Dan Garner is a financial advisor with Ameriprise, holding a Series 63 designation and over 50 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored Recommendation Reports. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Mark Linville is a financial advisor with OSAIC based in Randolph, Nebraska, holding a Series 66 designation and over 25 years of industry experience. He has a long career including roles at Securities America and leadership positions at First State Bancorp, where he serves as chairman, and First State Bank as president. Linville is also involved in community activities such as volunteering at youth and disabled kids camps. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools and multiple advisory platforms to construct diversified portfolios tailored to client needs.