Timothy Bastian is a financial advisor at Morgan Stanley with 24 years of industry experience and holds the Series 66 designation. He has been with Morgan Stanley and its affiliated Private Bank since 2014 and also serves as an adjunct instructor at Creighton University. Additionally, he is involved in community education through a finance committee role at Mount Michael Benedictine School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individual and institutional clients, emphasizing structured financial planning and a variety of investment solutions.

Chad Troester is a financial advisor at Edward Jones in Omaha, NE, holding Series 63 and Series 65 designations with 29 years of industry experience. He previously worked at Thrivent and Mutual of Omaha. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

James Leonard is a financial advisor at Stifel with 52 years of industry experience. He holds Series 63 and Series 66 designations and has been with Stifel Nicolaus & Co. since 2010. Outside of his advisory role, Leonard serves on the Board of Trustees Property Maintenance at Covenant Presbyterian Church in Omaha, NE. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses intended to support client decision-making.

Chelsie Olson is a Series 66-licensed financial advisor with Thrivent Investment Management in Omaha, NE, with seven years of industry experience. She has been with Thrivent entities since 2014, working at Thrivent Financial since then and Thrivent Investment Management since 2018. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based financial planning that covers a wide range of topics, including retirement, income tax, estate, and special needs planning, without handling implementation of recommendations.

Christopher May is a financial advisor at Cetera with eight years of industry experience. He holds the Series 66 designation and has prior experience with Principal Life Insurance Company and Principal Securities Inc. Outside of advising, he serves as a youth baseball coach and manages the financial aspects of his spouse’s cookie and flower business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to a range of portfolio management, financial planning, and consulting services across various program structures and custodial relationships.

Kyle Stevens is a financial advisor at Cetera with a Series 66 designation and four years of industry experience. He has worked with Cetera and its affiliates since 2020 and is involved in scoring games for MLB.com as a side activity. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and provides access to affiliated and third-party investment strategies.

Stephanie Gifford is a financial advisor with Charles Schwab & Co., Inc. in Omaha, NE, holding Series 63 and Series 66 certifications and bringing 14 years of industry experience. Her prior roles include eight years at UBS Financial Services Inc. and several years with Wells Fargo Advisors and other financial firms. 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 and employs a multi-asset investment approach supported by in-house research and alternative investment offerings.

Tyler Neary is a financial advisor at Osaic Wealth Inc. with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab, Northwestern Mutual, and Raymond James Financial Services. Osaic Wealth serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes.

Adam Hess is a financial advisor with Morgan Stanley in Omaha, NE, holding Series 66 and Series 63 licenses and five years of industry experience. His prior work includes roles at Charles Schwab, TD Ameritrade, and Morgan Stanley Private Bank, N.A. Outside of his advisory career, he is the sole proprietor of TranquilTalk LLC, a technology business based in Elkhorn, Nebraska. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and modeling techniques.

John Leyden is a financial advisor with Ameriprise in Omaha, NE, holding a Series 63 designation and over 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in a service business that connects dairy farm owners with biogas opportunities for methane digester projects. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through a centralized service team that collaborates with financial advisors.

Scott Fuhrman is a financial advisor at Stifel with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial and Mutual of Omaha Bank. Outside of his advisory role, he serves as president and board volunteer for the Pacific Springs Homeowners' Association. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and probabilistic modeling by its Investment Strategy Group to support client decision-making on asset allocation and financial planning.

Robert Luna Jr. is a financial advisor at Cetera with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, LLC and Northwestern Mutual Wealth Management Company. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform with access to both affiliated and third-party investment strategies.

C.S. Nolan Hruby is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the Slattery-Hruby group in 2022 and works with the team to provide high level wealth management and planning services to clients in a family office-like setting. Nolan's areas of expertise include family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, philanthropic planning, portfolio management services, socially responsible and values-based investing, tax minimization, and retirement income. He holds the Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA) designations. He earned his Bachelor of Science degree in Business from Bellevue University in 2020. Outside of work, Nolan enjoys camping, reading, and spending time with his family.

Jonathan Gredy is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with Charles Schwab and its affiliated entities since 2022, and previously worked at Ameritrade, Inc. from 2004 to 2022. Based in Omaha, NE, his current roles include positions at Charles Schwab Trust Bank, Charles Schwab Premier Bank, and Charles Schwab Bank. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and cash-sweep services. Schwab’s approach includes primarily non-discretionary client relationships supplemented by access to discretionary separately managed accounts and multi-asset model portfolios supported by in-depth due diligence.

Christopher Smith is a financial advisor with Raymond James Financial in Omaha, NE, holding Series 66 and Series 63 licenses and one year of industry experience. His prior roles include positions at First National Bank of Omaha, Charles Schwab, TD Ameritrade, and several regional banks. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Kara O'Connor is a financial advisor at Edward Jones with 22 years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley Smith Barney LLC. Outside of her advisory role, she is a partner in an LLC involved in rental property management activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Timothy Skillman is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab & Co., TD Ameritrade, and Mattson Financial Services. Outside of his professional responsibilities, he volunteers at the Nebraska Humane Society, assisting with dog walking and kennel maintenance. 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 client relationships with access to discretionary separately managed accounts and employs a multi-asset model portfolio investment approach supported by centralized custody and operational infrastructure.

George Paxton is a financial advisor with OSAIC Wealth Inc. based in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at Cambridge Investment Research Advisors and SII Investments. Paxton also owns an insurance agency and serves as president of Monarch Financial Group, an S Corporation. OSAIC Wealth Inc. serves a diverse client base including retail and institutional investors and offers integrated brokerage and advisory services with access to multiple managed account platforms, employing tools such as asset-allocation models and automated rebalancing to construct portfolios across various asset classes.

Michael Egermier is a CFP® professional with 22 years of experience at LPL Financial, where he has worked since 2004. He is based in Omaha, NE, and holds Series 63 and Series 66 licenses. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Justin Baird is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Sagepoint Financial, Renaissance Financial, and Minnesota Life Insurance. He is currently based in Papillion, Nebraska. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.