Amanda Nelson is a financial advisor with Merrill in Omaha, NE, holding a Series 66 designation and 10 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2015. Merrill, along 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 a range of clients including individuals, high-net-worth investors, and institutional entities.

Michael Bagley is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He has been in the financial services industry since graduating from the University of Nebraska at Lincoln in 1998, where he earned a bachelor's degree with majors in Finance and Marketing. He joined Merrill Lynch in 2003 as a Financial Advisor. Mike holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation awarded by the Certified Financial Planner Board of Standards, Inc. He is responsible for providing clients with ongoing service, including regular contact and account reviews. His areas of focus include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He works as part of the Ethen/Bagley Group, which aims to assist individuals and families in achieving their retirement goals through a disciplined process based on their unique financial objectives and risk tolerance. The team offers access to extensive resources and a commitment to client service that includes thorough explanations of investments and regular communication.

Spencer Southwell is a financial advisor with Charles Schwab and Co., Inc. in Omaha, Nebraska, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He previously worked at TD Ameritrade for 16 years before joining Schwab. Southwell serves as a board member of Gretna Elite Academy, a nonprofit organization. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management supported by a centralized custody and operational infrastructure.

Kyle Johnson is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked with Renaissance Financial since 2010 and joined Cetera in 2023. In addition to his advisory role, Johnson is also an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC provides services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a broad range of portfolio management and consulting services, utilizing multiple program structures and a multi-manager platform.

Anthony Nebelsick is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 1997. He also has 15 years of experience at Bank of America, N.A. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies tailored for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Zachary Churchich is a financial advisor at Charles Schwab in Omaha, NE, holding Series 66 and Series 63 licenses with 10 years of industry experience. His prior roles include positions at TD Ameritrade and Northwestern Mutual. 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 offers a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and an integrated operational structure.

John Fox is a financial advisor at UBS Financial Services with 40 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2013. Based in Omaha, NE, his background includes a long tenure in the financial services sector. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Matthew Wegehaupt is a financial advisor at Stifel with 12 years of industry experience. He holds the Series 66 designation and has worked at Stifel since 2022, following a nine-year tenure with Cetera Advisor Networks. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.

Ryan Haney is a financial advisor with UBS Financial Services in Omaha, Nebraska, holding a Series 66 designation and 25 years of industry experience. He has been with UBS since 2013. Haney serves as an advisor to the Bags of Fun Omaha/Gabby Krause Foundation, providing guidance to an organization that supplies backpacks filled with toys to children undergoing long-term hospital stays. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including portfolio management and financial planning. The firm integrates institutional trading capabilities with wealth management, leveraging proprietary research and a broad platform to tailor solutions to client goals.

Stephanie Chapman is a financial advisor at LPL Financial with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2018, following prior roles at BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency Inc., BBVA Securities Inc., Compass Bank, and ProEquities Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management programs, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Matthew Barros is a CFP® with nine years of experience in financial advising, currently affiliated with Charles Schwab. His work history includes roles at Charles Schwab Bank SSB, Charles Schwab and Co., Inc., and TD Ameritrade. In addition to his financial career, he has been involved with NRG Media since 2015. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and cash-sweep services 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 a multi-asset model portfolio approach supported by research and alternative investment due diligence.

Spencer Vauthier is a financial advisor with Charles Schwab in Omaha, NE, holding Series 66 and Series 63 credentials and four years of industry experience. He previously worked at TD Ameritrade and has background experience with Greystar Properties, Pierce Education Properties, and Iowa State University. Charles Schwab 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, offering both non-discretionary investment guidance and access to discretionary separately managed accounts via an integrated and large-scale platform.

William Bassett is a financial advisor with Charles Schwab in Omaha, NE, holding Series 66 and Series 63 licenses and five years of industry experience. His prior roles include positions at J.P. Morgan Securities and LPL Financial. Outside of his advisory work, he is involved with BeccaBill Media LLC, a content creation business focused on lifestyle and social media influencing. 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, offering both non-discretionary and discretionary investment options within a large, integrated platform.

Nicholas Ramaekers is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 30 years and has operated Ramaekers & Associates since 1994. LPL Financial is a national broker‑dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and various strategic options supported by advanced advisor tools.

Eric Choat is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at TD Ameritrade for 15 years before joining Schwab in 2023. Outside of his advisory role, he serves as a tour guide for vision-impaired travelers through Mind's Eye Travel. Charles Schwab primarily serves high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts via affiliated investment management. The firm is notable for its scale, integrated service model, and a distinctive operational structure that includes alternative investment due diligence and centralized custody.

Mark Korson is a financial advisor at Charles Schwab in Omaha, NE, holding Series 66 and Series 63 credentials with six years of industry experience. Prior to joining Schwab in 2022, he worked at TD Ameritrade from 2020 to 2022. His diverse background includes roles outside finance, such as positions at Gamlin Whiskey House and Triumph Bar and Grill. 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 and discretionary investment guidance with centralized custody and operational support.

Michelle Liabraaten is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. She has worked at Cetera Wealth Services, LLC since 2023 and at VOYA Financial Advisors from 2014 to 2023. Outside of her advisory career, she serves as a board member of the Paul Andrew Clapper Foundation, which focuses on fundraising and awareness related to blood cancers and bone marrow screening. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers.

Dominic Carnazzo is a CFP® professional with 10 years of industry experience, currently associated with Cetera. His prior work includes roles at Foresters Financial and TD Ameritrade. He is also involved with OWM INC, operating as Cetera Investors. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Joseph Lane is a financial advisor at Charles Schwab with 21 years of industry experience. He holds a Series 66 designation and has previously worked at TD Waterhouse Investor Services, Inc. and Ameritrade Inc. Outside of his advisory role, he has worked as a DoorDash delivery driver. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, financial planning, and custody services.

Steve Adams is a financial advisor with Raymond James Financial Services Advisors, Inc. in Omaha, NE, holding a Series 66 designation and five years of industry experience. He has worked concurrently with multiple entities, including First National Bank of Omaha since 2008. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and modeling to support client goals.