Benjamin Koley is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He has previously worked at firms including Arbor Point Advisors and Centaurus Financial, and has operated Koley Financial Services since 2009. Outside of advising, he is involved with insurance agencies under Koley Financial Services and PLIXYS LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

John Garlock is a financial advisor with RBC Capital Markets in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at RBC Capital Markets since 2008 and also has a role at City National Bank starting in 2019. Outside of his advisory work, Garlock serves as chairman of the board for the North Star Foundation, a nonprofit benefiting inner-city children. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies using both in-house and third-party managers and provides a range of portfolio management, financial planning, and brokerage services.

Robert Gasnick is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services since 2019. Prior to that, he held roles at Peak Ready Mix and Elam Construction. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies.

Kaycie Nolan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Wells Fargo Clearing in 2024, she worked at Wells Fargo Bank, nA since 2021 and has experience in the pet care and food service industries as well as gymnastics instruction. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm follows an IPS-driven process grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Bradley Park is a financial advisor at Charles Schwab with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Advisor Group, Inc., Ladenburg Thalmann Financial Services, Inc., and Securities America. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory, managed accounts, and financial planning through its integrated wrap fee programs and affiliated services. The firm’s model combines non-discretionary advice with access to discretionary separately managed accounts and incorporates multi-asset portfolios and alternative investments vetted by its research center.

Dylan Goodman is a financial advisor with Edward Jones in Ralston, Nebraska, holding Series 63 and Series 66 licenses and having eight years of industry experience. He previously worked at Charles Schwab & Co. and TD Ameritrade before joining Edward Jones. Outside of finance, he is a self-employed musician who writes and performs his own music. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including wrap fee strategies and separately managed accounts, operating under a fiduciary standard.

Paul Horky is a CFP®-designated financial advisor with Edward Jones in Omaha, NE, with 15 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a variety of advisory programs. The firm manages approximately $1.01 trillion in assets and offers discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products through a nationwide network of more than 23,700 advisors.

Scott Leinen is a financial advisor with RBC Capital Markets in Omaha, NE, holding Series 63 and Series 65 licenses and 30 years of industry experience. He previously worked at Morgan Stanley and Citigroup Global Markets before joining RBC Capital Markets in 2013. Outside of his advisory role, he is involved in managing several rental property LLCs in Omaha. RBC Wealth Management serves a diverse client base, including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by comprehensive portfolio management and financial planning services.

Spencer Mock is a financial advisor at Charles Schwab with 8 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB, he worked at Bank of America, Merrill, T Rowe Price, Berkshire Hathaway Homestate Companies, and Pacific Life Insurance Company. Charles Schwab 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 combination of non-discretionary advice and access to discretionary separately managed accounts, leveraging centralized supervision and a multi-asset strategic asset allocation approach.

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.