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.

Valerie Schieffer is a financial advisor with Edward Jones in Papillion, NE, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 1993. 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 through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and investment strategies under a fiduciary standard.

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 at Ameriprise with 18 years of industry experience. He holds the Series 66 credential and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. He serves on the Board of Directors for the Nebraska Sanitary Improvement District #276. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning through written recommendation reports and ongoing advice. The firm’s approach combines investment research and algorithmic tools within a defined investment universe influenced by affiliated product relationships.

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.

Larry Foxworthy is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Edward Jones and Ameriprise Financial Services, Inc. Outside of his advisory role, he owns a real estate business, Nickmack LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized recommendations through a centralized consulting team.

Connor Devish is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at TD Ameritrade, Physicians Thrive, and Foresters Financial. Outside of his advisory work, he manages rental property in Omaha. 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 operates with a large client base using both non-discretionary and discretionary investment approaches, supported by a centralized structure and a broad range of integrated services.

Benjamin Larson is a financial advisor with Cetera, holding the ChFC® designation and a Series 66 license, with 18 years of industry experience. He has worked at Cetera and affiliated entities since 2023 and previously held roles at Securian Financial Services and Minnesota Life Insurance Company for 15 years. Outside of advising, Larson is the owner of Jambes LLC, an investment holding company. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various investment program options, discretionary and non-discretionary portfolio management, and access to third-party money managers.

Stephen Abels is a financial advisor with Cambridge Investment Research Advisors in Omaha, NE, holding a Series 66 designation and three years of industry experience. He previously worked for Mutual of Omaha for 24 years before joining Cambridge Investment Research. Outside of his advisory role, he serves as treasurer and partner of a business entity called Alis Dei. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of portfolio management strategies and platform arrangements.

Joshua Bresler is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and bringing five years of industry experience. His prior work includes roles at Charles Schwab, TD Ameritrade, Spike, LLC, Robert Half, and several other firms. 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investment options.

Nicole Norris is a financial advisor at LPL Financial in Omaha, NE, holding a Series 66 designation with two years of industry experience. Prior to joining LPL Financial in 2025, she worked at Western International Securities, Inc. and has experience in event management and healthcare. 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.

Daniel Staroski is a financial advisor with Charles Schwab & Co., Inc. in Omaha, NE, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior experience includes eight years at TD Ameritrade, Inc. and seven years working at Lo Sole Mio. Outside of his advisory role, he is involved in various service positions including working as a server at Gorats Steakhouse, a driver for Uber, and a bartender at The Astro Theater. 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 and discretionary investment guidance supported by multi-asset model portfolios and centralized custody and order-routing arrangements.