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.

Gregory Pearson is a financial advisor at Charles Schwab with 17 years of industry experience. He previously worked at TD Ameritrade for 15 years before joining Charles Schwab in 2023. Outside of his advisory role, he also works as an Uber and DoorDash delivery driver in San Francisco. Charles Schwab 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 offers a mix of non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Michael Lighthart is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined the firm in 1999 and holds the Chartered Retirement Planning Counselor™ (CRPC™) and Personal Investment Advisor (PIA) designations. Michael focuses on financial advising, developing asset allocation strategies, conducting investment manager search and selection, and creating lending solutions through Bank of America, N.A. to address client liability issues. His client focus areas include family wealth management strategies, services for endowments, foundations, and non-profits, as well as personal retirement planning. He earned a Bachelor of Science degree in Business Administration with a major in Management from Wayne State College in Wayne, Nebraska. Outside of work, Michael is active in volunteering in the community, including involvement at school and church. He enjoys spending most of his free time with his wife Kathleen and their four children.

Cody Mc Daniel is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. Prior to joining Charles Schwab in 2021, he worked at Walgreens and Valentinos Pizza. 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 provides integrated advisory, brokerage, custody, and cash-sweep services, offering both non-discretionary investment guidance and access to discretionary separately managed accounts.

Kady Simons is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and seven years of industry experience. She has been with Wells Fargo in various capacities since 2011. Outside of her advisory role, she serves as a referee for high school volleyball through the Nebraska State Activity Association. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to a diverse client base, including individuals, corporations, and institutions. The firm combines research and analytics with diversification principles and offers both brokerage and advisory solutions.

Nolan Rinn is a financial advisor at Cetera with three years of industry experience. He holds the Series 66 designation and has worked at firms including Minnesota Life Insurance Co and Securian Financial Services Inc. Outside of his advisory role, he is also an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, featuring a multi-manager platform with options including discretionary and non-discretionary strategies and access to third-party money managers.

Spencer Skolout is a financial advisor with Cetera in Omaha, NE, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior experience includes roles at Transamerica Financial Advisors, Securities America Advisors, and Woodmen Financial Services. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform, with assets under management exceeding $256 billion and a network of more than 10,000 advisors.

Robert Holzapfel is a financial advisor with Edward Jones in Omaha, NE, holding a Series 66 designation. He began his financial services career with Edward Jones in 2026. Prior to joining the firm, he worked in medical staffing and education. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Robert Cordray III is a financial advisor with Edward Jones in Bellevue, NE, holding a Series 66 designation and three years of industry experience. Prior to his current role, he served two decades at the Department of Defense and concurrently holds a part-time position as a Colonel and Director in the U.S. Army Reserve, leading a joint military intelligence unit. He is scheduled to retire from the Army Reserve in June 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Thomas Jr. is a Series 66-licensed financial advisor with Ameriprise in Grand Prairie, TX, where he has worked since 2013, accumulating 11 years of industry experience. Prior to his current role, he was employed at Ameriprise Financial Services, Inc. He also owns Creative Classics LLC, a business focused on buying, restoring, detailing, and selling vehicles. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional firm.

Gregory Mieras is a financial advisor with Equitable Advisors in Omaha, NE, holding Series 63 and Series 65 designations and bringing 46 years of industry experience. He has been with Equitable Advisors since 1999, including its prior iteration as Axa Advisors, LLC, totaling over two decades at the firm. Equitable Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a variety of asset management programs through a network of Investment Adviser Representatives, using both firm-offered and third-party managed solutions.