Marshall Egermier is a CFP®-certified financial advisor at LPL Financial with 14 years of industry experience. He previously worked at Voya Financial Advisors for nine years before joining LPL Financial in 2023. 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 portfolios, third-party asset management, and institutional platforms.

Bret Salomon is a financial advisor with Ameriprise in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, Salomon owns and instructs at ATA Omaha Martial Arts and serves on the board of directors for the Exchange Club of Omaha. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies delivered through a centralized consulting team.

Michael Hadden is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. His prior experience includes roles at Orion Portfolio Solutions and Brinker Capital. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to develop personalized recommendations.

Brendan Williams is a financial advisor at Charles Schwab with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and TD Ameritrade Investment Management. He is based in Omaha, NE. 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 offers mostly non-discretionary investment guidance combined with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Andrew Meyers is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Conagra Brands for 11 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and affiliated investment products.

Kenneth Ferrarini is a financial advisor with RBC Capital Markets in Omaha, NE, holding Series 63 and Series 65 licenses and possessing 53 years of industry experience. He has been with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Ross Ferrarini is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds the Series 66 designation and previously worked at Robert Half before joining RBC in 2018. Outside of his advisory role, he co-hosts the Creighton University Athletics radio show Bluejay Banter. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs tailored to clients’ risk profiles, utilizing a range of in-house and third-party investment managers and providing discretionary and non-discretionary portfolio management services.

John Fitzpatrick is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Charles Schwab in 2023, he worked at TD Ameritrade from 2020 to 2023 and at iSi Environmental Inc. for eleven years. 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 formal alternative-investment onboarding and placement process.

James Loyet is a financial advisor with Ameriprise in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He worked at Edward Jones for 16 years before joining Ameriprise in 2019. Loyet owns LJF LLC, an LLC established to manage his Ameriprise practice. Ameriprise is an institutional firm that offers a retirement-income planning service targeted at clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Elizabeth Westphal is a financial advisor with Ameriprise in Omaha, NE, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise and its affiliate since 2006. Outside of her advisory role, she works as a bartender at Tipsy Pig. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Matthew Knier is a CFP® and holds a Series 66 license, serving as a financial advisor at Edward Jones in Papillion, NE with six years of industry experience. Prior to joining Edward Jones in 2020, he worked at James Hardie Building Products for 16 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including both discretionary and non-discretionary strategies, alongside affiliated mutual funds and a proprietary money market fund.

Ronald Renner is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 66 and Series 63 credentials and has worked at Charles Schwab and TD Ameritrade. He is 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 a combination of non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and centralized operational processes.

Scott Greenlee is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 16 years of industry experience. His prior experience includes ten years at Robert W. Baird & Co. and three years with TD Ameritrade and TD Ameritrade Investment Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Scott Prai is a financial advisor with Ameriprise in Omaha, NE, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Ameriprise since 2019 and previously held positions at Wells Fargo Advisors and Wells Fargo Clearing. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Matthew Stenard is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and eight years of industry experience. His prior work includes seven years at TD Ameritrade and two years at Kwikfill 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 offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Andrew Galardi is a financial advisor at Cetera with a Series 66 designation and four years of industry experience. He has worked at several firms including Renaissance Financial Corp, Minnesota Life Insurance Co, and Securian Financial Services Inc. Andrew is also a member of the Omaha West Rotary Club, participating in community outreach activities. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various investment management and financial planning services through a nationwide network of independent advisors and employs a multi-manager platform with access to affiliated and third-party portfolio managers.

Timothy White is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Smith Hayes Advisers Inc and Waddell & Reed, Inc. He also has experience with Magyar, LLC and Fopl. 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 portfolios, third-party asset management, and institutional platforms.

Lynn Nepple is a financial advisor with Ameriprise in Omaha, NE, holding Series 63 and Series 65 registrations and 19 years of industry experience. Prior to joining Ameriprise in 2022, Lynn worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of advising, Lynn serves as treasurer for a local Girl Scouts troop. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Edwina Edwin Austin is a financial advisor at Charles Schwab with two years of industry experience. She holds Series 66 and Series 63 licenses. Prior to joining Charles Schwab, she worked at NIIT Uniqua Ltd and spent several years as a homemaker. 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 multi-asset model portfolios supported by in-house research and alternative investment due diligence.

Joshua Mueller is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding Series 63 and Series 65 licenses and six years of industry experience. His work history includes roles at Wells Fargo Bank, WealthPlan Investment Management LLC, SMART Wealth, AE Wealth Management, and Mutual of Omaha Advisors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.