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.

Mark Waldron is a CFP® certificant with nine years of industry experience. He is currently an advisor at Edward Jones in Omaha, NE, where he has worked since 2018. His prior experience includes roles at TD Ameritrade, Fidelity Brokerage Services LLC, and New York Life Insurance Co. 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, supported by a large network of financial advisors and branch offices nationwide.

Joseph Calabro is a CFP® professional affiliated with Wells Fargo Clearing in Omaha, NE, bringing 18 years of industry experience. He has worked with Wells Fargo Bank since 2006 and has been with Wells Fargo Clearing since 2016. Prior to that, he spent five years at Wells Fargo Advisors LLC. 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 combines in-house research and third-party analytics to support its investment approach and offers a range of brokerage and advisory solutions.

Melissa Rush is a financial advisor with Charles Schwab who holds a Series 66 designation and has 13 years of industry experience. She previously worked at TD Ameritrade for 10 years before joining Charles Schwab in 2022. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment due diligence.

Matthew Hellbusch is a financial advisor with Cetera, holding Series 65 and Series 63 credentials and bringing nine years of industry experience. His background includes roles at Lincoln Investment, Horace Mann Companies, and Capital Analysts. Outside of advising, he is an owner of Highmark Financial, LLC and provides notarial services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporations, and institutions. The firm offers a multi-manager platform enabling advisors to implement model portfolios, select third-party managers, or create bespoke strategies across various program structures and custodial relationships.

Scott Bunselmeyer is a Financial Advisor with Merrill Lynch Wealth Management, having joined the firm in 2021. Before transitioning into financial services, Scott spent over a decade working in health care and health care administration. He is dedicated to raising the standard of care for his clients by employing a goal-oriented, team-based approach and fostering genuine understanding through open communication. Scott’s expertise includes college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds a Personal Investment Advisor (PIA) designation and has an academic background in exercise science and physical therapy, earning a bachelor's degree from Drury University and a Doctor of Physical Therapy degree from Southwest Baptist University. Residing in Bennington, Nebraska, Scott lives with his wife, Meghan, and their three children. Outside of work, he enjoys outdoor activities, sports, attending his children’s school events, and coaching their sports teams.

Morris Friedman is a financial advisor with Ameriprise in Omaha, NE, holding Series 63 and Series 65 credentials and over 50 years of industry experience. He has been affiliated with Ameriprise Financial Services LLC since 1975 and Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, Friedman is involved in managing Momentum Partners LLC, an entity related to his advisory business. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and utilizes algorithmic automation alongside a centralized consulting team to deliver tailored retirement-income recommendations.

James Pekelder is a financial advisor with Ameriprise in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. He has been with Ameriprise since 2019. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.