Lindsey Payne is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 credentials and 18 years of industry experience. She previously worked at TD Ameritrade for 15 years before joining Charles Schwab in 2022. 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 related managed-account and financial planning services. The firm offers a combination of non-discretionary investment recommendations and access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Jared Richardson is a financial advisor with Charles Schwab in Omaha, NE, holding a Series 66 designation and eight years of industry experience. He previously worked at TD Ameritrade and has concurrent experience in real estate through Nebraska Realty. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment options, including multi-asset model portfolios and access to alternative investments. The firm is notable for its scale, integrated structure, and combination of advisory and brokerage services.

Michael Kint is a financial advisor with Equitable Advisors in Omaha, NE, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior roles include positions at Mutual of Omaha and West Gate Bank. Outside of his advisory work, he owns and operates Kint Insurance Agency, LLC, where he engages in fixed insurance activities. Equitable Advisors serves individuals, retirement plans, corporations, and institutional clients by providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes various advisory programs and third-party asset managers to tailor investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Brian Tessman is a financial advisor with Charles Schwab, holding a Series 66 credential and 19 years of industry experience. His career includes roles at Charles Schwab entities since 2021 and prior experience with TD Ameritrade and Securities America. Outside of advising, he serves as Social Chair for the Great Plains Regional Porsche Club and works as a part-time Uber driver. Charles Schwab serves a broad 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 both non-discretionary and discretionary investment models and integrates advisory, brokerage, custody, and cash-sweep services within a large-scale, centralized operational structure.

Ryan Miller is a financial advisor at Cetera with 16 years of industry experience. He holds the Series 66 designation and has worked at firms including Renaissance Financial and Securian Financial Services. Miller is an owner of HAM Enterprises LLC and serves as a board member of a nonprofit organization, Childs Saving Institute. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, corporate, institutional, and charitable clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, featuring both affiliated and third-party investment managers.

Andrew Kroeger is a financial advisor at Charles Schwab with 21 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2022, following 13 years at TDAmeritrade. Outside of his advisory work, he is involved as a landlord in residential rental properties. Charles Schwab 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 affiliated discretionary SMAs and offers multi-asset model portfolios supported by research and due diligence on alternative investments.

Richard Steele is a CFP® professional based in Omaha, NE, with 40 years of industry experience. He has been with LPL Financial since 2025, following a long tenure of nearly two decades at Cambridge Investment Research and its affiliates. Outside of his advisory work, he is involved in multiple business ventures including Integrity Wealth Management, Integrity Leasing, LLC, and Bridge Marketing, Inc. 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 financial planning and investment management solutions supported by a large network of investment adviser representatives.

Alan Eoff is a financial advisor at Primerica Advisors in Omaha, NE, holding Series 65 and Series 63 licenses with 10 years of industry experience. He has worked with PFS Investments Inc. since 2016 and has been affiliated with BeneSys Inc. and Primerica Financial Services since 2013. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management, delivering advisory services primarily through model recommendations developed by unaffiliated asset managers.

Cody Seger is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He previously worked at TD Ameritrade for 14 years before joining Charles Schwab in 2022. Based in Omaha, NE, he provides advisory services within a large institutional firm. Charles Schwab & Co., Inc. serves a broad client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and uses a multi-asset model portfolio approach supported by research from the Schwab Center for Financial Research.

Samuel Lee is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab Bank since 2026, following prior roles at Charles Schwab and Co., Inc. and TD Ameritrade. Before entering the financial industry, he spent ten years at Lee Beauty Supply. Charles Schwab 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, utilizing multi-asset model portfolios and a centralized operational structure.

Brock Theophilus is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, Charles Schwab, TD Ameritrade, Charlestons, and Berkshire Hathaway HomeServices Ambassador Real Estate. 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 a multi-asset investment approach supported by strategic asset allocation and research from the Schwab Center for Financial Research.

Mark Belford is a financial advisor with Morgan Stanley in Omaha, NE, holding a Series 66 designation and three years of industry experience. His work history includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC, as well as positions at Apple and other organizations. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling to assist clients in developing financial plans.

Steven Martin is a financial advisor at OSAIC with 39 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2024, he spent over two decades at Securities America Advisors, Inc. In addition to his advisory role, Martin manages River City Financial Group, LLC, which markets life, long-term care, and health insurance products. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a broad network of financial advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset classes, offering integrated brokerage, advisory, and third-party managed account services.

Kalli Kirshman is a financial professional at Cetera with a Series 66 designation and two years of industry experience. She has been affiliated with Cetera and its related entities since 2023 and also maintains a role at Heritage Financial Services. Prior to her financial career, she worked in education and retail. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program options and custodial relationships.

Matt Rose is a financial advisor with RBC Capital Markets in Omaha, NE, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at RBC Capital Markets since 2013 and also at City National Bank since 2019. Outside of his advisory role, Rose serves as a committee member for the Fellowship of Christian Athletes in Omaha and has partial ownership in a local coffee store. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment programs combining discretionary and non-discretionary portfolio management, utilizing in-house and third-party managers alongside integrated capital markets and alternative investment capabilities.

Chad Petersen is a financial advisor with Ameriprise in Omaha, NE, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Petersen is involved in outside financial advisory activities through entities such as Momentum Partners LLC and CP Ventures LLC. 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 ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Christopher Riggs is a financial advisor with Mass Mutual Investors Services in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Mass Mutual Life Insurance Company since 2016 and Metlife Securities, Inc. from 2001 to 2017. He is also the owner of Evergreen Financial, a legal business entity, and serves as an independent insurance agent specializing in property and casualty insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs with an emphasis on collaborative, goal-based planning using firm-approved analytics.

Christopher Horst is a financial advisor with Charles Schwab, holding Series 66 and Series 63 credentials and nine years of industry experience. His prior roles include positions at TD Ameritrade, Allied Universal, and Hy-Vee. Outside of finance, he has worked in restaurant services at Little Caesars Pizza. 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 a non-discretionary client relationship model with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and centralized custody and advisory operations.

Ryan Palmquist is a financial advisor with Cetera in Omaha, NE, holding a Series 66 license and 19 years of industry experience. He has been associated with Cetera and its related entities since 2013 and also works with CFG Advisors. Outside of advisory roles, he owns a camper rental business and serves as president of Palmquist, Inc., a financial services firm. Cetera Investment Advisers LLC operates as a large nationwide network of independent advisors, offering portfolio management, financial planning, and retirement services to individuals, retirement plans, corporate, charitable, and institutional clients. The firm utilizes a multi-manager platform with discretionary and non-discretionary program options and manages over $256 billion in assets.