Christopher Horst is a financial advisor with Charles Schwab, holding Series 66 and Series 63 credentials and nine years of industry experience. His prior roles include positions at TD Ameritrade, Allied Universal, and Hy-Vee. Outside of finance, he has worked in restaurant services at Little Caesars Pizza. 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 a non-discretionary client relationship model with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and centralized custody and advisory operations.

Ryan Palmquist is a financial advisor with Cetera in Omaha, NE, holding a Series 66 license and 19 years of industry experience. He has been associated with Cetera and its related entities since 2013 and also works with CFG Advisors. Outside of advisory roles, he owns a camper rental business and serves as president of Palmquist, Inc., a financial services firm. Cetera Investment Advisers LLC operates as a large nationwide network of independent advisors, offering portfolio management, financial planning, and retirement services to individuals, retirement plans, corporate, charitable, and institutional clients. The firm utilizes a multi-manager platform with discretionary and non-discretionary program options and manages over $256 billion in assets.

Pete Zimmerman is a CFP® professional with 16 years of industry experience, currently affiliated with Northland Securities, Inc. in Omaha, NE. He has held roles at Securities America Advisors, Inc. and Securities America Inc. since 2008 and 2010, respectively, alongside his current positions at OSAIC and Northland Securities.