Robert Brigham is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds the ChFC® designation and Series 66 license. His career includes over 30 years with Wells Fargo entities, including Wells Fargo Advisors LLC and Wells Fargo Bank. He serves as an executor for his mother's estate, an activity unrelated to his advisory work. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Christopher Allred is a financial advisor with LPL Financial in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at LPL Financial since 2020 and previously spent nine years at JFC Financial and Securities America Advisors. 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 financial planning, asset management programs, and institutional platforms, supported by a large network of advisors and a variety of investment strategies.

Grant Stoll is a financial advisor at Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to his current role, he worked at Charles Schwab Bank, SSB and has a background including roles at HyVee, Modis, and in woodworking and education. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management services with a multi-asset model portfolio approach and integrated custodial and brokerage operations.

Eric Stewart is a financial advisor with Ameriprise based in Waterloo, NE, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he owns Stewart Capital, L.L.C., a business management company. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with significant investable assets, delivering tailored recommendation reports using a combination of research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Chadd Hoeft is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Western International Securities, Inc. and Financial West Group. Outside of his advisory role, he is a business owner of Uprising Bakery, LLC in Omaha, NE. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms, utilizing both proprietary research and third-party strategies.

Alma Garcia Lagunas is a financial advisor with Wells Fargo Clearing in Omaha, NE. She holds Series 65 and Series 63 licenses and has been with Wells Fargo since 2024. Her prior work experience includes roles in retail and service industries as well as a position at a hearing clinic. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory services supported by research from Wells Fargo Investment Institute and third-party sources.

Leona Mitchell is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved tools and models to support its financial planning process.

Weston Karschner is a financial advisor at Robert Baird & Co. in Elkhorn, Nebraska, holding a Series 66 designation. He joined Baird in 2024 and previously worked at Convera and Applied Underwriters. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients with tailored consulting and portfolio management services.

Bret Madson is a Series 66-licensed financial advisor with Edward Jones in Wahoo, Nebraska, bringing two years of industry experience. Prior to joining Edward Jones in 2023, he worked for several automotive dealerships from 2006 to 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors.

Jon Schuetz is a CFP®-designated financial advisor with 16 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and also leads Soar Wealth Strategies as president and owner. His prior experience includes roles at Commonwealth Financial Network and Edward Jones. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through independent financial professionals, utilizing multiple custody platforms and a variety of proprietary and third-party strategies.

Matthew Orian is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding Series 63, 65, and 66 licenses and 13 years of industry experience. He previously worked at Bank of the West, Bancwest Investment Services, Pacific Select Distributors, Pacific Life Insurance Company, and TD Ameritrade. Orian serves as a board member of Christian Record Services, Inc., a nonprofit organization assisting the visually impaired. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Kirstin Ricketts is a CFP®-certified financial advisor with 21 years of industry experience. She is currently with LPL Financial and previously worked at Vintage Financial Group and Princor Financial Services. Outside of advisory work, she is an author and creator of "Hold Loosely Live Freely." 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 financial planning and model portfolio programs, supported by advanced advisor tools and a broad network of over 22,000 investment adviser representatives.

Donald Beal is a CFP® and holds a Series 66 license, with 15 years of experience in the financial industry. He has been with Edward Jones in Omaha, NE, since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products.

John Fox is a financial advisor at UBS Financial Services with 40 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2013. Based in Omaha, NE, his background includes a long tenure in the financial services sector. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Ryan Haney is a financial advisor with UBS Financial Services in Omaha, Nebraska, holding a Series 66 designation and 25 years of industry experience. He has been with UBS since 2013. Haney serves as an advisor to the Bags of Fun Omaha/Gabby Krause Foundation, providing guidance to an organization that supplies backpacks filled with toys to children undergoing long-term hospital stays. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including portfolio management and financial planning. The firm integrates institutional trading capabilities with wealth management, leveraging proprietary research and a broad platform to tailor solutions to client goals.

William Bassett is a financial advisor with Charles Schwab in Omaha, NE, holding Series 66 and Series 63 licenses and five years of industry experience. His prior roles include positions at J.P. Morgan Securities and LPL Financial. Outside of his advisory work, he is involved with BeccaBill Media LLC, a content creation business focused on lifestyle and social media influencing. 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, offering both non-discretionary and discretionary investment options within a large, integrated platform.

Steve Adams is a financial advisor with Raymond James Financial Services Advisors, Inc. in Omaha, NE, holding a Series 66 designation and five years of industry experience. He has worked concurrently with multiple entities, including First National Bank of Omaha since 2008. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and modeling to support client goals.

Timothy Bastian is a financial advisor at Morgan Stanley with 24 years of industry experience and holds the Series 66 designation. He has been with Morgan Stanley and its affiliated Private Bank since 2014 and also serves as an adjunct instructor at Creighton University. Additionally, he is involved in community education through a finance committee role at Mount Michael Benedictine School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individual and institutional clients, emphasizing structured financial planning and a variety of investment solutions.

Chad Troester is a financial advisor at Edward Jones in Omaha, NE, holding Series 63 and Series 65 designations with 29 years of industry experience. He previously worked at Thrivent and Mutual of Omaha. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Tyler Neary is a financial advisor at Osaic Wealth Inc. with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab, Northwestern Mutual, and Raymond James Financial Services. Osaic Wealth serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes.