Mark Olson is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at TD Ameritrade, Cetera Advisor Networks, Carson Group Partners, and TD Waterhouse Investor Services. Charles Schwab serves a large 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’s investment approach includes both non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Ahmed Elmaghraby is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has been with Wells Fargo Clearing since 2022 and has prior experience at Wells Fargo Bank and Ch2m. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Jeremy Siragusa is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James since 2015. Outside of his advisory role, he serves as a program manager for First Investments & Planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and scenario modeling to support client goals.

Robert O'Neil is a financial advisor with Morgan Stanley in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory role, he serves as Secretary-Treasurer and board member of Education Rights Counsel, a nonprofit focused on children and youth education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Angela Mainor is a financial advisor with RBC Capital Markets in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. She has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through a variety of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm implements tailored investment strategies using a combination of in-house and third-party managers and provides access to alternative investments and integrated banking solutions.

Zachary Lind is a financial advisor at Cambridge Investment Research Advisors with nine years of industry experience. He holds Series 63 and Series 66 credentials and has been with Cambridge since 2017. Outside of his advisory role, Lind is involved in ownership and board positions related to surgery centers and human resources ventures. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, delivering tailored financial planning and investment management services through a large network of independent professionals.

Joseph Missman is a financial advisor with OSAIC in Omaha, NE, holding a Series 66 credential and 19 years of industry experience. His prior roles include positions at Securities America Advisors and Edward Jones. He is also the owner of Joint Financial LLC, a corporate entity related to his business relationships through Osaic Wealth Management, and is involved in insurance sales. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a variety of investment products, supported by asset-allocation tools, risk assessments, and access to third-party money managers.

Jack Lemke is a financial advisor with Charles Schwab in Omaha, NE, holding a Series 66 designation and 12 years of industry experience. He previously worked at TD Ameritrade from 2013 to 2022 before joining Charles Schwab. Outside of his advisory role, he serves on the alumni association board for Benson High School, participating in Hall of Fame nominations, class reunions, and donation allocation decisions. 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 combination of non-discretionary and discretionary investment management with a multi-asset model portfolio approach and centralized operational support.

Paul Mcleay is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been employed for over 22 years. He holds the Certified Plan Fiduciary Advisor (CPFA) credential obtained in October 2018, enabling him to provide fiduciary services for retirement plans such as 401(k) plans. In his role as a Retirement Benefit Consultant, Paul works with business owners, HR managers, and CFOs to enhance their 401(k) retirement platforms, as well as assists individuals and families with investment and long-term planning. Paul's career in the securities industry spans over 30 years. Before joining Merrill Lynch in 2001, he worked as a Margin Manager at a major clearing firm, overseeing billions of dollars in margin loans and client option trading activity. His background in risk management has been foundational to his work as a financial advisor. Early in his career, he also worked three seasons as a tax preparer. Paul holds the Series 4, 7, 24, and 66 FINRA registrations. Paul graduated with a bachelor's degree from Creighton University. He also attended the University of Kansas and the University of Arizona, although no diplomas were conferred from these institutions. He is a member of the National Association of Plan Advisors (NAPA).

Cole Ragland is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 66 and Series 63 designations and has worked at Charles Schwab & Co., Inc. since 2023, following prior roles at TD Ameritrade and Northwestern Mutual. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering clients multi-asset model portfolios and alternative investment options.

Paul Schlieker is a financial advisor at LPL Enterprise with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. He is also the owner of Nebraska Financial Advisors, a DBA for his LPL business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Brad Trebil is a financial advisor with Ameriprise in Bennington, NE, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a non-discretionary advisory approach supported by a centralized consulting team.

Hannah Barkdoll is a financial advisor with Edward Jones in Gretna, NE, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2025, she worked at D.A. Davidson & Co. for six years and has held roles at The MSR Group, Uptown Bounce, BidPal/OneCause, and BrandProtect. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.

Casey Comstock is a financial advisor at Charles Schwab with nine years of industry experience. He previously worked at TD Ameritrade and has been involved with AdvoCare, a health and nutritional company, for over a decade. Outside of finance, he serves as a church planter and lead pastor at Crossover Church and sells Lego mini-figures on the Whatnot app. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary investment guidance and access to affiliated discretionary managed accounts. The firm’s scale and integrated service model include wrap advisory, brokerage, custody, and cash-sweep services.

Lisa Coon is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and has been affiliated with Wells Fargo Advisors LLC and Wells Fargo Bank NA since 2013 and 2009, respectively. Outside of her financial career, she is involved with The Designers, a venture she has been part of for 20 years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Charles Narmi is a financial advisor with LPL Financial based in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior experience includes roles at Robert W. Baird, Morgan Stanley, and Citigroup Global Markets. 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 advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technological tools, and manages over $819 billion in discretionary assets through a large network of advisors.

Thomas Mcdonald is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2020. Prior to that, he was with Securities America Advisors, Inc. and Securities America, Inc. for over 20 years. In addition to his advisory work, he is involved with Mcdonald Enterprises, Inc., an insurance agency where he serves as an agent for long-term care and term life insurance. 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 financial planning and third-party asset management, supported by a network of investment adviser representatives and various institutional platforms.

Brian Kooienga is a financial advisor with Charles Schwab in Omaha, NE, holding a Series 66 license and bringing 12 years of industry experience. His prior work includes roles at TD Ameritrade and Charles Schwab Bank. Outside of his advisory work, he assists with a family retail business selling cooking supplies, helping with communications and logistics. Charles Schwab & Co. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary investment advice and access to discretionary separately managed accounts. The firm is notable for its scale, integrated structure, and multi-asset model portfolio approach.

Julia Lovercheck is a financial advisor at J.P. Morgan Securities with two years of industry experience. She has held positions at JPMorgan Chase Bank, N.A. and Wells Fargo Bank, where she worked for 20 years. Lovercheck holds Series 63 and Series 65 licenses. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Amanda Miser is a Series 66-licensed financial advisor with 10 years of industry experience, currently with LPL Financial since 2025. She previously worked at Western International Securities, Inc. for six years and held multiple roles at First Command from 2015 to 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.