Claire Hrlevich is a financial advisor with OSAIC in Omaha, NE, holding a Series 66 credential and one year of industry experience. Her prior work includes roles at First National Bank Omaha, Venue, and several restaurant groups. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a range of asset-allocation tools and supports multiple advisory platforms and managed account solutions.

Connor Koza is a CFP® with six years of industry experience, currently affiliated with Cetera Wealth Services, LLC. He has worked at Renaissance Financial Corp since 2020 and has held roles in both financial advisory and insurance sales. Koza’s background includes positions at Minnesota Life Insurance Co, Securian Financial Services Inc, TD Ameritrade, and Midlands Financial. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a nationwide network of independent advisors, utilizing multiple program structures and both discretionary and non-discretionary management approaches.

Jada Woolridge is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 registrations and nine years of industry experience. She previously worked at TD Ameritrade for six years and The Nebraska Masonic Home for one year. 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 and offers multi-asset model portfolios supported by research and a formal alternative-investment process.

Steven Kucirek is a financial advisor at Edward Jones in Elkhorn, NE, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has been with Edward Jones throughout his career since 2002. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Michael Hoch is a financial advisor with Cetera who holds a Series 66 designation and has 18 years of industry experience. He has worked at Renaissance Financial since 2008 and has been with Cetera since 2023. Outside of his advisory role, he serves as a board member for Catholic Charities and is involved in several family and investment-related LLCs. Cetera Investment Advisers LLC distributes services through a large network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning solutions, including access to third-party managers and various program structures.

Nicholas Nalbach is a financial advisor with Morgan Stanley in Omaha, NE, holding a Series 66 designation and eight years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., CETERA Advisor Networks LLC, and CWM, LLC. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment and financial planning services.

Jeffrey Hagan is a financial advisor at Merrill with nine years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill since 2018. Prior to that, he worked at Thrivent Financial and Thrivent Investment Management Inc. 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.

Troy Arthur is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones, LPL Financial, and BMO Bank N.A. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored planning and consulting using analytical tools and supports clients through advisory programs and institutional portfolio management.

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 an advisor at LPL Enterprise with Series 63, 65, and 66 licenses and nine years of industry experience. His prior roles include positions at the Nebraska Secretary of State, Bank of America, Merrill, and Mariner Wealth Advisors. 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 primarily uses model-driven investment implementation and offers access to third-party asset managers and wrap programs.

Antonia Deutschman is a financial advisor at Edward Jones with 22 years of experience, holding a Series 66 designation. She has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

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.

Jose Hernandez is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds the Series 63 and Series 66 licenses and has worked previously at Charles Schwab, TD Ameritrade, Flint Hills Resources, Charter Communications, and Professional Surveys of Pinellas. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive, goal-based financial planning without discretionary trading authority. The firm supports both one-time and ongoing planning engagements and integrates planning with managed-account services through its WealthPlan consolidated billing option.

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.