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.

Scott Mayo is a financial advisor with Raymond James Financial Services Advisors, Inc. in Elkhorn, Nebraska, holding Series 63 and Series 65 credentials and with 28 years of industry experience. He has been with Raymond James since 2013 and is also the owner and branch manager of Freestone Wealth Strategies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools for modeling potential outcomes, supporting clients through various advisory programs and emphasizing technology, cybersecurity, and municipal advisory services.

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.

Jennifer Kortright is a financial advisor at Morgan Stanley with two years of industry experience. She holds a Series 66 designation and previously worked at Joint Financial and Edward Jones. She is a minority member of Joint Financial LLC. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and modeling techniques.

Andrew Fetter is a financial advisor with Primerica Advisors in Council Bluffs, IA, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. His background includes work at Primerica Financial Services since 2003 and roles outside financial services in the restaurant industry. He is also the owner of Unfettered Wealth, LLC, an investment-related business based in Council Bluffs. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers advisory services through a large network of advisors and relies on model-driven investment strategies managed by third-party asset managers.

Tia Berend is a CFP®-certified financial advisor with LPL Financial, based in Papillion, NE, and has 11 years of industry experience. She has been with LPL Financial since 2015. Berend is involved with Berend Wealth Management, LLC, an entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various portfolio programs, utilizing both proprietary and third-party strategies.

Montie Piccininno is a financial advisor with Osaic Wealth, Inc. and holds Series 63 and Series 65 credentials. He has 24 years of industry experience and has worked at firms including Cetera Advisors LLC and First Allied Advisory Services. He also serves as a Financial Planning Operations Manager and Planning Associate at Vitucci Integrated Planning. Osaic Wealth, Inc. serves a broad range of clients including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs.

Stephen Bartlett is a financial advisor with Wells Fargo Advisors in Omaha, NE, holding Series 63 and Series 66 credentials and 28 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Bank, where he worked from 2007 to 2020 before joining Wells Fargo Advisors in 2020. Bartlett is involved in investment-related activities through his wholly owned entity, Stephen L Bartlett, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services utilizing proprietary research and planning tools, with clients selecting how to implement recommendations through brokerage or advisory programs.

Luke Pfannenstiel is a financial advisor with OSAIC in Omaha, NE, holding a Series 66 designation and 19 years of industry experience. He previously worked at Securities America Advisors and Securities America Inc. for 12 years. Outside of his advisory role, he serves as a head coach for youth basketball and volunteers with the Watch D.O.G.S. program at a local elementary school. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and nonprofit investors through a large network of affiliated advisers and advisory platforms. The firm provides a range of services such as brokerage and investment advisory, financial planning, retirement plan consulting, and access to third-party managed accounts, using various portfolio construction and risk management tools.

Michele Otto is a financial advisor at UBS Financial Services with 25 years of industry experience. She has been with UBS since 2006 and previously worked at U.S. Bancorp Piper Jaffray Inc. beginning in 1996. Otto holds Series 63 and Series 66 designations and is based in Omaha, NE. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a range of capital markets services alongside proprietary research and banking products.

Matthew Ramsey is a financial advisor with Charles Schwab in Omaha, NE, holding a Series 66 designation and 18 years of industry experience. He previously worked at TD Ameritrade, Inc. from 2010 to 2023. Outside of advising, he works as a notary and loan signing agent and operates an online retail reselling business on Amazon. 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 services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios along with centralized custody and brokerage services.