with Morgan Stanley in Omaha, NE, holding Series 63 and Series 65 credentials and 27 years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Securities America Advisors and Ameritrade. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools, including Secular Return Estimates and Monte Carlo simulations, to support its financial planning process.

Kellie Duffy is a financial advisor at Cambridge Investment Research Advisors with 28 years of industry experience. She holds a Series 66 designation and has previously worked with firms including CWM, LLC, Cetera Advisor Networks, Carson Group Partners, Arbor Point Advisors, and Securities America. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals, utilizing a variety of portfolio management strategies and custody arrangements tailored to client objectives.

Bob Sledge is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at LPL Financial, BancWest Investment Services, Bank of the West, Bank of America, and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Kelly Coffey is a financial advisor at Charles Schwab with 14 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at TD Ameritrade Investment Management and Home Instead. 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, with investment guidance delivered via multi-asset model portfolios and access to discretionary separately managed accounts offered by an affiliate.

Matthew Burton is a CFP® with 17 years of industry experience and has been with Edward Jones in Bellevue, NE since 2008. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.