Rhonda Heineman is a CFP® professional with 32 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2012. She holds additional business interests including ownership of Heineman Financial Strategies and a directorship with the Financial Planning Association of Nebraska. Cambridge Investment Research Advisors is a large SEC-registered firm offering financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base. The firm delivers services through a network of independent financial professionals and provides access to multiple investment platforms and proprietary as well as third-party strategies.

Lindsay Martian is a financial advisor at Edward Jones in Omaha, NE, holding a Series 66 designation. She has one year of industry experience, including prior roles at Supportworks and Lovestruck Events. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory offerings. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Derek Clayton is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes roles at Charles Schwab Bank, TD Ameritrade Investment Management, and Gallup. Outside of his advisory work, he streams on Twitch, engaging with viewers while gaming. 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 a large-scale, integrated operational platform.

Katelin Luna is a financial advisor at UBS Financial Services in Omaha, NE, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at Medical Solutions and multiple engagements with the University of Nebraska Omaha. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Bobby O'brian III is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 17 years of industry experience. He has worked at Raymond James since 2018, with prior roles at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Bryan Luna is a financial advisor at Cetera with 10 years of industry experience. He holds a Series 66 designation and has worked with Renaissance Financial Corporation and multiple insurance companies since 2016. Luna is also a young professional board member of Special Olympics of Nebraska. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services via multi-manager platforms, including model portfolios, third-party managers, and custom strategies.

Jacob Pfannenstiel is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Securities America Advisors and Securities America Inc, before joining Cetera and its affiliate Cetera Wealth Services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and investment options, including affiliated and third-party model portfolios.

Diane Klitz is a financial advisor at Charles Schwab with eight years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley, Axos Clearing, LLC, and Cor Clearing LLC before joining Charles Schwab in 2026. 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 related 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 order-routing operations.

Gary Noordam is a financial advisor with Raymond James & Associates in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. Prior to joining Raymond James in 2026, he worked at RBC Capital Markets for 12 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting through various specialized programs.

Todd Holmes is a financial advisor at LPL Enterprise with over 40 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 1986 to 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs, alongside affiliated insurance and trust services.

Kevin Hedstrom is a financial advisor at Osaic with 20 years of industry experience and holds the Series 66 designation. His prior work includes roles at Securities America Advisors, ProEquities, Inc., and Futurity First Insurance Group, where he focused on marketing fixed and fixed indexed annuities. Outside of finance, he works as a basketball referee. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services featuring asset allocation tools, risk-tolerance assessments, and access to third-party investment managers across various account structures.

Harrison Vermie is a CFP® with four years of industry experience, currently affiliated with Cetera in Omaha, NE. His career includes roles at Cetera Advisor Networks, Cetera Wealth Services, CFG Advisors, and Curnes Financial Group. He is also active as an insurance agent specializing in life, health, disability, fixed annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary account structures with access to various third-party managers.

Andrew Wegner is a Series 66-licensed financial advisor with Morgan Stanley in Omaha, Nebraska, and has three years of industry experience. His prior roles include positions at WealthPlan Group, MidAmerican Energy Company, Mutual of Omaha, Ameritas Life Insurance Company, and the University of Nebraska-Lincoln. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct financial planning services and corporate financial planning agreements.

Carroll Hacker is a financial advisor at Morgan Stanley in Omaha, NE, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as a board member of Omaha Liberty Ladies LLC. 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 strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, with a variety of investment-related services beyond typical retail offerings.

Robert Kenny is a CFP® with 34 years of industry experience, currently serving at RBC Capital Markets since 2008. He previously worked at Piper Sandler & Co. from 2002 to 2006. Outside of his advisory role, he serves on the board of a biotech company and owns two small farms. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations, offering customizable advisory programs that combine in-house and third-party investment management with options for tax management and responsible investing.

Desere Johns is a financial advisor at Charles Schwab with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2021, following a 12-year tenure at TD AMERITRADE Inc. 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 non-discretionary and discretionary investment management with a multi-asset strategic allocation approach and centralized operational support.

Narges Vicente is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Her work history includes roles at Wells Fargo Clearing Services and Wells Fargo Bank NA. Outside the financial sector, she has a longstanding association with Victoria's Secret. Wells Fargo Advisors is a national firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Michael Bogseth is a CFP®-designated financial advisor at OSAIC with 19 years of industry experience. He previously worked at Securities America Advisors and UBS Financial Services. Bogseth is a co-owner of RightPath Planning Partners, LLC, which provides retirement income and technology consulting. OSAIC serves a range of retail and institutional clients through a large network of financial advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and managed-account solutions.

Bennett Fogarty is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Securities America Advisor, and Christian Urban Education Service. Outside of his advisory work, he has experience in baseball announcing. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm employs a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Mark Stavneak is a financial advisor with Charles Schwab who holds a Series 66 designation and has 20 years of industry experience. His work history includes roles at Charles Schwab Trust Bank, Charles Schwab & Co., and TD Ameritrade. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides multi-asset model portfolios, alternative investment due diligence, and integrated brokerage and custody services.