Jonathan Duff is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to joining Schwab, he worked at TD Ameritrade and has a background that includes roles at Well Rooted Gardens and Novozymes. 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 provides both non-discretionary and discretionary investment options, leveraging multi-asset model portfolios and a centralized operational platform.

Kandis Schissel is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she applies a consultative approach to help clients develop and implement wealth management strategies tailored to their individual needs. With a focus on family wealth management, tax minimization, and retirement income, Kandis collaborates with a dedicated team to provide comprehensive financial guidance that addresses wealth accumulation, distribution, intergenerational transfer, and philanthropic considerations. Kandis began her financial services career in 2004 and has since committed herself to helping clients secure their financial futures. She holds a bachelor’s degree in Consumer Science with an emphasis on Financial Advising and a master’s degree in Family Financial Planning, both from the University of Nebraska System. Kandis earned the CERTIFIED FINANCIAL PLANNER™ and Certified Private Wealth Advisor® designations, underscoring her expertise in delivering goal-based financial advice. Outside of her professional role, Kandis is active in the LPGA Amateurs Golf Association Omaha Chapter and supports community efforts such as Project Linus. Her personal interests include golfing, reading, quilting, knitting, scrapbooking, and spending time with her family.

David Dalrymple is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Charles Schwab in 2023, he worked at Ameritrade, Inc. for 20 years. Outside of finance, he has worked as a casino supervisor and dealer at Caesars Entertainment Corp since 2003 and is part owner of a bar, where he assists with hiring, training, and management. 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, offering both non-discretionary and discretionary investment solutions within an integrated operational structure.

Erik Wiese is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at LPL Financial since 2021 and also has experience with Cobalt Credit Union and Walmart. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, and supports its advisors with both proprietary research and third-party strategies.

John Swanda Jr. is a Series 66-licensed financial advisor with Ameriprise in Omaha, NE, having 21 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Outside of his financial advisory role, he serves on the Board of Directors for Assure Women's Center and works as on-air talent for KOMJ Boomer Radio, as well as providing voice talent services through his own business. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to create written recommendation reports. The firm serves clients with substantial investable assets and employs a centralized consulting team to support its financial advisors with algorithmically generated, customizable retirement income plans.

Mindy Wayman is a financial advisor at Raymond James Financial Services Advisors, Inc. with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Raymond James and First National Bank of Omaha since 2018. Outside of her financial career, she coaches ice skating and has been involved with the Figure Skating Club of Omaha for over 19 years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

Marshall Egermier is a CFP®-certified financial advisor at LPL Financial with 14 years of industry experience. He previously worked at Voya Financial Advisors for nine years before joining LPL Financial in 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Bret Salomon is a financial advisor with Ameriprise in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, Salomon owns and instructs at ATA Omaha Martial Arts and serves on the board of directors for the Exchange Club of Omaha. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies delivered through a centralized consulting team.

Michael Hadden is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. His prior experience includes roles at Orion Portfolio Solutions and Brinker Capital. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to develop personalized recommendations.

Brendan Williams is a financial advisor at Charles Schwab with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and TD Ameritrade Investment Management. He is based in Omaha, NE. Charles Schwab & Co., Inc. serves a large client base of 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 mostly non-discretionary investment guidance combined with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Andrew Meyers is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Conagra Brands for 11 years. 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 operates a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and affiliated investment products.

Kenneth Ferrarini is a financial advisor with RBC Capital Markets in Omaha, NE, holding Series 63 and Series 65 licenses and possessing 53 years of industry experience. He has been with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Ross Ferrarini is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds the Series 66 designation and previously worked at Robert Half before joining RBC in 2018. Outside of his advisory role, he co-hosts the Creighton University Athletics radio show Bluejay Banter. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs tailored to clients’ risk profiles, utilizing a range of in-house and third-party investment managers and providing discretionary and non-discretionary portfolio management services.

John Fitzpatrick is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Charles Schwab in 2023, he worked at TD Ameritrade from 2020 to 2023 and at iSi Environmental Inc. for eleven years. 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 formal alternative-investment onboarding and placement process.

James Loyet is a financial advisor with Ameriprise in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He worked at Edward Jones for 16 years before joining Ameriprise in 2019. Loyet owns LJF LLC, an LLC established to manage his Ameriprise practice. Ameriprise is an institutional firm that offers a retirement-income planning service targeted at clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Elizabeth Westphal is a financial advisor with Ameriprise in Omaha, NE, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise and its affiliate since 2006. Outside of her advisory role, she works as a bartender at Tipsy Pig. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Matthew Knier is a CFP® and holds a Series 66 license, serving as a financial advisor at Edward Jones in Papillion, NE with six years of industry experience. Prior to joining Edward Jones in 2020, he worked at James Hardie Building Products for 16 years. 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 both discretionary and non-discretionary strategies, alongside affiliated mutual funds and a proprietary money market fund.

Ronald Renner is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 66 and Series 63 credentials and has worked at Charles Schwab and TD Ameritrade. He is based in Omaha, NE. 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 offers a combination of non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and centralized operational processes.

Scott Greenlee is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 16 years of industry experience. His prior experience includes ten years at Robert W. Baird & Co. and three years with TD Ameritrade and TD Ameritrade Investment Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Scott Prai is a financial advisor with Ameriprise in Omaha, NE, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Ameriprise since 2019 and previously held positions at Wells Fargo Advisors and Wells Fargo Clearing. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.