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 with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at TD Ameritrade and Lessman Electric Supply Co, as well as seven years at Red Robin. 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 and discretionary investment options, delivering multi-asset model portfolios supported by centralized supervisory, custody, and order-routing arrangements.

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 at Charles Schwab with five years of industry experience. She previously worked at TD Ameritrade and has a background that includes roles at a family farm and community college. Outside of advising, she occasionally assists with farm work on her family’s farm during visits. 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 mix of non-discretionary and discretionary investment management supported by multi-asset model portfolios and centralized operational structures.

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 at Charles Schwab with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab Bank, Charles Schwab, and TD Ameritrade. Outside of his financial career, he owns Mike Raf LLC, an e-commerce drop shipping business on Amazon. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a mix of non-discretionary and discretionary advisory services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm combines multi-asset model portfolios, written advice policies, and centralized operational structures to provide integrated wealth management services.

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, holding a Series 66 designation and six years of industry experience. His prior roles include positions at FirstBank of Nebraska, Bank of Doniphan, LPL Financial, Wells Fargo Advisors, and the University of Nebraska-Lincoln. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates a broader range of financial products than many large institutional advisers, including insurance-related vehicles and bank deposit sweep options.

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.

Stephen Harley is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He previously worked at Ameritrade for 26 years before joining Charles Schwab in 2022. Based in Omaha, NE, he has been with Schwab for four years. 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 a non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-depth due diligence and centralized operational support.

Ia Hagan is a financial advisor at Robert Baird & Co. with 13 years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining Robert Baird & Co. in 2024, she worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC from 2016 to 2024. She is part of The DDK Group within Robert Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research and advanced tools such as artificial intelligence.

Richard Kelley Jr. is a financial advisor with RBC Capital Markets in Omaha, NE, holding a Series 66 designation and 18 years of industry experience. He has been with RBC Capital Markets since 2008 and also works with City National Bank since 2019. He serves as a director on the Westside Community Schools Foundation board. RBC Wealth Management, a division of RBC Capital Markets, offers a range of advisory programs and investment solutions to individual investors, institutions, corporations, and charitable organizations. The firm provides portfolio management and financial planning services tailored to clients' risk profiles, utilizing both in-house and third-party managers.

Craig Timmons is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 registrations and seven years of industry experience. His work history includes roles at TD Ameritrade, Nebraska Wesleyan University, and Children’s Hospital of Omaha. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment services supported by centralized custody and order-routing.