Morgan Traylor is a financial advisor with Charles Schwab in Omaha, NE, holding Series 66 and Series 63 licenses and nine years of industry experience. Prior to joining Charles Schwab in 2023, he worked at TD Ameritrade for six years and Von Maur for two years. Charles Schwab & Co., Inc. serves a large client base of 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, utilizing multi-asset model portfolios and a centralized operational structure.

Cortny Tyler is a financial advisor with Charles Schwab holding a Series 66 designation and six years of industry experience. Her prior work includes roles at TD Ameritrade and Club Pilates. 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 investment services. The firm combines non-discretionary advisory services with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized operational and supervisory structures.

Laurie Ortman is a financial advisor with Ameriprise in Omaha, NE, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she assists with operations and management at Flagship Partners Inc. along with her financial advising duties. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, using a centralized consulting team to provide written, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis.

Jason Lawrence is a financial advisor at Edward Jones with 21 years of industry experience. He has been with Edward Jones since 2006 and holds Series 63 and Series 66 designations. Outside of his advisory role, he is a partner in Chief Properties LLC, a family-owned real estate business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated services.

Nancy Bidrowski is a financial advisor with OSAIC in Omaha, NE, holding Series 63, 65, and 66 licenses and bringing 38 years of industry experience. Her prior roles include positions at Securities America Advisors and Voya Financial Advisors. In addition to her advisory work, she operates her own investment advisory firms. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct portfolios across multiple asset classes.

Rayna Hladky is a financial advisor with Primerica Advisors in Omaha, NE, holding Series 63 and Series 65 licenses and two years of industry experience. Her career includes roles at Primerica Advisors, W.D. Olson & Associates LLC, and Primerica Financial Services. Outside of financial advising, she is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed accounts to individual and high-net-worth clients, emphasizing a wrap-fee structure and third-party asset manager oversight.

Melynda Ream is a Series 66 credentialed financial advisor with Edward Jones, based in Omaha, NE, and has one year of industry experience. She has held positions at Edward Jones and TST Insurance since 2012. In addition to her advisory role, she is licensed in property and casualty insurance. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory and investment solutions supported by a nationwide network of more than 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

Anthony Romano is a financial advisor at Charles Schwab with 17 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2022, following a 13-year tenure at TD Ameritrade. Romano is based in Omaha, Nebraska. 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 offers centralized custody, brokerage, and cash-sweep services.

Janelle Ford is a financial advisor with RBC Capital Markets in Omaha, NE, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. Outside of her advisory role, Ford serves as president and founder of Great Plains Pointer Rescue Inc., a nonprofit dog rescue organization. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charities. The firm offers tailored investment strategies through various advisory programs, combining in-house and third-party managers with customizable portfolio management options.

Tien Cheek is a financial advisor with Charles Schwab holding Series 63 and Series 66 licenses and nine years of industry experience. Prior to joining Charles Schwab in 2024, Cheek worked at D.A. Davidson & Co., Fidelity Investments, and USAA. 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 affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers a centralized structure for custody, order routing, and alternative investment due diligence.

David Lawrence Jr. is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Edward Jones since 2017, previously working at Pacific Select Distributors and Pacific Life Insurance Company from 2008 to 2017. He serves on the board of Sail On and Fly High, Inc., a nonprofit organization, where he advises on growth, budgeting, and management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with assets under management of approximately $1.01 trillion. The firm offers a range of advisory programs and investment solutions and operates a large network of financial advisors and branch offices across the country.

Emily Greitens is a financial advisor at Charles Schwab & Co., Inc. with nine years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at TD Ameritrade and Empower Financial Services. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

William Odonnell is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise and Securities America Advisors. In addition to his advisory role, he serves as a FINRA arbitrator and is an author with Heartland Publications. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing financial planning, portfolio management, and institutional platforms to individuals, retirement plans, banks, and trust companies. The firm offers a range of advisory strategies supported by research and technology, serving over 22,800 advisors and managing more than $819 billion in discretionary assets.

Paul Jacobs is a CFP® with 22 years of experience in the financial services industry. He is currently affiliated with Charles Schwab, where he has worked since 2022, and previously spent over two decades at TD Ameritrade. Jacobs holds Series 63 and Series 65 licenses and is based in Omaha, NE. 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 affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment management solutions, combining multi-asset model portfolios with alternative investment options, supported by a centralized operational and supervisory structure.

Gregory Kalb is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. His work history includes roles at LPL Financial, Bancwest Investment Services, and Bank of The West. He is currently based in Omaha, NE. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Sandra Hagemann is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory work, she co-owns an investment-related LLC with her spouse and serves as co-trustee and power of attorney for her mother’s trust. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm provides investment advisory and financial planning services, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and external data sources.

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.