Samuel Sullivan is a CFP® professional with nine years of experience in financial services. He currently works with UBS Financial Services and previously held roles at Charles Schwab and Charles Schwab Bank. He is based in Omaha, NE. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Austin Knight is a financial advisor at Ameriprise in Omaha, NE, holding a Series 66 designation with six years at Ameriprise and a total of five years in the industry. He previously worked at Union Bank & Trust and has experience in the food service industry at Rusty Taco. Knight is also involved with Cirksena, Knight, Jacobsen, Sieps & Kresse, LLC in a financial advisory capacity. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice. The firm employs a centralized team using proprietary research and third-party data to guide asset allocation and withdrawal strategies, with enrollment criteria based on investable assets and assets held at Ameriprise.

Matt Rehberg is a Wealth Management Advisor at Merrill Lynch Wealth Management who focuses on helping high net worth families align their investment advisory and transitional wealth needs with their personal goals. He develops personalized strategic solutions tailored to each client's risk tolerance, time horizon, liquidity needs, investment objectives, and associated costs. His work includes facilitating clients' financial independence, funding college educations, implementing tax reduction strategies, and supporting philanthropic and wealth transfer goals. He takes an advisor team approach by coordinating with clients' tax and legal advisors to design and implement tax-efficient financial and transfer strategies. Matt joined Merrill Lynch Wealth Management in 1999 and has held various roles including Bank of America Merrill Global Institutional Consultant and Retirement Benefits Consultant. His experience extends to working with endowments, foundations, and retirement plans, assisting these organizations with financial strategy development and implementation. His services include investment policy statement development and review, customized asset allocation modeling, investment manager search, selection and tracking, and customized performance reporting. He holds professional designations such as CERTIFIED FINANCIAL PLANNER4, Certified Investment Management Analyst4, and Certified Plan Fiduciary Advisor4. Matt earned a Bachelor's degree in Finance from Iowa State University and serves as an adjunct professor at the Heider College of Business at Creighton University. He previously served on the board of the Millard Public Schools Foundation. In his personal time, he enjoys coaching his children's sports teams and playing golf. Matt and his wife, Kay, reside in Omaha with their three children.

Jon Fuller Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has worked with several firms, including Securities America Advisors and Cetera Wealth Services, and currently serves as Brokerage Operations Manager at CWM, LLC DBA Carson Partners, providing operational support to clients through the brokerage solutions group. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients via a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Alan Hauschild is a CFP®-designated financial advisor with 12 years of industry experience, currently affiliated with Cetera. He has worked with Heritage Financial Services Inc and Minnesota Life Insurance Co, among others. Outside of his advisory role, he serves as president of his family’s farms, Hauschild Farms and Hauschild Heritage Farms, which are undergoing a transition. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of portfolio management and consulting services to individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers multiple program structures and access to both affiliated and third-party managers, managing over $256 billion in assets.

Jenny Bandigan is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has been with Wells Fargo Clearing Services and Wells Fargo Bank NA since 2016. Outside of her advisory role, she is involved with Loving Homes LLC, where she provides long-term care and support to individuals with special needs. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Matthew Scherer is a financial advisor at OSAIC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services, Questar Capital Corporation, MML Investors Services, and MassMutual Life Insurance Co. Outside of his advisory work, Scherer coaches baseball and softball players and owns a tax preparation business assisting individuals with simple tax returns. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage investment portfolios on both discretionary and non-discretionary bases.

Gary Hess is a Certified Financial Planner (CFP®) with 26 years of industry experience. He is currently with LPL Financial, where he has worked since 2020, and previously spent 16 years at Securities America Advisors. In addition to his advisory work, Gary maintains an active CPA practice focused on tax preparation and accounting. 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 services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Andrew Oddo is a financial advisor at Cetera with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including Renaissance Financial, Minnesota Life Insurance Co, and Securian Financial Services. Outside of his advisory role, he volunteers as a baseball coach. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management and financial planning services, operating a multi-manager platform with access to affiliated and third-party investment strategies.

Lukas Klueber is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at TD Ameritrade, Edward Jones, and CMG Financial. Outside of his advisory work, Klueber serves as a contracted umpire for NCAA, NFHSA, and USA Softball. 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, combining non-discretionary advisory models with access to discretionary separately managed accounts and alternative investments.

Kevin Dalke is a financial advisor with Charles Schwab & Co. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. His career includes roles at TD Waterhouse Investor Services, Inc. and Ameritrade, Inc. before joining Charles Schwab in 2022. 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 solutions supported by multi-asset model portfolios and a formal alternative-investment onboarding process.

Paul Rathbun is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at TD Ameritrade and Metro Community College. Charles Schwab 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 solutions, combining centralized custody and brokerage services with multi-asset model portfolios and a formal alternative-investment process.

Amanda Spicka is a financial advisor at Charles Schwab in Omaha, NE, with eight years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade, Inc. from 2017 to 2022. 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 uses multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Marye Dalton is a financial advisor at Charles Schwab with eight years of industry experience. She holds the Series 66 and Series 63 designations. Her prior experience includes roles at TD Ameritrade, TD Bank, and Scottrade. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its integrated wealth management programs. The firm combines non-discretionary and discretionary investment solutions with centralized operational and supervisory structures.

Jaden Meeks is a financial advisor with Primerica Advisors in Omaha, NE, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His background includes roles in investment sales with PFS Investments Inc. and various customer service positions, including work as a self-employed driver for Instacart. Meeks is involved in the sale of home security and automation product referrals outside of his advisory role. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates a wrap-fee asset management program that relies on model-delivery strategies managed by unaffiliated asset managers, supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

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.

Scott Kuester is a financial advisor with LPL Financial in Bellevue, Nebraska, holding Series 63 and Series 65 licenses and 24 years of industry experience. His career includes positions at First Interstate Bank, Great Western Investments & Insurance, Raymond James Financial Services, and Cetera Investment Services. Kuester is also licensed as an agent selling whole life insurance through Great Western Financial Services, 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 services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Mark Egermier is a financial advisor with LPL Financial in Omaha, NE, holding the CFP® designation and Series 63 and 65 licenses. He has 22 years of industry experience, including roles at LPL Financial since 2008 and MSI Financial Services from 2006 to 2008. Outside of his advisory work, Egermier is engaged with Election Systems & Software in a non-investment capacity. 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, utilizing diverse strategies and third-party resources within a large network of advisors.

Samuel Harris is a financial advisor with Cetera, holding a Series 66 designation and possessing two years of industry experience. He has worked at several firms, including Renaissance Financial and Cetera Wealth Services, and is also involved outside of finance as a gym floor resurfacer for a janitorial supply company serving the Midwest. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients including individuals, retirement plans, and institutional accounts, providing portfolio management, financial planning, and access to a multi-manager platform with various investment program options.

Matthew Peterson is a financial advisor at Ameriprise with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Edward Jones, Bank of America NA, and Merrill Lynch, Pierce, Fenner & Smith. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations primarily for assets managed within Ameriprise accounts.