Alan Hauschild is a CFP®-designated financial advisor with 12 years of industry experience, currently affiliated with Cetera. He has worked with Heritage Financial Services Inc and Minnesota Life Insurance Co, among others. Outside of his advisory role, he serves as president of his family’s farms, Hauschild Farms and Hauschild Heritage Farms, which are undergoing a transition. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of portfolio management and consulting services to individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers multiple program structures and access to both affiliated and third-party managers, managing over $256 billion in assets.

Jenny Bandigan is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has been with Wells Fargo Clearing Services and Wells Fargo Bank NA since 2016. Outside of her advisory role, she is involved with Loving Homes LLC, where she provides long-term care and support to individuals with special needs. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Matthew Scherer is a financial advisor at OSAIC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services, Questar Capital Corporation, MML Investors Services, and MassMutual Life Insurance Co. Outside of his advisory work, Scherer coaches baseball and softball players and owns a tax preparation business assisting individuals with simple tax returns. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage investment portfolios on both discretionary and non-discretionary bases.

Gary Hess is a Certified Financial Planner (CFP®) with 26 years of industry experience. He is currently with LPL Financial, where he has worked since 2020, and previously spent 16 years at Securities America Advisors. In addition to his advisory work, Gary maintains an active CPA practice focused on tax preparation and accounting. 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 services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Andrew Oddo is a financial advisor at Cetera with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including Renaissance Financial, Minnesota Life Insurance Co, and Securian Financial Services. Outside of his advisory role, he volunteers as a baseball coach. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management and financial planning services, operating a multi-manager platform with access to affiliated and third-party investment strategies.

Lukas Klueber is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at TD Ameritrade, Edward Jones, and CMG Financial. Outside of his advisory work, Klueber serves as a contracted umpire for NCAA, NFHSA, and USA Softball. 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, combining non-discretionary advisory models with access to discretionary separately managed accounts and alternative investments.

Kevin Dalke is a financial advisor with Charles Schwab & Co. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. His career includes roles at TD Waterhouse Investor Services, Inc. and Ameritrade, Inc. before joining Charles Schwab in 2022. 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 solutions supported by multi-asset model portfolios and a formal alternative-investment onboarding process.

Paul Rathbun is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at TD Ameritrade and Metro Community College. Charles Schwab 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 both non-discretionary and discretionary investment solutions, combining centralized custody and brokerage services with multi-asset model portfolios and a formal alternative-investment process.

Amanda Spicka is a financial advisor at Charles Schwab in Omaha, NE, with eight years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade, Inc. from 2017 to 2022. 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 uses multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Marye Dalton is a financial advisor at Charles Schwab with eight years of industry experience. She holds the Series 66 and Series 63 designations. Her prior experience includes roles at TD Ameritrade, TD Bank, and Scottrade. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its integrated wealth management programs. The firm combines non-discretionary and discretionary investment solutions with centralized operational and supervisory structures.

Jaden Meeks is a financial advisor with Primerica Advisors in Omaha, NE, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His background includes roles in investment sales with PFS Investments Inc. and various customer service positions, including work as a self-employed driver for Instacart. Meeks is involved in the sale of home security and automation product referrals outside of his advisory role. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates a wrap-fee asset management program that relies on model-delivery strategies managed by unaffiliated asset managers, supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

Mark Egermier is a financial advisor with LPL Financial in Omaha, NE, holding the CFP® designation and Series 63 and 65 licenses. He has 22 years of industry experience, including roles at LPL Financial since 2008 and MSI Financial Services from 2006 to 2008. Outside of his advisory work, Egermier is engaged with Election Systems & Software in a non-investment capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing diverse strategies and third-party resources within a large network of advisors.

Samuel Harris is a financial advisor with Cetera, holding a Series 66 designation and possessing two years of industry experience. He has worked at several firms, including Renaissance Financial and Cetera Wealth Services, and is also involved outside of finance as a gym floor resurfacer for a janitorial supply company serving the Midwest. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients including individuals, retirement plans, and institutional accounts, providing portfolio management, financial planning, and access to a multi-manager platform with various investment program options.

Matthew Peterson is a financial advisor at Ameriprise with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Edward Jones, Bank of America NA, and Merrill Lynch, Pierce, Fenner & Smith. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations primarily for assets managed within Ameriprise accounts.

Christine Harkendorff is a financial advisor at UBS Financial Services with 14 years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley from 2013 to 2017 before joining UBS in 2018. UBS Financial Services 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 offerings and uses proprietary research and model-based asset allocations to tailor client plans.

Greg Coenen is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and over 26 years of industry experience. He has worked at several firms including Regency Investments and Securities America Advisors. He is also a co-trustee of his family trust, involved in oversight and administration activities related to family assets. OSAIC serves a diverse client base ranging from individual investors to corporations and charitable organizations, offering integrated brokerage and advisory services alongside multiple investment platforms and third-party money manager access. The firm employs asset-allocation tools and automated rebalancing to manage portfolios composed of various investment types on both discretionary and non-discretionary bases.

Maggie Hoops is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She previously worked at TD Waterhouse Investors Services Inc. for 15 years before joining Charles Schwab in 2021. Outside of advisory work, she is a co-owner of two construction companies and serves on the Board of Directors for the College World Series of Omaha, Inc. 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 access to discretionary separately managed accounts and alternative investments.

Zane Zentic is a financial advisor with LPL Enterprise holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC, as well as early career experience with Northwestern Mutual. Outside of finance, he was involved with Fala's Treasures and Coffeehouse from 2016 to 2018. LPL Enterprise, LLC provides investment advisory and brokerage services to a wide range of clients including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach utilizing portfolios developed by its Research Department and third-party strategists, and also offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Alexander Meissner is a financial advisor at Charles Schwab with 8 years of industry experience. He holds Series 66 and Series 63 credentials and previously worked at TD Ameritrade and The Cheesecake Factory. 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 guidance using multi-asset model portfolios and maintains a distinctive operational structure combining advisory, brokerage, custody, and cash-sweep services.

Kristine Callahan is a financial advisor at Edward Jones in Omaha, NE, with nine years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2016, following three years at CHI Health at Home. 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 and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.