Christopher Ruggiero is a financial advisor at Raymond James Financial Services Advisors, Inc. with 24 years of industry experience. His prior roles include positions at Charles Schwab and Wachovia Bank. He is also involved as Head of Wealth and Institutional Services at First Investments and Planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Deanna Sherman is a financial advisor with Charles Schwab in Omaha, NE, holding a Series 66 designation and 19 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2008. 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, utilizing multi-asset model portfolios and a centralized operational structure.

Kelly Peklo 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 and its affiliated entities since 2021, following a 13-year tenure at TD Ameritrade. Outside of her advisory role, she leads the Religious Education program for parishioners in grades K-8 at Mary Our Queen Parish in Omaha. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 offers both non-discretionary and discretionary investment options, combining strategic asset allocation with alternative investment opportunities, supported by a centralized operational structure.

Meleah Turner is a financial advisor with Wells Fargo Clearing in Bellevue, NE, holding Series 63 and Series 65 licenses and two years of industry experience. She has worked at Wells Fargo Bank and Charles Schwab and owns a hairdressing business in Omaha, NE. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory and tailored to plan objectives.

Nicholas Hartung is a financial advisor with Charles Schwab holding a Series 66 designation and 16 years of industry experience. He previously worked for TD Ameritrade from 2010 to 2024 before joining Charles Schwab in 2024. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 affiliated discretionary separately managed accounts and offers multi-asset model portfolios along with centralized custody and brokerage services.

Miriam Garcia is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. She previously worked at Raymond James Financial Services and Fnbo, totaling eight years in the financial sector. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized retirement income planning service that provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Timothy Hammes is a financial advisor at UBS Financial Services in Omaha, NE, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with UBS since 2006. He serves on the board of directors for the Omaha Home for Boys Foundation, advising on the foundation’s investments. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor financial plans and portfolio management.

Lea Hartigan is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. Her background includes roles at Securian Financial Services and Renaissance Financial, where she offers securities, insurance, and advisory services. She also provides notarial services to clients. Cetera Investment Advisers LLC serves a diverse client base, including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a multi-manager platform.

Cameron Irwin is a financial advisor with Charles Schwab in Omaha, NE, holding Series 66 and Series 63 licenses and bringing five years of industry experience. Prior to joining Schwab, he worked at TD Ameritrade and has additional experience in various roles at Doordash, Scheels, and the City of Omaha. Outside of financial services, he is the CEO of Augment LLC, a company focused on creating digital products related to health, fitness, and personal development. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts, offering both non-discretionary advice and access to affiliated discretionary portfolios with a multi-asset investment approach.

C Hruby III is a financial advisor at Merrill with Series 63 and Series 65 licenses and 43 years of industry experience. He has worked at Merrill since 1985 and has been associated with Bank of America, N.A. since 2009. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Noah Voi is a financial advisor at Charles Schwab in Omaha, NE, with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Akkodisgroup and Charles Schwab Bank, SSB. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts and financial planning services. The firm offers both non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and a centralized operational structure.

Jerod Madden is a financial advisor at Charles Schwab with five years of industry experience. He holds a Series 66 designation and has previously worked at TD Ameritrade, Thrivent Financial, and served in the US Army. Madden is based in Omaha, Nebraska. 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 a combination of non-discretionary advisory services alongside access to discretionary separately managed accounts and emphasizes multi-asset model portfolios and alternative investment due diligence.

David Hunke is a financial advisor with Osaic Wealth, Inc. in Omaha, Nebraska, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining Osaic in 2023, he spent 12 years with SagePoint Financial Advisors. He is also a licensed independent insurance agent offering fixed insurance products, annuities, and life insurance. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, using proprietary asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Kirby Mcdonald is a financial advisor with Cetera and holds Series 63 and Series 65 credentials. He has 39 years of industry experience and has been with Cetera Advisors LLC since 2013. Mcdonald serves as a board member of the Mission Hills Homeowners Association and also works as a life insurance agent with Foresters Financial. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including access to affiliated and third-party managers as well as customizable investment strategies.

Alexandre Lerouge is a financial advisor with Charles Schwab & Co., Inc. in Omaha, NE, holding Series 66 and Series 63 licenses and having two years of industry experience. His prior work includes positions at TD2, Omni Hotels and Resorts, and Aksarben. 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. Schwab combines non-discretionary advisory with access to discretionary separately managed accounts, using multi-asset model portfolios and due diligence from its Schwab Center for Financial Research.

Michael Foral is a CFP® professional with nine years of industry experience. He is currently with Charles Schwab in Omaha, NE, where he has worked since 2018 through both Charles Schwab and its predecessor, TD Ameritrade. Outside of his advisory role, he serves as an umpire for the Premier Sports Officials Association. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment options supported by a multi-asset model portfolio approach and detailed due diligence on alternative investments.

Ryan O'Connell is a Series 66-credentialed financial advisor with OSAIC, based in Omaha, NE. He has been with OSAIC since 2025 and has prior experience in various roles at firms including Futurity First and Net Par - Omaha. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a broad network of affiliated advisors. The firm provides integrated brokerage and investment advisory services, employing tools such as asset-allocation models, risk-tolerance assessments, and automated rebalancing to manage portfolios across multiple asset classes.

Mandy Hoeschen is a financial advisor with Cetera and holds Series 63 and Series 66 credentials. She has 17 years of industry experience and has worked with firms including TD Ameritrade and Securities America. She is also the owner of Pineview Bridge Capital, LLC. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and retirement services, supported by over 10,000 advisors and more than $256 billion in assets under management.

Justin Hughes is a financial advisor at Cetera with 10 years of industry experience. He holds the CFP® and CFA® designations and has previously worked with Renaissance Financial Corporation and Securian Financial Services Inc. Outside of his advisory role, Hughes is involved in several community activities in Omaha, including serving as president of the Bennington Soccer Club board and volunteering with youth sports organizations. Cetera is a nationwide SEC-registered advisory firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management solutions and access to third-party managers, supporting both discretionary and non-discretionary account structures.

Jackson Petersen is a Financial Advisor with Merrill Lynch Wealth Management, specializing in developing customized investment and wealth management strategies. He partners with clients to create personalized plans that address retirement income, education funding, legacy planning, and small business strategies. By leveraging resources from Bank of America and Merrill, he provides comprehensive guidance that integrates banking, lending, and investing to support clients’ broad financial goals. Jackson holds a Bachelor's degree in Business Finance from Wayne State College. He has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. His expertise centers on helping clients navigate market changes with disciplined decision-making while building confidence in their financial future. Outside of his professional role, Jackson is involved with the Breakfast Optimist Club of Omaha and is a member of the Greater Omaha Chambers and Omaha Empowerment Breakfast. His personal interests include baseball, basketball, boating, cooking, fishing, football, golfing, and pickleball.