Daniel Beeson is a financial advisor at OSAIC Wealth Inc. with 21 years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at several firms including Pacific Life Insurance Company, Orion Portfolio Solutions, and AssetMark Brokerage. He also served as a senior business development consultant for AssetMark Financial Holdings. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, unified managed accounts, and access to third-party money managers, utilizing a range of asset allocation tools and investment options.

Andy Allen is a financial advisor at Charles Schwab with 21 years of industry experience. He holds a Series 66 designation and has previously worked at TD Ameritrade and as an author focused on marketing. Outside of advising, Allen is involved in publishing and promoting his book, "The Freedom Amendment," hosts a podcast on legal topics, and serves as a director for Convicted Innocents, a nonprofit organization supporting wrongful conviction cases. Charles Schwab 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 relationships and access to discretionary separately managed accounts using multi-asset model portfolios and research-based investment guidance.

Nicholas Harry is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. He has been affiliated with Cetera Wealth Services, LLC since 2016 and also provides financial services through Curnes Financial Group. In addition to his advisory role, he is an insurance agent selling life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporations, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a large network of independent advisors and emphasizes a multi-manager platform with access to various investment strategies and program structures.

Matthew Shalhoob is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2006. Outside of his advisory role, he is involved in managing a holding company that occasionally holds personal investments. Morgan Stanley Wealth Management serves both individuals and institutional clients, providing a range of advisory programs including tailored financial planning. The firm employs structured planning tools and offers broad retail and institutional investment offerings.

Kristina Engel is a financial advisor with Charles Schwab & Co., Inc. in Omaha, NE, holding Series 63 and Series 65 credentials and having seven years of industry experience. She has worked at Charles Schwab since 2018 and previously held roles at FS Investments and Rollins College’s Crummer Graduate School of Business. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a blend of non-discretionary and discretionary investment services supported by multi-asset model portfolios and comprehensive due diligence.

Eduardo Estrada is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 registrations and two years of industry experience. He previously worked at J.P. Morgan Securities LLC and Wells Fargo Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, managing approximately $671 billion in assets. The firm integrates research and analytics from Wells Fargo Investment Institute and third-party sources to design diversified investment options.

Peter Mullen is a financial advisor with Raymond James & Associates holding ChFC®, Series 66, Series 65, and Series 63 designations and has six years of industry experience. He previously worked at Carson Wealth Management Group for eight years. Outside of his advisory role, he coaches a freshman basketball team at Creighton Prep. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a broad range of portfolio management styles and affiliated research.

Mark Yosten is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009, having started his career at Citigroup Global Markets in 2007. Outside of his advisory role, he serves on the board and finance committees of St. Pius/St. Leo School in Omaha and is active as a musician in a local band. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Cory Lienemann is a financial advisor with Thrivent Investment Management in Omaha, NE, holding a Series 66 designation and 19 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, he serves as the secretary of the council at Rejoice Lutheran Church, where he documents monthly meetings related to church policies and activities. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based financial planning covering topics such as retirement, tax, estate, and special needs planning, with options to combine planning services with managed accounts under a consolidated billing system called “WealthPlan.”

Dawn Bonacci is a financial advisor with Morgan Stanley in Omaha, Nebraska, holding a Series 66 designation and having 18 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs including tailored financial planning that utilizes firm-approved tools and methodologies.

Steven Gustafson is a financial advisor with Raymond James & Associates based in Omaha, NE. He holds Series 63 and Series 65 designations and has 32 years of industry experience. Prior to his current role, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 17 years. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Heather Terry is a Series 66-licensed financial advisor with Charles Schwab in Omaha, NE, bringing 20 years of industry experience. She has worked at Charles Schwab since 2022 and previously spent 17 years with TD Ameritrade and Ameritrade Inc. 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 offers a combination of non-discretionary advisory guidance alongside discretionary separately managed accounts, using multi-asset model portfolios and a formal alternative-investment process.

Daniel Slattery is a financial advisor at Merrill with 32 years of industry experience. He has been with Merrill since 1994 and also has 15 years of experience at Bank of America. Slattery serves as the treasurer and asset manager for a nonprofit family foundation and is a committee member of vinNEBRASKA, a charitable organization that raises funds through wine tasting and dinner events. 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, and institutional investors.

Maxwell Dunham is a financial advisor at Morgan Stanley in Omaha, NE, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he held roles at Werner Enterprises Inc, West Gate Bank, and DoorDash. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Gabriel Kerlik is a financial advisor with Ameriprise in Lincoln, NE, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages DSW Enterprises, LLC, a business focused on financial management and staff compensation. Ameriprise offers retirement-income planning services primarily for clients with at least $1 million in net investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Michael Sufficool is a financial advisor with Equitable Advisors in Omaha, Nebraska, holding Series 63 and Series 65 licenses and carrying 34 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, and serves as managing partner of Raistone Wealth Partners, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves assessing client information and risk tolerance to match clients with appropriate advisory models and third-party investment programs.

Marc Cohen is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 42 years of industry experience. His career includes long-term roles at Waddell & Reed and various insurance carriers from 1984 to 2021, as well as operating Marc Cohen LLC from 2019 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Edward Militti Jr. is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Based in Omaha, NE, he provides advisory services through a large institutional firm. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques in its advisory process.

Michelle Nielsen is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and over 41 years of industry experience. She has worked at OSAIC since 2023 and previously spent 14 years at SagePoint Financial, Inc. Nielsen is a partner in an office leasing LLC formed with colleagues and operates a sole proprietorship to provide sales and services related to her insurance license. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services utilizing various investment platforms and third-party managers to construct portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Melanie Henrich is a financial advisor at Charles Schwab with 27 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes 17 years at TD Ameritrade, Inc. before joining Charles Schwab. 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 offers a mix of non-discretionary and discretionary investment advisory services supported by multi-asset model portfolios and centralized operational resources.