John Fox is a financial advisor at UBS Financial Services with 40 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2013. Based in Omaha, NE, his background includes a long tenure in the financial services sector. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Matthew Wegehaupt is a financial advisor at Stifel with 12 years of industry experience. He holds the Series 66 designation and has worked at Stifel since 2022, following a nine-year tenure with Cetera Advisor Networks. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.

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.

Stephanie Chapman is a financial advisor at LPL Financial with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2018, following prior roles at BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency Inc., BBVA Securities Inc., Compass Bank, and ProEquities Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management programs, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

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 with Charles Schwab in Omaha, NE, holding Series 66 and Series 63 credentials and four years of industry experience. He previously worked at TD Ameritrade and has background experience with Greystar Properties, Pierce Education Properties, and Iowa State University. 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, offering both non-discretionary investment guidance and access to discretionary separately managed accounts via an integrated and large-scale platform.

William Bassett is a financial advisor with Charles Schwab in Omaha, NE, holding Series 66 and Series 63 licenses and five years of industry experience. His prior roles include positions at J.P. Morgan Securities and LPL Financial. Outside of his advisory work, he is involved with BeccaBill Media LLC, a content creation business focused on lifestyle and social media influencing. 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, offering both non-discretionary and discretionary investment options within a large, integrated platform.

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 at Charles Schwab in Omaha, NE, holding Series 66 and Series 63 credentials with six years of industry experience. Prior to joining Schwab in 2022, he worked at TD Ameritrade from 2020 to 2022. His diverse background includes roles outside finance, such as positions at Gamlin Whiskey House and Triumph Bar and Grill. 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 and discretionary investment guidance with centralized custody and operational support.

Michelle Liabraaten is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. She has worked at Cetera Wealth Services, LLC since 2023 and at VOYA Financial Advisors from 2014 to 2023. Outside of her advisory career, she serves as a board member of the Paul Andrew Clapper Foundation, which focuses on fundraising and awareness related to blood cancers and bone marrow screening. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers.

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 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.

Cecilia Losee is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 16 years of industry experience. She has worked with Prudential Insurance Company of America since 2010 and joined LPL Enterprise in 2024. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm primarily uses model-driven investment implementation and provides access to third-party asset managers and other financial services through a large network of investment adviser representatives.

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.

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.