Jeffrey Hagan is a financial advisor at Merrill with eight years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Thrivent Financial and in the retail and equipment industries. He is based in Omaha, NE. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Maureen Mccrudden is a financial advisor with Merrill, holding a Series 66 designation and 11 years of industry experience. She has worked at Merrill since 2014 and concurrently with Bank of America, N.A. since 2015. Outside of her advisory role, she serves as power of attorney for several family trusts and entities in Omaha, Nebraska. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Price Rivers Jr. is a financial advisor at LPL Enterprise with nine years of industry experience. He holds the Series 66, Series 63, and Series 65 designations. Prior to joining LPL Enterprise, his work history includes roles at the Nebraska Secretary of State and Bank of America. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm typically employs model-driven investment implementation and offers access to third-party asset managers, wrap programs, and affiliated trust and insurance services.

Suzanne O'Donnell is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at several firms including Bank of America, Mutual of Omaha, Wells Fargo Clearing, and Edward Jones. Outside of her advisory role, Suzanne is also employed part-time at Home Depot in Omaha, where she assists customers in the appliance and millworks departments. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers both model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, and institutional investors.

Richard Hague is a financial advisor with OSAIC, holding a Series 63 designation and with 37 years of industry experience. He previously worked at Securities America, Inc. and Securities America Advisors, Inc. for 20 years and has maintained an independent practice since 2001. In addition to his advisory role, Hague sells term and long-term care insurance when clients request assistance. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, and access to multiple advisory platforms. The firm utilizes asset allocation tools, risk tolerance assessments, and third-party money managers to construct diversified portfolios tailored to client needs.

Brian Abrahams is a financial advisor at Edward Jones in Omaha, NE, holding a Series 66 designation with one year of experience at the firm. His prior work includes roles at Blair Healing Rooms Inc., CLAAS of America, and Blair Family YMCA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary managed solutions, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joseph Pattrin is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior work includes ten years at TD Ameritrade and roles within Charles Schwab and Co., Inc. He is also involved with Baby Blue Sushi, an enterprise he has been associated with since 2010. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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 affiliated discretionary separate managed accounts and offers a multi-asset class investment approach supported by centralized custody, trading, and a formal alternative-investment process.

John Dufek is a financial advisor at Raymond James & Associates with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base including individuals, institutions, pension plans, and charitable organizations. The firm provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions while offering a variety of portfolio management styles supported by firm research and affiliated sub-advisers.

Jennifer Anderson is a financial advisor at Morgan Stanley with nine years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and advanced modeling tools.

Elizabeth Stieneke is a financial advisor at Raymond James Financial with 23 years of industry experience. She holds the Series 63 and Series 66 credentials and has previously worked at First National Bank of Omaha and Cetera Advisor Networks. Outside of her advisory role, she is an associate and branch manager at First Investments and Planning in Omaha, NE. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and supports a broad network of advisors with specialized municipal and public finance capabilities.

Brett Zarontonello is a Financial Advisor with Merrill Lynch Wealth Management who specializes in helping clients pursue their short-, mid-, and long-term financial goals. He provides guidance in areas such as investing, retirement planning, education planning, family wealth management strategies, managing new wealth, tax minimization, and retirement income. Brett works closely with clients to understand their unique needs and adapts financial strategies as their situations change. He holds a Bachelor's Degree from McKendree University and an MBA from Lindenwood University. Brett has earned several professional designations, including Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is bilingual in English and Spanish and a member of professional organizations like Sigma Beta Delta International Honor Society and the United States Tennis Association. Beyond his professional work, Brett is involved in various community programs such as the 180 Re-Entry Assistance Program, Food Bank for The Heartland, Habitat for Humanity, Mustache for Kids (M4K), Siena Francis House, and Special Olympics - Unified Fore Joy ProAm. His personal interests include biking, cooking, golfing, pickleball, skiing, table tennis, tennis, traveling, and spending time with his family.

Austin Kneifl is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has six years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. He also worked in library services at Wayne State College and in retail at Hy-Vee. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, consulting, and access to third-party asset managers.

Ryan Horner is a CFP® professional with 25 years of industry experience, currently with Wells Fargo Clearing since 2018. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory work, he serves as a FINRA arbitrator and is involved in non-investment activities such as creating TikTok videos about home renovations and performing as a musician in a cover band. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary options. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.

Justin Widick is a financial advisor with LPL Financial in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked with firms including Western International Securities and Financial West Group. Outside of advising, he owns and operates businesses such as Great Plains Tire & Service and Uprising Bakery. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing various investment strategies supported by research and technology tools.

Joseph Vampola is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and eight years of industry experience. His career includes positions at Prudential Insurance Company of America and Pruco Securities, LLC, where he worked for over seven years. Outside of his advisory work, he has experience in small business operations, having been involved with Jake & Joe's Spotless Windows and Clean Country. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and offers financial planning, third-party asset manager access, and insurance product facilitation through affiliated entities.

Lawrence Sanfilippo is a financial advisor at OSAIC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Alliant Retirement Services, Securities America, Lincoln Financial Advisors, and AXA Advisors. Sanfilippo also consults on governmental retirement plans and is involved in group health insurance and fixed insurance sales. OSAIC serves a diverse client base ranging from individual investors to institutional entities, offering integrated advisory and brokerage services through a broad network of affiliated financial advisers. The firm employs various asset-allocation tools and third-party platforms to deliver comprehensive portfolio management solutions.

Brent Connelly is a CFP®-designated financial advisor with 13 years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at Soar Wealth Strategies, Commonwealth Financial Network, and Edward Jones. Outside of his advisory work, he is an owner of Heavenly Foods LLC, a business unrelated to investment management. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Richard Lipprand is a financial advisor with LPL Financial in Elkhorn, Nebraska. He holds the CFP® and ChFC® designations and has 36 years of industry experience. His prior roles include positions at Western International Securities, Inc. and Financial West Group. He is also involved in an insurance-related business outside of his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing various portfolio models and third-party subadvisors.

Luke Radio is a financial advisor with Merrill based in Omaha, NE, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Pinnacle Bank and Strategic Legacy Advisors, as well as experience at the University of Nebraska-Lincoln and Ries Orthodontics. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

John Brady is a financial advisor at Stifel with a Series 66 designation. He has one year of industry experience and previously worked at Community National Bank & Trust of Texas, Pinnacle Bank, Citizens National Bank of Texas, and several other organizations in healthcare and consulting. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and asset allocation guidance.