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 63 and Series 66 licenses and has worked previously at TD Ameritrade and Aerotek, among other firms. 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 guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

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.

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.

Weston Karschner is a financial advisor at Robert Baird & Co. in Elkhorn, Nebraska, holding a Series 66 designation. He joined Baird in 2024 and previously worked at Convera and Applied Underwriters. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients with tailored consulting and portfolio management services.

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.