Lucas Engen is a financial advisor with Charles Schwab who holds Series 66 and Series 63 licenses and has nine years of industry experience. He previously worked at TD Ameritrade for seven years before joining Charles Schwab and has also held a position outside the financial industry at Pizza King. 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 separate managed accounts and offers multi-asset model portfolios along with centralized custody and operational support.

Joseph Smrdel is a financial advisor at Merrill with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Merrill, he worked at Bank of America, Bridges Investment Management, Guardian Life Insurance Company of America, and New York Life Insurance Company. Outside of his advisory role, he is involved with Bridges Trust Company as a Client Services Manager. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Smith is a CFA® charterholder with 30 years of industry experience, currently serving as an advisor at RBC Capital Markets in Omaha, NE. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to client risk profiles, leveraging both in-house and third-party investment managers.

Michael Loy is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63, 65, and 66 licenses and with 10 years of industry experience. His prior work includes roles at TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., Reinhart Food Service, and Americold Logistics. 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. The firm offers a mix of non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative-investment onboarding process.

Anthony Speth is a financial advisor with Charles Schwab & Co., Inc. in Omaha, NE, holding Series 66 and Series 63 licenses and having nine years of industry experience. His career includes seven years at TD Ameritrade and prior roles in retail and manufacturing. Outside of finance, he is involved with Papillion Tire on an unpaid, as-needed basis and apprentices as a window fixer in Omaha. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and managed-account services, offering both non-discretionary guidance and access to affiliated discretionary portfolios with a multi-asset investment approach.

Valerie Schieffer is a financial advisor with Edward Jones in Papillion, NE, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 1993. 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 under management through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and investment strategies under a fiduciary standard.

Michael Bryan is a CFP® and Series 66 credential holder with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies and affiliated investment products through a nationwide network of financial advisors and branch offices.

David Casteel is a financial advisor at Ameriprise with 18 years of industry experience. He holds the Series 66 credential and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. He serves on the Board of Directors for the Nebraska Sanitary Improvement District #276. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning through written recommendation reports and ongoing advice. The firm’s approach combines investment research and algorithmic tools within a defined investment universe influenced by affiliated product relationships.

Robert Nizzi is a financial advisor with Cetera in Omaha, NE, holding a Series 66 designation and one year of industry experience. Prior to joining Cetera, he worked at Casanova's Butchery for three years and has held various roles in education and business operations. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and uses a multi-manager platform featuring both affiliated and third-party investment options.

Larry Foxworthy is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Edward Jones and Ameriprise Financial Services, Inc. Outside of his advisory role, he owns a real estate business, Nickmack LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized recommendations through a centralized consulting team.

Connor Devish is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at TD Ameritrade and Physicians Thrive. Outside of advising, he is involved in managing a residential 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 both non-discretionary advisory guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Benjamin Larson is a financial advisor with Cetera, holding the ChFC® designation and a Series 66 license, with 18 years of industry experience. He has worked at Cetera and affiliated entities since 2023 and previously held roles at Securian Financial Services and Minnesota Life Insurance Company for 15 years. Outside of advising, Larson is the owner of Jambes LLC, an investment holding company. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various investment program options, discretionary and non-discretionary portfolio management, and access to third-party money managers.

Stephen Abels is a financial advisor with Cambridge Investment Research Advisors in Papillion, NE, holding a Series 66 designation and three years of industry experience. He previously worked at Mutual of Omaha for 24 years. Outside of his advisory role, he serves as treasurer and owner/partner of a business entity called Alis Dei. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Joshua Bresler is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and five years of industry experience. He has worked at Charles Schwab since 2022 and previously held roles at TD Ameritrade, Spike, LLC, and Robert Half, among others. Charles Schwab & Co., Inc. serves a broad 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. The firm offers both non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized custody, brokerage, and advisory services.

Nicole Norris is a financial advisor at LPL Financial in Omaha, NE, holding a Series 66 designation with two years of industry experience. Prior to joining LPL Financial in 2025, she worked at Western International Securities, Inc. and has experience in event management and healthcare. 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 a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Daniel Staroski is a financial advisor with Charles Schwab & Co., Inc. in Omaha, NE, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior experience includes eight years at TD Ameritrade, Inc. and seven years working at Lo Sole Mio. Outside of his advisory role, he is involved in various service positions including working as a server at Gorats Steakhouse, a driver for Uber, and a bartender at The Astro Theater. 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 guidance supported by multi-asset model portfolios and centralized custody and order-routing arrangements.

Christopher Scott is a financial advisor with UBS Financial Services in Omaha, NE, holding a Series 66 designation and 25 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory role, he is a self-published author of a book about recruiting in college athletics and its relation to business relationship building, and he runs a personal blog focused on local politics, serving as editor-in-chief. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and leveraging proprietary research and model-based strategies to tailor client plans.

Julie Kramer is a CFP®-certified financial advisor with Raymond James & Associates in Omaha, NE, bringing 35 years of industry experience. She previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Raymond James in 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Mark Listenberger is a financial advisor with Charles Schwab, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Securities America Advisors, TD Ameritrade, and FBL Financial Group. Outside of his advisory work, he assists with payroll operations for a family-owned Dairy Queen in Council Bluffs, Iowa. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, financial planning, and brokerage services. The firm distinguishes itself by its scale, integrated structure, and access to multi-asset portfolios and alternative investments.

Karl Rohrbaugh is a financial advisor at Raymond James Financial with 19 years of industry experience. He has held positions at Raymond James and Edward Jones, with eight years at Raymond James & Associates and eleven years at Edward Jones. Rohrbaugh holds a Series 66 designation. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning supported by risk profiling and modeling tools, and it offers specialized advisory programs including municipal and public finance services.