John Connealy is a CFP® with 38 years of industry experience, currently affiliated with LPL Financial and First Nebraska Bank. His prior experience includes nearly two decades at Securities America Advisors, Inc., and Jfc Financial Services. Outside of his advisory roles, he is involved in real estate rental activities through ownership of two entities in Lincoln, NE. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms, utilizing both proprietary research and third-party strategies.

Anthony Grazziano Jr. is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously at Bancwest Investment Services, Inc. and Bank of the West from 2015 to 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of investment options including insurance-related vehicles and bank deposit sweep programs.

Michael Croker is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior work includes roles at Lincoln Investment, Capital Analysts, and Horace Mann Insurance. He owns Croker & Associates, a support company used to run his wealth management practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, employing tailored, non-discretionary planning strategies supported by analytical tools and risk profiling. The firm serves a broad client base and offers specialized programs including municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Kelley Tatreau is a financial advisor at UBS Financial Services with 40 years of industry experience. She holds Series 63 and Series 65 registrations and has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research, capital markets services, and affiliated banking programs.

Scott Mayo is a financial advisor with Raymond James Financial Services Advisors, Inc. in Elkhorn, Nebraska, holding Series 63 and Series 65 credentials and with 28 years of industry experience. He has been with Raymond James since 2013 and is also the owner and branch manager of Freestone Wealth Strategies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools for modeling potential outcomes, supporting clients through various advisory programs and emphasizing technology, cybersecurity, and municipal advisory services.

Charles Brandt is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 designation and has worked at several firms including Bank of the West, TD Ameritrade, and Wells Fargo Advisors. Brandt is based in Omaha, NE. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 alongside centralized custody and order-routing arrangements.

Jennifer Kortright is a financial advisor at Morgan Stanley with two years of industry experience. She holds a Series 66 designation and previously worked at Joint Financial and Edward Jones. She is a minority member of Joint Financial LLC. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and modeling techniques.

Stephen Bartlett is a financial advisor with Wells Fargo Advisors in Omaha, NE, holding Series 63 and Series 66 credentials and 28 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Bank, where he worked from 2007 to 2020 before joining Wells Fargo Advisors in 2020. Bartlett is involved in investment-related activities through his wholly owned entity, Stephen L Bartlett, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services utilizing proprietary research and planning tools, with clients selecting how to implement recommendations through brokerage or advisory programs.

Michele Otto is a financial advisor at UBS Financial Services with 25 years of industry experience. She has been with UBS since 2006 and previously worked at U.S. Bancorp Piper Jaffray Inc. beginning in 1996. Otto holds Series 63 and Series 66 designations and is based in Omaha, NE. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a range of capital markets services alongside proprietary research and banking products.

Stephen Haakinson is a CFP® professional with 28 years of experience in the financial services industry. He has been with Ameriprise since 2005, including his current role at Ameriprise since 2020. Haakinson is co-owner of SHCB, LLC, which supports his team’s business operations, and is involved with several LLCs that manage shared business expenses. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations and a range of advisory, brokerage, and insurance solutions through its affiliated companies.

Joshua Moorhead is a Series 66-registered financial advisor with UBS Financial Services in Omaha, NE, possessing four years of industry experience. His background includes roles at Ernst & Young, Northwestern Mutual, and Greystar Residential. Outside of his advisory work, he serves as a soccer referee for youth, high school, and college games. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm offers a broad range of capabilities, including institutional trading, wealth management, and capital markets services.

Edward Brezenski is a CFP® with 22 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he is a certified youth soccer referee with the Nebraska Youth Soccer League. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Michael Beaulieu is a CFP® with three years of industry experience currently serving as a financial advisor at UBS Financial Services. Prior to joining UBS, he worked at SMART Wealth, Retire SMART, and Ameritas Advisory Services, among other firms. He is based in Omaha, NE. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to customize client plans.

Joan Hemenway is a financial advisor with LPL Financial based in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Her prior roles include positions at Bankers Fidelity, Avantax Advisory Services, and American Family Life Assurance Company. Outside of her advisory work, she is involved in coaching related to life, career, and team development. 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 financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms, supported by operational tools and a broad range of non-advisory financial services.

Bob Sledge is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at LPL Financial, BancWest Investment Services, Bank of the West, Bank of America, and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Kristen Kratochvil is a financial advisor with OSAIC based in Omaha, NE, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. Her career includes prior roles at Securities America, Inc. and Mutual of Omaha. She serves as treasurer for the nonprofit Bags of Fun Omaha, where she manages reporting on funds raised at charity events. OSAIC serves a diverse range of clients including retail and institutional investors through a large network of affiliated advisors and provides integrated brokerage, advisory, and financial planning services supported by advanced asset-allocation tools and third-party investment platforms.

John Wilton is a financial advisor with Ameriprise in Omaha, NE, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he serves as Vice President on the Board of Directors for Christ For the Cities International. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed recommendation reports that incorporate income planning, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its clients, with a focus on accounts managed within Ameriprise.

Dylan Heng is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior work includes roles at LPL Financial, First Interstate Bank, Raymond James Financial Services, Charles Schwab, and TD Ameritrade. Outside of finance, he serves as a social media consultant for Nebraska Golf Passport. 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 combines research from internal and third-party sources with diversification principles and modern portfolio theory in its investment approach.

Nathan Thomas is a financial advisor with UBS Financial Services in Omaha, NE, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with UBS since 1998. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of services such as custody, underwriting, and proprietary research.

Jason Thompson is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding a Series 66 designation and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he is involved in managing rental property investments in Granby, Colorado. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.