Shawn Anderson is a financial advisor with RBC Capital Markets in Omaha, NE, holding Series 63 and Series 65 licenses and 15 years of industry experience. He previously worked at TD Ameritrade for 11 years and briefly at Axos Clearing LLC before joining RBC Capital Markets. Outside of advising, he is involved in renovating a family-gifted property with plans to rent it. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a combination of in-house and third-party investment managers tailored to clients’ risk profiles.

Buchanan Leinen is a financial advisor at RBC Capital Markets with five years of industry experience. Prior to joining RBC in 2021, he worked at Liberty University for three years and at Concordia Omaha Jr Sr High School for four years. He is currently the varsity pitching coach for the baseball team at Concordia Lutheran Schools of Omaha. RBC Wealth Management serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm provides tailored portfolio management and financial planning services through a combination of in-house and third-party managers, offering various program options to align with clients' risk profiles and investment preferences.

Mark Heeney is a financial advisor with Raymond James & Associates in Omaha, NE, holding the ChFC® designation and Series 63 and 65 licenses. He has 46 years of industry experience and has previously worked at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. He has been with Raymond James since 2018. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutional and pension plans, charitable organizations, and government entities, offering financial planning and non-discretionary investment consulting services supported by extensive research and diverse portfolio management options.

Cole Stichler is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2014. He operates out of Omaha, NE, and has extensive experience with Cambridge Investment Research Inc. Stichler is involved in several entrepreneurial ventures, including co-ownership of multiple private preschools and daycare centers, as well as tax preparation services. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a range of portfolio management approaches and custodial arrangements tailored to client goals.

Alexander Sweeney is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at TD Ameritrade, Inc. for seven years prior to joining Charles Schwab and has been involved with Oil & Water Deck Refinishing since 2013. Charles Schwab & Co., Inc. serves a large client base 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 and offers a multi-asset model portfolio approach supported by centralized custody and order-routing services.

T Hillyard is a financial advisor with Morgan Stanley in Omaha, NE, holding a Series 66 license and 25 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with 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 range of advisory programs, including tailored financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Brian Feregrino is a financial advisor at Charles Schwab with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab Trust Bank since 2023 and Charles Schwab & Co. since 2022. Outside of his advisory role, he is involved in direct sales with Amway and has experience as a rideshare driver for Lyft and Uber. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment guidance with multi-asset model portfolios and access to alternative investments. The firm distinguishes itself through scale, an integrated operational structure, and centralized custody and supervisory services.

Todd Morris is a ChFC® credentialed financial advisor with 50 years of industry experience. He has been affiliated with Cambridge Investment Research Advisors since 2014 and previously worked at Northwestern National Life Insurance Company and Midwest Capital. In addition to his advisory role, he is an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering a range of managed portfolio solutions and access to both proprietary and unaffiliated investment strategies.

Ethan Wood is a financial advisor with Ameriprise in Omaha, NE, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked in various roles at Genesis Health Clubs, Carrabba's Italian Grill, and Hy-Vee, Inc. He is a co-owner of Flagship Partners Inc. and Northstar Holdings LLC, managing his Ameriprise business. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that emphasizes dependable income sources and tax-aware withdrawal strategies through a structured Recommendation Report and ongoing advice.

Cody Hayworth is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping individuals and families build, preserve, and manage their wealth through personalized strategies tailored to family wealth management, personal retirement planning, and tax minimization. Cody's approach emphasizes understanding each client's complete financial situation to develop long-term plans that not only address investment performance but also aid clients in making thoughtful decisions and preparing for important life transitions. He aims to be a trusted resource for his clients and their families across different stages of their financial lives. He holds a Bachelor's Degree from the University of Nebraska at Omaha and is designated as a Personal Investment Advisor (PIA). Outside of work, Cody enjoys cooking, football, golfing, hunting, traveling, and spending time with his wife, Brooke, and their daughter.

Tricia Seitelbach Green is a financial advisor with LPL Financial in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at Vintage Financial Group since 2010 and was previously with Principal Securities Inc. Green is also the owner of Tricia Green Photography, a business unrelated to investment services. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Dylan Berg is a financial advisor with Cetera, holding a Series 66 credential and one year of industry experience. He has worked at several firms, including Stifel and HD Thomas LLC, where he is also an owner/member managing livestock operations. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a large network of independent advisors and employs a multi-manager platform with access to affiliated and third-party investment managers.

Lucas Engen is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, and TD Ameritrade. Before entering the financial industry, he was employed at Pizza King. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management services. The firm is notable for its large scale, integrated structure, and a combination of advisory programs that include multi-asset portfolios and alternative investments.

Joseph Smrdel is a financial advisor at Merrill with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Bank of America, Bridges Investment Management, and Guardian Life Insurance Company of America. Outside of his advisory work, he serves as a client services manager for Bridges Trust Company, focusing on account onboarding and maintenance. Merrill 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, and institutional investors.

Daniel Smith is a CFA® charterholder with 30 years of industry experience, currently serving as an advisor at RBC Capital Markets in Omaha, NE. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to client risk profiles, leveraging both in-house and third-party investment managers.

Michael Loy is a financial advisor with Charles Schwab based in Omaha, NE, holding Series 63, 65, and 66 licenses and 10 years of industry experience. His career includes roles at Charles Schwab Bank, TD Ameritrade Investment Management, and TD Ameritrade, as well as prior experience in the logistics and food service industries. 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, employing multi-asset model portfolios and offering alternative investment options through a centralized operational structure.

Anthony Speth is a financial advisor with Charles Schwab & Co., Inc. in Omaha, NE, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Prior to joining Schwab, he worked at TD Ameritrade for seven years and has long-term involvement with Papillion Tire, where he also volunteers as an unpaid apprentice window fixer with a local window repair service. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through integrated wrap fee programs and managed accounts. The firm combines non-discretionary advisory relationships with access to discretionary managed portfolios and employs multi-asset model portfolios supported by specialized research and alternative investment due diligence.

Michael Bryan is a CFP® and Series 66 credential holder with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies and affiliated investment products through a nationwide network of financial advisors and branch offices.

David Casteel is a financial advisor with Ameriprise Financial Services in Omaha, NE, holding a Series 66 designation and 18 years of industry experience. He has worked at Ameriprise since 2019 and previously spent three years with Wells Fargo Clearing. Casteel serves on the Board of Directors for Nebraska Sanitary Improvement District #276. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing proprietary research and third-party data to deliver tailored recommendation reports and ongoing advice.

Robert Nizzi is a financial advisor with Cetera in Omaha, NE, holding a Series 66 designation and one year of industry experience. Prior to joining Cetera, he worked at Casanova's Butchery for three years and has held various roles in education and business operations. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and uses a multi-manager platform featuring both affiliated and third-party investment options.