Robert Morrissey is a financial advisor with Charles Schwab who holds a Series 66 credential and has 16 years of industry experience. He previously worked at TD Ameritrade for 12 years before joining Charles Schwab in 2022. Outside of financial advising, he is the founder of Ahead of the Chains, a social media platform focused on college and professional football. 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 and offers an integrated structure with centralized custody and order-routing.

Derek Oliver is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Schwab, he worked at Rocket Mortgage, OSL, AT&T, Prime Communications, BNSF Railway, and CNH America LLC. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and utilizes multi-asset model portfolios supported by research from Schwab Center for Financial Research.

Matthew Demmel is a financial advisor with Primerica Advisors in Omaha, NE, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior work includes 14 years at LRS Healthcare and ongoing roles with PFS Investments Inc since 2026 and Primerica Financial Services since 2004. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies created by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

John Quinn is a financial advisor at OSAIC with 15 years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors and Securities America Inc. Outside of advisory work, he volunteers with Resume Advisers, providing occasional resume writing assistance. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to construct portfolios with a range of securities managed on discretionary or non-discretionary bases.

Timothy Iverson is a financial advisor at Cetera with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Heritage Financial Services and Securian Financial Services. Outside of his advisory role, he is involved with Consultant4Seniors, a business offering Medicare plans. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm provides a range of portfolio management and financial planning services through a large network of independent advisors and offers multiple investment program options including model portfolios and bespoke strategies.

Steven Hendrickson is a financial advisor with Morgan Stanley in Omaha, NE, holding a Series 66 designation and 27 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Hendrickson serves as a board member at the University of Nebraska Omaha. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, incorporating modeling techniques such as Monte Carlo simulations.

Crystal Neihoff is a financial advisor at Thrivent Investment Management with eight years of industry experience. She holds a Series 66 designation and has been with Thrivent and its affiliated entities since 2017. Prior to her current role, she worked at Speckmann Realty & Auction and has an academic background from Creighton University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial topics. The firm uses goal-based analyses and modeling tools and allows clients to combine planning with managed-account programs, maintaining separate services and typically conducting annual plan reviews.

Dave Dunham is a financial advisor with Morgan Stanley in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets dating back to 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations to support its financial planning services.

Joshua Kanoy is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and eight years of industry experience. He previously worked at TD Ameritrade for seven years and CarMax for two years before joining Charles Schwab. 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 and offers investment guidance through multi-asset model portfolios supported by its internal research and alternative investments platform.

Paul Rahn is a Series 66-credentialed financial advisor with 12 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2017. His prior experience includes roles at W & R Insurance Agencies and Waddell & Reed Inc. Based in Omaha, NE, he is also involved in independent insurance agency activities and financial planning through Marcotte Wealth Management LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, trusts, and estates through a network of independent financial professionals. The firm offers a range of investment management and financial planning services with multiple implementation platforms and a combination of proprietary and third-party strategies.

Kelley Schaecher is a financial advisor with LPL Financial in Papillion, NE, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has been with LPL Financial since 2003. Schaecher works with a senior care specialist to offer clients long-term care insurance through MetLife. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment strategies.

Carter Damm is a financial advisor at UBS Financial Services in Omaha, NE, holding a Series 66 credential with one year of industry experience. His prior roles include positions at Merrill and Austria Property Management LLC. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, using proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

James Harrison is a financial advisor at Charles Schwab with eight years of industry experience. He previously worked at TD Ameritrade for seven years and has a background that includes ten years at Target Corp. Outside of his advisory role, Harrison owns and operates a vending machine company and sells LEGO products online. 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 offers a mix of non-discretionary and discretionary investment management using multi-asset model portfolios and centralized custody and order-routing arrangements.

Laura Thornton is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and 12 years of industry experience. She has worked at TD Ameritrade, Inc. from 2013 to 2022 before joining Charles Schwab in 2022, where she is currently 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 both non-discretionary and discretionary advisory solutions, combining multi-asset model portfolios with centralized custody and brokerage services.

Kyle Charles is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Securities America Advisors, LINCOLN FINANCIAL ADVISORS Corporation, and AXA Advisors, LLC. He is also involved in general insurance sales through a related business activity. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes various portfolio construction tools and supports both discretionary and non-discretionary account management.

Luis Vazquez Ventura is a financial advisor with Primerica Advisors in Omaha, NE, holding Series 63 and Series 65 designations and two years of industry experience. His work history includes roles at Primerica Financial Services, I2C Inc., Sojern Inc., and Fiserv. He also receives non-investment related compensation for referrals of home security and automation products and loan products through affiliations with Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services mainly through model-driven strategies managed by unaffiliated asset managers.

James Largen is a financial advisor with UBS Financial Services in Omaha, NE, holding a Series 66 designation and four years of industry experience. Prior to joining UBS in 2021, he worked at Deloitte for two years and at Sodoro Law for one year. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings and proprietary research to tailor strategies aligned with clients’ goals and risk tolerances.

Travis Washington is a financial advisor with J.P. Morgan Securities in Omaha, NE, holding a Series 66 license and six years of industry experience. His prior roles include positions at Merrill, Bank of America, and Lion Street Advisors. Outside of advising, he has been involved in operating a catering business and co-owns rental properties with his spouse. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Jerry Sukup is a financial advisor with Edward Jones in Omaha, NE, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Edward Jones in 2024, he worked at United Republic Bank and Central National Bank. Outside of advisory work, he is a member of several real estate and investment LLCs. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a broad range of investment strategies and advisory programs. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Sharon Hyer is a financial advisor with Ameriprise in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her prior roles include positions at Great Western Investments & Insurance, Raymond James Financial Advisors, and Cetera. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, delivering customized recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support its advisory process.