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.

Timothy Militti is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Securities America Advisors and First State Bank. He has been involved with the Fremont Alzheimer's Collaboration since 2015. OSAIC serves a diverse client base, including individual investors, corporations, and charitable organizations, offering a range of brokerage and advisory services supported by advanced asset-allocation tools and third-party money managers.

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.

Alexander Sweeney is a financial advisor at Charles Schwab with eight years of industry experience. He previously worked at TD Ameritrade, INC. for seven years. Outside of his financial career, he has been involved with Oil & Water Deck Refinishing since 2013. 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 has a centralized operational structure supporting a large client base.

T Hillyard is a financial advisor with Morgan Stanley in Omaha, NE, holding a Series 66 license and 25 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Brian Feregrino is a financial advisor at Charles Schwab with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab Trust Bank since 2023 and Charles Schwab & Co. since 2022. Outside of his advisory role, he is involved in direct sales with Amway and has experience as a rideshare driver for Lyft and Uber. 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 guidance with multi-asset model portfolios and access to alternative investments. The firm distinguishes itself through scale, an integrated operational structure, and centralized custody and supervisory services.

Todd Morris is a ChFC® credentialed financial advisor with 50 years of industry experience. He has been affiliated with Cambridge Investment Research Advisors since 2014 and previously worked at Northwestern National Life Insurance Company and Midwest Capital. In addition to his advisory role, he is an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering a range of managed portfolio solutions and access to both proprietary and unaffiliated investment strategies.

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 with Merrill Lynch Wealth Management. He specializes in helping individuals and families build, preserve, and manage wealth through personalized strategies focused on family wealth management, personal retirement planning, and tax minimization. Cody's approach involves understanding each client's complete financial picture to develop tailored solutions that address their unique needs. His philosophy centers on providing thoughtful guidance that enables clients to make informed decisions, prepare for significant life transitions, and align their financial resources with their desired life and legacy goals. Cody emphasizes the importance of long-term relationships and aims to be a trusted resource for clients and their families throughout various stages of their financial lives. Cody holds a bachelor's degree from the University of Nebraska at Omaha. Outside of work, he enjoys spending time with his wife, Brooke, and their daughter. He values activities such as cooking, football, golfing, hunting, and traveling.