Michael Thomas Jr. is a Series 66-licensed financial advisor with Ameriprise in Grand Prairie, TX, where he has worked since 2013, accumulating 11 years of industry experience. Prior to his current role, he was employed at Ameriprise Financial Services, Inc. He also owns Creative Classics LLC, a business focused on buying, restoring, detailing, and selling vehicles. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional firm.

Rachel Biever is a financial advisor at Morgan Stanley with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2019. Prior to that, she was with TD Ameritrade and has experience in roles at Hawaiian Beauty Products LTD and Creighton University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs supported by firm-approved planning tools and methodology.

Carmon Erickson is a financial advisor with UBS Financial Services in Omaha, NE, holding a Series 66 credential and 20 years of industry experience. Prior to joining UBS in 2021, Erickson worked at Morgan Stanley for 11 years. Outside of advisory work, Erickson serves as a moderator for an online support group helping individuals cope with relationship challenges and practices as a fitness instructor. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings to tailor plans based on proprietary research and client goals.

James Ritter is a financial advisor with Robert W. Baird & Co. in Elkhorn, Nebraska, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Robert W. Baird & Co. since 2000. Outside of his advisory role, he is involved with JARWORKS, LLC, a company managing a vacation rental property. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services using a range of strategies, including separately managed accounts and overlay services, while also providing municipal advisory and public finance services.

Douglas Thompson is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. His prior firms include Woodbury Financial Services and Universal Financial Strategies, where he is a partner. Outside of his advisory work, Thompson is involved in several business ventures, including a family-operated cybersecurity company. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated financial advisers. The firm offers integrated brokerage and advisory services, utilizing various tools and third-party platforms to construct and manage diversified portfolios.

Komlan Aflagah is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding Series 65 and Series 63 designations and one year of industry experience. He has worked within various Wells Fargo entities since 2018 and has prior experience outside the financial industry at Airlite Plastic and Harmony Court. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Stephanie Holmgren is a financial advisor with UBS Financial Services in Omaha, NE, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through both brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers a range of products and research resources to tailor investment strategies to clients’ goals and risk tolerances.

Amber Terry is a financial advisor at Morgan Stanley with 18 years of industry experience. She has worked with Edward Jones for 10 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC, where she is currently registered. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Matthew Maryott is a financial advisor at Osaic with 17 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Mutual of Omaha and Securities America Advisors. Maryott also operates a side business under the name Lifetime Retirement Partners. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and access to third-party money managers to construct diversified portfolios.

Brett Carver is a financial advisor with Morgan Stanley based in Omaha, NE, holding a Series 66 designation and bringing 16 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2008. Carver serves on the District 4 Committees on Inquiry in Lincoln, Nebraska, an appointed government position. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and comprehensive investment resources.

Andrew Rehmann is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as Morgan Stanley Smith Barney since 2011. 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 supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Jason Long is a financial advisor at Fisher Investments with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fisher Investments since 2018, following roles at Charles Schwab Bank, Charles Schwab, and TD Ameritrade. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm combines quantitative and qualitative research through a centralized Investment Policy Committee to construct diversified portfolios and employs tax-aware processes alongside risk management strategies.

Matthew Shalhoob is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2006. Outside of his advisory role, he is involved in managing a holding company that occasionally holds personal investments. Morgan Stanley Wealth Management serves both individuals and institutional clients, providing a range of advisory programs including tailored financial planning. The firm employs structured planning tools and offers broad retail and institutional investment offerings.

William Vosik is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with Charles Schwab since 1999 and with Charles Schwab Bank since 2005. 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. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational services.

Eduardo Estrada is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 registrations and two years of industry experience. He previously worked at J.P. Morgan Securities LLC and Wells Fargo Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, managing approximately $671 billion in assets. The firm integrates research and analytics from Wells Fargo Investment Institute and third-party sources to design diversified investment options.

Jeremy Livingston is a CFP® professional with four years of experience in the financial services industry. He is currently affiliated with Charles Schwab in Omaha, NE, and has held roles at Charles Schwab Bank SSB, TD Ameritrade, and previously worked outside finance in the healthcare and food service sectors. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 offers a hybrid advisory model combining non-discretionary guidance with access to discretionary separately managed accounts and uses a multi-asset portfolio approach supported by centralized operational infrastructure.

Adam Evans is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 credentials and having 18 years of industry experience. He has worked with Charles Schwab and Charles Schwab Bank since 2013 and previously spent one year at TD Ameritrade Inc. Outside of his advisory role, Evans owns and manages a rental property. Charles Schwab serves a large client base mainly composed 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 provides multi-asset model portfolios supported by in-house research and a formal alternative-investment review process.

Mark Yosten is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009, having started his career at Citigroup Global Markets in 2007. Outside of his advisory role, he serves on the board and finance committees of St. Pius/St. Leo School in Omaha and is active as a musician in a local band. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Frank Lastovica VI is a financial advisor at Robert Baird & Co. with four years of industry experience. He has previously worked at Wells Fargo Bank, Wells Fargo Clearing, Pacific Life, Roland and Associates, and the Metro Omaha Medical Society. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The team offers a range of consulting and portfolio services, tailoring advice to client goals and risk tolerances through a combination of in-house and third-party managers, including traditional and non-traditional investment strategies.

Dawn Bonacci is a financial advisor with Morgan Stanley in Omaha, Nebraska, holding a Series 66 designation and having 18 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs including tailored financial planning that utilizes firm-approved tools and methodologies.