Daniel Slattery is a financial advisor at Merrill with 32 years of industry experience. He has been with Merrill since 1994 and also has 15 years of experience at Bank of America. Slattery serves as the treasurer and asset manager for a nonprofit family foundation and is a committee member of vinNEBRASKA, a charitable organization that raises funds through wine tasting and dinner events. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Maxwell Dunham is a financial advisor at Morgan Stanley in Omaha, NE, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he held roles at Werner Enterprises Inc, West Gate Bank, and DoorDash. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Gabriel Kerlik is a financial advisor with Ameriprise in Lincoln, NE, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages DSW Enterprises, LLC, a business focused on financial management and staff compensation. Ameriprise offers retirement-income planning services primarily for clients with at least $1 million in net investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Donald Sorensen Jr. is a financial advisor with Edward Jones in Blair, NE, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of wealth levels. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Sufficool is a financial advisor with Equitable Advisors in Omaha, Nebraska, holding Series 63 and Series 65 licenses and carrying 34 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, and serves as managing partner of Raistone Wealth Partners, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves assessing client information and risk tolerance to match clients with appropriate advisory models and third-party investment programs.

Marc Cohen is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 42 years of industry experience. His career includes long-term roles at Waddell & Reed and various insurance carriers from 1984 to 2021, as well as operating Marc Cohen LLC from 2019 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Edward Militti Jr. is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Based in Omaha, NE, he provides advisory services through a large institutional firm. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques in its advisory process.

Michelle Nielsen is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and over 41 years of industry experience. She has worked at OSAIC since 2023 and previously spent 14 years at SagePoint Financial, Inc. Nielsen is a partner in an office leasing LLC formed with colleagues and operates a sole proprietorship to provide sales and services related to her insurance license. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services utilizing various investment platforms and third-party managers to construct portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Melanie Henrich is a financial advisor at Charles Schwab with 27 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes 17 years at TD Ameritrade, Inc. before joining Charles Schwab. 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 offers a mix of non-discretionary and discretionary investment advisory services supported by multi-asset model portfolios and centralized operational resources.

Courtney Kitzman is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and two years of industry experience. She has prior experience at Applied Underwriters and holds a role with Medical Solutions/Aureus Medic outside of Schwab. Charles Schwab & Co., Inc. serves mainly high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services, offering both non-discretionary and access to discretionary investment options within an integrated operational platform.

Benjamin Siedlik is a financial advisor with Cambridge Investment Research Advisors in Omaha, NE, holding a Series 66 designation and 12 years of industry experience. He previously worked at Securities America Inc. for 11 years before joining Cambridge in 2022. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers a variety of investment implementation options, including proprietary and third-party model strategies, across multiple platform arrangements tailored to client objectives.

Damian Alexander is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Wells Fargo Clearing since 2019 and has been with Wells Fargo Bank, NA since 2018. Prior to his career in finance, he was involved with Signature Painting from 2012 to 2018. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Patrick Ricketts is a CFP®-certified financial advisor with 18 years of industry experience, currently affiliated with LPL Financial. He has held roles at Principal Life Insurance Company and Principal Securities Inc., and has operated Vintage Financial Group and Ricketts Executive Planning concurrently for over a decade. Outside of his advisory work, he owns PRD Investments LLC, a real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including model portfolio programs and institutional platforms, supported by advanced operational tools and a broad non-advisory financial services network.

Joshua Pella is a financial advisor with Charles Schwab and Co., Inc. in Omaha, NE, holding Series 63 and Series 66 designations and possessing nine years of industry experience. He previously worked at TD Ameritrade for six years and was employed at Creighton University for four years. 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 offers both non-discretionary and discretionary investment guidance, combining multi-asset model portfolios with centralized custody and operational support.

Daniel Hebenstreit is a financial advisor with Cetera, holding CFP® and Series 66 designations and bringing 17 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2023 and previously served at Securian Financial Services and Minnesota Life Insurance. Hebenstreit also maintains a role at Renaissance Financial, providing securities, insurance, and advisory services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts with portfolio management, financial planning, and retirement services. The firm offers a multi-manager platform with a range of program options and oversees assets exceeding $256 billion across over 10,000 advisors.

Phillip Ristvedt is a financial advisor at Thrivent Investment Management with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Thrivent Financial for Lutherans since 2005. Outside of his advisory role, he serves as Vice President of Zion Evangelical Lutheran Church in Omaha, Nebraska, where he assists with leadership coordination and project management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across various financial topics, combining planning with managed-account programs while keeping these services separate.

John Madsen is a financial advisor at Raymond James & Associates with 40 years of industry experience. He previously worked at Stifel from 2012 to 2017 before joining Raymond James in 2017. Madsen serves as a board member and chair of the Investment Committee for the Iowa West Foundation, acting as an educational liaison between the board and its outsourced Chief Investment Officer. Raymond James & Associates is a large, dually registered broker‑dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting supported by a nationwide adviser network and a variety of portfolio management styles.

Gavin Williams is a financial advisor with RBC Capital Markets in Omaha, NE. He holds a Series 66 designation and began his financial services career in 2025. Prior to joining RBC, he worked in various roles across retail, hospitality, and media sectors. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that integrate discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to client risk profiles.

Nicholas Mazgaj is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked at Cetera since 2023 and previously spent 17 years with Securian Financial Services and Minnesota Life Insurance Company. Outside of his advisory work, he serves as a board member for Learning for All, a nonprofit focused on ESL education in the Omaha community. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and advisory options, leveraging a large nationwide network of advisors and over $256 billion in assets under management.

Rebecca Swanson is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She previously worked at TD Ameritrade for 10 years before joining Charles Schwab in 2021. Outside of finance, she provides virtual personal training focused on weightlifting and produces instructional videos on YouTube. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and an established alternative-investment platform.