Thomas Dolan Jr. is a financial advisor with LPL Financial in Omaha, NE, holding a Series 63 designation and bringing 32 years of industry experience. His prior work includes 27 years with Waddell & Reed, Inc. and various insurance carriers, as well as running Thomas J Dolan LLC. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Ana Vela is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and four years of industry experience. She has been with Wells Fargo Bank since 2014 and joined Wells Fargo Clearing in 2021. Outside of her advisory role, she works as a grocery shopper and food delivery driver in Denver, CO. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Michael Abboud is a financial advisor with J.P. Morgan Securities in Omaha, NE, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021 and previously held positions at TD Ameritrade and Aerotek. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm’s process includes an ESG eligibility framework and focuses on non-discretionary services delivered by a select group of Wealth Advisors.

Joseph Vonnahme is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, Charles Schwab, and TD Ameritrade. Outside of his advisory roles, he has experience with entrepreneurial activities including involvement in Swell Spark (Get Out: Omaha). Charles Schwab 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 affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Ahmed Elmaghraby is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has been with Wells Fargo Clearing since 2022 and has prior experience at Wells Fargo Bank and Ch2m. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Jeremy Siragusa is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James since 2015. Outside of his advisory role, he serves as a program manager for First Investments & Planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and scenario modeling to support client goals.

Robert O'Neil is a financial advisor with Morgan Stanley in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory role, he serves as Secretary-Treasurer and board member of Education Rights Counsel, a nonprofit focused on children and youth education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Joseph Missman is a financial advisor with OSAIC in Omaha, NE, holding a Series 66 credential and 19 years of industry experience. His prior roles include positions at Securities America Advisors and Edward Jones. He is also the owner of Joint Financial LLC, a corporate entity related to his business relationships through Osaic Wealth Management, and is involved in insurance sales. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a variety of investment products, supported by asset-allocation tools, risk assessments, and access to third-party money managers.

Brad Trebil is a financial advisor with Ameriprise in Bennington, NE, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a non-discretionary advisory approach supported by a centralized consulting team.

Hannah Barkdoll is a financial advisor with Edward Jones in Gretna, NE, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2025, she worked at D.A. Davidson & Co. for six years and has held roles at The MSR Group, Uptown Bounce, BidPal/OneCause, and BrandProtect. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.

Lisa Coon is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and has been affiliated with Wells Fargo Advisors LLC and Wells Fargo Bank NA since 2013 and 2009, respectively. Outside of her financial career, she is involved with The Designers, a venture she has been part of for 20 years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Thomas Mcdonald is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2020. Prior to that, he was with Securities America Advisors, Inc. and Securities America, Inc. for over 20 years. In addition to his advisory work, he is involved with Mcdonald Enterprises, Inc., an insurance agency where he serves as an agent for long-term care and term life insurance. 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 third-party asset management, supported by a network of investment adviser representatives and various institutional platforms.

Julia Lovercheck is a financial advisor at J.P. Morgan Securities with two years of industry experience. She has held positions at JPMorgan Chase Bank, N.A. and Wells Fargo Bank, where she worked for 20 years. Lovercheck holds Series 63 and Series 65 licenses. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Amanda Miser is a Series 66-licensed financial advisor with 10 years of industry experience, currently with LPL Financial since 2025. She previously worked at Western International Securities, Inc. for six years and held multiple roles at First Command from 2015 to 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jeffrey Dolejs is a financial advisor at Morgan Stanley with seven years of industry experience and holds a Series 66 designation. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following previous roles at Securities America Advisors and Securities America, Inc. in various capacities from 2014 to 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning. The firm utilizes structured planning tools and modeling techniques to support financial plans and manages approximately $2.74 trillion in client assets.

Randolph Mcalpine is a CFP® professional with 26 years of industry experience, currently affiliated with Wells Fargo Advisors. He has worked at Wells Fargo Advisors and its financial network since 2009. Outside of his advisory role, he is president of Wealth Management Services at North Channel Capital Management Group and serves as a trustee and co-trustee for various North Channel retirement plans. He is also an investment committee member for Immanuel, a senior care organization. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad array of planning options including retirement, education, and business-owner transition planning. Advisors use firm research and tools to develop tailored recommendations delivered through meetings and client summary letters, with clients choosing implementation via brokerage or advisory programs.

Michelle Hattam is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Wells Fargo Clearing and Stifel during her career. Outside of her advisory work, she operates Chef Hattam Catering in Omaha, NE. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Michael Schoettmer is a financial advisor at UBS Financial Services in Omaha, NE, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Mutual of Omaha and Windsor Mortgage Solutions, as well as teaching experience at Augustana University and Jesuit College Prep. He also has experience in the food service industry. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial planning and portfolio management.

Dylan Olsen is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. His prior work includes roles at Charles Schwab Bank, SSB and D&A Enterprises, LLC, as well as positions outside the financial sector at Coca Cola and other companies. 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, offering a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational services.

Andrew Fox is a financial advisor at Morgan Stanley in Omaha, NE, with four years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Financial, Union Bank and Trust, and City Bank and Trust. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.