Thomas Dolan Jr. is a financial advisor with LPL Financial in Omaha, NE, holding a Series 63 designation and bringing 32 years of industry experience. His prior work includes 27 years with Waddell & Reed, Inc. and various insurance carriers, as well as running Thomas J Dolan LLC. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Alexander Barbe is a financial advisor with Charles Schwab in Omaha, NE, holding a Series 66 designation and nine years of industry experience. He has worked at Charles Schwab since 2023 and previously spent seven years at TD Ameritrade. Prior to his financial services career, he was employed at Orthoquest for three 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 offers a mix of non-discretionary investment guidance and access to discretionary separately managed accounts, combining scale with integrated brokerage, custody, and advisory services.

Beth Hollister is a financial advisor with RBC Capital Markets in Omaha, NE, holding Series 63 and Series 66 designations and 16 years of industry experience. She has worked at RBC Capital Markets since 2015 and previously at City National Bank from 2022 to 2025. Outside of her advisory role, she serves on the Board of Directors for the Heartland Women's Business Network. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on clients’ Advisory Risk Profiles and integrates a mix of in-house and third-party investment managers and services.

Erin Dillon Pasillas is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill, Bank of America, and Wells Fargo. Outside of her advisory role, she has served as a volleyball referee for City Wide Sports since 2019. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Lynette Manning is a financial advisor with RBC Capital Markets in Omaha, NE, holding Series 63 and Series 66 licenses and seven years of industry experience. She has worked at RBC Capital Markets since 2018, with prior experience at TD Ameritrade and in the retail sector. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, including pension plans and charitable organizations. The firm offers a variety of advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party managers, with a broad range of investment and financial planning services.

Ana Vela is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and four years of industry experience. She has been with Wells Fargo Bank since 2014 and joined Wells Fargo Clearing in 2021. Outside of her advisory role, she works as a grocery shopper and food delivery driver in Denver, CO. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Michael Abboud is a financial advisor with J.P. Morgan Securities in Omaha, NE, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021 and previously held positions at TD Ameritrade and Aerotek. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm’s process includes an ESG eligibility framework and focuses on non-discretionary services delivered by a select group of Wealth Advisors.

William Diederich is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and possessing 10 years of industry experience. He has been with Thrivent since 2016. Outside of his advisory role, he serves as Treasurer and Board Director for the Santa Lucia Festival Committee, a nonprofit focused on maintaining Sicilian Catholic traditions in Omaha, and acts as a consultant for a residential flooring and tile installation business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based analyses and planning across multiple financial topics, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while maintaining a separation between planning and investment management.

Joseph Vonnahme is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, Charles Schwab, and TD Ameritrade. Outside of his advisory roles, he has experience with entrepreneurial activities including involvement in Swell Spark (Get Out: Omaha). Charles Schwab 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 affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Mark Olson is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at TD Ameritrade, Cetera Advisor Networks, Carson Group Partners, and TD Waterhouse Investor Services. Charles Schwab serves a large client base of 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 investment approach includes both non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Michelle Staats is a financial advisor at OSAIC with 18 years of industry experience. She holds the Series 66 designation and has worked with firms including Morgan Stanley Smith Barney, Wells Fargo Clearing, and Hightower Securities LLC. Outside of advising, she is a distributor for SeneGence cosmetics through a multi-level marketing business and serves as a client liaison for RVR Bank. OSAIC Wealth, Inc. serves a diverse range of clients, including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios spanning stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Ahmed Elmaghraby is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has been with Wells Fargo Clearing since 2022 and has prior experience at Wells Fargo Bank and Ch2m. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Jeremy Siragusa is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James since 2015. Outside of his advisory role, he serves as a program manager for First Investments & Planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and scenario modeling to support client goals.

Robert O'Neil is a financial advisor with Morgan Stanley in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory role, he serves as Secretary-Treasurer and board member of Education Rights Counsel, a nonprofit focused on children and youth education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Angela Mainor is a financial advisor with RBC Capital Markets in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. She has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through a variety of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm implements tailored investment strategies using a combination of in-house and third-party managers and provides access to alternative investments and integrated banking solutions.

Joseph Missman is a financial advisor with OSAIC in Omaha, NE, holding a Series 66 credential and 19 years of industry experience. His prior roles include positions at Securities America Advisors and Edward Jones. He is also the owner of Joint Financial LLC, a corporate entity related to his business relationships through Osaic Wealth Management, and is involved in insurance sales. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a variety of investment products, supported by asset-allocation tools, risk assessments, and access to third-party money managers.

Jack Lemke is a financial advisor with Charles Schwab in Omaha, NE, holding a Series 66 designation and 12 years of industry experience. He previously worked at TD Ameritrade from 2013 to 2022 before joining Charles Schwab. Outside of his advisory role, he serves on the alumni association board for Benson High School, participating in Hall of Fame nominations, class reunions, and donation allocation decisions. Charles Schwab & Co., Inc. 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 offers a combination of non-discretionary and discretionary investment management with a multi-asset model portfolio approach and centralized operational support.

Paul Mcleay is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been employed for over 22 years. He holds the Certified Plan Fiduciary Advisor (CPFA) credential obtained in October 2018, enabling him to provide fiduciary services for retirement plans such as 401(k) plans. In his role as a Retirement Benefit Consultant, Paul works with business owners, HR managers, and CFOs to enhance their 401(k) retirement platforms, as well as assists individuals and families with investment and long-term planning. Paul's career in the securities industry spans over 30 years. Before joining Merrill Lynch in 2001, he worked as a Margin Manager at a major clearing firm, overseeing billions of dollars in margin loans and client option trading activity. His background in risk management has been foundational to his work as a financial advisor. Early in his career, he also worked three seasons as a tax preparer. Paul holds the Series 4, 7, 24, and 66 FINRA registrations. Paul graduated with a bachelor's degree from Creighton University. He also attended the University of Kansas and the University of Arizona, although no diplomas were conferred from these institutions. He is a member of the National Association of Plan Advisors (NAPA).

Cole Ragland is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 66 and Series 63 designations and has worked at Charles Schwab & Co., Inc. since 2023, following prior roles at TD Ameritrade and Northwestern Mutual. 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 separately managed accounts, offering clients multi-asset model portfolios and alternative investment options.

Paul Schlieker is a financial advisor at LPL Enterprise with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. He is also the owner of Nebraska Financial Advisors, a DBA for his LPL business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.