Leona Mitchell is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved tools and models to support its financial planning process.

Matthew Bialas is a CFP®-certified financial advisor with Edward Jones in Omaha, NE, where he has worked for 10 years. He holds a Series 66 license and has consistently been with Edward Jones since the beginning of his industry experience. 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 large network of advisors and branch offices, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Aaron Becker is a financial advisor with Edward Jones in Omaha, NE, holding the CFP® designation and Series 63 and 66 licenses. He has six years of industry experience and has worked at Edward Jones since 2019. Prior to joining Edward Jones, he spent time at Edge Recruiting Solutions Inc and ADP. Outside of his advisory role, Becker has been involved in a part-time recruiting and HR consulting business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages more than $1 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary strategies, tax-efficient services, and proprietary mutual funds.

Dalton Gray is a financial advisor at Charles Schwab with five years of industry experience. He previously worked at TD Ameritrade for three years and spent nine years at McDaniel Wallquist Construction prior to entering the financial sector. He holds Series 63 and Series 66 credentials. 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 offers a combination of non-discretionary and discretionary investment options, supported by centralized custody, research, and operational infrastructure.

Diezeas Calbert is a financial advisor with Charles Schwab & Co., Inc. holding Series 63 and Series 66 licenses and has 13 years of industry experience. He has worked at Charles Schwab since 2022 and previously at TD Ameritrade, Inc. from 2012 to 2024. Outside of his advisory role, Calbert plays professional arena football as a cornerback for the Omaha Beef and coaches freshman high school football at Creighton Prep. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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 centralized operational structures.

Gage Bertucci is a Series 66-credentialed financial professional with one year of industry experience. He is currently with Cetera and has previous experience at Renaissance Financial and several other firms. Outside of his advisory work, he was involved with Mr. Picnic for four years and the Omaha Sports Academy for two years. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with a variety of program options and affiliations.

Chad Spady is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 credentials and 25 years of industry experience. He previously spent 14 years at TD Ameritrade before joining Charles Schwab in 2023. Outside of his advisory role, he serves as treasurer of a church men's club and acts as executor for an estate distribution. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services, combining non-discretionary advisory models with access to discretionary separately managed accounts and a formal alternative investment process.

Luke Maddox is a financial advisor with Cetera, holding CFP® and CFA® designations and nine years of industry experience. He has worked at Renaissance Financial since 2017 and has been with Cetera and Cetera Wealth Services since 2023. Outside of his advisory work, Maddox serves as treasurer of the Omaha Pickleball Club. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individual and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary options across a variety of program structures and custodial relationships.

Jed Schoedel is a CFP® professional with 13 years of industry experience, currently advising clients at Charles Schwab since 2023. He previously worked at TD Ameritrade for 11 years. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory, brokerage, custody, and financial planning services through integrated wrap fee programs and managed accounts. The firm’s model emphasizes primarily non-discretionary client relationships with access to discretionary separately managed accounts and a multi-asset investment approach supported by in-house research and alternative investment options.

Nicole Ebbesmier is a financial advisor at Charles Schwab with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade. Charles Schwab & Co., Inc. serves a large client base of 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 investment recommendations and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment due diligence.

Jon Schuetz is a CFP®-designated financial advisor with 16 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and also leads Soar Wealth Strategies as president and owner. His prior experience includes roles at Commonwealth Financial Network and Edward Jones. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through independent financial professionals, utilizing multiple custody platforms and a variety of proprietary and third-party strategies.

Matthew Orian is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding Series 63, 65, and 66 licenses and 13 years of industry experience. He previously worked at Bank of the West, Bancwest Investment Services, Pacific Select Distributors, Pacific Life Insurance Company, and TD Ameritrade. Orian serves as a board member of Christian Record Services, Inc., a nonprofit organization assisting the visually impaired. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Kailey Jaros is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and bringing three years of industry experience. Her prior work experience includes four years at Fareway and roles outside the financial sector. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts and financial planning services. The firm offers a blend of non-discretionary and discretionary investment solutions supported by centralized operations and a diverse range of alternative investment options.

Faustina Legett is a financial advisor at RBC Capital Markets with 25 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining RBC in 2022, she worked at HighTower Advisors, LLC and HighTower Securities, LLC from 2016 to 2021. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs, offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to client risk profiles. The firm integrates in-house and third-party investment managers and provides access to alternative investments and various program account structures.

Kirstin Ricketts is a CFP®-certified financial advisor with 21 years of industry experience. She is currently with LPL Financial and previously worked at Vintage Financial Group and Princor Financial Services. Outside of advisory work, she is an author and creator of "Hold Loosely Live Freely." 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 and model portfolio programs, supported by advanced advisor tools and a broad network of over 22,000 investment adviser representatives.

Jonas Dufek is a financial advisor with Raymond James & Associates in Omaha, NE, holding Series 63 and Series 66 credentials and eight years of industry experience. He has been with Raymond James since 2019 and previously worked at Buildertrend from 2016 to 2019. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by extensive research and a range of portfolio management styles.

Donald Beal is a CFP® and holds a Series 66 license, with 15 years of experience in the financial industry. He has been with Edward Jones in Omaha, NE, since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products.

Thomas Anderson is a CFP®-credentialed financial advisor with 28 years of industry experience. He is currently with LPL Financial and also operates Turning Point Wealth Management, LLC. His prior experience includes roles at Securities America Advisors, Inc. and Securities America, Inc. 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 and access to third-party asset management, supported by a large network of investment adviser representatives and advanced operational tools.

Valerie Miller is a financial advisor at Charles Schwab with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Muriel Siebert & Co., LLC and StockCross Financial Services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management services. The firm combines a large client base with an integrated structure that includes brokerage, custody, and advisory services.

Amanda Therkildson is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Her prior work includes roles at TD Ameritrade, Lyft, Uber, Kohl’s, and Strategic Health Solutions. 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 discretionary separately managed accounts, delivering investment guidance using multi-asset model portfolios and research from the Schwab Center for Financial Research.