Tim Hoffman is a financial advisor with Wells Fargo Advisors in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Wells Fargo in various capacities since 2011. Outside of his primary role, he owns TIM R. HOFFMAN, LLC, an investment-related business, and holds minority interests in several investment-related entities, including North Channel LLC and North Channel Capital Real Estate LLC. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients by offering a broad range of investment and financial planning services tailored to clients who meet specific net-worth criteria. The firm combines advisory services with other financial products, leveraging Wells Fargo research and planning tools to develop tailored recommendations.

Anthony O Donnell is a financial advisor with Charles Schwab & Co., Inc. in Omaha, NE, holding Series 66 and Series 63 licenses and having two years of industry experience. His prior work includes ownership of ODonnell Properties and a position at Peers AutoWorks. Charles Schwab & Co., Inc. 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 mix of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational capabilities.

Simon Metcalf is a financial advisor with Cetera and holds the Series 66 designation. He has less than one year of industry experience, with prior roles at Renaissance Financial, Menards, and Topgolf. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Jeremy Girard is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Securities America Advisors, SII Investments, and Northwestern Mutual Investment Management. Outside of his advisory work, Girard serves as a member of the Greens & Grounds Committee at the North Shore Golf Club. OSAIC serves a diversified client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing firm-provided tools and third-party solutions to construct and manage portfolios across a range of asset classes.

Todd Baumbach is a financial advisor with Primerica Advisors in Omaha, NE, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 1993. His other business activities include sales of investment-related products and compensation from affiliated companies for referrals related to loan products, home security, and automation services. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm delivers advisory services through a large network of advisors and utilizes model-driven investment strategies managed by unaffiliated asset managers.

Matthew Ewin is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory role, he serves as a board member of Charlies Excavating Inc. and is a member of the Mayor's Millennial Advisory Committee in Omaha, Nebraska. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services that include but are not limited to advisory, brokerage, and specialized investment products.

Patrick Michael is a financial advisor at RBC Capital Markets with the CFA® designation and Series 63 license, and has 11 years of industry experience. He previously worked at BMO Wealth Management for nine years before joining RBC Capital Markets. Outside of his advisory role, he is involved with Sprouting Minds, an educational venture. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm utilizes a range of investment managers and strategies, including alternative investments and integrated lending solutions.

Bailey Timmons is a financial advisor at Cetera with three years of industry experience. He holds the Series 66 designation and has worked at multiple related firms including Cetera Wealth Services, Renaissance Financial Corp, and Securian Financial Services. Outside of advising, he is involved as a member of Center Sphere, a networking and prospecting group. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services with access to multiple investment platforms and third-party managers.

Christopher Thelen is a financial advisor at Charles Schwab with 20 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes 18 years at TD Ameritrade before joining Charles Schwab in 2024. 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 multi-asset model portfolios along with a distinctive integrated operational structure.

Jason Bequette is a financial advisor with Charles Schwab holding a Series 66 designation and 19 years of industry experience. He previously worked at TD Ameritrade for 20 years and operates Ocean Tied Creative, a graphic design business providing print, web, and video services. Charles Schwab & Co. 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 investment guidance and access to discretionary SMAs, supported by multi-asset model portfolios and a centralized operational structure.

Geraud Gandemey is a financial advisor with Primerica Advisors in Elkhorn, NE, holding Series 63 and Series 65 credentials and nine years of industry experience. He has been with Primerica Advisors since 2015 and previously worked at Charleston's Restaurant from 2013 to 2017. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Paula Harris is a financial advisor with Cetera, holding a Series 66 designation and 24 years of industry experience. She has been affiliated with Cetera and related entities since 2013, and also operates Harris and Davis Financial Advisors. Outside of her advisory work, she is involved in the sale of long-term care insurance and manages several investment-related business activities. Cetera Investment Advisers LLC provides services through a large national network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management options, including discretionary and non-discretionary strategies, supported by extensive assets under management and a broad range of affiliated service providers.

James Goodman is a financial advisor with Edward Jones in Ralston, NE, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he serves as a board member of the Finance Committee for Sacred Heart Catholic Church in Omaha, NE. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Donna Wilson is a financial advisor with Primerica Advisors in Omaha, NE, holding Series 65 and Series 63 licenses and 19 years of industry experience. Her previous work includes roles at Jerry Spady Pontiac Cadillac GMC and Jerry Spady Chevrolet GM. In addition to advisory services, she is involved in sales of investment-related products and receives compensation for loan product sales and referrals of home security and automation services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies supported by third-party asset managers and custodians.

Matthew Guynan is a financial advisor at Cetera with 15 years of industry experience. He holds the Series 66 designation and has held advisory roles at Cetera Wealth Services, CFG Advisors, and through his own firm, Guynan Wealth Management, LLC. Outside of advisory services, he is also licensed to sell fixed insurance products including life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services, providing advisors with access to affiliated and third-party managers across various program structures and custodial relationships.

Mike Sintek is a financial advisor at Edward Jones in Omaha, NE, holding a Series 66 designation and with three years of industry experience. Prior to joining Edward Jones, he spent 15 years at Sid Dillon Chevrolet. Outside of his advisory work, he serves as an officer of Sintek Land & Cattle, LLC, a farmland rental business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Daniel Morehouse is a financial advisor at Ameriprise in Omaha, NE, holding a Series 66 designation with nine years of industry experience. He previously worked at Edward Jones for six years before joining Ameriprise in 2022. Outside of his advisory role, Morehouse owns a business specializing in aerial helicopter photography and operates an IV treatment service. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement who meet certain asset criteria, providing tailored, non-discretionary recommendation reports. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers services supported by algorithmic automation and oversight to clients primarily holding Ameriprise-managed accounts.

Collin Bednar is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and five years of industry experience. Prior to joining Schwab in 2024, he worked at TD Ameritrade for three years and was involved with Nebraska Nutritional Vending for two years. He has also worked in education and at Marcus Majestic Theater. 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 both non-discretionary and discretionary investment options, combining centralized supervisory and custody functions with access to alternative investments and multi-asset model portfolios.

Michael Sieler is a financial advisor with Cetera who holds a Series 66 designation and has 19 years of industry experience. He has worked with Cetera Wealth Services, LLC since 2013 and currently practices at both Cetera and CFG Advisors. Outside of his advisory roles, he is also involved in fixed insurance sales, including life, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining affiliated and third-party managers under discretionary and non-discretionary arrangements.

Benjamin Mc Elhose is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Renaissance Financial and various other firms outside finance, such as Omaha Steaks and Olive Garden. He also spent five years self-employed and was a student for ten years. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients across a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.