Mark Stavneak is a financial advisor with Charles Schwab who holds a Series 66 designation and has 20 years of industry experience. His work history includes roles at Charles Schwab Trust Bank, Charles Schwab & Co., and TD Ameritrade. 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 discretionary separately managed accounts and provides multi-asset model portfolios, alternative investment due diligence, and integrated brokerage and custody services.

David Jennings is a financial advisor with Charles Schwab in Omaha, NE, holding Series 66 and Series 63 designations and eight years of industry experience. His prior roles include positions at TD Ameritrade, Gradient Securities, LLC, and American Senior Benefits. 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 solutions supported by multi-asset model portfolios and a centralized operational structure.

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.

Leia Farmer is a financial advisor with Raymond James & Associates in Council Bluffs, IA, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has worked with multiple firms including Summit Brokerage Services and Cetera Financial Specialists. Raymond James & Associates is a 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 investors, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research.

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, holding the ChFC® designation and Series 63 and 65 licenses, and has 33 years of industry experience. He has worked with firms including Securian Financial Services Inc. and Minnesota Life, and is currently associated with Cetera and Dukshak LLP. Outside of advisory roles, he is involved in managing farmland and recreational property through Dukshak LLP. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, combining affiliated and third-party managers under both discretionary and non-discretionary authorities.

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 licenses and bringing 20 years of industry experience. Prior to joining Cambridge, she worked at Acorns and Northern Lights Distributors, LLC, and she has managed her own investment firm, J Hardy Investments, LLC, since 2018. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing multiple portfolio management platforms and both discretionary and non-discretionary approaches.

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 at Cetera with 15 years of industry experience. He holds the ChFC® designation and has worked at firms including Oracle Financial Services and Harris and Davis Financial Advisors. Outside of his advisory role, he is involved in real estate investing and manages an LLC for tax and legal purposes. Cetera Investment Advisers LLC serves individual, corporate, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform allowing advisors to implement diverse investment strategies.

Shawn Sanger is a financial advisor with Wells Fargo Advisors in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked within Wells Fargo's various divisions since 2011. Outside of his advisory role, Sanger is involved in ownership and management of investment-related businesses, including serving as a partner in a financial planning practice. 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 and integrates advisory recommendations with other financial products and referral channels.

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.

Justin Bostic is a financial advisor at Ameriprise with 16 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019, following prior roles at Wells Fargo Clearing and WELLS FARGO Advisors. Outside of his advisory work, he serves as President on the Board of Directors for the Rocky Mountain Elk Foundation Omaha Chapter. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a specialized retirement-income planning service for individuals approaching or in retirement, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports.