David Jennings is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at TD Ameritrade and Gradient Securities, LLC. He is based in Omaha, Nebraska. 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 services. The firm offers a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and centralized operational and custody arrangements.

Hugo Piles Ballester is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. Prior to his current role, he has worked at Bank of America, N.A., and is also involved with Genesis Health Clubs, where he teaches and plays tennis. 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 individuals, high-net-worth clients, and institutional investors.

Angelia Thomas is a financial advisor at Ameriprise with 27 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she co-owns a heating, air installation, and duct cleaning business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations primarily for clients with Ameriprise-managed accounts.

Jeffrey Rickert is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. He has worked with multiple firms including Renaissance Financial and Minnesota Life Insurance Co. Since 2009, he has been involved in both financial advisory and insurance services. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of advisors and operates a multi-manager platform with various program structures and investment options.

Abby Cardenas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and currently in her first year of industry experience. Her prior work includes roles at Wells Fargo Bank, IT Works Marketing Inc., and experience in both retail and food service sectors. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Steven Kontz is a financial advisor with Cetera who holds the ChFC® designation and Series 63 and 65 licenses, and has 33 years of industry experience. His career includes longstanding roles at Renaissance Financial Corp and Coop Ins Agency, Inc., as well as more recent positions with Phmodernest, LLC and Dukshak, LLP. He is also involved in farmland and recreational property management through Dukshak, LLP. 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 advisory services. The firm operates a multi-manager platform providing access to affiliated and third-party managers with various program options and custodial relationships.

Timothy Howard is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at BancWest Investment Services, BANK OF THE WEST, QA3 Financial LLC, Cambridge Investment Research Advisors, and Securities America Advisors, Inc. 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, and institutional platforms, supported by extensive operational and research tools.

Brian Cassata is a financial advisor at Cetera with 15 years of industry experience and holds a Series 66 designation. He has been with Cetera since 2023 and also operates Renaissance Financial, providing securities, insurance, and advisory services since 2011. Cassata is involved in fixed insurance sales through various companies and serves as an insurance agent. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers multiple portfolio management approaches and program structures, with over 10,000 advisors managing more than $256 billion in assets.

Janelle Hardy is a financial advisor with Cambridge Investment Research Advisors in Omaha, NE, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. Her prior roles include positions at Acorns and Northern Lights Distributors, LLC, as well as managing her own firm, J Hardy Investments, LLC. Cambridge Investment Research Advisors serves a broad range of clients including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm provides tailored investment strategies via multiple custody platforms, proprietary and third-party models, and features institutional resources such as advisor transition loans and equity participation arrangements.

John Doering III is a financial advisor with Edward Jones in Omaha, NE, holding Series 63 and Series 66 licenses and 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1994. Outside of his advisory work, he serves as an associate minister at The Carpenter's Christian Church and acts as a police chaplain in Council Bluffs, Iowa. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs, including discretionary wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.

Curtis Bohn is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is involved in umpiring baseball games and holds membership in several farm-related LLCs. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Jackson Hagan is a financial advisor with Cetera in Omaha, NE, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Cetera, he held various roles in retail, education, and hospitality sectors, and he operates a small business, Hagan Lawn and Snow LLC. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts through a nationwide network of independent advisors. The firm offers diverse portfolio management and financial planning services, utilizing multiple program structures and manager options across discretionary and non-discretionary authorities.

Akil Davis is a financial advisor with Cetera, holding the ChFC® designation and securities licenses Series 63 and Series 65. He has 16 years of industry experience, including roles at Oracle Financial Services and various financial advisory firms. Outside of advisory work, he is involved in real estate investing, managing activities such as purchasing, developing, renovating, and selling properties. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of investment strategies and third-party managers.

Shawn Sanger is a financial advisor with Wells Fargo Advisors in Omaha, NE, holding Series 63 and Series 65 licenses and 26 years of industry experience. His career includes prior roles at Wells Fargo Clearing, Wells Fargo Investments LLC, and Citigroup Global Markets. He is also involved in several entrepreneurial ventures, including ownership in financial consulting and wealth management firms outside of his advisory role. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services incorporating proprietary research and tools, with an emphasis on tailored recommendations and multiple integrated financial product options.

Eric Ward is a financial advisor at Charles Schwab with 17 years of industry experience. He holds the Series 66 designation and previously worked at TD Ameritrade for 14 years before joining Charles Schwab in 2022. 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 separately managed accounts and offers a multi-asset investment approach supported by research from its Center for Financial Research.

Joseph Willard is a financial advisor with Charles Schwab, holding Series 63 and Series 66 registrations and seven years of industry experience. He previously worked at TD Ameritrade, Inc. and has held roles at Charles Schwab Bank and Charles Schwab & Co., Inc. Outside of finance, Willard is involved in writing, publishing, and music through his ownership of House of Pi Publishing, LLC, and his activities as a musician and artist. 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 centralized custody and a comprehensive alternative investment platform.

Traci Sunde is a financial advisor at Charles Schwab in Omaha, NE, holding a Series 66 designation with 19 years of industry experience. She previously worked at TD Ameritrade for 17 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 affiliated discretionary separately managed accounts and offers a range of multi-asset model portfolios supported by centralized custody and operational infrastructure.

Scott Cuykendall is a financial advisor with RBC Capital Markets in Omaha, Nebraska, holding Series 63, Series 65, and Series 66 licenses and over 27 years of industry experience. His prior roles include positions at TD Ameritrade, WealthPLAN Partners, and Securities America. He serves as an executive board member of Millard United Sports, a nonprofit youth sports organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering a range of advisory programs and portfolio management services tailored to clients’ risk profiles.

Scott Carlson is a financial advisor at OSAIC with 38 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Woodbury Financial Services, Questar Capital Corporation, Questar Asset Management, and Allianz Life Insurance Company. Outside of his advisory work, Carlson owns and operates an insurance agency and serves as president and CEO of Sisu Financial, a corporation selling traditional insurance products. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and a range of investment products to construct portfolios managed on discretionary or non-discretionary bases.

Justin Bostic is a financial advisor with Ameriprise Financial Services, LLC in Omaha, Nebraska, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Wells Fargo Clearing, LPL Financial, Independent Advisor Alliance, and Edward Jones. Outside of his advisory work, he serves as President on the Board of Directors for the Rocky Mountain Elk Foundation Omaha Chapter. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that offers written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.