Johnny Carlisle is a financial advisor with Morgan Stanley in Omaha, NE, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones and served four years in the U.S. Air Force. Outside his advisory role, Carlisle is a sole proprietor of an online retail business and a passive partner in a male salon. Morgan Stanley Wealth Management is a large SEC-registered adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers a wide range of advisory programs to individuals and institutions, with a financial planning process that utilizes firm-approved tools and modeling techniques.

Kevin Heinrich is a financial advisor with OSAIC based in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He previously worked with Securities America Advisors and Securities America Inc for nine years. Outside of his advisory roles, Heinrich has experience with Thg Benefits, Inc. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to various managed account platforms and third-party money managers.

Samuel Borsh is a financial professional at Cetera with one year of industry experience. He holds a Series 66 designation and has worked at Cetera and Cetera Wealth Services since 2025. Outside of his advisory role, he performs maintenance duties at Champions Run Omaha, a country club. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with diverse program options under discretionary and non-discretionary authorities.

Molly Hoge is a CFP® professional at Edward Jones with six years at the firm and a total of five years in the financial industry. She previously worked for six years at Aon Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Mathew Halvorson is a financial advisor with Wells Fargo Clearing in Omaha, NE. He holds the Series 65 and Series 63 designations and has one year of industry experience. His prior roles include positions at Wells Fargo Bank, Success Lending, and First National Bank of Omaha. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics grounded in diversification principles and modern portfolio theory.

Ryan Johnson is a financial advisor with Cambridge Investment Research Advisors in Omaha, NE, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Edward Jones, Commonwealth Financial Network, and Soar Wealth Strategies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers comprehensive financial planning and investment management services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Dustin Andersen is a financial advisor with Charles Schwab in Omaha, NE, holding a Series 66 credential and 19 years of industry experience. His prior roles include positions at Cetera Wealth Services, Orion Portfolio Solutions, Brinker Capital, and TD Ameritrade. Andersen also served as a regional supervision manager at CWM, LLC DBA Carson Partners. 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 employs a multi-asset model portfolio approach supported by centralized supervisory and custody operations.

Dustin Galvan is a financial advisor with Edward Jones in Omaha, NE, holding Series 66 and Series 63 credentials and seven years of industry experience. His work history includes roles at Edward Jones, TD Ameritrade, Retire SMART, LLC, and SMART Wealth, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices across the United States.

Keith Kisby is a financial advisor with Charles Schwab and Co., Inc. in Omaha, NE, holding Series 63 and Series 66 licenses. He has 21 years of industry experience, including 18 years with Ameritrade before joining Schwab in 2022. 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 combines a non-discretionary advisory model with access to discretionary separately managed accounts and offers a centralized operational structure supporting a large client base.

Michael Quinn is a financial advisor with Ameriprise in Elkhorn, Nebraska, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been affiliated with Ameriprise and its related entities since 2009. Quinn serves on the Board of Directors and Executive Committee for the Leukemia & Lymphoma Society of Nebraska. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement who meet specific asset criteria, delivering written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to provide tailored, algorithm-supported advice and offers a broad range of advisory, brokerage, and insurance solutions.

Steve Sadler is a financial advisor with Ameriprise in Omaha, NE, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in practice operations and staff hiring through DSW Enterprises, LLC, which supports his group’s private wealth practice. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with algorithmic tools to deliver tailored financial advice.

John Belford is a financial advisor with Morgan Stanley in Omaha, NE, holding a Series 63 designation and possessing 39 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets, and employs structured planning tools such as Monte Carlo simulations and the Global Investment Committee’s Secular Return Estimates.

Cody Daeges is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Charles Schwab in 2023, he worked at TD Ameritrade for two years and held positions at the Nebraska Department of Correctional Services, Courtyard Marriott, and Omaha Steaks. 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 an integrated platform with centralized custody and order-routing arrangements.

Jeffrey Sietstra is a financial advisor with LPL Financial in Omaha, NE, holding a Series 66 designation and 20 years of industry experience. He previously worked for Securities America Advisors, Inc. and Securities America, Inc. for 20 years before joining LPL Financial in 2024. Outside of his advisory role, he owns a business called Sietstra Coaching. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies, and supports its advisors with operational and research tools.

Joshua Carmean is a financial advisor at Charles Schwab with 19 years of industry experience. He holds the Series 66 designation and previously worked at TD Ameritrade for 16 years before joining Charles Schwab. Based in Omaha, NE, he has been with Charles Schwab since 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 discretionary separately managed accounts and offers multi-asset model portfolios supported by extensive research and due diligence.

Jordan Engen is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 66 and Series 63 credentials and previously worked at TD Ameritrade for eight years before joining Charles Schwab. Schwab 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 both non-discretionary advisory relationships with periodic recommendations and access to discretionary separately managed accounts, employing multi-asset model portfolios and centralized custody and operational systems.

Jeanne Kisner is a financial advisor with Stifel in Omaha, NE, holding Series 63 and Series 66 designations and having 42 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2008. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Sarah Ryan is a financial advisor with Edward Jones in Omaha, NE, holding CFP®, ChFC®, and Series 66 designations and bringing 11 years of industry experience. She 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 high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Nichol Rogers is a CFP®-designated financial advisor with Robert W. Baird & Co., based in Elkhorn, Nebraska, bringing 26 years of industry experience. Prior to joining Baird in 2022, she worked at Northwestern Mutual, Wells Fargo Advisors, LPL Financial, and Citigroup Global Markets. She also serves on the board of MICAH House, an emergency shelter organization, where she participates in fund development and financial oversight. Rogers is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. Baird offers a broad range of financial planning and portfolio management services supported by ongoing manager research, tax management strategies, and distinctive municipal advisory capabilities.

Nicole Cox is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her career includes 20 years at TD Ameritrade, Inc. and several years with Charles Schwab and Charles Schwab Bank. She is based in Omaha, NE. 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 related managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance using multi-asset model portfolios, supported by centralized operational and supervisory infrastructure.