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 at Merrill Lynch Wealth Management. She has been in the financial services industry since 2009 and joined the Harlow Associates Wealth Management Group in 2018. In her role, Barbara provides advice in wealth management and financial planning, working closely with clients to understand their specific needs and goals. She and her team utilize the resources of Merrill Lynch Wealth Management along with the banking services of Bank of America to offer comprehensive financial strategies. Barbara holds a Bachelor's Degree from Creighton University in Omaha and is a CERTIFIED FINANCIAL PLANNER® certificant, a designation awarded by the CFP® Board of Standards, Inc. She also holds the designations of Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Her areas of focus include college education planning, family wealth management strategies, managing new wealth, personal retirement planning, philanthropic planning, and women and wealth. In addition to her professional work, Barbara has volunteered in the community for over 25 years and is active in multiple organizations including Aksarben, Catholic Charities, Christ the King Church, Christ Child Society of Omaha, Omaha Symphony, and PEO. 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.

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, holding Series 66 and Series 63 licenses with seven years of industry experience. His prior roles include positions at Pacer Financial Inc and Pacific Life Insurance Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Eric Otten is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been providing financial advice since 2011 and works with individuals, families, not-for-profits, and foundations. Eric specializes in areas including education planning, family wealth management strategies, personal retirement planning, philanthropic planning, small business strategies, tax minimization, and retirement income. Eric holds a Bachelor's Degree from the United States Naval Academy and a Master of Business Administration from the Naval Postgraduate School. He is a Personal Investment Advisor (PIA) and is affiliated with professional organizations such as the Institute of Management Accountants, Military Officers Association of America, Nebraska Admirals Association, and United States Naval Academy Alumni Association. He is actively involved in the community, volunteering and fundraising for organizations including the Cystic Fibrosis Foundation and serving as a Better Money Habits Volunteer Champion. Eric is also involved with the U.S. Naval Academy Alumni Association - Omaha Chapter. Outside of his professional duties, Eric enjoys boating, chess, hiking, reading, spending time with his family, and traveling.

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.

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 at Charles Schwab with nine years of industry experience. He previously worked at TD Ameritrade and Von Maur before joining Charles Schwab in 2023. He holds Series 63 and Series 66 licenses and is based in Omaha, NE. 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-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a centralized operational structure.