Cory Libis is a financial advisor with OSAIC in Omaha, NE, holding the CFP® designation and Series 63 license. He has 25 years of industry experience, including prior roles at Securities America Advisors, Inc. and ANB Financial Services. Outside of his advisory work, he is involved as president of American Wealth Partners, LLC, which provides tax-related services, and has ownership interests in insurance sales and fixed insurance service businesses. OSAIC serves a diverse client base, including retail and institutional investors, offering integrated brokerage, advisory, and retirement plan consulting services. The firm employs asset-allocation tools and risk assessment methodologies to construct portfolios, with access to multiple advisory platforms and third-party money managers.

Anthony Debates is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Charles Schwab Bank, Charles Schwab and Co., TD Ameritrade, U.S. Bank, IES Industrial, and Watts Electric. He is based in Omaha, NE. 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 advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Kristen Kratochvil is a financial advisor with OSAIC based in Omaha, NE, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. Her career includes prior roles at Securities America, Inc. and Mutual of Omaha. She serves as treasurer for the nonprofit Bags of Fun Omaha, where she manages reporting on funds raised at charity events. OSAIC serves a diverse range of clients including retail and institutional investors through a large network of affiliated advisors and provides integrated brokerage, advisory, and financial planning services supported by advanced asset-allocation tools and third-party investment platforms.

John Wilton is a financial advisor with Ameriprise in Omaha, NE, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he serves as Vice President on the Board of Directors for Christ For the Cities International. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed recommendation reports that incorporate income planning, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its clients, with a focus on accounts managed within Ameriprise.

Thomas Gibson is a financial advisor at Charles Schwab with 20 years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab Bank SSB since 2023 and Charles Schwab & Co., Inc. since 2011. He also has experience with TD Ameritrade, where he worked from 2011 to 2024. 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 offers both non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and centralized custody and order-routing arrangements.

Patrick Kirby is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. He has worked at Cetera and its affiliates since 2023 and has been with Renaissance Financial Corp. since 2017. Outside of advisory roles, he is active in the sale of fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a multi-manager platform.

Eric Faurote is a financial advisor with Edward Jones in Omaha, NE, holding CFP® and Series 66 credentials and bringing 11 years of industry experience. Prior to joining Edward Jones in 2017, he worked at Axa Advisors and Bellevue University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of investment options and advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Bridget Tynan is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her prior roles include nearly a decade at Avantax Advisory Services and extensive experience in tax preparation and planning through her ownership of Tax Help LLC. She is also the owner of O'Malley Financial Services. Cetera Investment Advisers LLC operates as a multi-manager platform serving a diverse client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services with a variety of program options and access to both affiliated and third-party managers.

Dylan Heng is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior work includes roles at LPL Financial, First Interstate Bank, Raymond James Financial Services, Charles Schwab, and TD Ameritrade. Outside of finance, he serves as a social media consultant for Nebraska Golf Passport. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from internal and third-party sources with diversification principles and modern portfolio theory in its investment approach.

Brett Barstow is a CFP® professional with four years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., joining in 2025 after four years at Commonwealth Financial Network and seven years at Green Climate Fund. Barstow is also involved as an associate at Barstow and Company, a non-investment business based in Omaha, NE. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities. The firm offers tailored financial planning and investment consulting using analytical tools and supports advisory programs and institutional portfolio management across a large advisor network.

Nathan Thomas is a financial advisor with UBS Financial Services in Omaha, NE, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with UBS since 1998. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of services such as custody, underwriting, and proprietary research.

Jason Thompson is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding a Series 66 designation and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he is involved in managing rental property investments in Granby, Colorado. 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Mary Rivas is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 registrations and 17 years of industry experience. She previously worked at TD Ameritrade from 2006 to 2022 and has been with Charles Schwab since 2022. Outside of finance, she owns a home renovation business focused on residential remodeling and serves as a volunteer advocate for CASA in Douglas County. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary financial planning and access to discretionary separately managed accounts. Schwab's integrated, large-scale platform provides centralized custody and brokerage services along with a robust alternative investments program.

Patrick Zimmer is a CFP® with eight years of industry experience, currently affiliated with Cetera. He has worked at Heritage Financial Services LLC since 2017 and has held positions at Securian Financial Services Inc and Minnesota Life Insurance Co. Outside of his advisory work, Zimmer serves as treasurer for First Lutheran Church in Plattsmouth, Nebraska. Cetera Investment Advisers LLC is a large SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party managers.

Robert Brigham is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds the ChFC® designation and Series 66 license. His career includes over 30 years with Wells Fargo entities, including Wells Fargo Advisors LLC and Wells Fargo Bank. He serves as an executor for his mother's estate, an activity unrelated to his advisory work. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Don Hoeft Jr. is a financial advisor with Stifel in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Outside of his advisory role, he is a band member who plays in a band for hire. Stifel serves a diverse client base 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 to provide asset allocation and financial planning analyses.

Jesse Bargstadt is a financial advisor with OSAIC Wealth Inc., holding Series 65 and Series 63 licenses and possessing 10 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Brinker Capital Securities, and Orion Portfolio Solutions, among others. In addition to his advisory work, he serves as a financial advisor at Monarch Financial Group, where he offers life insurance and fixed annuities. OSAIC Wealth Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors and multiple platforms. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party solutions to construct portfolios across a wide range of investment types.

Mark Scott is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at Securities America Advisors and Minnesota Life Insurance Co, spanning over a decade in multiple positions. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisors and multiple platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes.

Andrew Zeplin is a financial advisor with Merrill, holding a Series 66 designation and based in Omaha, NE. He has been with Merrill since 2023 and previously worked at Bank of America. Prior to entering the financial industry, his career included roles in advertising and media. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, providing managed account programs, discretionary portfolio management, and brokerage services. The firm integrates closely with Bank of America affiliates and offers a variety of manager-constructed investment strategies with an emphasis on managed accounts and tax-efficient implementation.

Daniel Jackson is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2014. Based in Omaha, NE, Jackson works within a large national network of advisors. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.