Alexandre Lerouge is a financial advisor with Charles Schwab & Co., Inc. in Omaha, NE, holding Series 66 and Series 63 licenses and having two years of industry experience. His prior work includes positions at TD2, Omni Hotels and Resorts, and Aksarben. 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. Schwab combines non-discretionary advisory with access to discretionary separately managed accounts, using multi-asset model portfolios and due diligence from its Schwab Center for Financial Research.

Michael Foral is a CFP® professional with nine years of industry experience. He is currently with Charles Schwab in Omaha, NE, where he has worked since 2018 through both Charles Schwab and its predecessor, TD Ameritrade. Outside of his advisory role, he serves as an umpire for the Premier Sports Officials Association. Charles Schwab 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 options supported by a multi-asset model portfolio approach and detailed due diligence on alternative investments.

Ryan O'Connell is a Series 66-credentialed financial advisor with OSAIC, based in Omaha, NE. He has been with OSAIC since 2025 and has prior experience in various roles at firms including Futurity First and Net Par - Omaha. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a broad network of affiliated advisors. The firm provides integrated brokerage and investment advisory services, employing tools such as asset-allocation models, risk-tolerance assessments, and automated rebalancing to manage portfolios across multiple asset classes.

Mandy Hoeschen is a financial advisor with Cetera and holds Series 63 and Series 66 credentials. She has 17 years of industry experience and has worked with firms including TD Ameritrade and Securities America. She is also the owner of Pineview Bridge Capital, LLC. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and retirement services, supported by over 10,000 advisors and more than $256 billion in assets under management.

Justin Hughes is a financial advisor at Cetera with 10 years of industry experience. He holds the CFP® and CFA® designations and has previously worked with Renaissance Financial Corporation and Securian Financial Services Inc. Outside of his advisory role, Hughes is involved in several community activities in Omaha, including serving as president of the Bennington Soccer Club board and volunteering with youth sports organizations. Cetera is a nationwide SEC-registered advisory firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management solutions and access to third-party managers, supporting both discretionary and non-discretionary account structures.

Jackson Petersen is a Financial Advisor with Merrill Lynch Wealth Management, specializing in developing customized investment and wealth management strategies. He partners with clients to create personalized plans that address retirement income, education funding, legacy planning, and small business strategies. By leveraging resources from Bank of America and Merrill, he provides comprehensive guidance that integrates banking, lending, and investing to support clients’ broad financial goals. Jackson holds a Bachelor's degree in Business Finance from Wayne State College. He has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. His expertise centers on helping clients navigate market changes with disciplined decision-making while building confidence in their financial future. Outside of his professional role, Jackson is involved with the Breakfast Optimist Club of Omaha and is a member of the Greater Omaha Chambers and Omaha Empowerment Breakfast. His personal interests include baseball, basketball, boating, cooking, fishing, football, golfing, and pickleball.

Brett Smith is a financial advisor at Edelman Financial Engines with a Series 65 designation and over 30 years of prior experience at Deloitte Tax LLP. He joined Edelman Financial Engines in 2025. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large participant base through both advisor-led and online offerings.

Thomas Peters is a financial advisor with Cetera and holds a Series 66 designation. He has 13 years of industry experience, including roles at Renaissance Financial and Minnesota Life. In addition to advisory services, he works as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with diverse portfolio management options and access to third-party money managers.

Jeffrey Jacobsen is a financial advisor with Raymond James Financial in Omaha, NE, holding a Series 63 credential and over 40 years of industry experience. He has worked with Raymond James Financial and its affiliated entities since 1999 and is also associated with Stuart Advisors and J2 Financial Services. Additionally, he is licensed to sell non-variable insurance products, including fixed annuities and long-term care insurance. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and supports a broad network of advisors with various specialized advisory programs.

Eric Schneider is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds the Series 63 and Series 65 credentials. His prior experience includes roles at Thrivent Investment Management, Purshe Kaplan Sterling Investments, Fidelity Brokerage Services, and Scottrade. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to individual Advisory Risk Profiles through a combination of in-house and third-party investment managers.

Suzanne Gornell is a financial advisor with Thrivent Investment Management in Omaha, NE, holding a Series 66 designation and with 10 years of industry experience. She has been with Thrivent Financial and Thrivent Investment Management since 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across a broad range of topics and allows clients to combine planning with managed-account services through a consolidated billing option called “WealthPlan.”

James Bull is a financial advisor with Ameriprise in Omaha, NE, holding a Series 66 designation and 22 years of industry experience. He has worked at Ameriprise Financial Services since 2005. Outside of advisory work, he manages his own business, Bull Enterprises LLC, which supports his advisory activities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that emphasizes dependable income and tax-aware withdrawal strategies.

Collin Plath is a financial advisor with Ameriprise in Omaha, NE, holding a Series 66 designation and five years of industry experience. Before joining Ameriprise in 2018, he worked at Access Bank and Woodhouse Automotive. He also serves as an Associate Financial Advisor with an outside firm, assisting clients with account transactions and setup. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income planning service that provides ongoing advice and written recommendations focused on dependable income sources and tax-aware withdrawal strategies.

Komlan Dagnon is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 designations and eight years of industry experience. He has worked at Charles Schwab Trust Bank, Charles Schwab & Co., TD Ameritrade, and Mutual of Omaha, and serves in the US Navy Reserve. Outside of finance, he is a partner in a food catering business assisting his spouse. 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 large scale with integrated advisory, brokerage, custody, and cash-sweep services.

Christopher Blue is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 18 years of industry experience. He worked at TD Ameritrade, Inc. for 15 years before joining Charles Schwab in 2022. 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 guidance, utilizing multi-asset model portfolios, alternative investment options, and centralized custody and order-routing services.

Barbara Greene is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of the Harlow Associates Wealth Management Group since 2018. She has been in the financial services industry since 2009, previously serving as Vice President and Administrative Manager overseeing eight Merrill Lynch Wealth Management offices in the Mountain Plains Market. In her current role, she provides wealth management and financial planning advice, focusing on client-centered strategies. Barbara holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and the Personal Investment Advisor (PIA) title. She earned her Bachelor's Degree from Creighton University in Omaha. Her expertise covers areas such as college education planning, family wealth management, retirement planning, philanthropic planning, and issues pertaining to women and wealth. A Nebraska native, Barbara has volunteered in the community for over 25 years and is actively involved with several organizations including Aksarben, Catholic Charities at Christ the King Church, Christ Child Society of Omaha, Omaha Symphony, and PEO. In her personal time, she enjoys golfing, hiking, reading, and spending time with her family.

Samuel Alexander is a financial advisor at Cetera with 20 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. His prior work includes roles at Jackson National Life Distributors LLC and Woodbury Financial Services Inc. He serves on the board of the Child Saving Institute, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors. The firm offers a range of services including portfolio management, financial planning, and retirement consulting to individual, corporate, charitable, and institutional clients.

Wynn Fortner is a financial advisor at LPL Financial with 29 years of industry experience. He holds a Series 63 designation and has previously worked with Securities America Advisors, Inc., GWR Investments, Inc., and operated his own firm, The Fortner Group LLC. He has also served on the Ralston Foundation Advisory Board for 15 years. 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 investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Samuel Walker is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He has worked at Renaissance Financial Corp and Securian Financial Services Inc, among other firms. Outside of financial services, he is the owner and president of Big O Beefsteak LLC, a social group that plans events. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts, offering a range of portfolio management and financial planning services through a multi-manager platform featuring affiliated and third-party managers.

Matthew Frey is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Charles Schwab and Ameritrade. He is based in Omaha, NE. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable organizations. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers and financial planning services.