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.

Christine Harkendorff is a financial advisor at UBS Financial Services with 14 years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley from 2013 to 2017 before joining UBS in 2018. UBS Financial Services 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 offerings and uses proprietary research and model-based asset allocations to tailor client plans.

Greg Coenen is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and over 26 years of industry experience. He has worked at several firms including Regency Investments and Securities America Advisors. He is also a co-trustee of his family trust, involved in oversight and administration activities related to family assets. OSAIC serves a diverse client base ranging from individual investors to corporations and charitable organizations, offering integrated brokerage and advisory services alongside multiple investment platforms and third-party money manager access. The firm employs asset-allocation tools and automated rebalancing to manage portfolios composed of various investment types on both discretionary and non-discretionary bases.

Maggie Hoops is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She previously worked at TD Waterhouse Investors Services Inc. for 15 years before joining Charles Schwab in 2021. Outside of advisory work, she is a co-owner of two construction companies and serves on the Board of Directors for the College World Series of Omaha, Inc. 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, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and alternative investments.

Zane Zentic is a financial advisor with LPL Enterprise holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC, as well as early career experience with Northwestern Mutual. Outside of finance, he was involved with Fala's Treasures and Coffeehouse from 2016 to 2018. LPL Enterprise, LLC provides investment advisory and brokerage services to a wide range of clients including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach utilizing portfolios developed by its Research Department and third-party strategists, and also offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Alexander Meissner is a financial advisor at Charles Schwab with 8 years of industry experience. He holds Series 66 and Series 63 credentials and previously worked at TD Ameritrade and The Cheesecake Factory. 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 distinctive operational structure combining advisory, brokerage, custody, and cash-sweep services.

Kristine Callahan is a financial advisor at Edward Jones in Omaha, NE, with nine years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2016, following three years at CHI Health at Home. 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 and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charles Sutton is a financial advisor with Cetera, holding Series 63 and Series 66 registrations and bringing 14 years of industry experience. He has worked at Cetera since 2023 and has been associated with Renaissance Financial since 2012. Sutton serves on the boards of the Leland Yacht Club and the Leland Country Club and is involved with the nonprofit Project Harmony. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of investment management and retirement services, employing a multi-manager platform with discretionary and non-discretionary strategies tailored to client needs.

Luka Milakovic is a financial professional at Cetera with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple entities including Cetera Wealth Services and SMART Wealth. Outside of his advisory role, he is involved with Renaissance Financial, where he provides financial services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Austin Williams is a financial advisor with Ameriprise in Omaha, NE, holding a Series 66 designation and 11 years of industry experience. He previously worked at TD Ameritrade before joining Ameriprise in 2018. Williams owns several LLCs that support the operation of his Ameriprise franchise practice. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing clients with written recommendation reports and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Chad Pinegar is a financial advisor with Cetera in Omaha, NE, holding a Series 66 designation and five years of industry experience. He has worked with several firms, including Pacific Life and Penfed Credit Union, and currently provides securities, insurance, and advisory services through Renaissance Financial. Pinegar also works as an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with access to various discretionary and non-discretionary program options.

Kenneth Thomason is a financial advisor at Edward Jones in Omaha, NE, holding the CFP®, ChFC®, and Series 66 designations with seven years of industry experience. He previously worked at Morgan Stanley Private Bank and Aflac, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs and maintains affiliated capabilities beyond advisory services, including a trust company and proprietary mutual funds.

Rodney Williams is a financial advisor with Ameriprise in Omaha, NE, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Williams is an owner of several LLCs that support the operation of his Ameriprise franchise practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on reliable income and tax-aware withdrawal strategies.

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.

Christopher Ruggiero is a financial advisor at Raymond James Financial Services Advisors, Inc. with 24 years of industry experience. His prior roles include positions at Charles Schwab and Wachovia Bank. He is also involved as Head of Wealth and Institutional Services at First Investments and Planning. 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 municipal and public finance work through a unique affiliation with a municipal advisor.

Deanna Sherman is a financial advisor with Charles Schwab in Omaha, NE, holding a Series 66 designation and 19 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2008. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Kelly Peklo is a financial advisor at Charles Schwab with 20 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab and its affiliated entities since 2021, following a 13-year tenure at TD Ameritrade. Outside of her advisory role, she leads the Religious Education program for parishioners in grades K-8 at Mary Our Queen Parish in Omaha. Charles Schwab & Co., Inc. serves a large client base primarily 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 both non-discretionary and discretionary investment options, combining strategic asset allocation with alternative investment opportunities, supported by a centralized operational structure.

Meleah Turner is a financial advisor with Wells Fargo Clearing in Bellevue, NE, holding Series 63 and Series 65 licenses and two years of industry experience. She has worked at Wells Fargo Bank and Charles Schwab and owns a hairdressing business in Omaha, NE. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory and tailored to plan objectives.

Nicholas Hartung is a financial advisor with Charles Schwab holding a Series 66 designation and 16 years of industry experience. He previously worked for TD Ameritrade from 2010 to 2024 before joining Charles Schwab in 2024. Charles Schwab & Co., Inc. serves a large client base primarily 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios along with centralized custody and brokerage services.

Miriam Garcia is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. She previously worked at Raymond James Financial Services and Fnbo, totaling eight years in the financial sector. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized retirement income planning service that provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.