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.

Thomas Van Deventer is a Series 66 licensed financial advisor with Edward Jones in Elkhorn, Nebraska. He has 12 years of industry experience and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Derek Coulter is a financial advisor with Charles Schwab in Omaha, NE, holding Series 66 and Series 63 licenses with 18 years of industry experience. He worked at TD Ameritrade for 16 years before joining Charles Schwab in 2023. 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 advisory services alongside access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a structured alternative investments program.

Cody Greeb is a financial advisor with Charles Schwab in Omaha, NE, holding a Series 66 designation and 15 years of industry experience. He has worked at Charles Schwab Bank SSB and Charles Schwab and Co., Inc. since 2022, following 12 years at TDAmeritrade Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals with wrap fee advisory programs, managed accounts, and financial planning services. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts and offers centralized custodial and brokerage services.

Robert Stutzman is a CFP® professional with 42 years of experience in the financial industry. He is currently with Cetera, where he has worked since 2019, following extensive tenure at Foresters Financial Services and Foresters Advisory Services. Outside of his advisory role, he serves as a passive member of the Cross Catholic Endowment Committee board and the finance committee for St Mary Magdalene, and he owns OWM, Inc., which operates under a Cetera business name. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporations, charities, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with more than 10,000 advisors and over $256 billion in assets under management.

Joshua Wilken is a Series 66-credentialed financial advisor with LPL Financial, based in Omaha, NE, and has one year of industry experience. Prior to joining LPL Financial, he worked at Western International Securities Inc. and has experience in education, including roles at Ralston Public Schools and the Educational Service Unit. He serves on multiple nonprofit boards, including Teammates-Ralston Public Schools and Papio Pool, and teaches at Midland University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing a blend of model portfolios, third-party subadvisors, and customized strategies.

Asher Stoller is a financial advisor with Cetera in Omaha, NE, holding a Series 66 designation and eight years of industry experience. He has worked at several firms including Renaissance Financial Corp and Wells Fargo Clearing. Outside of advisory work, he is a part-owner of Professional Medical Billing, LLC and serves on multiple nonprofit boards, including the Omaha Jewish Alumni Association and Omaha Performing Arts. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with over $256 billion in assets under management.

Patrick Friesen is a financial advisor with Morgan Stanley in Omaha, NE, holding a Series 66 designation and 20 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Anthony Amodeo is a financial advisor at Charles Schwab in Omaha, NE, with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Schwab and TD Ameritrade, among other firms. Outside of finance, Amodeo owns and operates Tony's Lawn Service, a lawn care and landscaping business he started in 1996. Charles Schwab 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 advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Bryan Bender is a financial advisor with Charles Schwab who holds Series 63 and Series 66 credentials and has 25 years of industry experience. He has worked at Charles Schwab Bank since 2025, Charles Schwab & Co. since 2022, and Ameritrade from 1999 to 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 provides integrated custody, brokerage, and cash-sweep services.