Jeffrey Bernadt is a Series 66-licensed financial advisor with Edward Jones in La Vista, Nebraska, where he has worked for nine years. Prior to joining Edward Jones, he spent 14 years with Bellevue Public Schools. He holds a minority ownership share in an LLC connected to a family lake house. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory and investment solutions through a large nationwide network of advisors and branch offices.

Austin Beal is a financial advisor at Edward Jones in Omaha, NE, holding Series 63 and Series 66 licenses with four years of industry experience. His prior roles include positions at Charles Schwab and TD Ameritrade. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.

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.

Christopher Quarles is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked extensively with Securities America Advisors, Inc. and Securities America, Inc. before joining OSAIC in 2024. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party money managers. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios that may include a variety of asset classes and investment restrictions as chosen by clients.

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.

Kyle Longenecker is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and is based in Papillion, NE. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

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® professional with 44 years of industry experience, currently serving at Raymond James & Associates since 2020. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves as Vice President of the Coronado Condominium Association in Omaha, NE. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and municipal entities, offering financial planning and consulting services supported by diverse portfolio management strategies and affiliated research.

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.

Megan Davidson Smith is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 18 years of industry experience. She previously worked at TD Ameritrade from 2007 to 2022 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. Schwab offers a combination of non-discretionary advisory relationships and discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Mustansar Mazhar is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 registrations and 11 years of industry experience. He previously worked at TD Ameritrade and Charles Schwab Bank, SSB. Outside of his advisory role, he owns an e-commerce drop shipping business on Amazon through Mike Raf LLC. 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 a combination of non-discretionary and discretionary investment solutions, leveraging multi-asset model portfolios and alternative investment options supported by in-house research.

Zachary Hansen is a financial advisor with Charles Schwab in Omaha, NE, holding a Series 66 designation and one year of industry experience. Prior to joining Charles Schwab, he worked at Modern Woodmen of America and has experience in roles outside finance, including as a bartender at Clubhouse Lounge. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment services with an emphasis on multi-asset model portfolios and integrated custody and brokerage solutions.

Eric Baumert is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Mutual of Omaha and Prudential Insurance Company of America. Baumert Financial, LLC, an entity he formed for tax purposes, is noted among his business activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm utilizes a model-driven investment approach and offers services such as financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Paxton Puelz is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding a Series 66 designation and seven years of industry experience. His career includes roles at Wells Fargo Advisors, LPL Financial, FirstBank of Nebraska, and Bank of Doniphan. He also worked at the University of Nebraska-Lincoln for six years prior to his advisory roles. 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 combines brokerage and advisory solutions using research from Wells Fargo Investment Institute alongside third-party analytics.

Joseph Finelli is a financial advisor with Morgan Stanley in Omaha, NE, holding a Series 66 designation and 10 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Outside of his advisory role, Finelli serves as Board Treasurer and a finance committee member for the Omaha Conservatory of Music, a nonprofit organization. Morgan Stanley Wealth Management offers a wide array of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and advanced modeling tools, serving clients through both direct and corporate financial planning agreements.

Joel Wing is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63, 65, and 66 designations and has 26 years of industry experience. His previous roles include positions at Charles Schwab, TD Ameritrade, Waddell & Reed, LPL Financial, and Morgan Stanley. He served on the Blair Public Library Foundation Board from 2014 to 2020. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and uses analytical tools to model potential outcomes, supporting clients through advisory programs and other providers.

Donald Bryner is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2013, with prior experience at City National Bank from 2019 to 2025. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs tailored to clients’ risk profiles, utilizing a combination of in-house and third-party investment managers and providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Thomas Dunham is a financial advisor at Morgan Stanley in Omaha, NE, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Edward Jones and Brinker Capital Investments, as well as seven years in a non-financial capacity at Hy-Vee. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers financial planning services delivered through its network of advisors and specialized planning groups.