Stephen Abels is a financial advisor with Cambridge Investment Research Advisors in Papillion, NE, holding a Series 66 designation and three years of industry experience. He previously worked at Mutual of Omaha for 24 years. Outside of his advisory role, he serves as treasurer and owner/partner of a business entity called Alis Dei. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Joshua Bresler is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and five years of industry experience. He has worked at Charles Schwab since 2022 and previously held roles at TD Ameritrade, Spike, LLC, and Robert Half, among others. Charles Schwab & Co., Inc. serves a broad client base, 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 both non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized custody, brokerage, and advisory services.

Nicole Norris is a financial advisor at LPL Financial in Omaha, NE, holding a Series 66 designation with two years of industry experience. Prior to joining LPL Financial in 2025, she worked at Western International Securities, Inc. and has experience in event management and healthcare. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, 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.

Daniel Staroski is a financial advisor with Charles Schwab & Co., Inc. in Omaha, NE, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior experience includes eight years at TD Ameritrade, Inc. and seven years working at Lo Sole Mio. Outside of his advisory role, he is involved in various service positions including working as a server at Gorats Steakhouse, a driver for Uber, and a bartender at The Astro Theater. 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 and discretionary investment guidance supported by multi-asset model portfolios and centralized custody and order-routing arrangements.

Christopher Scott is a financial advisor with UBS Financial Services in Omaha, NE, holding a Series 66 designation and 25 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory role, he is a self-published author of a book about recruiting in college athletics and its relation to business relationship building, and he runs a personal blog focused on local politics, serving as editor-in-chief. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and leveraging proprietary research and model-based strategies to tailor client plans.

Julie Kramer is a CFP®-certified financial advisor with Raymond James & Associates in Omaha, NE, bringing 35 years of industry experience. She previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Raymond James in 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Mark Listenberger is a financial advisor with Charles Schwab, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Securities America Advisors, TD Ameritrade, and FBL Financial Group. Outside of his advisory work, he assists with payroll operations for a family-owned Dairy Queen in Council Bluffs, Iowa. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, financial planning, and brokerage services. The firm distinguishes itself by its scale, integrated structure, and access to multi-asset portfolios and alternative investments.

Karl Rohrbaugh is a financial advisor at Raymond James Financial with 19 years of industry experience. He has held positions at Raymond James and Edward Jones, with eight years at Raymond James & Associates and eleven years at Edward Jones. Rohrbaugh holds a Series 66 designation. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning supported by risk profiling and modeling tools, and it offers specialized advisory programs including municipal and public finance services.

Trey Wilbeck is a financial advisor at Osaic Wealth, Inc. in Omaha, NE, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at John Hancock and American National Bank. Outside of advising, he works as a life and health insurance broker and manages a single-family rental property in Lincoln, NE. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisors and multiple advisory platforms. The firm utilizes asset-allocation tools and third-party services to offer integrated brokerage, investment advisory, financial planning, and managed portfolio solutions.

John Giggee is a financial advisor with Merrill in Omaha, NE, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior work includes roles at TD Ameritrade and Bank of America. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Dawn Dries is a financial advisor at Morgan Stanley in Omaha, NE, holding Series 63 and Series 66 designations with 18 years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Daniel Lightner is a financial advisor at Charles Schwab in Omaha, NE, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including TD Ameritrade Clearing and Brinker Capital Securities. Charles Schwab serves a large client base, 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 non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a range of multi-asset model portfolios and alternative investment options.

Trevor Bohling is a financial advisor at Osaic Wealth, Inc. He holds a Series 66 designation and has experience in the financial industry beginning in 2026. Prior to joining Osaic, he worked for Prime Time Healthcare for nine years and has operated Trevor R Bohling CPA LLC since 2013. Osaic Wealth serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services through a large network of advisers and employs various portfolio construction tools and third-party solutions.

Travis Clark is a Series 66-credentialed advisor at LPL Enterprise with nine years of industry experience. He has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Clark is based in Omaha, NE. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm uses model-driven investment approaches, third-party asset managers, and offers financial planning and consulting services.

Ryan Schroeder is a Series 66 licensed financial advisor with 18 years of industry experience. He has worked at Charles Schwab since 2022 and previously spent 15 years at TD Ameritrade Inc. He is based in Omaha, NE. 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 non-discretionary advisory relationships with access to affiliated discretionary strategies and offers a multi-asset model portfolio approach supported by research and a centralized operational structure.

Andrew Van Surksum is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior work includes roles at TD Ameritrade and service in the United States Air Force Reserves. 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 offers a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Jana Wheatley is a financial advisor at Edward Jones in Omaha, NE, with 14 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials. Her prior experience includes roles at LPL Financial, Equitable Bank, and the U.S. Department of Commerce. She serves as a volunteer board member for the West Shores Home Owner Association in Waterloo, NE. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a comprehensive range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors.

Edward Militti Sr. is a financial advisor with Morgan Stanley in Omaha, NE, holding Series 63 and Series 65 licenses. He has 54 years of industry experience and has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning solutions.

Neely Thomsen is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and 27 years of industry experience. Her prior roles include positions at TD Waterhouse Investor Services, Inc. and Ameritrade. She has been with Charles Schwab and its affiliated entities since 2021. 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 associated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management options, leveraging multi-asset model portfolios and centralized operational infrastructure.

John Marasco is a financial advisor with LPL Financial in Omaha, NE, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 37 years of experience, having previously worked at firms including Cadaret, Grant & Co., Inc., Convergence Wealth, LLC, Securities America Inc, Continuum Financial, and Mass Mutual Investors Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.