Ryan Oleson is a financial advisor at Raymond James Financial with 23 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Cetera Advisor Networks and CWM, LLC dba Carson Group Partners. He also serves as a regional manager at First National Bank of Omaha. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to 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 supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Eric Grossjung is a financial advisor with Morgan Stanley in Omaha, NE, holding the Series 63 and Series 66 designations and bringing 36 years of industry experience. His career includes over two decades at Oppenheimerfunds Distributor, Inc. before joining Morgan Stanley in 2019, where he has also been affiliated with Morgan Stanley Private Bank since 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs. The firm offers tailored financial planning supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Lauren Leith is a financial advisor with Merrill in Omaha, NE, holding a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2023, she has worked in various roles including as an event performer at Universal Orlando Resort, where she participated in seasonal Halloween Horror Nights. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joshua Sapp is a CFP® with 12 years of experience in the financial services industry, all of which have been with Edward Jones since 2014. He holds Series 66 and Series 63 licenses and is based in Papillion, NE. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

William Carver is a financial advisor with Morgan Stanley in Omaha, NE, holding a Series 63 designation and bringing 49 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and was previously with Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving 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 services both directly and through corporate agreements.

Tad Petersen is a financial advisor at Raymond James & Associates in Omaha, NE, holding a Series 66 designation with 10 years of industry experience. He has been with Raymond James since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Meaghan Kruse is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Her career includes six years at TD Ameritrade and two years at Intertel Inc prior to joining Schwab in 2023. 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 employs multi-asset model portfolios with strategic allocations and alternative investment offerings.

Danel Klepper Lewis is a financial advisor with Charles Schwab & Co., Inc. in Omaha, NE, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. His prior roles include positions at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, Merrill, Bank of America, and Echo Lewis. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory recommendations and access to discretionary separately managed accounts, using multi-asset model portfolios and centralized operational support.

Penny Kreikemeier is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and two years of industry experience. She has previously worked at Edward Jones for ten years and has been affiliated with Soar Wealth Strategies and Commonwealth Financial Network. Outside of financial advising, she is involved in a retail sales business. Cambridge Investment Research Advisors serves a broad client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers a variety of investment implementation options, including proprietary and third-party model strategies, through a large network of independent Financial Professionals.

Jay Gustafson is a financial advisor at Ameriprise in Omaha, NE, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Edward Jones and Pinnacle Bank. He is also employed by Cirksena, Knight, Jacobsen, Sieps, Kresse LLP, where he manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing proprietary research and tools to provide recommendations on asset allocation, withdrawal strategies, and Social Security options.

Jacob Staub is a financial advisor with LPL Financial based in Elkhorn, Nebraska, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Bank of The West, BancWest Investment Services, Artmonik LLC, TD Ameritrade, and First National Bank of Omaha. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors and managing more than $819 billion in discretionary assets.

Adam Carney is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. He previously worked at Edward Jones for six years and at Werner Enterprises for eleven years. Based in Omaha, NE, he joined Wells Fargo Clearing in 2025. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Melissa Hughes is a financial advisor at Ameriprise with 21 years of industry experience. She holds a Series 63 designation and has worked at Ameriprise since 2017, following 13 years at SII Investments and Wealth Partners. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Steve Adams is a financial advisor with Charles Schwab in Omaha, NE, holding a Series 66 designation and 17 years of industry experience. He worked at TD Ameritrade, Inc. for 16 years before joining Charles Schwab in 2023. Outside of his advisory role, he pursues woodworking, building furniture and cabinets. 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, offering a multi-asset model portfolio approach supported by centralized custody and operational resources.

Kevin Loberg is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he serves as an adjunct professor at Creighton University. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Audrey Borer is a Series 66 licensed financial advisor with Edward Jones in Omaha, NE, and has seven years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Sean Higgins is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. His career includes roles at TD Ameritrade Inc. from 2013 to 2024 and at Charles Schwab since 2022. Charles Schwab & Co., Inc. serves a broad 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 discretionary separately managed accounts, employing multi-asset model portfolios, strategic asset allocation, and due diligence on alternative investments.

Amy Fritch is a financial advisor at Morgan Stanley with two years of industry experience. She holds a Series 66 designation and has previously worked at Mariner Wealth Advisors and Orion Advisor Technologies. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Secular Return Estimates and Monte Carlo simulations to support its advisory services.

Morgan Carr is a financial advisor with Cetera, holding a Series 66 designation and eleven years of industry experience. He has previously worked with Securian Financial Services and Minnesota Life, and operates an independent advisory practice, Renaissance Financial. Carr is also licensed as an insurance agent, focusing on the sale of fixed insurance products. Cetera Investment Advisers LLC is a large nationwide network serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Reem Rawashdeh is a financial advisor at Raymond James & Associates with six years of industry experience. She holds the Series 66 designation and previously worked with Northwestern Mutual Investment Services LLC, US Bank Wealth Management, and Wells Fargo Private Bank. Rawashdeh serves as a committee member for the nonprofit Girls Inc., where she reviews financial statements and participates in portfolio performance evaluations. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and charitable organizations, offering tailored financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.