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.

Brad Olsen is a financial advisor with Equitable Advisors in Omaha, NE, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at The Mark and AXA Advisors, LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Anthony Sueck is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and 16 years of industry experience. He previously worked at Equitable Advisors for 15 years and at Securities America Advisors for four years. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to offer diversified portfolio management options.

Jonathan Kimbrough is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and seven years of industry experience. His work history includes roles at Charles Schwab Bank SSB, Charles Schwab and Co., Inc., and TD Ameritrade. Prior to entering the financial sector, he worked at Radisson Hotel Group for six years. Charles Schwab & Co., Inc. serves a large client base, 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 provides a multi-asset model portfolio approach supported by its financial research and alternative investment programs.

Charles Knake is a financial advisor with Cetera in Omaha, NE, holding CFP® and ChFC® designations and having 36 years of industry experience. He has held positions at Securian Financial Services and Heritage Financial Services, and he is a managing partner at Conover & Knake LLC. Knake serves on the board of Mission Benedictine Sisters, a nonprofit organization focused on scholarship awards, and interviews prospective employees for the Madison County Sheriff’s office through the Merit Commission. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Matthew Mc Williams is a financial advisor at Edward Jones in Papillion, NE, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jonathan Duff is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to joining Schwab, he worked at TD Ameritrade and has a background that includes roles at Well Rooted Gardens and Novozymes. 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 provides both non-discretionary and discretionary investment options, leveraging multi-asset model portfolios and a centralized operational platform.

Kandis Schissel is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she applies a consultative approach to help clients develop and implement wealth management strategies tailored to their individual needs. With a focus on family wealth management, tax minimization, and retirement income, Kandis collaborates with a dedicated team to provide comprehensive financial guidance that addresses wealth accumulation, distribution, intergenerational transfer, and philanthropic considerations. Kandis began her financial services career in 2004 and has since committed herself to helping clients secure their financial futures. She holds a bachelor’s degree in Consumer Science with an emphasis on Financial Advising and a master’s degree in Family Financial Planning, both from the University of Nebraska System. Kandis earned the CERTIFIED FINANCIAL PLANNER™ and Certified Private Wealth Advisor® designations, underscoring her expertise in delivering goal-based financial advice. Outside of her professional role, Kandis is active in the LPGA Amateurs Golf Association Omaha Chapter and supports community efforts such as Project Linus. Her personal interests include golfing, reading, quilting, knitting, scrapbooking, and spending time with her family.

David Dalrymple is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Charles Schwab in 2023, he worked at Ameritrade, Inc. for 20 years. Outside of finance, he has worked as a casino supervisor and dealer at Caesars Entertainment Corp since 2003 and is part owner of a bar, where he assists with hiring, training, and management. 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, offering both non-discretionary and discretionary investment solutions within an integrated operational structure.

Erik Wiese is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at LPL Financial since 2021 and also has experience with Cobalt Credit Union and Walmart. 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 and model portfolio programs, and supports its advisors with both proprietary research and third-party strategies.

John Swanda Jr. is a Series 66-licensed financial advisor with Ameriprise in Omaha, NE, having 21 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Outside of his financial advisory role, he serves on the Board of Directors for Assure Women's Center and works as on-air talent for KOMJ Boomer Radio, as well as providing voice talent services through his own business. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to create written recommendation reports. The firm serves clients with substantial investable assets and employs a centralized consulting team to support its financial advisors with algorithmically generated, customizable retirement income plans.

Mindy Wayman is a financial advisor at Raymond James Financial Services Advisors, Inc. with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Raymond James and First National Bank of Omaha since 2018. Outside of her financial career, she coaches ice skating and has been involved with the Figure Skating Club of Omaha for over 19 years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.