Edwina Edwin Austin is a financial advisor at Charles Schwab with two years of industry experience. She holds Series 66 and Series 63 licenses. Prior to joining Charles Schwab, she worked at NIIT Uniqua Ltd and spent several years as a homemaker. 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 and offers multi-asset model portfolios supported by in-house research and alternative investment due diligence.

Joshua Mueller is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding Series 63 and Series 65 licenses and six years of industry experience. His work history includes roles at Wells Fargo Bank, WealthPlan Investment Management LLC, SMART Wealth, AE Wealth Management, and Mutual of Omaha Advisors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Celena Pawling is a financial advisor at Charles Schwab with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co. since 2022, following six years at TD Ameritrade. 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 services supported by multi-asset model portfolios and the Schwab Center for Financial Research.

Tandon Dorn is a financial advisor with Cetera, holding CFP® and ChFC® designations and nine years of industry experience. He has worked at Cetera since 2019 and previously held roles at Foresters Advisory Services and Foresters Financial Services. Outside of his advisory work, Dorn is involved with OWM INC, operating under the name For Cetera Investors. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and various program platforms, utilizing a multi-manager approach with access to affiliated and third-party strategies.

Phillip Wood is a financial advisor at Ameriprise with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Ameriprise since 2017, including a prior 19-year tenure at Wealth Partners, Inc./SII Investments, Inc. Wood is also president and managing partner of Flagship Partners, Inc., where he manages a financial advisory practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and annual retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

James Gilmore is a financial professional with 26 years of industry experience, currently with Cetera. He holds Series 63 and Series 65 credentials and has worked at Cetera and its affiliates since 2013, as well as CFG Advisors since 2022. Gilmore is also involved with Curnes Financial Group, where he assists staff and clients with trade placement, investment research, and strategy development. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of more than 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services via a multi-manager platform, with over $256 billion in assets under management.

Melissa Panning is a Series 66 licensed financial advisor at Wells Fargo Advisors with six years of industry experience. She has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2012. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients through a broad range of planning options, including cash-flow, retirement, education, and specialized services such as business-owner transition and special-needs planning. The firm integrates advisory services with other financial products, allowing clients flexibility in implementing recommendations.

Dwight Frost Jr. is a financial advisor with Morgan Stanley in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools in its financial planning process.

Gloria Travis is a financial advisor with Primerica Advisors based in Omaha, NE, holding Series 63 and Series 65 registrations and over 20 years of industry experience. She has worked with Primerica Advisors since 2005 and has additional roles at the Nebraska Safety Center and Menards, Inc. Outside of her advisory work, she is involved as a health coach with Optivia. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, focusing on model-delivery strategies and separately managed accounts for individual and high-net-worth clients, using a tiered wrap-fee structure and curating third-party asset managers.

Cesar Fragoso is a financial advisor with Charles Schwab & Co., Inc. in Omaha, NE, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Charles Schwab in 2023, he worked at Metropolitan Community College for three years and spent nine years in full-time education. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and offers a multi-asset investment approach supported by research and alternative investment options.

Steven Anderson is a financial advisor at Edward Jones in Omaha, NE, holding a Series 66 designation with 25 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, Anderson is involved in entrepreneurial ventures including management roles in companies focused on patents and sports card sales. 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 through a nationwide network of financial advisors and offers diverse investment strategies alongside affiliated mutual funds and fiduciary advisory services.

John Dahir is a financial advisor with Morgan Stanley in Omaha, NE, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he worked at Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methods. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and specialist groups such as Estate Planning Strategies.

Greg Lovette is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at multiple firms including Raymond James Financial and Great Western Bank. Outside of his advisory role, he officiates athletic contests through GLS & Associates LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and integrates research from Wells Fargo Investment Institute to support its investment approach.

Douglas Tsoka Jr. is a financial advisor at OSAIC with seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Securities America Advisors, Pacific Life Insurance Company, and Resource Pro. Outside of his advisory role, he oversees sales and recruitment for agents on an insurance brokerage platform. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to manage portfolios across various investment types.

Erik Aden is a financial advisor with Equitable Advisors in Omaha, NE, holding a Series 66 credential and 22 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 2004. Outside of his advisory work, he is president of Aden Group LLC, a non-investment-related business. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a range of third-party asset managers and advisory programs to tailor solutions based on client risk tolerance and personal information.

Robert Morrissey is a financial advisor with Charles Schwab who holds a Series 66 credential and has 16 years of industry experience. He previously worked at TD Ameritrade for 12 years before joining Charles Schwab in 2022. Outside of financial advising, he is the founder of Ahead of the Chains, a social media platform focused on college and professional football. 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 and offers an integrated structure with centralized custody and order-routing.

Derek Oliver is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Schwab, he worked at Rocket Mortgage, OSL, AT&T, Prime Communications, BNSF Railway, and CNH America LLC. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and utilizes multi-asset model portfolios supported by research from Schwab Center for Financial Research.

Matthew Demmel is a financial advisor with Primerica Advisors in Omaha, NE, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior work includes 14 years at LRS Healthcare and ongoing roles with PFS Investments Inc since 2026 and Primerica Financial Services since 2004. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies created by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Timothy Iverson is a financial advisor at Cetera with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Heritage Financial Services and Securian Financial Services. Outside of his advisory role, he is involved with Consultant4Seniors, a business offering Medicare plans. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm provides a range of portfolio management and financial planning services through a large network of independent advisors and offers multiple investment program options including model portfolios and bespoke strategies.

Steven Hendrickson is a financial advisor with Morgan Stanley in Omaha, NE, holding a Series 66 designation and 27 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Hendrickson serves as a board member at the University of Nebraska Omaha. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, incorporating modeling techniques such as Monte Carlo simulations.