Jason Cronick is a financial advisor at Fidelity with 22 years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments in various capacities since 2008, including seven years with Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors, with a focus on discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery using a combination of fundamental research and quantitative analysis.

Austin Gardner is a financial advisor with LPL Financial in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Prior to joining LPL Financial in 2019, he worked at First Command Advisory Services and related entities from 2014 to 2021. Outside of his advisory role, Gardner owns a custom construction and woodworking business. 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 through a large network of representatives using models, third-party subadvisors, and customized strategies.

Linda Yates is a CFP® professional with 38 years of industry experience, currently serving at Cetera since 2021. Her prior experience includes seven years at VOYA Financial Advisors. In addition to her advisory work, she operates as an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management, financial planning, and retirement services through multiple program structures and affiliated managers.

Ronald Sigler is a financial advisor with Cambridge Investment Research Advisors in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2011 and is also involved with NorthStar Wealth Management LLC. Outside of his advisory work, Sigler serves as a director of Sigler Farms, Inc., an agricultural business. 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 financial planning, investment management, and retirement advisory services through independent Financial Professionals, providing tailored strategies across multiple platforms and notable proprietary and third-party model options.

Stephanie Ingram is a financial advisor with Ameriprise in Omaha, NE, holding a Series 66 designation and five years of industry experience. She has been with Ameriprise since 2018 and previously worked at Father Flanagan's Boys' Home. Ingram also manages an advisory business through a team practice associated with Ameriprise Financial Services. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, delivering tailored, research-driven recommendations that incorporate tax-efficient strategies and adaptive withdrawals. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Edward Zbylut is a financial advisor with LPL Financial in Omaha, NE, holding a Series 66 designation and 23 years of industry experience. His prior work includes roles at Raymond James & Associates, RBC Capital Markets, TD Ameritrade, and UBS Financial Services. 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 offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and $819 billion in discretionary assets.

Jeremy Doyle is a financial advisor with LPL Financial in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at LPL Financial since 2014 and has prior experience at Securities America Advisors, Inc. and QA3 Financial LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and asset management solutions, including access to third-party managers and institutional platforms.

Rian Mcgill is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked for Securities America Advisors and Securities America Inc for ten years. Outside of his advisory work, he assists with the Iowa Western football chain gang on game days. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services utilizing asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios that include a range of investment products.

Alek Murphy is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Prior to joining Osaic in 2024, he worked at Woodbury Financial Services and Mutual of Omaha Investor Services. Murphy serves as a board member for Habitat for Humanity of Council Bluffs and is a council member for St. Paul’s Lutheran Church, contributing to community and nonprofit activities. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm utilizes asset-allocation tools and risk assessments to manage diversified portfolios, providing access to multiple advisory platforms and third-party money managers.

Laurie Ortman is a financial advisor with Ameriprise in Omaha, NE, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she assists with operations and management at Flagship Partners Inc. along with her financial advising duties. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, using a centralized consulting team to provide written, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis.

David Lawrence Jr. is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Edward Jones since 2017, previously working at Pacific Select Distributors and Pacific Life Insurance Company from 2008 to 2017. He serves on the board of Sail On and Fly High, Inc., a nonprofit organization, where he advises on growth, budgeting, and management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with assets under management of approximately $1.01 trillion. The firm offers a range of advisory programs and investment solutions and operates a large network of financial advisors and branch offices across the country.

Austin Beal is a financial advisor at Edward Jones in Omaha, NE, holding Series 63 and Series 66 licenses with four years of industry experience. His prior roles include positions at Charles Schwab and TD Ameritrade. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.

Jose Hernandez is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds the Series 63 and Series 66 licenses and has worked previously at Charles Schwab, TD Ameritrade, Flint Hills Resources, Charter Communications, and Professional Surveys of Pinellas. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive, goal-based financial planning without discretionary trading authority. The firm supports both one-time and ongoing planning engagements and integrates planning with managed-account services through its WealthPlan consolidated billing option.

Erin Fulton is a financial advisor at Edelman Financial Engines with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at TD AMERITRADE and Financial Engines Advisors L.L.C. Erin serves as a testing counselor for the Nebraska AIDS Project, a non-profit organization focused on HIV/AIDS education and support. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios, discretionary management, and a range of investment products including direct-indexing and alternative funds.

Kara Galle is a Series 66-licensed financial advisor with nine years of industry experience, currently affiliated with LPL Enterprise. Her prior roles include positions at Bancwest Investment Services, BANK OF THE WEST, Securities America Advisors, and Securities America Inc. She has been with LPL Enterprise and its related entities since 2023. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party managers, and it offers a range of financial planning, consulting, and affiliated insurance and trust services.

Douglas Drobny is a financial advisor with OSAIC in Omaha, NE, holding a Series 66 designation and 26 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously at Signator Investors, Inc. from 2016 to 2018. In addition to his advisory roles, he is involved with Drobny Wealth Management LLC, where he engages in the sales and marketing of securities, investments, and insurance products. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing advanced asset-allocation tools and multiple investment platforms to tailor portfolios that may include a broad range of securities and alternative investments.

Timothy Cortney is a financial advisor at Edward Jones in Council Bluffs, IA, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Alexander Sweeney is a financial advisor at Charles Schwab with eight years of industry experience. He previously worked at TD Ameritrade, INC. for seven years. Outside of his financial career, he has been involved with Oil & Water Deck Refinishing since 2013. 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 and has a centralized operational structure supporting a large client base.

Ethan Wood is a financial advisor with Ameriprise in Omaha, NE, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked in various roles at Genesis Health Clubs, Carrabba's Italian Grill, and Hy-Vee, Inc. He is a co-owner of Flagship Partners Inc. and Northstar Holdings LLC, managing his Ameriprise business. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that emphasizes dependable income sources and tax-aware withdrawal strategies through a structured Recommendation Report and ongoing advice.

Stephen Abels is a financial advisor with Cambridge Investment Research Advisors in Omaha, NE, holding a Series 66 designation and three years of industry experience. He previously worked for Mutual of Omaha for 24 years before joining Cambridge Investment Research. Outside of his advisory role, he serves as treasurer and partner of a business entity called Alis Dei. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of portfolio management strategies and platform arrangements.