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.

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.

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.

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.