Michael Palmesano is a financial advisor with Cetera who holds a Series 66 designation. He has one year of industry experience and previously worked with Renaissance Financial and the Beefcake Jerky Co. He completed his education at the University of Nebraska Lincoln. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various investment management and financial planning services through a large network of independent advisors and utilizes multiple program structures and affiliated and third-party managers.

Joseph Hoeschen is a financial advisor with Charles Schwab in Omaha, NE, holding Series 66 and Series 63 licenses and bringing 19 years of industry experience. He worked at TD Waterhouse Investor Services Inc. for 15 years before joining Charles Schwab in 2021. 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 associated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions with integrated custody, brokerage, and advisory services.

James Robinson 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 and Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Timothy Ziola is a financial advisor with Raymond James & Associates in Omaha, NE, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with Raymond James & Associates since 2014. Outside of his advisory role, he owns Platte River Peakes, where he trains and breeds Chesapeake Bay retrievers, and serves on the advisory board of Compound Sportswear. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services through various programs, combining multiple portfolio management styles with firm research and model manager options.

Craig Fabrikant is a financial advisor at Charles Schwab with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors and Axa Advisors. Outside of his advisory role, he has worked as a driver for Uber Technologies since 2015. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and provides integrated brokerage, custody, and cash-sweep services.

Anne Scheiblhofer is a financial advisor at Cetera with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Cetera and Cetera Investment Services LLC since 2019. Prior to that, she was with Foresters Financial and spent nearly two decades involved with Duda Farm LLC. Outside of her advisory role, she volunteers for a local county board campaign, coaches youth soccer with the YMCA of Greater Omaha, and co-owns a house plant sales and maintenance business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that allows advisors to use affiliated and third-party managers across various program structures and custodial relationships.

Natasha Mc Farland is a CFP® professional with six years of industry experience, currently advising at Charles Schwab & Co., Inc. in Omaha, NE. Her prior experience includes roles at Northwestern Mutual, Morgan Stanley, and RBC Capital Markets among others. 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 discretionary separately managed accounts and integrates a multi-asset investment approach supported by research from the Schwab Center for Financial Research.

Erin Murnan is a financial advisor at RBC Capital Markets with 15 years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial, BancWest Investment Services, and BMO Bank NA. Outside of her advisory role, she serves on the Omaha Symphony Debutante Ball Committee and is involved with Marian High School’s Booster Club and golf team fundraising activities. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple wrap fee advisory programs, tailoring investment strategies to clients’ risk profiles through a combination of in-house and third-party managers.

Natalie Blanke is a financial advisor at OSAIC with 12 years of industry experience and holds a Series 66 designation. She has worked at several firms including Securities America and ProEquities and also serves as Deputy General Counsel providing legal counsel to multiple insurance and financial entities. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutional clients through a large network of advisors, offering integrated brokerage, advisory, and financial planning services with a focus on diversified investment strategies and multiple platform solutions.

Teri Wilson is a financial advisor at Stifel with 40 years of industry experience. She holds a Series 63 designation and has been with Stifel Nicolaus & Co Inc since 2009. Outside of her advisory role, she serves on the US Senator Charles Grassley Advisory Council, contributing insights on issues affecting families and communities. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services with an emphasis on proprietary investment analysis and allocation guidance developed by its Investment Strategy Group.

Seth Fletcher is a financial advisor with Raymond James Financial in Omaha, NE. He holds a Series 66 designation and has prior experience at First National Bank of Omaha and Citizen Bank & Trust. Fletcher also worked at the Clarinda Country Club and has spent nearly a decade affiliated with Northwest Missouri State University. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to illustrate potential outcomes, supporting its recommendations through various advisory programs and a large network of affiliated firms.

Kevin Malone is a financial advisor at Edward Jones in Omaha, NE, holding a Series 66 designation with 18 years of industry experience. His prior roles include positions at UMB Financial Corp, Bancwest Investment Services, and BMO Bank NA. 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 solutions supported by a large network of financial advisors and branch offices, with approximately $1.01 trillion in assets under management.

John Halweg is a financial advisor with Thrivent Investment Management in Omaha, NE, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning and allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan, while keeping planning and investment management services separate.

David Mescher is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Wells Fargo Bank, N.A. since 2015. Mescher is based in Omaha, NE. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both non-discretionary and discretionary services tailored to plan objectives and risk tolerances.

Eve Wood is a financial advisor at Charles Schwab with 20 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. since 2021, with prior experience at TD Ameritrade from 2006 to 2023. She also spent time at the Charles Schwab Trust Bank from 2023 to 2024. 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 offers a multi-asset model portfolio approach supported by the Schwab Center for Financial Research.

T Newman is a financial advisor with Equitable Advisors in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior firms include Axa Advisors, LLC and PRUCO Securities, LLC. He serves on the Boards of Directors for the West Omaha Chamber of Commerce, KOF Inc. (a 501(c)(3) organization), and the I-80 Cosmopolitan Club Omaha. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, plans, corporations, and nonprofit organizations. The firm utilizes a range of advisory programs, many implemented through third-party managers, and offers ERISA fiduciary services for qualified plans.

John Connealy is a CFP® with 38 years of industry experience, currently affiliated with LPL Financial and First Nebraska Bank. His prior experience includes nearly two decades at Securities America Advisors, Inc., and Jfc Financial Services. Outside of his advisory roles, he is involved in real estate rental activities through ownership of two entities in Lincoln, NE. 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 financial planning, portfolio management, and institutional platforms, utilizing both proprietary research and third-party strategies.

Anthony Grazziano Jr. is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously at Bancwest Investment Services, Inc. and Bank of the West from 2015 to 2017. 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 advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of investment options including insurance-related vehicles and bank deposit sweep programs.

Michael Croker is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior work includes roles at Lincoln Investment, Capital Analysts, and Horace Mann Insurance. He owns Croker & Associates, a support company used to run his wealth management practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, employing tailored, non-discretionary planning strategies supported by analytical tools and risk profiling. The firm serves a broad client base and offers specialized programs including municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Wayne Breyfogle is a financial advisor with Stifel, Nicolaus & Co., Inc. in Lincoln, Nebraska, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Stifel since 2000. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.