Collin Plath is a financial advisor with Ameriprise in Omaha, NE, holding a Series 66 designation and five years of industry experience. Before joining Ameriprise in 2018, he worked at Access Bank and Woodhouse Automotive. He also serves as an Associate Financial Advisor with an outside firm, assisting clients with account transactions and setup. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income planning service that provides ongoing advice and written recommendations focused on dependable income sources and tax-aware withdrawal strategies.

Komlan Dagnon is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 designations and eight years of industry experience. He has worked at Charles Schwab Trust Bank, Charles Schwab & Co., TD Ameritrade, and Mutual of Omaha, and serves in the US Navy Reserve. Outside of finance, he is a partner in a food catering business assisting his spouse. 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 large scale with integrated advisory, brokerage, custody, and cash-sweep services.

Alek Murphy is a financial advisor at OSAIC with eight years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Woodbury Financial Services and Mutual of Omaha. Outside of his advisory role, he serves as a board member for Habitat for Humanity of Council Bluffs and is a council member at St. Paul’s Lutheran Church. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.

Christopher Blue is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 18 years of industry experience. He worked at TD Ameritrade, Inc. for 15 years before joining Charles Schwab in 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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 guidance, utilizing multi-asset model portfolios, alternative investment options, and centralized custody and order-routing services.

Barbara Greene is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of the Harlow Associates Wealth Management Group since 2018. She has been in the financial services industry since 2009, previously serving as Vice President and Administrative Manager overseeing eight Merrill Lynch Wealth Management offices in the Mountain Plains Market. In her current role, she provides wealth management and financial planning advice, focusing on client-centered strategies. Barbara holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and the Personal Investment Advisor (PIA) title. She earned her Bachelor's Degree from Creighton University in Omaha. Her expertise covers areas such as college education planning, family wealth management, retirement planning, philanthropic planning, and issues pertaining to women and wealth. A Nebraska native, Barbara has volunteered in the community for over 25 years and is actively involved with several organizations including Aksarben, Catholic Charities at Christ the King Church, Christ Child Society of Omaha, Omaha Symphony, and PEO. In her personal time, she enjoys golfing, hiking, reading, and spending time with her family.

Samuel Alexander is a financial advisor at Cetera with 20 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. His prior work includes roles at Jackson National Life Distributors LLC and Woodbury Financial Services Inc. He serves on the board of the Child Saving Institute, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors. The firm offers a range of services including portfolio management, financial planning, and retirement consulting to individual, corporate, charitable, and institutional clients.

Wynn Fortner is a financial advisor at LPL Financial with 29 years of industry experience. He holds a Series 63 designation and has previously worked with Securities America Advisors, Inc., GWR Investments, Inc., and operated his own firm, The Fortner Group LLC. He has also served on the Ralston Foundation Advisory Board for 15 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Samuel Walker is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He has worked at Renaissance Financial Corp and Securian Financial Services Inc, among other firms. Outside of financial services, he is the owner and president of Big O Beefsteak LLC, a social group that plans events. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts, offering a range of portfolio management and financial planning services through a multi-manager platform featuring affiliated and third-party managers.

Keith Morris is a financial advisor with Raymond James & Associates in Bellevue, NE. He holds Series 63 and Series 66 credentials and has six years of industry experience. His prior roles include positions at TD Ameritrade, Charles Schwab and Co., Inc., Muriel Siebert & Co. Inc., and TEK Systems. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, drawing on a range of portfolio management styles and affiliated research.

Matthew Frey is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Charles Schwab and Ameritrade. He is based in Omaha, NE. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable organizations. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers and financial planning services.

Scott Lickteig is a financial advisor with LPL Financial in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Prior to joining LPL Financial in 2026, he worked at Kestra Advisory, Americas Investment Corp, and Charles Schwab among others. He serves as chairman of the Berglund Westlund Foundation, a nonprofit organization based in Omaha. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management programs and supports advisors through proprietary research and technology tools.

Jennifer Warren is a financial advisor at Charles Schwab with Series 66 credentials. She has experience at Charles Schwab & Co., Inc. since 2023 and previously worked for 25 years at Igel Orthodontics. Charles Schwab & Co., Inc. serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering non-discretionary investment guidance alongside discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational structure.

Jacob Anderson is a financial advisor at Edward Jones in Omaha, NE, with seven years of industry experience. He previously worked at Pacer Financial Inc and Pacific Life Insurance Company before joining Edward Jones in 2025. Anderson holds Series 66 and Series 63 licenses. 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 under management and offers a range of investment strategies and affiliated services under a fiduciary standard.

Eric Otten serves as a Senior Financial Advisor at Merrill Lynch Wealth Management, where he helps clients manage their wealth to achieve their financial goals. Since beginning his career in 2011, Eric has worked with individuals, families, not-for-profits, and foundations. His client base primarily includes small business owners, doctors, management accountants, clergy, and veterans. As a Portfolio Manager, he manages client investments on a discretionary basis and utilizes Merrill Lynch's model portfolios alongside third-party investment strategies. Eric employs a goals-based approach to wealth management, working with clients to develop customized plans through the Merrill Personal Wealth Analysis®, which are reviewed at least annually. His investment management often involves the Merrill Investment Advisory Program, emphasizing tax efficiency and charitable giving strategies, including Bank of America's Charitable Gift Fund and qualified charitable distributions. For accredited investors, he assists in selecting alternative investments from Merrill's offerings to complement core holdings. Eric holds a Bachelor's Degree from the United States Naval Academy and an MBA from the Naval Postgraduate School. His professional designations include Personal Investment Advisor (PIA). He is actively involved in professional and community organizations, such as the Institute of Management Accountants, Military Officers Association of America, Nebraska Admirals Association, and the U.S. Naval Academy Alumni Association. Additionally, Eric contributes as a Better Money Habits Volunteer Champion and supports the Cystic Fibrosis Foundation. He lives with his wife Kim and their three children.

Paul Krause is a financial advisor with LPL Financial in Elkhorn, Nebraska, holding Series 63 and Series 65 registrations and bringing 29 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. for a combined 25 years before joining LPL Financial in 2021. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jeffery Martin is a financial advisor with OSAIC in Bellevue, NE, holding Series 63 and Series 66 licenses and having 14 years of industry experience. Prior to joining OSAIC, he worked at Securities America Advisors and Securities America Inc for over a decade. Martin also serves as a head coach for a local youth basketball program. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services alongside access to third-party money managers and various managed account solutions. The firm employs asset-allocation tools and supports both discretionary and non-discretionary account management, catering to individual, high-net-worth, pension, corporate, and charitable investors.

Brian Overton is a financial advisor at Edward Jones with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2018, previously working at Woodmen Financial Services, Inc. from 2016 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Laura White is a financial advisor at Osaic Wealth with 12 years of industry experience and holds the Series 66 designation. Her prior work includes roles at Grove Point Advisors LLC, Cadaret, Grant & Co., Inc., Arbor Point Advisors, and Securities America. Outside of her advisory work, she serves as Committee Chair for a local Cub Scout Pack and as Hospitality Chair for the Bennington High School music program. Osaic Wealth serves a wide range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services along with access to multiple investment platforms and third-party money managers.

Craig Korkow serves as a Senior Resident Director at Merrill Lynch Wealth Management. In this role, he focuses on helping clients develop and implement comprehensive retirement plans through a goals-based approach that addresses both the financial and emotional components of wealth management. Since joining Merrill Lynch in 2000, Craig has worked with a wide range of clients on family wealth management, legacy planning, liquidity management, philanthropic planning, socially responsible investing, and small business strategies. Craig graduated Summa Cum Laude with a degree in Economics from South Dakota State University. Prior to his financial services career, he served four years in the United States Army, leaving with the rank of Captain. He holds multiple professional credentials including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His community involvement includes active participation in the Rough N Ready Challenge Rodeo, a program that supports children with special needs. Outside of his professional responsibilities, Craig enjoys fishing, football, horseback riding, hunting, and spending time with his family. His personal philosophy emphasizes a collaborative, personalized approach to financial planning, working closely with clients to support their long-term financial goals.

Marvin Ramirez is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. Prior to joining Merrill, he worked at Bank of America, N.A., and has held positions in education and youth development organizations. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.