John Boggust is a CFP® professional with over 31 years of experience in the financial industry. He has worked at Raymond James & Associates since 2021 and previously spent 13 years at RBC Capital Markets Corporation. He serves on the Finance and Investment Committee of Duchesne Academy of the Sacred Heart, where he reviews budgets and endowment fund reports for the board. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension and profit-sharing plans, and charitable organizations, offering tailored financial planning and investment consulting with a range of portfolio management styles and affiliated research resources.

Bradley Kenyon is a financial advisor with Equitable Advisors in Omaha, NE, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked for Hewlett-Packard Enterprise for seven years. Outside of his advisory role, he is active as a guitarist with local music groups and serves as a personal representative on his parents' will. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to tailor solutions based on client risk tolerance and financial goals.

David Plathe is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 18 years of industry experience. He previously worked at TD Ameritrade for 13 years before joining Charles Schwab in 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 offers a combination of non-discretionary and discretionary investment options, including multi-asset model portfolios and alternative investment programs, supported by a large-scale, integrated operational structure.

John Meneely Jr. is a financial advisor with OSAIC in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He previously worked at Securities America, Inc. for 10 years and has been affiliated with Lifetime Financial Group and Sunset Financial Services for 18 years. Meneely serves as the state secretary/treasurer of NAIFA Nebraska and holds a notary commission for the state. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing various portfolio construction and management tools.

Jason Smith is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. for over 17 years each. In addition to his advisory work, he has been involved with the Boy Scouts of America since 2011. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and portfolio management using various investment vehicles and third-party solutions.

Troy Sewell is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding a Series 66 designation and 26 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Investments from 2007 to 2011. Outside of his advisory role, he serves as a poll worker for the Sarpy County 2024 election. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions across a broad range of financial products.

Kent Urban is a financial advisor at Cetera with four years of industry experience. He holds the Series 66 designation and previously worked at Avantax Insurance Services and KPMG LLP. In addition to his advisory role, he is involved with Tax Help LLC as a tax preparer and participates in direct sales through Amway. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform with various program structures and supervisory services.

Alan Duysen is a CFP® and ChFC® with 34 years of experience in the financial services industry. He has worked at OSAIC since 2024 and previously spent over two decades with Securities America Advisors, Inc. and American National Bank. Duysen is also involved in insurance sales through American Wealth Partners and serves as president of a personal LLC managing income tax matters. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisors and advisory platforms. The firm offers integrated brokerage and advisory services, utilizing proprietary asset allocation tools and third-party managed accounts to construct portfolios across a broad range of investment types.

Brad Goracke is a financial advisor with LPL Financial, holding a Series 63 designation and 28 years of industry experience. He previously worked at Ameriprise Financial and its affiliates from 1998 to 2024. Outside of his advisory role, he is involved with Springfield Farm LLC in a real estate rental capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing various strategies and operational tools.

Sam Beard is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. Prior to joining Cetera, he worked at Renaissance Financial and has been involved with the Omaha Country Club as a caddie. Cetera Investment Advisers LLC provides services through a large nationwide network of independent advisors, serving a broad client base including individuals, retirement plans, and institutional accounts, with a multi-manager platform offering diverse portfolio management and financial planning solutions.

Jenna Jordan is a financial advisor at Cetera with two years of industry experience. She holds a Series 66 designation and has worked at Renaissance Financial and Cetera Wealth Services, LLC. Outside of advisory roles, she has experience at organizations including the University of Nebraska Foundation and Holmes Golf Course. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and advisory services, supported by a large nationwide network of over 10,000 advisors.

Jacob Lear is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 credentials and having three years of industry experience. Before joining Schwab in 2023, he worked at TD Ameritrade for one year. Outside of his advisory career, Lear has been involved with the YMCA Youth Football League since 2015 and serves at the SWI Juvenile Detention Center. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Mitchel Vrbicky is a financial advisor with Charles Schwab holding Series 63 and Series 66 licenses and nine years of industry experience. He previously worked at TD Ameritrade for seven years and spent time at the University of Nebraska Lincoln. Outside of his advisory role, he rents a room in his home to a family member. Charles Schwab & Co., Inc. primarily serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management alongside brokerage and custody services. The firm is notable for its large client base, integrated operational structure, and access to alternative investments.

Lindsey Payne is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 credentials and 18 years of industry experience. She previously worked at TD Ameritrade for 15 years before joining Charles Schwab in 2022. 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 related managed-account and financial planning services. The firm offers a combination of non-discretionary investment recommendations and access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Jared Richardson is a financial advisor with Charles Schwab in Omaha, NE, holding a Series 66 designation and eight years of industry experience. He previously worked at TD Ameritrade and has concurrent experience in real estate through Nebraska Realty. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment options, including multi-asset model portfolios and access to alternative investments. The firm is notable for its scale, integrated structure, and combination of advisory and brokerage services.

Michael Kint is a financial advisor with Equitable Advisors in Omaha, NE, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at Mutual of Omaha, Mutual of Omaha Investor Services, and West Gate Bank. He is also the owner of Kint Insurance Agency, LLC, a fixed insurance business. 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 various asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.

Brian Tessman is a financial advisor with Charles Schwab, holding a Series 66 credential and 19 years of industry experience. His career includes roles at Charles Schwab entities since 2021 and prior experience with TD Ameritrade and Securities America. Outside of advising, he serves as Social Chair for the Great Plains Regional Porsche Club and works as a part-time Uber driver. Charles Schwab serves a broad client base of 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 models and integrates advisory, brokerage, custody, and cash-sweep services within a large-scale, centralized operational structure.

Devon Wormuth is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at American Family Insurance for four years and has held roles in the irrigation and crane rigging industries, as well as at golf courses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Ryan Miller is a financial advisor at Cetera with 16 years of industry experience. He holds the Series 66 designation and has worked at firms including Renaissance Financial and Securian Financial Services. Miller is an owner of HAM Enterprises LLC and serves as a board member of a nonprofit organization, Childs Saving Institute. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, corporate, institutional, and charitable clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, featuring both affiliated and third-party investment managers.

Brett Berg is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Charles Schwab, he held roles at Darden Restaurants, Inspire Brands LLC (Jimmy John's), and HyVee. 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 offers a range of multi-asset model portfolios supported by research from the Schwab Center for Financial Research.