Erin Fulton is a financial advisor at Edelman Financial Engines with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at TD AMERITRADE and Financial Engines Advisors L.L.C. Erin serves as a testing counselor for the Nebraska AIDS Project, a non-profit organization focused on HIV/AIDS education and support. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios, discretionary management, and a range of investment products including direct-indexing and alternative funds.

John Brady is a financial advisor at Stifel with a Series 66 designation. He has one year of industry experience and previously worked at Community National Bank & Trust of Texas, Pinnacle Bank, Citizens National Bank of Texas, and several other organizations in healthcare and consulting. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and asset allocation guidance.

Kris Harsh is a Series 66-licensed financial advisor with Edward Jones in Omaha, NE, where he has worked since 2015. He has 10 years of industry experience. 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 nationwide.

Kara Galle is a Series 66-licensed financial advisor with nine years of industry experience, currently affiliated with LPL Enterprise. Her prior roles include positions at Bancwest Investment Services, BANK OF THE WEST, Securities America Advisors, and Securities America Inc. She has been with LPL Enterprise and its related entities since 2023. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party managers, and it offers a range of financial planning, consulting, and affiliated insurance and trust services.

Christopher Asselin is a financial advisor with Ameriprise in Omaha, NE, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals with substantial investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm uses a combination of research, modeling, and tax-efficiency analysis, supported by algorithmic automation and oversight committees, to generate and tailor retirement income recommendations.

Brett Emsick is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and with 18 years of industry experience. He worked at TD Ameritrade from 2007 to 2023 before joining Charles Schwab. Outside of his advisory role, he owns and manages a rental property. 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 management with multi-asset model portfolios and integrates brokerage, custody, and advisory services at scale.

Jonathan Johnson is a financial advisor at OSAIC in Omaha, NE, with 11 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 11 years before joining OSAIC in 2026. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to various investment solutions, employing asset-allocation tools and automated rebalancing to manage portfolios across a range of asset classes.

Kody Dougan is a financial advisor with Charles Schwab holding Series 66 and Series 63 licenses and nine years of industry experience. His prior work includes roles at TD Ameritrade, Lozier, and Charles Schwab Bank, SSB. He is based in Omaha, NE. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 integrated brokerage, custody, and cash-sweep services.

James Ambrose II is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 1998. Prior to joining Merrill Lynch, he practiced law for five years. In his current role, he advises families and institutional clients on asset allocation, investment manager selection, and customized financial planning. He collaborates closely with clients' tax and legal advisors to design and implement tax-efficient investment and wealth-transfer strategies. James holds a Bachelor's degree in Finance with a minor in Philosophy and a Juris Doctorate degree, both from Loyola University Chicago. He is a CERTIFIED FINANCIAL PLANNER® professional, a Certified Investment Management Analyst®, and a member of Alpha Sigma Nu, the Jesuit Honor Society. He has also served as an Adjunct Professor at Creighton University College of Business Administration, where he taught economics and finance to both undergraduate and MBA students for six years. In addition to his professional commitments, James is involved with the New Cassel Foundation. His personal interests include running, soccer, and traveling.

Lonny Bohling is a financial advisor at Osaic with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Woodbury Financial Services, Questar Capital Corporation, and Raymond James Financial. Outside of his advisory role, he is president and owner of Investment Managers, Inc., overseeing its general business operations, and is principal owner of TFC Real Estate, LLC, managing an office building with his son. OSAIC Wealth, Inc. serves a wide range of clients including individual, high-net-worth, institutional, and charitable investors through a large network of advisers. The firm offers comprehensive advisory and brokerage services, utilizing firm-provided asset-allocation tools and access to third-party money managers to construct diversified portfolios managed on discretionary or non-discretionary bases.

Jeffrey Johnette is a financial advisor at Charles Schwab with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab Bank and Charles Schwab and Co., Inc. since 2022, following an 11-year tenure at TD Ameritrade. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 model combines non-discretionary advisory with access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Nicole Clark is a financial advisor at Morgan Stanley in Omaha, NE, with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley and its affiliated entities since 2013. In addition to her financial advisory role, she is a practicing lawyer admitted to the Nebraska Bar Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

Douglas Drobny is a financial advisor with OSAIC in Omaha, NE, holding a Series 66 designation and 26 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously at Signator Investors, Inc. from 2016 to 2018. In addition to his advisory roles, he is involved with Drobny Wealth Management LLC, where he engages in the sales and marketing of securities, investments, and insurance products. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing advanced asset-allocation tools and multiple investment platforms to tailor portfolios that may include a broad range of securities and alternative investments.

Brian Schrader is a financial advisor with UBS Financial Services in Omaha, NE, holding Series 66 and Series 63 credentials and having 12 years of industry experience. His prior experience includes roles at Osaic, Charles Schwab, TD Ameritrade, Cetera Advisor Networks, and Carson Group. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Erik Bidrowski is a financial advisor at Osaic Wealth Inc. based in Omaha, NE, with four years of industry experience. He holds Series 63 and Series 66 licenses and has previous experience at Eagle Distributing, Republic National Distributing Company, State Distributing, and Red 9. Outside of advisory work, he is involved in providing insurance services through an insurance agency. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, using firm-provided tools and third-party platforms to construct diversified portfolios managed on either a discretionary or non-discretionary basis.

Timothy Cortney is a financial advisor at Edward Jones in Council Bluffs, IA, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Shawn Anderson is a financial advisor with RBC Capital Markets in Omaha, NE, holding Series 63 and Series 65 licenses and 15 years of industry experience. He previously worked at TD Ameritrade for 11 years and briefly at Axos Clearing LLC before joining RBC Capital Markets. Outside of advising, he is involved in renovating a family-gifted property with plans to rent it. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a combination of in-house and third-party investment managers tailored to clients’ risk profiles.

Buchanan Leinen is a financial advisor at RBC Capital Markets with five years of industry experience. Prior to joining RBC in 2021, he worked at Liberty University for three years and at Concordia Omaha Jr Sr High School for four years. He is currently the varsity pitching coach for the baseball team at Concordia Lutheran Schools of Omaha. RBC Wealth Management serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm provides tailored portfolio management and financial planning services through a combination of in-house and third-party managers, offering various program options to align with clients' risk profiles and investment preferences.

Mark Heeney is a ChFC®-credentialed financial advisor with 46 years of industry experience. He has worked with Raymond James & Associates since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is based in Omaha, NE. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing around $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and investment consulting through various advisory programs and institutional fiduciary solutions.

Cole Stichler is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2014. He operates out of Omaha, NE, and has extensive experience with Cambridge Investment Research Inc. Stichler is involved in several entrepreneurial ventures, including co-ownership of multiple private preschools and daycare centers, as well as tax preparation services. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a range of portfolio management approaches and custodial arrangements tailored to client goals.