Scott Lickteig is a financial advisor with LPL Financial in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Prior to joining LPL Financial in 2026, he worked at Kestra Advisory, Americas Investment Corp, and Charles Schwab among others. He serves as chairman of the Berglund Westlund Foundation, a nonprofit organization based in Omaha. 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 and portfolio management programs and supports advisors through proprietary research and technology tools.

Jennifer Warren is a financial advisor at Charles Schwab with Series 66 credentials. She has experience at Charles Schwab & Co., Inc. since 2023 and previously worked for 25 years at Igel Orthodontics. Charles Schwab & Co., Inc. serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering non-discretionary investment guidance alongside discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational structure.

Paul Krause is a financial advisor with LPL Financial in Elkhorn, Nebraska, holding Series 63 and Series 65 registrations and bringing 29 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. for a combined 25 years before joining LPL Financial in 2021. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Brian Overton is a financial advisor at Edward Jones with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2018, previously working at Woodmen Financial Services, Inc. from 2016 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Jason Lawrence is a financial advisor at Edward Jones with 21 years of industry experience. He has been with Edward Jones since 2006 and holds Series 63 and Series 66 designations. Outside of his advisory role, he is a partner in Chief Properties LLC, a family-owned real estate business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated services.

Nancy Bidrowski is a financial advisor with OSAIC in Omaha, NE, holding Series 63, 65, and 66 licenses and bringing 38 years of industry experience. Her prior roles include positions at Securities America Advisors and Voya Financial Advisors. In addition to her advisory work, she operates her own investment advisory firms. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct portfolios across multiple asset classes.

Tien Cheek is a financial advisor with Charles Schwab holding Series 63 and Series 66 licenses and nine years of industry experience. Prior to joining Charles Schwab in 2024, Cheek worked at D.A. Davidson & Co., Fidelity Investments, and USAA. Charles Schwab & Co., Inc. serves a large client base, 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 affiliated discretionary SMAs and offers a centralized structure for custody, order routing, and alternative investment due diligence.

Paul Jacobs is a CFP® with 22 years of experience in the financial services industry. He is currently affiliated with Charles Schwab, where he has worked since 2022, and previously spent over two decades at TD Ameritrade. Jacobs holds Series 63 and Series 65 licenses and is based in Omaha, NE. Charles Schwab & Co., Inc. serves a large client base, 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 management solutions, combining multi-asset model portfolios with alternative investment options, supported by a centralized operational and supervisory structure.

Sandra Hagemann is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory work, she co-owns an investment-related LLC with her spouse and serves as co-trustee and power of attorney for her mother’s trust. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm provides investment advisory and financial planning services, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and external data sources.

James Turpen is a financial advisor at Raymond James Financial Services Advisors, Inc. with 14 years of industry experience. He has worked at several firms including TD Ameritrade and First National Bank of Omaha, where he currently serves as a financial advisor. Turpen holds Series 63 and Series 66 licenses. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice using analytical tools and supports clients through advisory programs and institutional consulting.

Amy Riggs is a financial advisor at Morgan Stanley in Omaha, NE, holding a Series 66 designation with 19 years of industry experience. She has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and modeling techniques.

Scott Crowell is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at Wells Fargo Bank, nA since 2022 and at Wells Fargo Clearing since 2023. Prior to his financial services career, Crowell held various roles in the hospitality and retail sectors. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Bradley Hess is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, National Association since 2015, and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Donald Sanders is a financial advisor at Edward Jones in Omaha, NE, with 15 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Pacific Select Distributors and Pacific Life Insurance from 2010 to 2021. Sanders has been with Edward Jones since 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, operating under a fiduciary standard.

Amy Whittington is a financial advisor with Raymond James Financial in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America, RBC Capital Markets, and FBL Financial Group. Outside of advisory work, she is an officer and treasurer of Blue Optics, Inc. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides non-discretionary planning tailored to client goals, utilizing risk profiling and analytical modeling, and supports both advisory programs and institutional consulting.

Johann Johnson is a CFP® professional with 12 years of industry experience currently with Raymond James Financial in Omaha, NE. His prior experience includes eight years at Fidelity Personal and Workplace Advisors. 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, corporations, and institutional entities. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains unique municipal advisory affiliations and specialized employer consulting programs.

Paxton Puelz is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. His prior roles include positions at FirstBank of Nebraska, Bank of Doniphan, LPL Financial, Wells Fargo Advisors, and the University of Nebraska-Lincoln. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates a broader range of financial products than many large institutional advisers, including insurance-related vehicles and bank deposit sweep options.

Joseph Finelli is a financial advisor with Morgan Stanley in Omaha, NE, holding a Series 66 designation and 10 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Outside of his advisory role, Finelli serves as Board Treasurer and a finance committee member for the Omaha Conservatory of Music, a nonprofit organization. Morgan Stanley Wealth Management offers a wide array of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and advanced modeling tools, serving clients through both direct and corporate financial planning agreements.

Joel Wing is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63, 65, and 66 designations and has 26 years of industry experience. His previous roles include positions at Charles Schwab, TD Ameritrade, Waddell & Reed, LPL Financial, and Morgan Stanley. He served on the Blair Public Library Foundation Board from 2014 to 2020. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and uses analytical tools to model potential outcomes, supporting clients through advisory programs and other providers.

Thomas Dunham is a financial advisor at Morgan Stanley in Omaha, NE, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Edward Jones and Brinker Capital Investments, as well as seven years in a non-financial capacity at Hy-Vee. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers financial planning services delivered through its network of advisors and specialized planning groups.