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.

Keaton Knake is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. He has worked with Heritage Financial Services, Securian Financial Services, and Allstate Benefits. Since 2025, he has also been the owner of KCK Financial Planning LLC, a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a nationwide network of independent advisors.

Amanda Nelson is a financial advisor with Merrill in Omaha, NE, holding a Series 66 designation and 10 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutional entities.

Michael Bagley is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He has been in the financial services industry since graduating from the University of Nebraska at Lincoln in 1998, where he earned a bachelor's degree with majors in Finance and Marketing. He joined Merrill Lynch in 2003 as a Financial Advisor. Mike holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation awarded by the Certified Financial Planner Board of Standards, Inc. He is responsible for providing clients with ongoing service, including regular contact and account reviews. His areas of focus include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He works as part of the Ethen/Bagley Group, which aims to assist individuals and families in achieving their retirement goals through a disciplined process based on their unique financial objectives and risk tolerance. The team offers access to extensive resources and a commitment to client service that includes thorough explanations of investments and regular communication.

Spencer Southwell is a financial advisor with Charles Schwab and Co., Inc. in Omaha, Nebraska, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He previously worked at TD Ameritrade for 16 years before joining Schwab. Southwell serves as a board member of Gretna Elite Academy, a nonprofit organization. Charles Schwab 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 supported by a centralized custody and operational infrastructure.

Kyle Johnson is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked with Renaissance Financial since 2010 and joined Cetera in 2023. In addition to his advisory role, Johnson is also an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC provides services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a broad range of portfolio management and consulting services, utilizing multiple program structures and a multi-manager platform.

Anthony Nebelsick is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 1997. He also has 15 years of experience at Bank of America, N.A. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies tailored for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Zachary Churchich is a financial advisor at Charles Schwab in Omaha, NE, holding Series 66 and Series 63 licenses with 10 years of industry experience. His prior roles include positions at TD Ameritrade and Northwestern Mutual. Charles Schwab serves a large client base mainly composed of 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 advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and an integrated operational structure.