Casey Comstock is a financial advisor at Charles Schwab with nine years of industry experience. He previously worked at TD Ameritrade and has been involved with AdvoCare, a health and nutritional company, for over a decade. Outside of finance, he serves as a church planter and lead pastor at Crossover Church and sells Lego mini-figures on the Whatnot app. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary investment guidance and access to affiliated discretionary managed accounts. The firm’s scale and integrated service model include wrap advisory, brokerage, custody, and cash-sweep services.

Lisa Coon is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and has been affiliated with Wells Fargo Advisors LLC and Wells Fargo Bank NA since 2013 and 2009, respectively. Outside of her financial career, she is involved with The Designers, a venture she has been part of for 20 years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Charles Narmi is a financial advisor with LPL Financial based in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior experience includes roles at Robert W. Baird, Morgan Stanley, and Citigroup Global Markets. 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, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technological tools, and manages over $819 billion in discretionary assets through a large network of advisors.

Stephen Urlaub is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and previously worked at Laker Planning Service for Hoy-Kilnoski Funeral Home from 2016 to 2018. Urlaub is also involved in managing rental property in Council Bluffs, Iowa. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

Thomas Mcdonald 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 LPL Financial since 2020. Prior to that, he was with Securities America Advisors, Inc. and Securities America, Inc. for over 20 years. In addition to his advisory work, he is involved with Mcdonald Enterprises, Inc., an insurance agency where he serves as an agent for long-term care and term life insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, supported by a network of investment adviser representatives and various institutional platforms.

Brian Kooienga is a financial advisor with Charles Schwab in Omaha, NE, holding a Series 66 license and bringing 12 years of industry experience. His prior work includes roles at TD Ameritrade and Charles Schwab Bank. Outside of his advisory work, he assists with a family retail business selling cooking supplies, helping with communications and logistics. Charles Schwab & Co. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary investment advice and access to discretionary separately managed accounts. The firm is notable for its scale, integrated structure, and multi-asset model portfolio approach.

Julia Lovercheck is a financial advisor at J.P. Morgan Securities with two years of industry experience. She has held positions at JPMorgan Chase Bank, N.A. and Wells Fargo Bank, where she worked for 20 years. Lovercheck holds Series 63 and Series 65 licenses. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Amanda Miser is a Series 66-licensed financial advisor with 10 years of industry experience, currently with LPL Financial since 2025. She previously worked at Western International Securities, Inc. for six years and held multiple roles at First Command from 2015 to 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

James Hix is a CFP®-certified financial advisor with 17 years of industry experience. He is currently with Charles Schwab & Co., Inc., having joined in 2025 following prior roles at Ameritas Advisory Services, LLC and Ameritas Investment Corp. 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 offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios, formal due diligence processes, and centralized operational infrastructure.

Amanda Braun is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2007, with a two-year period at RBC Capital Markets from 2019 to 2021. She is based in Omaha, NE. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeffrey Dolejs is a financial advisor at Morgan Stanley with seven years of industry experience and holds a Series 66 designation. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following previous roles at Securities America Advisors and Securities America, Inc. in various capacities from 2014 to 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning. The firm utilizes structured planning tools and modeling techniques to support financial plans and manages approximately $2.74 trillion in client assets.

Randolph Mcalpine is a CFP® professional with 26 years of industry experience, currently affiliated with Wells Fargo Advisors. He has worked at Wells Fargo Advisors and its financial network since 2009. Outside of his advisory role, he is president of Wealth Management Services at North Channel Capital Management Group and serves as a trustee and co-trustee for various North Channel retirement plans. He is also an investment committee member for Immanuel, a senior care organization. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad array of planning options including retirement, education, and business-owner transition planning. Advisors use firm research and tools to develop tailored recommendations delivered through meetings and client summary letters, with clients choosing implementation via brokerage or advisory programs.

Catherine Haldeman is a financial advisor with Primerica Advisors in Omaha, NE, holding Series 63 and Series 65 licenses and over 25 years of industry experience. She has been with Primerica Advisors since 2000 and Primerica Financial Services since 1999. Outside of her advisory role, she is an owner and partner of The Halden Corporation, Inc. in Council Bluff, IA. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, operating primarily on a tiered wrap-fee basis.

Michael Meyer is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes positions at TD Ameritrade, Alarm.com, and Amazon. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment solutions with integrated brokerage, custody, and advisory services.

Michelle Hattam is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Wells Fargo Clearing and Stifel during her career. Outside of her advisory work, she operates Chef Hattam Catering in Omaha, NE. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Michael Schoettmer is a financial advisor at UBS Financial Services in Omaha, NE, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Mutual of Omaha and Windsor Mortgage Solutions, as well as teaching experience at Augustana University and Jesuit College Prep. He also has experience in the food service industry. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial planning and portfolio management.

Dylan Olsen is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. His prior work includes roles at Charles Schwab Bank, SSB and D&A Enterprises, LLC, as well as positions outside the financial sector at Coca Cola and other companies. 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, offering a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational services.

Dustin Hageman is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and having nine years of industry experience. His work history includes roles at Charles Schwab Bank SSB, Charles Schwab & Co., Inc., and TD Ameritrade. Prior to his finance career, he also worked in education and the food service industry. Charles Schwab & Co., Inc. serves a large client base 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 options, utilizing multi-asset model portfolios and a formal alternative-investment onboarding process within an integrated operational structure.

Andrew Fox is a financial advisor at Morgan Stanley in Omaha, NE, with four years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Financial, Union Bank and Trust, and City Bank and Trust. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Daniel Clauson is a financial advisor with Charles Schwab in Omaha, NE, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, TD Ameritrade, Pacific Select Distributors Inc, and Pacific Life Insurance Company. He has been with Charles Schwab and its bank affiliate since 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and a formal alternative investments program.