Steven Gustafson is a financial advisor with Raymond James & Associates based in Omaha, NE. He holds Series 63 and Series 65 designations and has 32 years of industry experience. Prior to his current role, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 17 years. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Heather Terry is a Series 66-licensed financial advisor with Charles Schwab in Omaha, NE, bringing 20 years of industry experience. She has worked at Charles Schwab since 2022 and previously spent 17 years with TD Ameritrade and Ameritrade Inc. 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 a combination of non-discretionary advisory guidance alongside discretionary separately managed accounts, using multi-asset model portfolios and a formal alternative-investment process.

Daniel Slattery is a financial advisor at Merrill with 32 years of industry experience. He has been with Merrill since 1994 and also has 15 years of experience at Bank of America. Slattery serves as the treasurer and asset manager for a nonprofit family foundation and is a committee member of vinNEBRASKA, a charitable organization that raises funds through wine tasting and dinner events. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Maxwell Dunham is a financial advisor at Morgan Stanley in Omaha, NE, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he held roles at Werner Enterprises Inc, West Gate Bank, and DoorDash. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Gabriel Kerlik is a financial advisor with Ameriprise in Lincoln, NE, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages DSW Enterprises, LLC, a business focused on financial management and staff compensation. Ameriprise offers retirement-income planning services primarily for clients with at least $1 million in net investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Michael Sufficool is a financial advisor with Equitable Advisors in Omaha, Nebraska, holding Series 63 and Series 65 licenses and carrying 34 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, and serves as managing partner of Raistone Wealth Partners, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves assessing client information and risk tolerance to match clients with appropriate advisory models and third-party investment programs.

Marc Cohen is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 42 years of industry experience. His career includes long-term roles at Waddell & Reed and various insurance carriers from 1984 to 2021, as well as operating Marc Cohen LLC from 2019 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Edward Militti Jr. is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Based in Omaha, NE, he provides advisory services through a large institutional firm. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques in its advisory process.

Michelle Nielsen is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and over 41 years of industry experience. She has worked at OSAIC since 2023 and previously spent 14 years at SagePoint Financial, Inc. Nielsen is a partner in an office leasing LLC formed with colleagues and operates a sole proprietorship to provide sales and services related to her insurance license. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services utilizing various investment platforms and third-party managers to construct portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Taylor Cleveland is a financial advisor with LPL Financial in Omaha, NE, holding a Series 66 designation and eight years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at Securities America Advisors and JFC Financial Services. 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 provides a range of advisory and brokerage solutions, including financial planning and access to third-party asset management programs, supported by a large network of investment adviser representatives.

Melanie Henrich is a financial advisor at Charles Schwab with 27 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes 17 years at TD Ameritrade, Inc. before joining Charles Schwab. 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 a mix of non-discretionary and discretionary investment advisory services supported by multi-asset model portfolios and centralized operational resources.

Courtney Kitzman is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Charles Schwab, Courtney worked in various roles across multiple companies, including Medical Solutions/Aureus Medic and Applied Underwriters. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Damian Alexander is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Wells Fargo Clearing since 2019 and has been with Wells Fargo Bank, NA since 2018. Prior to his career in finance, he was involved with Signature Painting from 2012 to 2018. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Timothy Matulka is a financial advisor at Edward Jones with 19 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, he is the owner of an LLC that manages a recreational hunting property. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs with both discretionary and non-discretionary strategies under a fiduciary standard.

Patrick Ricketts is a CFP®-certified financial advisor with 18 years of industry experience, currently affiliated with LPL Financial. He has held roles at Principal Life Insurance Company and Principal Securities Inc., and has operated Vintage Financial Group and Ricketts Executive Planning concurrently for over a decade. Outside of his advisory work, he owns PRD Investments LLC, a real estate rental business. 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 range of advisory and brokerage services, including model portfolio programs and institutional platforms, supported by advanced operational tools and a broad non-advisory financial services network.

Ayden Kenkel is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at Farm Bureau Financial Services, Heritage Bank and Insurance, and Buckle, Inc. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities, operating on a non-discretionary basis with recommendations supported by an in-house manager solutions team and centralized due diligence.

John Barrientos is a financial advisor at Ameriprise with 25 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Ameriprise in 2024, he worked at Raymond James Financial Services Advisors Inc. and First National Bank, among other roles. Barrientos also served on the Barrientos Scholarship Foundation for eight years. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing tailored written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support clients approaching or in retirement.

Joshua Pella is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at TD Ameritrade and Creighton University. 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 custody and order-routing with access to alternative investments and multi-asset model portfolios.

Daniel Hebenstreit is a financial advisor with Cetera, holding CFP® and Series 66 designations and bringing 17 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2023 and previously served at Securian Financial Services and Minnesota Life Insurance. Hebenstreit also maintains a role at Renaissance Financial, providing securities, insurance, and advisory services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts with portfolio management, financial planning, and retirement services. The firm offers a multi-manager platform with a range of program options and oversees assets exceeding $256 billion across over 10,000 advisors.

Phillip Ristvedt is a financial advisor at Thrivent Investment Management with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Thrivent Financial for Lutherans since 2005. Outside of his advisory role, he serves as Vice President of Zion Evangelical Lutheran Church in Omaha, Nebraska, where he assists with leadership coordination and project management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across various financial topics, combining planning with managed-account programs while keeping these services separate.