Juliane Starner is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 designations and having 23 years of industry experience. She has worked with Ameritrade, Inc. for 20 years before joining Charles Schwab and Charles Schwab Bank, SSB in 2022. 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. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by centralized supervisory, custody, and operational infrastructure.

John Wright is a financial advisor with Morgan Stanley in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a partner in Otis Farms LLC, an agriculture business based in Omaha. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines advisory services with various investment and financial product offerings.

Blake Linsea is a financial advisor at Charles Schwab with Series 63 and Series 66 designations and three years of industry experience. Prior to joining Charles Schwab, he worked at TD Ameritrade and has experience in the hospitality industry at Roja Mexican Bar and Grill. He is 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 a combination of non-discretionary advisory services and access to affiliated discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Jacob Pope is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at TD Ameritrade, Catch Intelligence, and the University of Nebraska Lincoln, as well as service in the United States Navy. He is based in Omaha, NE. Charles Schwab primarily serves 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, offering multi-asset model portfolios and a centralized operational structure.

Kira Will is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has seven years of industry experience. Prior to joining Charles Schwab, she worked at TD Ameritrade and has background experience in physical therapy and staffing. Outside of her advisory role, she is involved in food delivery services through DoorDash. Charles Schwab & Co. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to affiliated discretionary portfolios, supported by a large, integrated operational platform.

Richard Martin is a financial advisor with Cambridge Investment Research Advisors in Omaha, NE, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Cambridge since 2014 and previously worked at Calton & Associates, Inc. from 2007 to 2014. Outside of his advisory role, he is involved as a coach with International Productivity Systems and serves as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individual investors, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory, utilizing multiple platform arrangements and both proprietary and third-party investment strategies.

Scott Garvin is a financial advisor at Edward Jones in Omaha, NE, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked for ten years at Baxter Subaru Omaha. 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 large nationwide network of financial advisors.

Trent Pearce is a financial advisor at OSAIC with Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Integrity Alliance, LLC and HyVee before joining Osaic Wealth, Inc. Pearce serves as a board member for the Metro Area Youth Foundation. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to build diversified portfolios across various investment types.

Barbara Cook is a financial advisor with Cetera who holds a Series 66 designation and has 19 years of industry experience. She has been affiliated with Cetera since 2013 and owns Cook Enterprises, Inc., a financial planning and investment advice firm. Cook also engages in the sale of fixed insurance products including life, health disability, annuities, and long-term care. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients, offering portfolio management, financial planning, and access to third-party money managers through a large network of independent advisors.

Anna Steele is a financial advisor with Morgan Stanley in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering financial planning and investment services supported by firm-approved tools and a variety of retail and institutional products.

Melissa Kouba is a Series 66 credentialed financial advisor with RBC Capital Markets LLC, where she has worked since 2022. She has two years of industry experience and has held concurrent roles with dental practices and a community college. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations, offering a range of advisory programs with customizable investment strategies and integrated financial services.

Scott Scearcy is a financial advisor at Thrivent Investment Management in Omaha, NE, with 10 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Thrivent Financial and Thrivent Investment Management since 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning that covers topics such as retirement, tax, estate, and special needs planning, delivered as one-time or ongoing engagements without discretionary trading authority.

Nicole Austin is a financial advisor with LPL Financial in Omaha, NE, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at First Interstate Bank, Wells Fargo Clearing, Great Plains Health, and Twin Rivers Urgent Care. She is also a notary public in North Platte, NE. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by technology tools for operational and research activities.

Michael Bogue is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at Wells Fargo Clearing Services, Morgan Stanley, and TD Ameritrade. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutional investors, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting through various programs and emphasizes tailored planning supported by firm research and a range of portfolio management styles.

Clinton Jansen is a financial advisor with Cambridge Investment Research Advisors in Omaha, NE, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at J.P. Morgan Securities, JP Morgan Chase Bank, Amazon.com, and Mutual of Omaha Investor Services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm offers a range of investment implementation options, including proprietary and third-party model strategies, with tailored approaches to meet client objectives.

Edward Shuss is a CFP® professional with four years of industry experience, currently advising at Charles Schwab & Co., Inc. in Omaha, NE. His prior roles include positions at Amazon, Jakes Cigar Bar, Heritage Financial Services, and Omaha Country Club. Outside of his advisory work, he maintains an active notary commission in Nebraska and occasionally bartends for private events. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary financial guidance and access to discretionary separately managed accounts. The firm’s integrated structure supports a large client base with centralized custody, brokerage, and advisory services.

Tiffany Wade is a financial advisor with Cetera in Omaha, NE, holding Series 63 and Series 66 licenses and having 14 years of industry experience. She has worked with Renaissance Financial since 2014, offering securities, insurance, and advisory services, and has experience with Securian Financial Services and Minnesota Life Insurance. Cetera is an SEC-registered advisor that supports a large network of independent advisors serving individual and institutional clients. The firm provides a range of portfolio management, financial planning, and retirement services through a multi-manager platform featuring both affiliated and third-party managers.

Michael Sigmond is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones, Raymond James & Associates, and Uber. Sigmond serves as Secretary and Board Member for the Dear Jack Foundation, a nonprofit organization, where he participates in finance and fundraising committees. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports a wide range of investment strategies and platforms and oversees over $819 billion in discretionary assets through a large network of advisors.

Dalton Meckna is a financial advisor at Charles Schwab with 10 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2022, following eight years at TD Ameritrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals, offering wealth advisory wrap fee programs, managed accounts, and financial planning services. The firm combines non-discretionary client relationships with access to discretionary separately managed accounts and provides a multi-asset investment approach supported by extensive research and centralized operational support.

Collin O'Connor is a financial advisor at Charles Schwab in Omaha, NE, holding Series 63 and Series 66 credentials with eight years of industry experience. His prior work includes positions at TD Ameritrade, Compass Financial Resources, and Security First Bank. 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 offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure.