Ryan Keiser is a financial advisor with LPL Financial in Omaha, NE, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at Morgan Stanley DW Inc. from 2002 to 2005 and has been an adjunct professor at the University of Nebraska at Omaha since 2013. Keiser is a member of the Omaha Suburban Rotary and is also an author and owner of a travel agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.

Robert Bieber is a financial advisor at OSAIC based in Omaha, NE, with 14 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Mutual of Omaha and Mutual of Omaha Investor Services, Inc. He has been with OSAIC since 2023. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to various managed account solutions through a large network of affiliated advisors and multiple platforms.

Robert Gasnick is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services since 2019. Prior to that, he held roles at Peak Ready Mix and Elam Construction. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies.

Bradley Park is a financial advisor at Charles Schwab with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Advisor Group, Inc., Ladenburg Thalmann Financial Services, Inc., and Securities America. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory, managed accounts, and financial planning through its integrated wrap fee programs and affiliated services. The firm’s model combines non-discretionary advice with access to discretionary separately managed accounts and incorporates multi-asset portfolios and alternative investments vetted by its research center.

Steve Sadler is a financial advisor with Ameriprise in Omaha, NE, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in practice operations and staff hiring through DSW Enterprises, LLC, which supports his group’s private wealth practice. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with algorithmic tools to deliver tailored financial advice.

Todd Carlson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and having 27 years of industry experience. He has worked at firms including Securities America Advisors, Spectrum Capital, and Ameriprise prior to joining Cambridge in 2014. Carlson is also the owner of Carlson Wealth Management. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm offers a range of investment solutions including proprietary model strategies and collaborates with third-party managers, implementing strategies across various platform arrangements tailored to client objectives.

Jeanette Kenny is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and possessing 39 years of industry experience. She has worked with PFS Investments Inc. since 1987 and Primerica Financial Services since 1986. Kenny is involved in the sale of investment-related products as well as loan products and home security referrals through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, alongside corporate and charitable clients. The firm utilizes model-delivery strategies created by unaffiliated asset managers and operates at scale with thousands of advisors and billions in assets under management.

Kaintrel Unger is a Series 66-licensed financial advisor with Edward Jones, based in Missouri Valley, Iowa, with 10 years of industry experience. He has been with Edward Jones since 2016. 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 programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Andrew Meyers is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Conagra Brands for 11 years. 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 operates a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and affiliated investment products.

Elizabeth Westphal is a financial advisor with Ameriprise in Omaha, NE, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise and its affiliate since 2006. Outside of her advisory role, she works as a bartender at Tipsy Pig. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Joseph Zeisler is a financial advisor with Ameriprise Financial Services in Omaha, NE, holding a Series 66 designation and 13 years of industry experience. His career includes roles at Ameriprise Financial Services, Inc. and Waddell & Reed. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Jessica Johnson is a financial advisor at Charles Schwab with nine years of industry experience. She holds Series 63 and Series 66 designations and previously worked at TD Ameritrade and Von Maur. Johnson is based in Omaha, NE. Charles Schwab & Co., Inc. serves a large client base, 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’s investment approach combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by in-house research and alternative investment diligence.

John Quinn is a financial advisor at OSAIC with 15 years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors and Securities America Inc. Outside of advisory work, he volunteers with Resume Advisers, providing occasional resume writing assistance. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to construct portfolios with a range of securities managed on discretionary or non-discretionary bases.

Jacob Pfannenstiel is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Securities America Advisors and Securities America Inc, before joining Cetera and its affiliate Cetera Wealth Services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and investment options, including affiliated and third-party model portfolios.

Leia Farmer is a financial advisor with Raymond James & Associates in Council Bluffs, IA, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has worked with multiple firms including Summit Brokerage Services and Cetera Financial Specialists. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research.

Zachary Lind is a financial advisor at Cambridge Investment Research Advisors with nine years of industry experience. He holds Series 63 and Series 66 credentials and has been with Cambridge since 2017. Outside of his advisory role, Lind is involved in ownership and board positions related to surgery centers and human resources ventures. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, delivering tailored financial planning and investment management services through a large network of independent professionals.

Stephen Urlaub is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and previously worked at Laker Planning Service for Hoy-Kilnoski Funeral Home from 2016 to 2018. Urlaub is also involved in managing rental property in Council Bluffs, Iowa. 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 programs and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

John Bracker is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services, Inc. for 13 years. Outside of his advisory role, he serves on the board of the West Fair nonprofit organization and is involved in managing group benefits and insurance for small to medium-sized employers. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services across various asset classes. The firm employs asset-allocation tools and automated rebalancing and makes use of third-party services for model and managed-account solutions.

Keith Jones is a CFP® professional with 12 years of experience at Edward Jones, where he has worked since 2014. He is a minority owner of Fresh Air Enterprises, a restaurant in Council Bluffs, IA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of more than 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Amy Way is a financial advisor at Charles Schwab in Omaha, NE, with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at TD Ameritrade and Alorica. Outside of finance, she runs a small online business selling jewelry and jewelry supplies. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management with a large scale and integrated service model.