Blake Linsea is a financial advisor with Charles Schwab & Co., Inc. in Omaha, NE, holding Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Schwab, he worked at TD Ameritrade and had a seven-year tenure at Roja Mexican Bar and Grill. Charles Schwab & Co., Inc. serves a large client base that mainly includes 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 recommendations and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a comprehensive alternative investment platform.

Jacob Pope is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at TD Ameritrade and Catch Intelligence. Prior to his financial services career, he served four years in the United States Navy. 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 offers both non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and centralized operational support.

Kira Will is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has seven years of industry experience. Prior to joining Charles Schwab, she worked at TD Ameritrade and has background experience in physical therapy and staffing. Outside of her advisory role, she is involved in food delivery services through DoorDash. Charles Schwab & Co. serves 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 advisory guidance and access to affiliated discretionary portfolios, supported by a large, integrated operational platform.

Richard Martin is a financial advisor with Cambridge Investment Research Advisors in Omaha, NE. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has worked with Cambridge Investment Research Advisors and Cambridge Investment Research Inc since 2014. In addition to his advisory role, Martin is involved as a coach with International Productivity Systems and serves as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Scott Garvin is a financial advisor at Edward Jones in Omaha, NE, holding a Series 66 license. He joined Edward Jones in 2025 after a ten-year career at Baxter Subaru Omaha. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Trent Pearce is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include eight years at Integrity Alliance, LLC, and two years at HyVee. He serves as a board member for the Metro Area Youth Foundation, providing governance and guidance for the nonprofit. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through its extensive network of advisers and comprehensive advisory platforms. The firm utilizes asset-allocation tools and risk assessments to construct portfolios that include various asset classes and offers services such as financial planning, retirement consulting, and access to third-party managers.

Jeanette Kenny is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and possessing 39 years of industry experience. She has worked with PFS Investments Inc. since 1987 and Primerica Financial Services since 1986. Kenny is involved in the sale of investment-related products as well as loan products and home security referrals through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, alongside corporate and charitable clients. The firm utilizes model-delivery strategies created by unaffiliated asset managers and operates at scale with thousands of advisors and billions in assets under management.

Barbara Cook is a financial advisor with Cetera who holds a Series 66 designation and has 19 years of industry experience. She has been affiliated with Cetera since 2013 and owns Cook Enterprises, Inc., a financial planning and investment advice firm. Cook also engages in the sale of fixed insurance products including life, health disability, annuities, and long-term care. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients, offering portfolio management, financial planning, and access to third-party money managers through a large network of independent advisors.

Anna Steele is a financial advisor with Morgan Stanley in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering financial planning and investment services supported by firm-approved tools and a variety of retail and institutional products.

Melissa Kouba is a Series 66 credentialed financial advisor with RBC Capital Markets LLC, where she has worked since 2022. She has two years of industry experience and has held concurrent roles with dental practices and a community college. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations, offering a range of advisory programs with customizable investment strategies and integrated financial services.

Scott Scearcy is a financial advisor at Thrivent Investment Management in Omaha, NE, with 10 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Thrivent Financial and Thrivent Investment Management since 2016. 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 topics such as retirement, tax, estate, and special needs planning, delivered as one-time or ongoing engagements without discretionary trading authority.

Nicole Austin is a financial advisor with LPL Financial in Omaha, NE, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at First Interstate Bank, Wells Fargo Clearing, Great Plains Health, and Twin Rivers Urgent Care. She is also a notary public in North Platte, NE. 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 portfolio programs, third-party asset management access, and institutional platforms, supported by technology tools for operational and research activities.

Michael Bogue is a financial advisor at Raymond James & Associates with nine years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Morgan Stanley, and TD Ameritrade. He holds Series 63 and Series 66 licenses. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services that are generally non-discretionary, with a range of portfolio management styles and affiliated research resources.

Clinton Jansen is a financial advisor with Cambridge Investment Research Advisors in Omaha, NE, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at J.P. Morgan Securities, JP Morgan Chase Bank, Amazon.com, and Mutual of Omaha Investor Services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm offers a range of investment implementation options, including proprietary and third-party model strategies, with tailored approaches to meet client objectives.

Edward Shuss is a CFP® and Series 66-registered financial advisor with Charles Schwab in Omaha, NE, with three years of industry experience. His prior work includes roles at Amazon, Heritage Financial Services, and six years at Omaha Country Club. Outside of advising, he works as a Nebraska Public Notary and bartends for private events. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts alongside integrated brokerage and custody solutions.

Tiffany Wade is a financial advisor with Cetera, holding Series 66 and Series 63 credentials and bringing 14 years of industry experience. She has worked at Cetera and Cetera Wealth Services since 2023 and has a longstanding role with Renaissance Financial since 2014, where she provides securities, insurance, and advisory services. Wade also serves as an insurance agent for fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that offers a wide range of services to individual, retirement plan, corporate, charitable, and institutional clients. The firm operates a multi-manager platform with access to affiliated and unaffiliated managers, providing diverse program options and oversight across discretionary and non-discretionary account structures.

Michael Sigmond is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 14 years and Uber for one year. He serves as a board member and secretary of the Dear Jack Foundation, a nonprofit organization, where he participates in finance and fundraising committees. 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, institutional clients, and municipalities, offering financial planning and consulting with a non-discretionary approach supported by a broad range of portfolio management styles and affiliated research.

Dalton Meckna is a financial advisor at Charles Schwab with 10 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2022, following eight years at TD Ameritrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals, offering wealth advisory wrap fee programs, managed accounts, and financial planning services. The firm combines non-discretionary client relationships with access to discretionary separately managed accounts and provides a multi-asset investment approach supported by extensive research and centralized operational support.

Collin O'Connor is a financial advisor at Charles Schwab in Omaha, NE, holding Series 63 and Series 66 credentials with eight years of industry experience. His prior work includes positions at TD Ameritrade, Compass Financial Resources, and Security First Bank. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure.

Stephen Ross is a financial advisor with Osaic Wealth, Inc. in Omaha, NE, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience, including over 20 years with Heritage Financial Network, Inc., and has been with Osaic Wealth since 2018. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutional clients such as pension plans and charitable organizations through a large network of advisors. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and third-party platforms to manage a wide array of investment products.