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.

Jason Christo is a financial advisor with Osaic Wealth, Inc. in Omaha, NE, holding the CFP® designation and Series 63 and 65 licenses. He has 25 years of industry experience, including eight years at Securities America Advisors prior to joining Osaic. Christo is also the owner of Christo Financial Planning, an insurance sales business. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutions through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing a range of portfolio construction tools and offering access to third-party money managers and managed accounts.

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 Keller is a CFP® with 34 years of industry experience, currently serving at Ameriprise in Omaha, NE. He has been with Ameriprise Financial Service, LLC since 1991 and previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is a co-owner of DSW Enterprises LLC, which manages his Ameriprise business. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research-driven modeling and tax-efficient strategies to support retirement income goals. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

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.

Kelley Tatreau is a financial advisor at UBS Financial Services with 40 years of industry experience. She holds Series 63 and Series 65 registrations and has been with UBS since 2013. UBS Financial Services Inc. 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 provides proprietary research, capital markets services, and affiliated banking programs.

Charles Brandt is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 designation and has worked at several firms including Bank of the West, TD Ameritrade, and Wells Fargo Advisors. Brandt is based in Omaha, NE. 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 multi-asset model portfolios alongside centralized custody and order-routing arrangements.

Mark Moore is a financial advisor with Edward Jones in Bellevue, NE, holding Series 63 and Series 66 designations and 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the United States.

Jacob Weber is a financial advisor at Cetera with four years of industry experience and holds the Series 66 designation. His prior work includes roles at Renaissance Financial Corp, Securian Financial Services, Minnesota Life Insurance Company, and TD Ameritrade. Outside of financial services, he is also a tennis coach. 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 investment and advisory services through a multi-manager platform and supports both discretionary and non-discretionary account management.