Tiffany Song is a CFP® certificant with eight years of industry experience, currently advising at Charles Schwab in Omaha, NE. She has worked at Charles Schwab and Charles Schwab Bank since 2019, and previously spent four years at TD Ameritrade. Outside of her financial career, she has been involved with Bogie's Bar and Grill-West since 2010. 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 employs a multi-asset model portfolio approach supported by research from the Schwab Center for Financial Research.

Timothy Asplin is a financial advisor with Thrivent Investment Management in Omaha, NE, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. His prior work includes roles at BancWest Investment Services and Bank of the West. 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 various topics, allowing clients to combine planning with managed accounts under a consolidated billing option while keeping the services separate.

Amy Riggs is a financial advisor at Morgan Stanley in Omaha, NE, holding a Series 66 designation with 19 years of industry experience. She has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and modeling techniques.

Lisa Fujii is a financial advisor at Charles Schwab with 15 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Charles Schwab Bank, Charles Schwab, TD Ameritrade, and Woodmen Financial Services. Outside of her advisory role, she has been involved as a youth group leader at Lakeview Bible Church and has supported youth baseball activities as a team parent and fundraiser organizer. Charles Schwab 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 options, supported by centralized custody and operational infrastructure.

Douglas Cap is a financial advisor with LPL Financial in Omaha, NE, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior work includes roles at Waddell & Reed, TD Ameritrade, and various insurance agencies. Cap has also been involved in community activities such as the Yutan Economic Development Committee and youth baseball programs. 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 financial planning and asset management solutions, using both proprietary and third-party strategies delivered through a large network of advisors.

Scott Crowell is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at Wells Fargo Bank, nA since 2022 and at Wells Fargo Clearing since 2023. Prior to his financial services career, Crowell held various roles in the hospitality and retail sectors. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Bradley Hess is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, National Association since 2015, and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Ryan Foster is a financial advisor with Charles Schwab in Omaha, NE, holding a Series 66 designation and 21 years of industry experience. He has worked at Charles Schwab and its affiliated entities since 2022 and previously spent over 15 years at TD Ameritrade. 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 related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by centralized custody and operational infrastructure.

Ross Brenneman is a financial advisor with Cetera who holds a Series 66 designation and has 13 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2023, and previously at Renaissance Financial and Minnesota Life/Securian Financial Services from 2013 to 2023. Brenneman serves as a volunteer board member for Gift of Adoption Nebraska & Iowa, an organization that raises funds to support adoption for local families. Cetera Investment Advisers LLC is a large nationwide platform serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services and provides advisors with access to both affiliated and third-party investment strategies across various program structures and custodial relationships.

Marilyn Pysh is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She previously worked for TD Ameritrade Inc. for 12 years before joining Charles Schwab in 2021. 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 a non-discretionary client relationship model with access to discretionary separately managed accounts and delivers investment guidance using multi-asset model portfolios and due diligence on alternative investments.

Zachary Braun is a Series 66-licensed financial advisor with 18 years of industry experience. He has worked at Charles Schwab since 2023 and was previously with TD Ameritrade, Inc. for 16 years. He is based in Omaha, NE. 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 a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Paul Baumann is a financial advisor with Thrivent Investment Management in Omaha, NE, holding a Series 66 designation and four years of industry experience. He previously worked at KEMBA Financial Credit Union and Pentagon Federal Credit Union. He serves as an elder at Zion Lutheran Church, where he participates in board activities related to church operations and fund allocation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based financial planning addressing a wide range of topics, with an option to combine planning with managed-account programs under a consolidated billing system.

Austin Beal is a financial advisor at Edward Jones in Omaha, NE, holding Series 63 and Series 66 designations with five years of industry experience. His prior experience includes roles at Charles Schwab and TD Ameritrade. 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 large nationwide network of financial advisors and branch offices.

Christopher Fili is a financial advisor at Charles Schwab with 15 years of industry experience. His prior work includes roles at TD Ameritrade, Frontline Private Security, and the Steve Hallmark Agency of Allstate. Outside of finance, he teaches drums and percussion as an artist instructor for the 402 Arts Collective. Charles Schwab & Co., Inc. provides wealth advisory and financial planning services primarily to high- and ultra-high-net-worth individuals through a combination of non-discretionary and discretionary investment programs, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Donald Sanders is a financial advisor at Edward Jones in Omaha, NE, with 15 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Pacific Select Distributors and Pacific Life Insurance from 2010 to 2021. Sanders has been with Edward Jones since 2021. 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 discretionary and non-discretionary investment strategies, operating under a fiduciary standard.

Amy Whittington is a financial advisor with Raymond James Financial in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America, RBC Capital Markets, and FBL Financial Group. Outside of advisory work, she is an officer and treasurer of Blue Optics, Inc. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides non-discretionary planning tailored to client goals, utilizing risk profiling and analytical modeling, and supports both advisory programs and institutional consulting.

Sean Manley is a financial advisor at Charles Schwab with five years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His work history includes roles at Charles Schwab Bank, Charles Schwab, TD Ameritrade, Lessman Electric Supply Co, and Red Robin. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals primarily through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a blend of non-discretionary advisory guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and due diligence on alternative investments.

Johann Johnson is a CFP® professional with 12 years of industry experience currently with Raymond James Financial in Omaha, NE. His prior experience includes eight years at Fidelity Personal and Workplace Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains unique municipal advisory affiliations and specialized employer consulting programs.

Don Connot is a CFP® with 44 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2020. Prior to this, he worked at Wells Fargo Clearing from 2016 to 2020. Outside of his advisory role, he is the vice president of the Coronado Condominium Association in Omaha, NE, where he participates in community maintenance and organizational meetings. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research resources.

Mary Faber is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to Schwab, she worked at TD Ameritrade for three years and has experience with family farming operations. Outside of her advisory role, she helps occasionally with farm work on her family’s farm. Charles Schwab 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 models with access to affiliated discretionary separately managed accounts and a range of alternative investments.