Crystal Neihoff is a financial advisor at Thrivent Investment Management with eight years of industry experience. She holds a Series 66 designation and has been with Thrivent and its affiliated entities since 2017. Prior to her current role, she worked at Speckmann Realty & Auction and has an academic background from Creighton University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial topics. The firm uses goal-based analyses and modeling tools and allows clients to combine planning with managed-account programs, maintaining separate services and typically conducting annual plan reviews.

Dave Dunham is a financial advisor with Morgan Stanley in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets dating back to 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations to support its financial planning services.

Joshua Kanoy is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and eight years of industry experience. He previously worked at TD Ameritrade for seven years and CarMax for two years before joining Charles Schwab. 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 investment guidance through multi-asset model portfolios supported by its internal research and alternative investments platform.

Paul Rahn is a Series 66-credentialed financial advisor with 12 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2017. His prior experience includes roles at W & R Insurance Agencies and Waddell & Reed Inc. Based in Omaha, NE, he is also involved in independent insurance agency activities and financial planning through Marcotte Wealth Management LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, trusts, and estates through a network of independent financial professionals. The firm offers a range of investment management and financial planning services with multiple implementation platforms and a combination of proprietary and third-party strategies.

Kelley Schaecher is a financial advisor with LPL Financial in Papillion, NE, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has been with LPL Financial since 2003. Schaecher works with a senior care specialist to offer clients long-term care insurance through MetLife. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment strategies.

Carter Damm is a financial advisor at UBS Financial Services in Omaha, NE, holding a Series 66 credential with one year of industry experience. His prior roles include positions at Merrill and Austria Property Management LLC. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, using proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

James Harrison is a financial advisor at Charles Schwab with eight years of industry experience. He previously worked at TD Ameritrade for seven years and has a background that includes ten years at Target Corp. Outside of his advisory role, Harrison owns and operates a vending machine company and sells LEGO products online. 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 using multi-asset model portfolios and centralized custody and order-routing arrangements.

Laura Thornton is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and 12 years of industry experience. She has worked at TD Ameritrade, Inc. from 2013 to 2022 before joining Charles Schwab in 2022, where she is currently based in Omaha, NE. 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 both non-discretionary and discretionary advisory solutions, combining multi-asset model portfolios with centralized custody and brokerage services.

Kyle Charles is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Securities America Advisors, LINCOLN FINANCIAL ADVISORS Corporation, and AXA Advisors, LLC. He is also involved in general insurance sales through a related business activity. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes various portfolio construction tools and supports both discretionary and non-discretionary account management.

Luis Vazquez Ventura is a financial advisor with Primerica Advisors in Omaha, NE, holding Series 63 and Series 65 designations and two years of industry experience. His work history includes roles at Primerica Financial Services, I2C Inc., Sojern Inc., and Fiserv. He also receives non-investment related compensation for referrals of home security and automation products and loan products through affiliations with Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services mainly through model-driven strategies managed by unaffiliated asset managers.

James Largen is a financial advisor with UBS Financial Services in Omaha, NE, holding a Series 66 designation and four years of industry experience. Prior to joining UBS in 2021, he worked at Deloitte for two years and at Sodoro Law for one year. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings and proprietary research to tailor strategies aligned with clients’ goals and risk tolerances.

Travis Washington is a financial advisor with J.P. Morgan Securities in Omaha, NE, holding a Series 66 license and six years of industry experience. His prior roles include positions at Merrill, Bank of America, and Lion Street Advisors. Outside of advising, he has been involved in operating a catering business and co-owns rental properties with his spouse. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Jerry Sukup is a financial advisor with Edward Jones in Omaha, NE, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Edward Jones in 2024, he worked at United Republic Bank and Central National Bank. Outside of advisory work, he is a member of several real estate and investment LLCs. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a broad range of investment strategies and advisory programs. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Sharon Hyer is a financial advisor with Ameriprise in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her prior roles include positions at Great Western Investments & Insurance, Raymond James Financial Advisors, and Cetera. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, delivering customized recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support its advisory process.

Rhonda Heineman is a CFP® professional with 32 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2012. She holds additional business interests including ownership of Heineman Financial Strategies and a directorship with the Financial Planning Association of Nebraska. Cambridge Investment Research Advisors is a large SEC-registered firm offering financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base. The firm delivers services through a network of independent financial professionals and provides access to multiple investment platforms and proprietary as well as third-party strategies.

Lindsay Martian is a financial advisor at Edward Jones in Omaha, NE, holding a Series 66 designation. She has one year of industry experience, including prior roles at Supportworks and Lovestruck Events. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory offerings. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Derek Clayton is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes roles at Charles Schwab Bank, TD Ameritrade Investment Management, and Gallup. Outside of his advisory work, he streams on Twitch, engaging with viewers while gaming. 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 SMA portfolios and offers a large-scale, integrated operational platform.

Katelin Luna is a financial advisor at UBS Financial Services in Omaha, NE, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at Medical Solutions and multiple engagements with the University of Nebraska Omaha. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Brian Falkinburg is a financial advisor with LPL Financial, holding a Series 66 credential and three years of industry experience. He previously worked at Western International Securities, Inc. and spent 14 years at Title365. Outside of his advisory role, Falkinburg is involved in life insurance sales through CPS Insurance. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing a range of discretionary and non-discretionary investment strategies supported by proprietary research and technology.

Bobby O'brian III is a financial advisor with Raymond James & Associates in Omaha, NE, holding a Series 66 designation and 17 years of industry experience. He has worked at Raymond James & Associates since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers financial planning, investment consulting, and institutional fiduciary services through various advisory programs.