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.

Timothy Zielinski is a Series 66 licensed financial advisor with Morgan Stanley in Omaha, NE, with 17 years of industry experience. He has been associated with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2011. Outside of his advisory role, he owns an LLC related to a rental property. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and investment research.

Kathryn Schubert is a Wealth Management Advisor at Merrill Lynch Wealth Management and co-founder of The Lassek & Schubert Group. She joined Merrill Lynch in 1994 and works closely with retirees, business executives, entrepreneurs, and their families to address various financial needs, including legacy planning, liability management, cash-flow modeling, and college funding. Kathryn manages personalized and defined investment strategies on a discretionary basis as a Merrill Portfolio Manager. She earned a Bachelor's degree in business administration from the University of Nebraska at Omaha and is a CERTIFIED FINANCIAL PLANNER® professional. Kathryn is a member of the Omaha Suburban Rotary and has been active in the community since 2009, serving in multiple leadership roles including President, Sergeant-At-Arms, and as a member of the board of trustees for the Suburban Rotary Charitable Foundation. Kathryn lives in Lincoln, Nebraska with her husband and three children. She participates in community activities including the Omaha Hockey Club and enjoys reading, scuba diving, and supporting her children's activities such as hockey, dance, orchestra, and speech.

Jeffrey Weides is a financial advisor with Edward Jones in Gretna, Nebraska, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked for Corbion-Purac America for seven years. Outside of his advisory role, he manages a single-family rental property as a sole proprietor. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors. The firm operates under a fiduciary standard and provides various discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Richard Sale is a financial advisor with Merrill in Omaha, NE, holding a Series 66 designation and 25 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1992. 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 individual and institutional clients.

Jacob Burton is a financial advisor at Edward Jones in Bellevue, NE, holding a Series 66 designation and with one year of industry experience. Prior to joining Edward Jones, he worked at Benetrends Financial and Aspire Staffing Group, among other positions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Craig Mardi is a financial advisor with Cetera, holding a Series 63 license and bringing 33 years of industry experience. He has been with Cetera Wealth Services, LLC since 2013 and with Cetera since 2023. In addition to his advisory role, Mardi is also a registered representative involved in the sale of fixed insurance products including life, disability, and annuities. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning services through a multi-manager platform.

Amanda Simmons is a financial advisor at Charles Schwab with five years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at TD Ameritrade and Charles Schwab Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts. The firm is notable for its scale, integrated service model, and use of multi-asset model portfolios with periodic investment guidance.

Jeffrey Granneman is a financial advisor with Charles Schwab in Omaha, NE, holding a Series 66 designation and 18 years of industry experience. He previously worked at TD Ameritrade for 15 years before joining Charles Schwab in 2022. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering investment advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm features a combination of non-discretionary and discretionary advisory models and centralized operational support.

Joshua Ward is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 credentials and four years of industry experience. His career includes roles at Charles Schwab Bank, TD Ameritrade, and other organizations, as well as engagement with nonprofit groups such as the Mennonite Central Committee and United Way Suncoast. 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 advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized custody and brokerage services.

Melita Reineke is a financial advisor at Charles Schwab with 22 years of industry experience. She holds Series 65 and Series 63 licenses and has worked primarily at TD Waterhouse Investor Services, Inc. prior to joining Charles Schwab and Charles Schwab Bank, SSB in 2023. Charles Schwab & Co., Inc. serves a large client base, mainly high- and ultra-high-net-worth individuals, offering a blend of non-discretionary advisory services and access to discretionary separately managed accounts through its Schwab Wealth Advisory program. The firm’s integrated structure combines advisory, brokerage, custody, and cash-sweep services across multiple wrap programs.

Todd Gaswick is a financial advisor at OSAIC with 22 years of industry experience. He previously spent 10 years at Securities America Advisors and Securities America Inc. Outside of his advisory role, Gaswick is the author of the book *Conquering Your Wealth* and serves as the President of the Nebraska chapter of the National Association of Insurance and Financial Advisors (NAIFA), with upcoming leadership responsibilities beginning in 2026. OSAIC serves a diverse client base including individual and high-net-worth investors, retirement plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm employs a range of advisory platforms and tools to provide integrated brokerage and investment advisory services.

Joshua Rodenburg is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at TD Ameritrade, Securities America, and Cracker Barrel. 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, using multi-asset model portfolios and a centralized operational structure.

Jacob Shimerdla is a financial advisor with Charles Schwab, holding Series 63 and Series 66 registrations and bringing 18 years of industry experience. He previously worked at TD Ameritrade for 16 years before joining Charles Schwab in 2023. Outside of his advisory role, he is involved in a local agriculture business, Daniel's Produce, where he helps sell produce at a farmers market. Charles Schwab 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios along with centralized custody and order-routing services.

Lori Blum is a Series 66-licensed financial advisor with Edward Jones in Gretna, NE, where she has worked since 2007, accumulating 19 years of industry experience. She serves as president of the Gretna Optimists Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs with a nationwide network of financial advisors and branch offices.

Jamin Hanson is a financial advisor with UBS Financial Services in Omaha, NE, holding Series 65 and Series 66 designations and 25 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Amy Weidner is a financial advisor at Thrivent Investment Management with 13 years of industry experience. She has been with Thrivent since 2012 and holds Series 63 and Series 66 designations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning that covers a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.