Scott Lickteig is a financial advisor with LPL Financial in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Prior to joining LPL Financial in 2026, he worked at Kestra Advisory, Americas Investment Corp, and Charles Schwab among others. He serves as chairman of the Berglund Westlund Foundation, a nonprofit organization based in Omaha. 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 and portfolio management programs and supports advisors through proprietary research and technology tools.

Jennifer Warren is a financial advisor at Charles Schwab with Series 66 credentials. She has experience at Charles Schwab & Co., Inc. since 2023 and previously worked for 25 years at Igel Orthodontics. Charles Schwab & Co., Inc. serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering non-discretionary investment guidance alongside discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational structure.

Jacob Anderson is a financial advisor at Edward Jones in Omaha, NE, with seven years of industry experience. He previously worked at Pacer Financial Inc and Pacific Life Insurance Company before joining Edward Jones in 2025. Anderson holds Series 66 and Series 63 licenses. 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 and offers a range of investment strategies and affiliated services under a fiduciary standard.

Eric Otten serves as a Senior Financial Advisor at Merrill Lynch Wealth Management, where he helps clients manage their wealth to achieve their financial goals. Since beginning his career in 2011, Eric has worked with individuals, families, not-for-profits, and foundations. His client base primarily includes small business owners, doctors, management accountants, clergy, and veterans. As a Portfolio Manager, he manages client investments on a discretionary basis and utilizes Merrill Lynch's model portfolios alongside third-party investment strategies. Eric employs a goals-based approach to wealth management, working with clients to develop customized plans through the Merrill Personal Wealth Analysis®, which are reviewed at least annually. His investment management often involves the Merrill Investment Advisory Program, emphasizing tax efficiency and charitable giving strategies, including Bank of America's Charitable Gift Fund and qualified charitable distributions. For accredited investors, he assists in selecting alternative investments from Merrill's offerings to complement core holdings. Eric holds a Bachelor's Degree from the United States Naval Academy and an MBA from the Naval Postgraduate School. His professional designations include Personal Investment Advisor (PIA). He is actively involved in professional and community organizations, such as the Institute of Management Accountants, Military Officers Association of America, Nebraska Admirals Association, and the U.S. Naval Academy Alumni Association. Additionally, Eric contributes as a Better Money Habits Volunteer Champion and supports the Cystic Fibrosis Foundation. He lives with his wife Kim and their three children.

Paul Krause is a financial advisor with LPL Financial in Elkhorn, Nebraska, holding Series 63 and Series 65 registrations and bringing 29 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. for a combined 25 years before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Brian Overton is a financial advisor at Edward Jones with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2018, previously working at Woodmen Financial Services, Inc. from 2016 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Laura White is a financial advisor at Osaic Wealth with 12 years of industry experience and holds the Series 66 designation. Her prior work includes roles at Grove Point Advisors LLC, Cadaret, Grant & Co., Inc., Arbor Point Advisors, and Securities America. Outside of her advisory work, she serves as Committee Chair for a local Cub Scout Pack and as Hospitality Chair for the Bennington High School music program. Osaic Wealth serves a wide range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services along with access to multiple investment platforms and third-party money managers.

Craig Korkow serves as a Senior Resident Director at Merrill Lynch Wealth Management. In this role, he focuses on helping clients develop and implement comprehensive retirement plans through a goals-based approach that addresses both the financial and emotional components of wealth management. Since joining Merrill Lynch in 2000, Craig has worked with a wide range of clients on family wealth management, legacy planning, liquidity management, philanthropic planning, socially responsible investing, and small business strategies. Craig graduated Summa Cum Laude with a degree in Economics from South Dakota State University. Prior to his financial services career, he served four years in the United States Army, leaving with the rank of Captain. He holds multiple professional credentials including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His community involvement includes active participation in the Rough N Ready Challenge Rodeo, a program that supports children with special needs. Outside of his professional responsibilities, Craig enjoys fishing, football, horseback riding, hunting, and spending time with his family. His personal philosophy emphasizes a collaborative, personalized approach to financial planning, working closely with clients to support their long-term financial goals.

Marvin Ramirez is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. Prior to joining Merrill, he worked at Bank of America, N.A., and has held positions in education and youth development organizations. Merrill, together 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Morgan Traylor is a financial advisor with Charles Schwab in Omaha, NE, holding Series 66 and Series 63 licenses and nine years of industry experience. Prior to joining Charles Schwab in 2023, he worked at TD Ameritrade for six years and Von Maur for two years. 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 both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a centralized operational structure.

Cortny Tyler is a financial advisor with Charles Schwab holding a Series 66 designation and six years of industry experience. Her prior work includes roles at TD Ameritrade and Club Pilates. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated investment services. The firm combines non-discretionary advisory services with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized operational and supervisory structures.

Jason Lawrence is a financial advisor at Edward Jones with 21 years of industry experience. He has been with Edward Jones since 2006 and holds Series 63 and Series 66 designations. Outside of his advisory role, he is a partner in Chief Properties LLC, a family-owned real estate business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated services.

Nancy Bidrowski is a financial advisor with OSAIC in Omaha, NE, holding Series 63, 65, and 66 licenses and bringing 38 years of industry experience. Her prior roles include positions at Securities America Advisors and Voya Financial Advisors. In addition to her advisory work, she operates her own investment advisory firms. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct portfolios across multiple asset classes.

Rayna Hladky is a financial advisor with Primerica Advisors in Omaha, NE, holding Series 63 and Series 65 licenses and two years of industry experience. Her career includes roles at Primerica Advisors, W.D. Olson & Associates LLC, and Primerica Financial Services. Outside of financial advising, she is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed accounts to individual and high-net-worth clients, emphasizing a wrap-fee structure and third-party asset manager oversight.

Melynda Ream is a Series 66 credentialed financial advisor with Edward Jones, based in Omaha, NE, and has one year of industry experience. She has held positions at Edward Jones and TST Insurance since 2012. In addition to her advisory role, she is licensed in property and casualty insurance. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory and investment solutions supported by a nationwide network of more than 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

Anthony Romano is a financial advisor at Charles Schwab with 17 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2022, following a 13-year tenure at TD Ameritrade. Romano is based in Omaha, Nebraska. 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 centralized custody, brokerage, and cash-sweep services.

Janelle Ford is a financial advisor with RBC Capital Markets in Omaha, NE, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. Outside of her advisory role, Ford serves as president and founder of Great Plains Pointer Rescue Inc., a nonprofit dog rescue organization. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charities. The firm offers tailored investment strategies through various advisory programs, combining in-house and third-party managers with customizable portfolio management options.

Tien Cheek is a financial advisor with Charles Schwab holding Series 63 and Series 66 licenses and nine years of industry experience. Prior to joining Charles Schwab in 2024, Cheek worked at D.A. Davidson & Co., Fidelity Investments, and USAA. 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers a centralized structure for custody, order routing, and alternative investment due diligence.

Emily Greitens is a financial advisor at Charles Schwab & Co., Inc. with nine years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at TD Ameritrade and Empower Financial Services. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Paul Jacobs is a CFP® with 22 years of experience in the financial services industry. He is currently affiliated with Charles Schwab, where he has worked since 2022, and previously spent over two decades at TD Ameritrade. Jacobs holds Series 63 and Series 65 licenses and is based in Omaha, NE. 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 both non-discretionary and discretionary investment management solutions, combining multi-asset model portfolios with alternative investment options, supported by a centralized operational and supervisory structure.