Maximilian Vogt is a CFA® charterholder and holds a Series 65 license with nine years of industry experience. He has worked at Westchester Capital Management Inc since 2016 and is part of a three-advisor team based in Omaha, NE. Westchester Capital Management provides discretionary investment management and portfolio supervision to individuals, family entities, pension and profit-sharing plans, charitable organizations, and small businesses. The firm focuses on a value-oriented, long-term investment approach emphasizing fundamental analysis and diversified portfolios, managing approximately $691 million with a small advisory staff under committee governance.

Cindy Christensen is a Series 65 licensed advisor with Westchester Capital Management Inc in Omaha, NE, where she has worked since 2016. She brings 31 years of industry experience to her role on the firm’s three-advisor team. Westchester Capital Management provides discretionary investment management and portfolio supervision to individuals, family entities, pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs a value-oriented, long-term investment approach focused on fundamental analysis and diversification, managing approximately $691 million with an investment-only focus and formal committee governance.

Donna Erickson Nelson is a Series 65-licensed financial advisor with Westchester Capital Management Inc in Omaha, NE. She has 28 years of industry experience and has worked at Westchester Capital Management since 2012. Westchester Capital Management provides discretionary investment management and ongoing portfolio supervision to individuals, family entities, retirement plans, charitable organizations, and small businesses. The firm uses a value-oriented, long-term investment approach focusing on diversified portfolios of equities, fixed income, mutual funds, and ETFs, with an investment-only focus that excludes standalone financial planning services.