Matthew Swartz is a financial advisor with Merrill based in Omaha, NE. He holds a Series 66 designation and has 10 years of industry experience, including concurrent roles at Bank of America and Northern Lights Distributors, LLC. Merrill, in partnership with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program. The firm serves a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, employing model-based and discretionary investment strategies developed by internal teams and third-party managers.

Kevin Loken is a financial advisor with Charles Schwab based in Omaha, NE, holding Series 63 and Series 66 credentials and possessing 27 years of industry experience. His career includes roles at Charles Schwab Trust Bank, Charles Schwab Premier Bank, Charles Schwab Bank, Schwab, TD Waterhouse Investor Services, and Ameritrade. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed accounts. The firm offers a combination of non-discretionary and discretionary investment services, utilizing multi-asset model portfolios, alternative investment options, and cash-sweep mechanisms within an integrated operational structure.

Coleman Le Bron is a CFP® with four years of industry experience currently serving as a financial advisor at Charles Schwab. His work history includes roles at Charles Schwab Bank, SSB, Mindlance Inc., and positions in education at the University of Nebraska and other institutions. 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 portfolios, offering multi-asset model portfolios and centralized custody and order-routing services.

James Turpen is a financial advisor at Raymond James Financial Services Advisors, Inc. with 14 years of industry experience. He has worked at several firms including TD Ameritrade and First National Bank of Omaha, where he currently serves as a financial advisor. Turpen holds Series 63 and Series 66 licenses. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice using analytical tools and supports clients through advisory programs and institutional consulting.

Michael Robino is a CFP® professional with 31 years of experience in the financial industry. He is currently with Stifel and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing analytical guidance to support client decision-making.

Marla Olsen is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her career includes over 17 years with Wells Fargo entities prior to her current role, and she serves as a co-treasurer for a local high school swim and dive team. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, using proprietary research and tools, with clients having the flexibility to implement recommendations through various brokerage or advisory programs.

Byron Smith is a financial advisor at OSAIC with 33 years of industry experience. He holds the ChFC® and PFS™ designations and has worked in various capacities since 1993, including as president and accountant at Bos Enterprises, Inc., where he provides tax preparation and planning services. In addition to his advisory role, he is licensed as a life, health, and annuities insurance agent. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using advanced portfolio construction tools and offers access to various managed account platforms and third-party money managers.

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.

Mary Weed is a Series 63 and Series 66 licensed financial advisor with 24 years of industry experience. She is currently with Cetera in Bellevue, NE, where she has been since 2026. Prior to joining Cetera, she worked for Securities America Inc. for 14 years. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts, offering a range of portfolio management, financial planning, and consulting services through a large network of independent advisors.

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.