Brian Cassata is a financial advisor at Cetera with 15 years of industry experience and holds a Series 66 designation. He has been with Cetera since 2023 and also operates Renaissance Financial, providing securities, insurance, and advisory services since 2011. Cassata is involved in fixed insurance sales through various companies and serves as an insurance agent. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers multiple portfolio management approaches and program structures, with over 10,000 advisors managing more than $256 billion in assets.

Janelle Hardy is a financial advisor with Cambridge Investment Research Advisors in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Prior to joining Cambridge, she worked at Acorns and Northern Lights Distributors, LLC, and she has managed her own investment firm, J Hardy Investments, LLC, since 2018. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing multiple portfolio management platforms and both discretionary and non-discretionary approaches.

John Doering III is a financial advisor with Edward Jones in Omaha, NE, holding Series 63 and Series 66 licenses and 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1994. Outside of his advisory work, he serves as an associate minister at The Carpenter's Christian Church and acts as a police chaplain in Council Bluffs, Iowa. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs, including discretionary wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.

Curtis Bohn is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is involved in umpiring baseball games and holds membership in several farm-related LLCs. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Jackson Hagan is a financial advisor with Cetera in Omaha, NE, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Cetera, he held various roles in retail, education, and hospitality sectors, and he operates a small business, Hagan Lawn and Snow LLC. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts through a nationwide network of independent advisors. The firm offers diverse portfolio management and financial planning services, utilizing multiple program structures and manager options across discretionary and non-discretionary authorities.

Akil Davis is a financial advisor at Cetera with 15 years of industry experience. He holds the ChFC® designation and has worked at firms including Oracle Financial Services and Harris and Davis Financial Advisors. Outside of his advisory role, he is involved in real estate investing and manages an LLC for tax and legal purposes. Cetera Investment Advisers LLC serves individual, corporate, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform allowing advisors to implement diverse investment strategies.

Shawn Sanger is a financial advisor with Wells Fargo Advisors in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked within Wells Fargo's various divisions since 2011. Outside of his advisory role, Sanger is involved in ownership and management of investment-related businesses, including serving as a partner in a financial planning practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory recommendations with other financial products and referral channels.

Eric Ward is a financial advisor at Charles Schwab with 17 years of industry experience. He holds the Series 66 designation and previously worked at TD Ameritrade for 14 years before joining Charles Schwab in 2022. 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 affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by research from its Center for Financial Research.

Joseph Willard is a financial advisor with Charles Schwab, holding Series 63 and Series 66 registrations and seven years of industry experience. He previously worked at TD Ameritrade, Inc. and has held roles at Charles Schwab Bank and Charles Schwab & Co., Inc. Outside of finance, Willard is involved in writing, publishing, and music through his ownership of House of Pi Publishing, LLC, and his activities as a musician and artist. 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 affiliated discretionary SMA portfolios and offers centralized custody and a comprehensive alternative investment platform.

Traci Sunde is a financial advisor at Charles Schwab in Omaha, NE, holding a Series 66 designation with 19 years of industry experience. She previously worked at TD Ameritrade for 17 years before joining Charles Schwab. 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 affiliated discretionary separately managed accounts and offers a range of multi-asset model portfolios supported by centralized custody and operational infrastructure.

Scott Cuykendall is a financial advisor with RBC Capital Markets in Omaha, Nebraska, holding Series 63, Series 65, and Series 66 licenses and over 27 years of industry experience. His prior roles include positions at TD Ameritrade, WealthPLAN Partners, and Securities America. He serves as an executive board member of Millard United Sports, a nonprofit youth sports organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering a range of advisory programs and portfolio management services tailored to clients’ risk profiles.

Scott Carlson is a financial advisor with OSAIC in Elkhorn, NE, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience and has worked at firms including Woodbury Financial Services, Questar Capital Corporation, and Allianz Life Insurance Company. Outside of his advisory work, he is president and CEO of Sisu Financial, a corporation selling traditional insurance products. OSAIC serves a diverse range of retail and institutional clients through a large network of financial advisers and offers integrated brokerage and advisory services. The firm uses a variety of tools and third-party platforms to construct diversified portfolios tailored to client needs and supports multiple account management styles and transitions.

Justin Bostic is a financial advisor at Ameriprise with 16 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019, following prior roles at Wells Fargo Clearing and WELLS FARGO Advisors. Outside of his advisory work, he serves as President on the Board of Directors for the Rocky Mountain Elk Foundation Omaha Chapter. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a specialized retirement-income planning service for individuals approaching or in retirement, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports.

Amy Smith is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She previously worked at TD Ameritrade for seven years and has been associated with Bonefish Grill since 2012. 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 offers a multi-asset investment approach supported by centralized operational infrastructure.

Kimberly Higgins is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Her prior roles include six years at TD Ameritrade and positions at Nebraska Furniture Mart, Maresco's, and Avantas. 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 affiliated discretionary separately managed accounts and utilizes multi-asset model portfolios backed by in-house financial research and due diligence on alternative investments.

Colton Davis is a financial advisor at Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses with four years of industry experience. He previously worked at TD Ameritrade and has a varied employment history including roles outside the financial sector. 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 and discretionary investment guidance using multi-asset model portfolios and centralized operational support.

Marty Hodge is a financial advisor with Raymond James Financial Services Advisors, Inc. in Omaha, NE, holding Series 63 and Series 66 credentials with six years of industry experience. His prior roles include positions at Capital Analysts, Lincoln Investment, and State Farm, as well as operating the Marty Hodge Insurance Agency. He is a partner in Croker & Associates, a business through which he manages various activities unrelated to investment advising. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and investment consulting using analytical tools and supports clients through its advisory programs and affiliated firms, with notable services in municipal and public finance.

Philip Shepherd is a financial advisor with LPL Financial in Omaha, NE, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His career includes prior roles at Waddell & Reed, Wells Fargo Investments, and ownership of tax preparation and insurance businesses in Omaha. Outside of advisory services, he manages tax preparation and operates as an insurance agent alongside his advisory work. 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 broad range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by tools such as machine learning for research and operational purposes.

Haley Grenko is a Series 66 licensed financial advisor with eight years of industry experience, currently serving clients at Ameriprise in Elkhorn, Nebraska. Her career includes multiple roles within Ameriprise Financial Services since 2016, as well as a position with the PGA of America in 2017. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Todd Demoss is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Wells Fargo entities since 2011. Todd has ownership interests in multiple investment-related ventures, including Demoss Wealth Management, LLC and Arvada Wealth LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients through a network of financial advisors. The firm offers a broad range of investment and financial planning services, tailoring recommendations using proprietary research and planning tools, with implementation options available through its brokerage or advisory programs.