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 with Ameriprise in Omaha, NE, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has worked at Ameriprise since 2019, following seven years at Wells Fargo Advisors and three years at Wells Fargo Clearing. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets. The firm delivers tailored, research-driven recommendations through a centralized consulting team and provides a range of advisory, brokerage, and insurance solutions.

David Everson is a financial advisor at Raymond James Financial Services Advisors, Inc. in Omaha, NE, with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Raymond James & Associates Inc. He serves as a committee member on the Mount Michael Foundation Investment Committee, which guides the foundation's investment management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, supporting clients through advisory programs and affiliated advisory firms.

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.

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.

Benjamin Sievers is a financial advisor with Cetera in Omaha, NE, holding a Series 66 credential and three years of industry experience. He has worked at Cetera and its affiliated entities since 2023 and previously held roles at Renaissance Financial Corp and Minnesota Life Insurance Co. Outside of finance, he has been involved with Godfathers Pizza in a retail sales and service capacity. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts through a multi-manager platform offering a variety of portfolio management and advisory services.

Thomas O'hara III is a financial advisor with Mass Mutual Investors Services in Omaha, NE. He holds Series 65 and Series 63 licenses and has seven years of industry experience. In addition to his advisory role, he has served over three decades in the US Army Corps of Engineers and the Nebraska Army National Guard/Army Reserve, currently holding positions as Director of Public Affairs and Sergeant Major, respectively. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, ongoing financial planning engagements using firm-approved tools and offers specialized programs including estate-settlement and employer-sponsored planning.

Kevin Pearce is a financial advisor at Osaic with 40 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes a 12-year tenure at Integrity Alliance, LLC before joining Osaic Wealth Inc. Pearce serves on the board of the Omaha Home for Boys Foundation, where he assists with the financial endowment fund, and he is involved in investing in startup companies as a member of Nebraska Million LLC. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of affiliated advisors and advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated portfolio rebalancing, offering integrated brokerage and advisory services with access to third-party money managers and model portfolios.

Matthew Wise is a financial advisor with Wells Fargo Clearing in Omaha, NE. He holds Series 66 and Series 65 designations and has 19 years of industry experience. Prior to joining Wells Fargo in 2017, he worked at PNC Investments from 2014 to 2017. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Anahy Hernandez Duran is a financial advisor with Wells Fargo Clearing in Omaha, NE. She holds Series 63 and Series 65 licenses and joined Wells Fargo Bank, N.A. in 2022 after several years of experience in retail and education. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets with a team of over 14,000 advisors.

Janan Sarsam Dippel is a financial advisor with Merrill, holding Series 66 and Series 63 licenses and bringing seven years of industry experience. She has been with Merrill since 2022. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michelle Gochanour is a financial advisor with UBS Financial Services in Omaha, NE, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. She has been with UBS since 2014. Outside of her advisory role, she assists with bookkeeping for two family-owned businesses involved in floor covering installation and concrete services. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, employing proprietary market assumptions, model-based asset allocations, and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides additional custody, underwriting, and capital markets services.

Andrew Gutierrez is a financial advisor at OSAIC based in Omaha, NE, holding Series 63 and Series 65 licenses with 10 years of industry experience. His prior experience includes roles at Woodbury Financial Services, Questar Capital Corporation, and MassMutual Life Insurance Company. Outside of advising, he owns a tax preparation business that assists individuals with simple tax returns. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers. The firm employs firm-provided tools and third-party platforms to construct portfolios across various asset classes, offering both discretionary and non-discretionary management.

Keith Jones is a CFP® professional with 12 years of experience at Edward Jones, where he has worked since 2014. He is a minority owner of Fresh Air Enterprises, a restaurant in Council Bluffs, IA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of more than 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Elizabeth Williams is a financial advisor with Cambridge Investment Research Advisors and holds the CFP® and Series 66 designations. She has 19 years of industry experience, including prior work at Cetera Wealth Services, LLC. Williams is also president of Estate & Wealth Planning Inc., reflecting involvement in wealth planning beyond her advisory role. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals and employs a range of portfolio management strategies across multiple custody platforms.

Marcus Smith is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Stephen Hough is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at TD Ameritrade and Charles Schwab Bank. 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 discretionary separately managed accounts, using multi-asset model portfolios and centralized operational infrastructure.

Dalton Knight is a financial advisor with Ameriprise in Omaha, NE, holding a Series 66 designation and eight years of industry experience. He has been with Ameriprise and its related entities since 2010. In addition to his advisory role, he is involved with Cirksena, Knight, Jacobsen, Sieps, Kresse, LLC in financial services. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset requirements, providing written recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice, with a focus on assets held in Ameriprise Managed Accounts.