Matthew Ferguson is a financial advisor with Raymond James Financial Services Advisors Inc. He holds a Series 66 designation and has 22 years of industry experience. He has worked at Raymond James since 2012 and is also associated with First National Bank of Omaha. Additionally, he serves as an advisor at a bank branch through First Investments and Planning. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Anthony Pantano is a financial advisor with Cetera in Omaha, NE, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has worked with firms including Securian Financial Services and Minnesota Life Insurance, and has been involved with multiple financial and insurance entities throughout his career. Pantano serves on several nonprofit boards, including the Omaha Children’s Hospital Foundation and the Omaha Sports Commission, and is owner of Pantano Enterprises LLC, an investment holding company. Cetera Investment Advisers LLC provides advisory services through a large nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients with a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Richard Blessing is a financial advisor with Mass Mutual Investors Services in Omaha, NE, holding a Series 66 designation and 19 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent nine years at Metlife Securities, Inc. alongside a concurrent role at Massachusetts Mutual Life Insurance Company starting in 2016. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning engagements and various specialized programs, including recent additions such as Divorce Planning and employer-sponsored planning services.

James Suey is a financial advisor with UBS Financial Services in Omaha, NE, holding a Series 66 designation and 22 years of industry experience. He has been with UBS Financial Services since 2012. Outside of his advisory role, he assists with local running events in the Omaha community through a running store he is involved with. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Melina Petersen is a Series 66-licensed financial advisor with Merrill in Omaha, NE, where she has worked since 2000. She has 24 years of industry experience. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Cory Epstein is a financial advisor with Morgan Stanley in Omaha, NE, holding a Series 66 designation and five years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2020 and previously at the Bank of Nova Scotia from 2016 to 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market outlook analyses.

Matthew Pleiss is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked at multiple Schwab entities since 2024. His prior experience includes roles at Nelnet and Jerent Enterprises, along with several years in full-time education. 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 relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational capabilities.

Matthew Mellema is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at TD Ameritrade, Inc., Feltz Wealthplan, and CLS Investments. He 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 relationships and access to affiliated discretionary separately managed accounts, supported by centralized custody and operational resources.

Joel Kosch is a financial advisor with Ameriprise in Omaha, NE, holding Series 63 and Series 65 licenses with four years of industry experience. He has previously worked at SageSpring Wealth Partners, Raymond James Financial Services, Southwestern Investment Group, and held roles outside the financial sector at Children's Mercy Hospital and Northwest Missouri State Advancement Office. Kosch also serves as a Registered Branch Associate at SageSpring Wealth Partners. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Kelsey Mc Eowen is a financial advisor at Edward Jones with seven years of industry experience. She has held her current role at Edward Jones since 2018 and previously worked at Pioneer HiBred. Mc Eowen holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets.

Rodney Ruh serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his financial career in 1991 with Merrill Lynch and returned to the firm in May 2025 to assume his current role. Rodney has also worked as a Financial Advisor and Portfolio Manager at UBS Financial Services, Inc. He holds a Juris Doctorate degree from Creighton University School of Law and majored in Economics at the University of Nebraska-Lincoln and Rollins College. He earned the CERTIFIED FINANCIAL PLANNER® certification in 2007 and is a member of the NFLPA Financial Advisor program. Rodney draws on years of experience to assist clients with investments, investment planning strategies, and multi-generational estate planning, collaborating closely with clients' attorneys and accountants. Rodney is a member of the Omaha Estate Planning Council and the Financial Planning Association. He has volunteered for various local schools, charities, and sports organizations. In his current role, he does not provide legal advice.

Benjamin Koley is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He has previously worked at firms including Arbor Point Advisors and Centaurus Financial, and has operated Koley Financial Services since 2009. Outside of advising, he is involved with insurance agencies under Koley Financial Services and PLIXYS LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

John Garlock is a financial advisor with RBC Capital Markets in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at RBC Capital Markets since 2008 and also has a role at City National Bank starting in 2019. Outside of his advisory work, Garlock serves as chairman of the board for the North Star Foundation, a nonprofit benefiting inner-city children. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies using both in-house and third-party managers and provides a range of portfolio management, financial planning, and brokerage services.

Kaycie Nolan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Wells Fargo Clearing in 2024, she worked at Wells Fargo Bank, nA since 2021 and has experience in the pet care and food service industries as well as gymnastics instruction. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm follows an IPS-driven process grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Dylan Goodman is a financial advisor with Edward Jones in Ralston, Nebraska, holding Series 63 and Series 66 licenses and having eight years of industry experience. He previously worked at Charles Schwab & Co. and TD Ameritrade before joining Edward Jones. Outside of finance, he is a self-employed musician who writes and performs his own music. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including wrap fee strategies and separately managed accounts, operating under a fiduciary standard.

Paul Horky is a CFP®-designated financial advisor with Edward Jones in Omaha, NE, with 15 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a variety of advisory programs. The firm manages approximately $1.01 trillion in assets and offers discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products through a nationwide network of more than 23,700 advisors.

Scott Leinen is a financial advisor with RBC Capital Markets in Omaha, NE, holding Series 63 and Series 65 licenses and 30 years of industry experience. He previously worked at Morgan Stanley and Citigroup Global Markets before joining RBC Capital Markets in 2013. Outside of his advisory role, he is involved in managing several rental property LLCs in Omaha. RBC Wealth Management serves a diverse client base, including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by comprehensive portfolio management and financial planning services.

Spencer Mock is a financial advisor at Charles Schwab with 8 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB, he worked at Bank of America, Merrill, T Rowe Price, Berkshire Hathaway Homestate Companies, and Pacific Life Insurance Company. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advice and access to discretionary separately managed accounts, leveraging centralized supervision and a multi-asset strategic asset allocation approach.

Johnny Carlisle is a financial advisor with Morgan Stanley in Omaha, NE, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones and served four years in the U.S. Air Force. Outside his advisory role, Carlisle is a sole proprietor of an online retail business and a passive partner in a male salon. Morgan Stanley Wealth Management is a large SEC-registered adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers a wide range of advisory programs to individuals and institutions, with a financial planning process that utilizes firm-approved tools and modeling techniques.

Kevin Heinrich is a financial advisor with OSAIC based in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He previously worked with Securities America Advisors and Securities America Inc for nine years. Outside of his advisory roles, Heinrich has experience with Thg Benefits, Inc. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to various managed account platforms and third-party money managers.