Ryan Haney is a financial advisor with UBS Financial Services in Omaha, Nebraska, holding a Series 66 designation and 25 years of industry experience. He has been with UBS since 2013. Haney serves as an advisor to the Bags of Fun Omaha/Gabby Krause Foundation, providing guidance to an organization that supplies backpacks filled with toys to children undergoing long-term hospital stays. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including portfolio management and financial planning. The firm integrates institutional trading capabilities with wealth management, leveraging proprietary research and a broad platform to tailor solutions to client goals.

Brandon Champion is a CFP® and holds a Series 66 license, with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Madonna ProActive. Brandon is based in Omaha, NE. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Barros is a CFP® with nine years of experience in financial advising, currently affiliated with Charles Schwab. His work history includes roles at Charles Schwab Bank SSB, Charles Schwab and Co., Inc., and TD Ameritrade. In addition to his financial career, he has been involved with NRG Media since 2015. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and cash-sweep services 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 model portfolio approach supported by research and alternative investment due diligence.

Spencer Vauthier is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade, Greystar Properties, and Pierce Education Properties. Charles Schwab 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, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and centralized custody and brokerage services.

William Bassett is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing five years of industry experience. Prior to joining Schwab in 2025, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., and has also been employed at LPL Financial, Cobalt Credit Union, and Nebraska Furniture Mart. Outside of finance, Bassett is involved with BeccaBill Media LLC, a content creation business focused on social media influencing. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management with integrated brokerage, custody, and advisory services.

Nicholas Ramaekers is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 30 years and has operated Ramaekers & Associates since 1994. LPL Financial is a national broker‑dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and various strategic options supported by advanced advisor tools.

Eric Choat is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at TD Ameritrade for 15 years before joining Schwab in 2023. Outside of his advisory role, he serves as a tour guide for vision-impaired travelers through Mind's Eye Travel. Charles Schwab primarily serves high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts via affiliated investment management. The firm is notable for its scale, integrated service model, and a distinctive operational structure that includes alternative investment due diligence and centralized custody.

Mark Korson is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 designations and six years of industry experience. He previously worked at TD Ameritrade and has experience in various roles outside finance, including positions at Gamlin Whiskey House, Triumph Bar and Grill, and Narwhal's Urban Crafted Ice. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering wealth advisory, managed accounts, and financial planning services through a combination of non-discretionary and discretionary investment models.

Dominic Carnazzo is a CFP® professional with 10 years of industry experience, currently associated with Cetera. His prior work includes roles at Foresters Financial and TD Ameritrade. He is also involved with OWM INC, operating as Cetera Investors. 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 portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Joseph Lane is a financial advisor at Charles Schwab with 21 years of industry experience. He holds a Series 66 designation and has previously worked at TD Waterhouse Investor Services, Inc. and Ameritrade Inc. Outside of his advisory role, he has worked as a DoorDash delivery driver. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, financial planning, and custody services.

Steve Adams is a financial advisor with Raymond James Financial Services Advisors, Inc. in Omaha, NE, holding a Series 66 designation and five years of industry experience. He has worked concurrently with multiple entities, including First National Bank of Omaha since 2008. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and modeling to support client goals.

John Harris is a Series 66-licensed financial advisor with 21 years of industry experience. He has worked at OSAIC since 2024 and previously spent eight years at Securities America Advisors. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services such as financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios featuring various asset classes, and supports both discretionary and non-discretionary account management.

Timothy Bastian is a financial advisor with Morgan Stanley in Omaha, NE, holding a Series 66 designation and bringing 25 years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2014 and also serves as an adjunct instructor at Creighton University. Additionally, he is involved with the Mount Michael Benedictine School, where he serves on the finance committee. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process supported by proprietary tools and serves clients in both advisory and brokerage capacities.

Chad Troester is a financial advisor at Edward Jones in Omaha, NE, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Thrivent, Mutual of Omaha, and Equitable 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.

Staci Keller is a financial advisor at Raymond James Financial with 22 years of industry experience. She holds Series 63 and Series 65 designations and has worked in various capacities within Raymond James and First National Bank since 2015. Keller is based in Omaha, NE. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to help illustrate potential outcomes, supporting client implementation through its advisory programs and other providers.

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.

Rachel Truhlsen is a financial advisor at Edward Jones with a Series 66 designation and over 28 years of prior experience running her own law office. She joined Edward Jones in 2026 after a brief tenure at Northwestern Mutual. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

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.