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.

Wayne Olson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and possessing 36 years of industry experience. He has been with Primerica since 1989 and serves as president of W.D. Olson & Associates, Inc., a legal entity formed for Primerica business purposes. Olson also engages in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily under a tiered wrap-fee structure.

William Huseth Jr. is a financial advisor with UBS Financial Services in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 52 years of industry experience. He has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor solutions to client goals.

Francis Manhart is a Series 66-licensed financial advisor with Charles Schwab in Omaha, NE, and has one year of industry experience. His prior work includes roles outside the financial industry, such as positions in education and various service-related businesses. 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 offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

James Sadler is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds a Series 66 designation and has been with Thrivent since 2021. Prior to his advisory role, he worked at Brookfield Properties / Westroads Mall for 15 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm allows clients to combine planning with managed-account programs under a consolidated billing option while maintaining separation between services.

Joshua Nelson is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. His prior work includes positions at TD Waterhouse Investor Services, Inc. and Ameritrade, Inc. Joshua is currently 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 offers a blend of non-discretionary and discretionary investment management, leveraging multi-asset model portfolios and alternative investment options within an integrated operational framework.

Amy Way is a financial advisor at Charles Schwab with nine years of industry experience. She previously worked at TD Ameritrade for seven years and Alorica for five years. Outside of her financial advisory work, she operates Amy Rose Jewelry Supplies, an online business selling jewelry and jewelry supplies. Charles Schwab 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 client-advisor relationships and access to discretionary separately managed accounts, supported by its scale and integrated operational structure.

Gerardo Castillo is a CFP®-certified financial advisor with four years of industry experience, currently affiliated with LPL Enterprise in Omaha, NE. His career includes roles at multiple firms such as Guardian Life Insurance Company and Securities America. Outside of his advisory work, he volunteers as a Court Appointed Special Advocate (CASA) for children affected by the child welfare system and operates Avante Wealth, a life coaching business focused on financial literacy content. LPL Enterprise serves a diverse client base including individuals, high-net-worth investors, retirement plans, and institutions. The firm utilizes model-driven investment approaches and offers services such as financial planning, access to third-party asset managers, and participation in wrap programs, alongside brokerage and insurance product sales through affiliated entities.

Robert Forrest is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020. His prior roles include positions at RBC Capital Markets and The Prudential Insurance Company of America. Outside of his advisory work, he is involved in property management as a sole proprietor in Omaha and Lincoln, Nebraska. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and models.

Alexander Anderson is a financial advisor with LPL Enterprise in Omaha, NE, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Wells Fargo Clearing, TD Ameritrade, and Modern Woodmen of America. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Andrew Wight is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Wells Fargo Bank, First National Bank of Omaha, and TD Ameritrade. 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 manages approximately $671 billion in assets and combines research from its Investment Institute with third-party analytics to support its diversified investment approach.

Grady Bishop III is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds a Series 66 registration and has worked at UBS since 2018, following prior roles at Wells Fargo affiliates from 2006 to 2018. Outside of his advisory work, Bishop owns and operates a baseball card business and participates in community leadership discussions through the Banister Leadership Academy. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, employing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Emily Doak is a CFA® charterholder with nine years of industry experience. She has worked at Charles Schwab & Co., Inc. since 2011. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios, alternative investment options, and integrated custody and brokerage services.

Brent Kelley is a financial advisor at Ameriprise Financial Services LLC with 11 years of industry experience. He previously worked at Edward Jones for nine years and Bank of the West for two years. He holds Series 63 and Series 66 licenses and is based in Omaha, NE. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Vesta Pudenz is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to assist clients in their financial decision-making.

Adam Delaughter is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has worked at Raymond James since 2015 and also serves as an advisor in a bank branch at First Investments and Planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and supports a broad range of clients through specialized programs and consulting services.