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 financial advisor at Robert Baird & Co. with 13 years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining Robert Baird & Co. in 2024, she worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC from 2016 to 2024. She is part of The DDK Group within Robert Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research and advanced tools such as artificial intelligence.

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 registrations and seven years of industry experience. His work history includes roles at TD Ameritrade, 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, offering a combination of non-discretionary and discretionary investment services supported by centralized custody and order-routing.

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 at Charles Schwab with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab Bank, SSB and TD Ameritrade. His background also includes roles outside finance, such as a position with the Nebraska Republican Party in 2016. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wrap fee advisory programs, managed accounts, and financial planning services. The firm combines non-discretionary and discretionary investment approaches with centralized custody and operational capabilities.

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 at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and has prior work experience at Ace Lease Service, Omaha Country Club, and Buffalo Wild Wings. Raymond James & Associates, Inc. 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, and municipal entities, offering a range of financial planning and consulting services supported by extensive research and portfolio management resources.

Rebecca Albers is a financial advisor with Primerica Advisors who holds Series 65 and Series 63 licenses and has 11 years of industry experience. She has worked with Primerica in various capacities since 2013 and has also been associated with W.D. Olson & Associates, Inc. since 2017. Outside of her advisory role, she is involved as an independent contractor with Business Seals Consulting and serves as an executive assistant for Orel Express & Associates. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering model-based investment strategies supported by third-party managers and custodians.

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 eight years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Thrivent Financial and in the retail and equipment industries. He is based in Omaha, NE. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.