Cody Greeb is a financial advisor with Charles Schwab in Omaha, NE, holding a Series 66 designation and 15 years of industry experience. He has worked at Charles Schwab Bank SSB and Charles Schwab and Co., Inc. since 2022, following 12 years at TDAmeritrade Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals with wrap fee advisory programs, managed accounts, and financial planning services. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts and offers centralized custodial and brokerage services.

Robert Stutzman is a CFP® professional with 42 years of experience in the financial industry. He is currently with Cetera, where he has worked since 2019, following extensive tenure at Foresters Financial Services and Foresters Advisory Services. Outside of his advisory role, he serves as a passive member of the Cross Catholic Endowment Committee board and the finance committee for St Mary Magdalene, and he owns OWM, Inc., which operates under a Cetera business name. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporations, charities, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with more than 10,000 advisors and over $256 billion in assets under management.

Asher Stoller is a financial advisor with Cetera in Omaha, NE, holding a Series 66 designation and eight years of industry experience. He has worked at several firms including Renaissance Financial Corp and Wells Fargo Clearing. Outside of advisory work, he is a part-owner of Professional Medical Billing, LLC and serves on multiple nonprofit boards, including the Omaha Jewish Alumni Association and Omaha Performing Arts. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with over $256 billion in assets under management.

Patrick Friesen is a financial advisor with Morgan Stanley in Omaha, NE, holding a Series 66 designation and 20 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Anthony Amodeo is a financial advisor at Charles Schwab in Omaha, NE, with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Schwab and TD Ameritrade, among other firms. Outside of finance, Amodeo owns and operates Tony's Lawn Service, a lawn care and landscaping business he started in 1996. Charles Schwab 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Bryan Bender is a financial advisor with Charles Schwab who holds Series 63 and Series 66 credentials and has 25 years of industry experience. He has worked at Charles Schwab Bank since 2025, Charles Schwab & Co. since 2022, and Ameritrade from 1999 to 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 provides integrated custody, brokerage, and cash-sweep services.

Mark Waldron is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones in Omaha, NE since 2020. His prior work includes roles at New York Life Insurance Co, Fidelity Brokerage Services LLC, and TD Ameritrade. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices.

Joseph Calabro is a CFP® with 18 years of industry experience, currently affiliated with Wells Fargo Clearing in Omaha, NE. He has worked with Wells Fargo since 2006, serving in various roles over 20 years, including his current position since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Melissa Rush is a financial advisor with Charles Schwab who holds a Series 66 designation and has 13 years of industry experience. She previously worked at TD Ameritrade for 10 years before joining Charles Schwab in 2022. 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 advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment due diligence.

Matthew Hellbusch is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and ten years of industry experience. He has worked at several firms, including Lincoln Investment and Horace Mann Companies. Outside of advisory roles, he owns and operates a financial services firm, Highmark Financial, LLC, and is a notary public. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and consulting services through a nationwide network of independent advisors and supports multiple investment approaches and program structures.

Scott Bunselmeyer is a Financial Advisor with Merrill Lynch Wealth Management, having joined the firm in 2021. Before transitioning into financial services, Scott spent over a decade working in health care and health care administration. He is dedicated to raising the standard of care for his clients by employing a goal-oriented, team-based approach and fostering genuine understanding through open communication. Scott’s expertise includes college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds a Personal Investment Advisor (PIA) designation and has an academic background in exercise science and physical therapy, earning a bachelor's degree from Drury University and a Doctor of Physical Therapy degree from Southwest Baptist University. Residing in Bennington, Nebraska, Scott lives with his wife, Meghan, and their three children. Outside of work, he enjoys outdoor activities, sports, attending his children’s school events, and coaching their sports teams.

Morris Friedman is a financial advisor with Ameriprise in Omaha, NE, holding Series 63 and Series 65 credentials and over 50 years of industry experience. He has been affiliated with Ameriprise Financial Services LLC since 1975 and Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, Friedman is involved in managing Momentum Partners LLC, an entity related to his advisory business. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and utilizes algorithmic automation alongside a centralized consulting team to deliver tailored retirement-income recommendations.

James Pekelder is a financial advisor at Ameriprise with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Ameriprise since 2019, following three years at Wells Fargo Clearing. He is based in Omaha, NE. 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 personalized retirement‑income planning advice through written reports and annual reviews.

Joseph Truscott is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. His work history includes roles at Charles Schwab Trust Bank since 2023, Charles Schwab since 2022, and TD Ameritrade from 2006 to 2024. Based in Omaha, NE, he serves clients through Schwab’s comprehensive wealth management platform. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wrap fee advisory programs, managed accounts, and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and alternative investment options.

Bradley Alexander is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at Charles Schwab and related entities since 2022 and previously spent eight years at TD Ameritrade Investment Management and TD Ameritrade, Inc. 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’s model combines non-discretionary advisory recommendations with access to discretionary separately managed accounts, delivering investment guidance through multi-asset model portfolios and due diligence-supported alternative investments.

Elijah Strosnider is a financial advisor with Primerica Advisors in Omaha, NE, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked with several organizations across different sectors, including Habitat For Humanity Omaha since 2026. Primerica Advisors is a large institutional firm managing a wrap-fee asset management program primarily for individual investors, including both non-HNW and high-net-worth clients. The firm offers model-delivery investment strategies created by unaffiliated asset managers and provides advisory services through a nationwide network of advisors.

Christina Kolb is a financial advisor with Cetera, holding a Series 66 designation and 10 years of industry experience. She has worked at Cetera since 2023 and previously spent seven years with Securian Financial Services Inc., while also maintaining a role with Renaissance Financial since 2013. Renaissance Financial is a financial services firm where she offers securities, insurance, and advisory services. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm provides portfolio management, financial planning, and access to multiple investment platforms through a large network of independent advisors.

James Lombardi is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at UBS Financial Services, Merrill, and Citigroup Global Markets. 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 combines large-scale resources with research-driven investment approaches and offers both brokerage and advisory solutions.

Geoffrey Brennan is a financial advisor at Charles Schwab with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab and its affiliated entities since 2022, following an 18-year tenure at TDAmeritrade. 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 both non-discretionary and discretionary investment guidance using multi-asset model portfolios and maintains a distinctive operational structure that integrates advisory, brokerage, custody, and cash-sweep services.

Paul Keatts is a financial advisor with Equitable Advisors in Omaha, NE, holding a Series 66 designation and 25 years of industry experience. He has been with Equitable Advisors since 2001, including time under its former name, Axa Advisors. Keatts serves as a board member and treasurer for the Bennington Lions Club and is managing partner of Raistone Wealth Partners, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a variety of program models and third-party managers, offering solutions including mutual funds, ETFs, separately managed accounts, and select alternative investments.