Mustansar Mazhar is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 registrations and 11 years of industry experience. He previously worked at TD Ameritrade and Charles Schwab Bank, SSB. Outside of his advisory role, he owns an e-commerce drop shipping business on Amazon through Mike Raf LLC. 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. The firm offers a combination of non-discretionary and discretionary investment solutions, leveraging multi-asset model portfolios and alternative investment options supported by in-house research.

Zachary Hansen is a financial advisor with Charles Schwab in Omaha, NE, holding a Series 66 designation and one year of industry experience. Prior to joining Charles Schwab, he worked at Modern Woodmen of America and has experience in roles outside finance, including as a bartender at Clubhouse Lounge. 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 services with an emphasis on multi-asset model portfolios and integrated custody and brokerage solutions.

Eric Baumert is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Mutual of Omaha and Prudential Insurance Company of America. Baumert Financial, LLC, an entity he formed for tax purposes, is noted among his business activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm utilizes a model-driven investment approach and offers services such as financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Paxton Puelz is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding a Series 66 designation and seven years of industry experience. His career includes roles at Wells Fargo Advisors, LPL Financial, FirstBank of Nebraska, and Bank of Doniphan. He also worked at the University of Nebraska-Lincoln for six years prior to his advisory roles. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions using research from Wells Fargo Investment Institute alongside third-party analytics.

Joseph Finelli is a financial advisor with Morgan Stanley in Omaha, NE, holding a Series 66 designation and 10 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Outside of his advisory role, Finelli serves as Board Treasurer and a finance committee member for the Omaha Conservatory of Music, a nonprofit organization. Morgan Stanley Wealth Management offers a wide array of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and advanced modeling tools, serving clients through both direct and corporate financial planning agreements.

Joel Wing is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63, 65, and 66 designations and has 26 years of industry experience. His previous roles include positions at Charles Schwab, TD Ameritrade, Waddell & Reed, LPL Financial, and Morgan Stanley. He served on the Blair Public Library Foundation Board from 2014 to 2020. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and uses analytical tools to model potential outcomes, supporting clients through advisory programs and other providers.

Donald Bryner is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2013, with prior experience at City National Bank from 2019 to 2025. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs tailored to clients’ risk profiles, utilizing a combination of in-house and third-party investment managers and providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Thomas Dunham is a financial advisor at Morgan Stanley in Omaha, NE, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Edward Jones and Brinker Capital Investments, as well as seven years in a non-financial capacity at Hy-Vee. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers financial planning services delivered through its network of advisors and specialized planning groups.

Stephen Harley is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He previously worked at Ameritrade for 26 years before joining Charles Schwab in 2022. Based in Omaha, NE, he has been with Schwab for four years. 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 combines a non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-depth due diligence and centralized operational support.

Ia Hagan is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Robert Baird & Co. with 13 years of industry experience. Prior to joining Robert Baird, she worked at Wells Fargo Clearing for eight years and Merrill for three years. She is part of The DDK Group within Robert Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a comprehensive range of services including financial planning, discretionary and non-discretionary portfolio management, and specialized investment strategies supported by internal research and ongoing manager oversight.

Richard Kelley Jr. is a financial advisor with RBC Capital Markets in Omaha, NE, holding a Series 66 designation and 18 years of industry experience. He has been with RBC Capital Markets since 2008 and also works with City National Bank since 2019. He serves as a director on the Westside Community Schools Foundation board. RBC Wealth Management, a division of RBC Capital Markets, offers a range of advisory programs and investment solutions to individual investors, institutions, corporations, and charitable organizations. The firm provides portfolio management and financial planning services tailored to clients' risk profiles, utilizing both in-house and third-party managers.

Craig Timmons is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to his current roles at Charles Schwab and Charles Schwab Bank, he worked at TD Ameritrade and has experience at Nebraska Wesleyan University and Children's Hospital of Omaha. 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’s client relationships are mainly non-discretionary, combining periodic investment recommendations with access to discretionary separately managed accounts and multi-asset model portfolios.

Ryan Solma is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at Metlife Securities, Inc. from 2009 to 2017. In addition to his advisory role, he is an independent insurance agent specializing in individual dental insurance through Ameritas. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to deliver collaborative, goal-based planning and a range of event-driven planning services.

Daniel Knudsen is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He previously worked at Securities America Advisors, Inc. and American National Bank. He serves as a board member overseeing church facilities maintenance and is the owner of Knudsen Wealth Advisory. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and nonprofit investors through a large network of affiliated advisors. The firm employs a range of advisory platforms and investment strategies, utilizing asset-allocation tools and third-party managers to construct diversified portfolios.

Scott Flesher is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and nine years of industry experience. His work history includes roles at Charles Schwab Bank, CHARLES SCHWAB and CO., INC., and TD Ameritrade, among others. He has also been involved with the Nebraska Republican Party and worked briefly in the automotive and rideshare sectors. 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 SMAs and offers multi-asset model portfolios supported by research and due diligence on alternative investments.

Bruce Zirpel is a CFP®-certified financial advisor with 33 years of industry experience. He is currently affiliated with LPL Financial and has previously worked with Securities America Advisors, Inc. and Thrivent Investment Management. Zirpel is also involved in insurance sales and Medicare referral services through his other business activities. 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 financial planning, portfolio management, and institutional services, employing various investment strategies supported by research and technology.

Jared Koch is a financial advisor with Charles Schwab in Omaha, NE, holding a Series 66 designation and 16 years of industry experience. He previously worked at TD Ameritrade and its affiliates for over a decade before joining Charles Schwab. Outside of his advisory role, he is a partner in BOSK Ventures LLC, a real estate business in Omaha. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a mix of non-discretionary financial planning and access to discretionary separately managed accounts with a multi-asset investment approach.

Mark Ramaekers is a financial advisor with Raymond James & Associates, holding the ChFC® designation and Series 63 and 66 licenses, with 15 years of industry experience. His prior work includes six years at Edward Jones and nine years with Insurance Agency Marketing Services. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Chase Prester is a financial advisor with Raymond James & Associates in Omaha, NE, holding a Series 66 designation and two years of industry experience. His prior work includes roles outside of finance at the Omaha Country Club and Ace Lease Service. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering customized financial planning and investment consulting through various programs and affiliated research resources.

Rebecca Albers is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 certifications and 11 years of industry experience. She has been with Primerica Advisors since 2015 and has also worked at W.D. Olson & Associates, Inc. since 2017. Outside of her advisory role, she works as an independent contractor with Business Seals Consulting and serves as an executive assistant for Orel Express & Associates. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and offers a variety of investment models with custody and trade execution supported by Pershing and BNY Mellon Advisors.