Richard Sale is a financial advisor with Merrill in Omaha, NE, holding a Series 66 designation and 25 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1992. 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 individual and institutional clients.

Jacob Burton is a financial advisor at Edward Jones in Bellevue, NE, holding a Series 66 designation and with one year of industry experience. Prior to joining Edward Jones, he worked at Benetrends Financial and Aspire Staffing Group, among other positions. 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 strategies and affiliated investment products, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Craig Mardi is a financial advisor with Cetera, holding a Series 63 license and bringing 33 years of industry experience. He has been with Cetera Wealth Services, LLC since 2013 and with Cetera since 2023. In addition to his advisory role, Mardi is also a registered representative involved in the sale of fixed insurance products including life, disability, and annuities. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning services through a multi-manager platform.

Amanda Simmons is a financial advisor at Charles Schwab with five years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at TD Ameritrade and Charles Schwab Bank. 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 advisory services and access to discretionary separately managed accounts. The firm is notable for its scale, integrated service model, and use of multi-asset model portfolios with periodic investment guidance.

Jeffrey Granneman is a financial advisor with Charles Schwab in Omaha, NE, holding a Series 66 designation and 18 years of industry experience. He previously worked at TD Ameritrade for 15 years before joining Charles Schwab in 2022. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering investment advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm features a combination of non-discretionary and discretionary advisory models and centralized operational support.

Joshua Ward is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 credentials and four years of industry experience. His career includes roles at Charles Schwab Bank, TD Ameritrade, and other organizations, as well as engagement with nonprofit groups such as the Mennonite Central Committee and United Way Suncoast. 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 advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized custody and brokerage services.

Melita Reineke is a financial advisor at Charles Schwab with 22 years of industry experience. She holds Series 65 and Series 63 licenses and has worked primarily at TD Waterhouse Investor Services, Inc. prior to joining Charles Schwab and Charles Schwab Bank, SSB in 2023. Charles Schwab & Co., Inc. serves a large client base, mainly high- and ultra-high-net-worth individuals, offering a blend of non-discretionary advisory services and access to discretionary separately managed accounts through its Schwab Wealth Advisory program. The firm’s integrated structure combines advisory, brokerage, custody, and cash-sweep services across multiple wrap programs.

Todd Gaswick is a financial advisor at OSAIC with 22 years of industry experience. He previously spent 10 years at Securities America Advisors and Securities America Inc. Outside of his advisory role, Gaswick is the author of the book *Conquering Your Wealth* and serves as the President of the Nebraska chapter of the National Association of Insurance and Financial Advisors (NAIFA), with upcoming leadership responsibilities beginning in 2026. OSAIC serves a diverse client base including individual and high-net-worth investors, retirement plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm employs a range of advisory platforms and tools to provide integrated brokerage and investment advisory services.

Joshua Rodenburg is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at TD Ameritrade, Securities America, and Cracker Barrel. 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 discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Jacob Shimerdla is a financial advisor with Charles Schwab, holding Series 63 and Series 66 registrations and bringing 18 years of industry experience. He previously worked at TD Ameritrade for 16 years before joining Charles Schwab in 2023. Outside of his advisory role, he is involved in a local agriculture business, Daniel's Produce, where he helps sell produce at a farmers market. Charles Schwab serves a large client base primarily composed 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios along with centralized custody and order-routing services.

Lori Blum is a Series 66-licensed financial advisor with Edward Jones in Gretna, NE, where she has worked since 2007, accumulating 19 years of industry experience. She serves as president of the Gretna Optimists Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs with a nationwide network of financial advisors and branch offices.

Jamin Hanson is a financial advisor with UBS Financial Services in Omaha, NE, holding Series 65 and Series 66 designations and 25 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Amy Weidner is a financial advisor at Thrivent Investment Management with 13 years of industry experience. She has been with Thrivent since 2012 and holds Series 63 and Series 66 designations. 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 that covers a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Thomas Kenny is a financial advisor with Charles Schwab in Omaha, Nebraska, holding a Series 66 designation and 13 years of industry experience. Prior to joining Schwab in 2023, he worked at TD Ameritrade for 10 years. Outside of his advisory role, he is involved in graphic design and photography, providing services to small local businesses and working as a design and editing lead for Griffin Drone Solutions. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio investment approach supported by centralized custody and operational structures.

Juliane Starner is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 designations and having 23 years of industry experience. She has worked with Ameritrade, Inc. for 20 years before joining Charles Schwab and Charles Schwab Bank, SSB in 2022. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by centralized supervisory, custody, and operational infrastructure.

Christopher Sullivan is a financial advisor with Ameriprise in Elkhorn, Nebraska, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he owns Chris Sullivan Enterprises Inc., a corporation that manages his practice operations. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, utilizing a centralized consulting team to deliver customized, non-discretionary recommendations. The firm combines research, modeling, and tax-efficiency analysis to develop retirement plans and offers a broad range of advisory, brokerage, and insurance solutions.

John Wright is a financial advisor with Morgan Stanley in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a partner in Otis Farms LLC, an agriculture business based in Omaha. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines advisory services with various investment and financial product offerings.

Blake Linsea is a financial advisor with Charles Schwab & Co., Inc. in Omaha, NE, holding Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Schwab, he worked at TD Ameritrade and had a seven-year tenure at Roja Mexican Bar and Grill. Charles Schwab & Co., Inc. serves a large client base that mainly includes 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 recommendations and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a comprehensive alternative investment platform.

Jacob Pope is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at TD Ameritrade and Catch Intelligence. Prior to his financial services career, he served four years in the United States Navy. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 both non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and centralized operational support.

Kira Will is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has seven years of industry experience. Prior to joining Charles Schwab, she worked at TD Ameritrade and has background experience in physical therapy and staffing. Outside of her advisory role, she is involved in food delivery services through DoorDash. Charles Schwab & Co. serves 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 offers a combination of non-discretionary advisory guidance and access to affiliated discretionary portfolios, supported by a large, integrated operational platform.