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.

Thomas Kenny is a financial advisor with Charles Schwab in Omaha, Nebraska, holding a Series 66 designation and 13 years of industry experience. Prior to joining Schwab in 2023, he worked at TD Ameritrade for 10 years. Outside of his advisory role, he is involved in graphic design and photography, providing services to small local businesses and working as a design and editing lead for Griffin Drone Solutions. 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 advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio investment approach supported by centralized custody and operational structures.

Juliane Starner is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 designations and having 23 years of industry experience. She has worked with Ameritrade, Inc. for 20 years before joining Charles Schwab and Charles Schwab Bank, SSB in 2022. 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 affiliated discretionary separately managed accounts, supported by centralized supervisory, custody, and operational infrastructure.

Todd Carlson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and having 27 years of industry experience. He has worked at firms including Securities America Advisors, Spectrum Capital, and Ameriprise prior to joining Cambridge in 2014. Carlson is also the owner of Carlson Wealth Management. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm offers a range of investment solutions including proprietary model strategies and collaborates with third-party managers, implementing strategies across various platform arrangements tailored to client objectives.

John Wright is a financial advisor with Morgan Stanley in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a partner in Otis Farms LLC, an agriculture business based in Omaha. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines advisory services with various investment and financial product offerings.

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.