Jason Page is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Schwab in 2024, he worked at TD Ameritrade, Inc. for six years. Outside of his advisory role, he serves as a substitute teacher for Omaha Public Schools, where he supervises and presents lessons in a high school environment. 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative-investment onboarding process.

Michael Stutzman is a CFP® and ChFC® credentialed advisor with 11 years of industry experience. He has been with Cetera since 2019 and previously worked at Foresters Advisory Services and Foresters Financial Services. Outside of his advisory role, he coaches high school football. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a broad network of independent advisors and provides access to multiple investment strategies and program structures.

Shane Synowiecki is a financial advisor at Charles Schwab with 21 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Td Waterhouse Investor Services, Inc. and Ameritrade, Inc. He is based in Omaha, NE. 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 a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and maintains an integrated structure that supports a large client base with centralized custody and brokerage services.

Julie Nelson is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses and is based in Omaha, NE. Nelson is an owner of The Olson Group and serves as secretary on the board of the Nebraska Health Care Association Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base including individuals, pension plans, and charitable organizations. The firm offers a range of portfolio management options and employs both proprietary and third-party strategies to tailor investment solutions to client objectives.

Noel Stoddard is a Senior Financial Advisor with Merrill Lynch Wealth Management and the managing partner of the Stoddard & Associates group. Since joining Merrill Lynch in 2007, he has provided personalized financial strategies and advice to plan sponsors and individual clients across a broad range of wealth management areas, including retirement planning, family wealth management, employee benefits, and socially responsible investing. Noel holds the Certified Plan Fiduciary Advisor (CPFA) designation, as well as credentials as a Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). Prior to entering financial services, he studied Chemical Engineering at Iowa State University. He is an active member of the Omaha Chamber of Commerce and participates in community groups such as Habitat for Humanity and organizations focused on fighting pediatric cancer. Outside of his professional work and community involvement, Noel enjoys basketball, boating, football, reading, and traveling. His approach centers on developing flexible, personalized financial strategies aligned with clients’ long-term goals.

Alexander Kontz is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Prior to joining Cetera, he worked with Renaissance Financial. Outside of his advisory role, he serves as the defensive coordinator for the Millard West High School varsity lacrosse team. Cetera Investment Advisers LLC is an SEC-registered adviser with a large nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and a multi-manager platform.

Clayton Frost is a financial advisor with Cetera in Omaha, NE, holding a Series 66 credential and three years of industry experience. He has worked with multiple firms including Renaissance Financial Corp and Minnesota Life Insurance Company. Outside of advisory roles, he owns Frost Ventures LLC and has worked as a delivery driver for DoorDash. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services through a large nationwide network of independent advisors.

Andrew Agree is a financial advisor with Ameriprise in Omaha, NE, holding Series 63 and Series 66 licenses and 22 years of industry experience. Prior to joining Ameriprise in 2020, he worked at Aspire Inc., his own firm Andy Agree, various insurance carriers, and Waddell & Reed, Inc. He is also an author publishing novels and non-fiction books under the pen name Drew Avery. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendations through a centralized consulting team.

Danielle Hurst is a financial advisor at Charles Schwab with five years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at TD Ameritrade. Outside of finance, she has been involved with Claude's Beautorium since 2014. 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 comprehensive, integrated platform for custody, brokerage, and investment management.

Thomas Ostler is a financial advisor with Cetera, holding the ChFC® designation and Series 66 license. He has 21 years of industry experience, including 18 years at Securian Financial Services and Minnesota Life Insurance Company. Outside of his advisory work, he serves as an officer and committee leader for Heart Heroes, Inc., a nonprofit organization, and holds leadership roles within his church and the Rotary Club of Omaha Millard. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and advisory services through a large network of independent advisors and employs a multi-manager platform with access to affiliated and third-party investment solutions.

Mary Herzberg is a financial advisor with Wells Fargo Advisors in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. Her career includes prior roles at Wells Fargo Clearing and RBC Capital Markets. She is a co-owner and co-trustee of H2O Wealth Management LLC, an investment-related business in Omaha. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a wide range of planning options including retirement, education, and niche areas such as business-owner transition and special-needs analysis. Advisors use firm research and planning tools to develop tailored recommendations, with implementation optional for clients.

Scott Sladovnik is a financial advisor with Equitable Advisors in Omaha, NE, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has worked at Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory role, he is involved in several business ventures, including managing multiple LLCs and serving as a trustee and board member spouse for a nonprofit organization. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm offers a variety of advisory programs through a network of Investment Adviser Representatives and partners with third-party asset managers and sponsored advisory programs to deliver tailored investment solutions.

Stephanie Danks is a financial advisor at Ameriprise in Omaha, NE, with 11 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2011. Outside of her advisory work, she serves on the Board of Directors for Omaha1861 and works occasionally as a delivery driver. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations in partnership with its financial advisors.

Debra Alvarado is a financial advisor at Ameriprise with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Ameriprise Financial Services since 2019, following three years at Wells Fargo Clearing. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, combining investment research and algorithmic tools to provide tailored recommendation reports and ongoing advice.

David Everson is a financial advisor with Raymond James Financial, holding a Series 66 designation and 12 years of industry experience. He has worked at Raymond James in various capacities since 2021 and was previously with Edward Jones for seven years. He serves as a committee member on the Mount Michael Foundation Investment Committee, which oversees charitable investment management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and charitable clients. The firm provides tailored, non-discretionary planning and utilizes analytical tools to support client goals, with a notable focus on municipal advisory services and innovative plan-level advisory programs.

Garrett Frost is a financial advisor with Morgan Stanley in Omaha, NE, holding a Series 66 designation and 11 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutional clients, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools and modeling techniques.

Matthew Geiseman is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. He is also a certified yoga instructor and teaches yoga classes in Bennington, NE. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial products supported by a nationwide network of more than 23,700 advisors.

Casey Rhodes is a financial advisor at Charles Schwab with three years of industry experience. Prior to joining Schwab in 2023, Rhodes worked in veterinary and animal care roles, including positions at Urgent Pet Care and Rockbrook Animal Clinic. He also has experience with the Omaha Football Club. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment services supported by multi-asset model portfolios and integrated custody and brokerage solutions.

Andre Payson II is a financial advisor with Charles Schwab, holding a Series 66 designation and 20 years of industry experience. His career includes roles at TD AMERITRADE Inc. and Ameritrade Inc. Outside of finance, he is involved in competitive gaming as a Fortnite player and pursues writing and self-publishing short stories and poetry. 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a structured alternative investment offering.

Louis Gilmore is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has worked at multiple entities including Cetera Wealth Services and CFG Advisors. Outside of advisory roles, he has experience working in education and retail sectors. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and both affiliated and third-party managers.