Keith Deras is a financial advisor at Cambridge Investment Research Advisors with the ChFC® designation and over 44 years of industry experience. He previously worked at Massmutual and MML Investors Services, Inc. from 1996 to 2020. Deras serves as a board member of the Omaha Estate Planning Committee and holds leadership roles in several local organizations including The Harry A Koch Company and various community finance and educational endowment boards. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals using a variety of portfolio management strategies and custody platforms.

Adam Carney is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. He previously worked at Edward Jones for six years and at Werner Enterprises for eleven years. Based in Omaha, NE, he joined Wells Fargo Clearing in 2025. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Steve Adams is a financial advisor with Charles Schwab in Omaha, NE, holding a Series 66 designation and 17 years of industry experience. He worked at TD Ameritrade, Inc. for 16 years before joining Charles Schwab in 2023. Outside of his advisory role, he pursues woodworking, building furniture and cabinets. 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, offering a multi-asset model portfolio approach supported by centralized custody and operational resources.

Kevin Loberg is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he serves as an adjunct professor at Creighton University. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Audrey Borer is a Series 66 licensed financial advisor with Edward Jones in Omaha, NE, and has seven years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Sean Higgins is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. His career includes roles at TD Ameritrade Inc. from 2013 to 2024 and at Charles Schwab since 2022. Charles Schwab & Co., Inc. serves a broad 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, employing multi-asset model portfolios, strategic asset allocation, and due diligence on alternative investments.

Amy Fritch is a financial advisor at Morgan Stanley with two years of industry experience. She holds a Series 66 designation and has previously worked at Mariner Wealth Advisors and Orion Advisor Technologies. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Secular Return Estimates and Monte Carlo simulations to support its advisory services.

Morgan Carr is a financial advisor with Cetera, holding a Series 66 designation and eleven years of industry experience. He has previously worked with Securian Financial Services and Minnesota Life, and operates an independent advisory practice, Renaissance Financial. Carr is also licensed as an insurance agent, focusing on the sale of fixed insurance products. Cetera Investment Advisers LLC is a large nationwide network serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Reem Rawashdeh is a financial advisor at Raymond James & Associates with six years of industry experience. She holds the Series 66 designation and previously worked with Northwestern Mutual Investment Services LLC, US Bank Wealth Management, and Wells Fargo Private Bank. Rawashdeh serves as a committee member for the nonprofit Girls Inc., where she reviews financial statements and participates in portfolio performance evaluations. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and charitable organizations, offering tailored financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.

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.

David Knight is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise since 1993, including 15 years at Ameriprise Financial Services, Inc. He is also a co-owner of Cirksena, Knight, Jacobsen, Sieps & Kresse LLC, a financial services business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendations and ongoing planning focused on retirement income strategies, leveraging proprietary investment research and third-party data.

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.