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.

Scott Carlson is a financial advisor with OSAIC in Elkhorn, NE, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience and has worked at firms including Woodbury Financial Services, Questar Capital Corporation, and Allianz Life Insurance Company. Outside of his advisory work, he is president and CEO of Sisu Financial, a corporation selling traditional insurance products. OSAIC serves a diverse range of retail and institutional clients through a large network of financial advisers and offers integrated brokerage and advisory services. The firm uses a variety of tools and third-party platforms to construct diversified portfolios tailored to client needs and supports multiple account management styles and transitions.

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.

Amy Smith is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She previously worked at TD Ameritrade for seven years and has been associated with Bonefish Grill since 2012. 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 centralized operational infrastructure.

Kimberly Higgins is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Her prior roles include six years at TD Ameritrade and positions at Nebraska Furniture Mart, Maresco's, and Avantas. 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 utilizes multi-asset model portfolios backed by in-house financial research and due diligence on alternative investments.

Colton Davis is a financial advisor at Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses with four years of industry experience. He previously worked at TD Ameritrade and has a varied employment history including roles outside the financial sector. Charles Schwab 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 both non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized operational support.

Marty Hodge is a financial advisor with Raymond James Financial Services Advisors, Inc. in Omaha, NE, holding Series 63 and Series 66 credentials with six years of industry experience. His prior roles include positions at Capital Analysts, Lincoln Investment, and State Farm, as well as operating the Marty Hodge Insurance Agency. He is a partner in Croker & Associates, a business through which he manages various activities unrelated to investment advising. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and investment consulting using analytical tools and supports clients through its advisory programs and affiliated firms, with notable services in municipal and public finance.

Philip Shepherd is a financial advisor with LPL Financial in Omaha, NE, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His career includes prior roles at Waddell & Reed, Wells Fargo Investments, and ownership of tax preparation and insurance businesses in Omaha. Outside of advisory services, he manages tax preparation and operates as an insurance agent alongside his advisory work. 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 broad range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by tools such as machine learning for research and operational purposes.

Haley Grenko is a Series 66 licensed financial advisor with eight years of industry experience, currently serving clients at Ameriprise in Elkhorn, Nebraska. Her career includes multiple roles within Ameriprise Financial Services since 2016, as well as a position with the PGA of America in 2017. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Todd Demoss is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Wells Fargo entities since 2011. Todd has ownership interests in multiple investment-related ventures, including Demoss Wealth Management, LLC and Arvada Wealth LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients through a network of financial advisors. The firm offers a broad range of investment and financial planning services, tailoring recommendations using proprietary research and planning tools, with implementation options available through its brokerage or advisory programs.

David Janssen is a financial advisor with Equitable Advisors in Omaha, NE, holding the Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2009. Janssen is also the managing partner of Raistone Wealth Partners, LLC, and is involved in outside insurance brokerage activities. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management services. The firm utilizes a variety of advisory programs and third-party asset managers to tailor investment solutions based on client risk tolerance and goals.

Loretta Maurer is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 36 years of industry experience. She has been with Primerica Advisors since 1989 and Primerica Financial Services since 1991. Outside of advisory work, she is involved in the sale of home security and automation products, as well as loan products, through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Eric Gustafson is a financial advisor with Raymond James & Associates, holding CFP® and Series 66 designations and bringing 11 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide client base including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

Jessica Hitzfeld is a Series 66-licensed financial advisor at UBS Financial Services with 13 years of industry experience. She has been with UBS since 2008. Outside of her advisory role, she is a sales consultant for MY THIRTY-ONE, selling bags and purses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research and capital markets support through its platform.

Nancy Domenge is a financial advisor with UBS Financial Services in Omaha, NE, holding a Series 66 designation and 22 years of industry experience. She has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and incorporates proprietary research and model-based asset allocations in its client strategies.

Steven Ferrarini is a financial advisor with RBC Capital Markets in Omaha, Nebraska, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, tailored to clients' risk profiles, and supported by in-house and third-party investment managers.

Kylee Simon is a financial advisor with Equitable Advisors in Omaha, NE, holding a Series 66 designation and 16 years of industry experience. She has worked at Equitable Advisors since 2008 and is also associated with W.I.T. Capital Management, LLC. Outside of advisory work, she manages a rental property business through MONEY PIT INVESTMENTS, LLC. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver customized investment solutions.