Edward Brezenski is a CFP® with 22 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he is a certified youth soccer referee with the Nebraska Youth Soccer League. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Michael Beaulieu is a CFP® with three years of industry experience currently serving as a financial advisor at UBS Financial Services. Prior to joining UBS, he worked at SMART Wealth, Retire SMART, and Ameritas Advisory Services, among other firms. He is based in Omaha, NE. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to customize client plans.

James Murphy is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including Bank of America, The Leaders Group Inc, and State Farm. He also operated a FINRA and DOI exam preparation business from 2014 to 2017. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies and supports individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tyler Hagedorn is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. He has worked at Cetera and its affiliated entities since 2024 and has additional experience officiating basketball games at the high school and college levels. Outside of advising, he serves as a basketball referee for the Nebraska School Activities Association and college basketball games. Cetera Investment Advisers LLC is a nationwide advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and unaffiliated third-party managers.

Joan Hemenway is a financial advisor with LPL Financial based in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Her prior roles include positions at Bankers Fidelity, Avantax Advisory Services, and American Family Life Assurance Company. Outside of her advisory work, she is involved in coaching related to life, career, and team development. 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 financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms, supported by operational tools and a broad range of non-advisory financial services.

Jonathan De Rocha is a financial advisor at Edward Jones in Papillion, NE, with one year of industry experience. He holds a Series 66 designation and previously worked in the automotive and logistics industries. 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 under management through a nationwide network of more than 23,000 advisors, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Bob Sledge is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at LPL Financial, BancWest Investment Services, Bank of the West, Bank of America, and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Kelly Coffey is a financial advisor at Charles Schwab with 14 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at TD Ameritrade Investment Management and Home Instead. 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’s client relationships are mainly non-discretionary, with investment guidance delivered via multi-asset model portfolios and access to discretionary separately managed accounts offered by an affiliate.

Matthew Burton is a CFP® with 17 years of industry experience and has been with Edward Jones in Bellevue, NE since 2008. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Cory Libis is a financial advisor with OSAIC in Omaha, NE, holding the CFP® designation and Series 63 license. He has 25 years of industry experience, including prior roles at Securities America Advisors, Inc. and ANB Financial Services. Outside of his advisory work, he is involved as president of American Wealth Partners, LLC, which provides tax-related services, and has ownership interests in insurance sales and fixed insurance service businesses. OSAIC serves a diverse client base, including retail and institutional investors, offering integrated brokerage, advisory, and retirement plan consulting services. The firm employs asset-allocation tools and risk assessment methodologies to construct portfolios, with access to multiple advisory platforms and third-party money managers.

Anthony Debates is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Charles Schwab Bank, Charles Schwab and Co., TD Ameritrade, U.S. Bank, IES Industrial, and Watts Electric. He is based in Omaha, NE. Charles Schwab 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 a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Kristen Kratochvil is a financial advisor with OSAIC based in Omaha, NE, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. Her career includes prior roles at Securities America, Inc. and Mutual of Omaha. She serves as treasurer for the nonprofit Bags of Fun Omaha, where she manages reporting on funds raised at charity events. OSAIC serves a diverse range of clients including retail and institutional investors through a large network of affiliated advisors and provides integrated brokerage, advisory, and financial planning services supported by advanced asset-allocation tools and third-party investment platforms.

John Wilton is a financial advisor with Ameriprise in Omaha, NE, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he serves as Vice President on the Board of Directors for Christ For the Cities International. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed recommendation reports that incorporate income planning, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its clients, with a focus on accounts managed within Ameriprise.

Thomas Gibson is a financial advisor at Charles Schwab with 20 years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab Bank SSB since 2023 and Charles Schwab & Co., Inc. since 2011. He also has experience with TD Ameritrade, where he worked from 2011 to 2024. 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 offers both non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and centralized custody and order-routing arrangements.

Patrick Kirby is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. He has worked at Cetera and its affiliates since 2023 and has been with Renaissance Financial Corp. since 2017. Outside of advisory roles, he is active in the sale of fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a multi-manager platform.

Eric Faurote is a financial advisor with Edward Jones in Omaha, NE, holding CFP® and Series 66 credentials and bringing 11 years of industry experience. Prior to joining Edward Jones in 2017, he worked at Axa Advisors and Bellevue University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of investment options and advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Bridget Tynan is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her prior roles include nearly a decade at Avantax Advisory Services and extensive experience in tax preparation and planning through her ownership of Tax Help LLC. She is also the owner of O'Malley Financial Services. Cetera Investment Advisers LLC operates as a multi-manager platform serving a diverse client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services with a variety of program options and access to both affiliated and third-party managers.

Dylan Heng is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior work includes roles at LPL Financial, First Interstate Bank, Raymond James Financial Services, Charles Schwab, and TD Ameritrade. Outside of finance, he serves as a social media consultant for Nebraska Golf Passport. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from internal and third-party sources with diversification principles and modern portfolio theory in its investment approach.

Brett Barstow is a CFP® professional with four years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., joining in 2025 after four years at Commonwealth Financial Network and seven years at Green Climate Fund. Barstow is also involved as an associate at Barstow and Company, a non-investment business based in Omaha, NE. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities. The firm offers tailored financial planning and investment consulting using analytical tools and supports advisory programs and institutional portfolio management across a large advisor network.

Nathan Thomas is a financial advisor with UBS Financial Services in Omaha, NE, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with UBS since 1998. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of services such as custody, underwriting, and proprietary research.