Amy Smith is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She previously worked at TD Ameritrade for seven years and has been associated with Bonefish Grill since 2012. 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 discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized operational infrastructure.

Kimberly Higgins is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Her prior roles include six years at TD Ameritrade and positions at Nebraska Furniture Mart, Maresco's, and Avantas. 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 and utilizes multi-asset model portfolios backed by in-house financial research and due diligence on alternative investments.

Colton Davis is a financial advisor at Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses with four years of industry experience. He previously worked at TD Ameritrade and has a varied employment history including roles outside the financial sector. Charles Schwab 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 both non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized operational support.

Marty Hodge is a financial advisor with Raymond James Financial Services Advisors, Inc. in Omaha, NE, holding Series 63 and Series 66 credentials with six years of industry experience. His prior roles include positions at Capital Analysts, Lincoln Investment, and State Farm, as well as operating the Marty Hodge Insurance Agency. He is a partner in Croker & Associates, a business through which he manages various activities unrelated to investment advising. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and investment consulting using analytical tools and supports clients through its advisory programs and affiliated firms, with notable services in municipal and public finance.

Philip Shepherd is a financial advisor with LPL Financial in Omaha, NE, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His career includes prior roles at Waddell & Reed, Wells Fargo Investments, and ownership of tax preparation and insurance businesses in Omaha. Outside of advisory services, he manages tax preparation and operates as an insurance agent alongside his advisory work. 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 and access to model portfolios and third-party asset management, supported by tools such as machine learning for research and operational purposes.

Todd Demoss is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Wells Fargo entities since 2011. Todd has ownership interests in multiple investment-related ventures, including Demoss Wealth Management, LLC and Arvada Wealth LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients through a network of financial advisors. The firm offers a broad range of investment and financial planning services, tailoring recommendations using proprietary research and planning tools, with implementation options available through its brokerage or advisory programs.

David Janssen is a financial advisor with Equitable Advisors in Omaha, NE, holding the Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2009. Janssen is also the managing partner of Raistone Wealth Partners, LLC, and is involved in outside insurance brokerage activities. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management services. The firm utilizes a variety of advisory programs and third-party asset managers to tailor investment solutions based on client risk tolerance and goals.

Loretta Maurer is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 36 years of industry experience. She has been with Primerica Advisors since 1989 and Primerica Financial Services since 1991. Outside of advisory work, she is involved in the sale of home security and automation products, as well as loan products, through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Eric Gustafson is a financial advisor with Raymond James & Associates, holding CFP® and Series 66 designations and bringing 11 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. 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 wide client base including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

Jessica Hitzfeld is a Series 66-licensed financial advisor at UBS Financial Services with 13 years of industry experience. She has been with UBS since 2008. Outside of her advisory role, she is a sales consultant for MY THIRTY-ONE, selling bags and purses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research and capital markets support through its platform.

Nancy Domenge is a financial advisor with UBS Financial Services in Omaha, NE, holding a Series 66 designation and 22 years of industry experience. She has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and incorporates proprietary research and model-based asset allocations in its client strategies.

Steven Ferrarini is a financial advisor with RBC Capital Markets in Omaha, Nebraska, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, tailored to clients' risk profiles, and supported by in-house and third-party investment managers.

Kylee Simon is a financial advisor with Equitable Advisors in Omaha, NE, holding a Series 66 designation and 16 years of industry experience. She has worked at Equitable Advisors since 2008 and is also associated with W.I.T. Capital Management, LLC. Outside of advisory work, she manages a rental property business through MONEY PIT INVESTMENTS, LLC. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver customized investment solutions.

Kolby Smith is a CFP®-certified financial advisor with 14 years of industry experience, currently affiliated with Cetera in Omaha, NE. He has held positions at Cetera Wealth Services, Renaissance Financial, and Securian Financial Services, Inc. Since 2011, he has also worked as an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that provides access to both affiliated and third-party investment strategies.

Grant Newman is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, Charles Schwab & Co., TD Ameritrade, and Northwestern Mutual. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals. The firm offers a combination of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory program, employing a primarily non-discretionary client relationship model supplemented by access to affiliated discretionary managed accounts.

Laurisa Richter is a financial advisor at UBS Financial Services with 24 years of industry experience. She holds Series 63 and Series 65 designations and has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Zachary Croonquist is a financial advisor at OSAIC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Securities America Advisors and Teckmeyer Financial Services. In addition to his advisory role, he is also licensed as an insurance agent and solicits insurance products based on client needs. OSAIC serves a diverse client base ranging from individual investors to corporations and charitable organizations. The firm offers a broad range of brokerage, advisory, and managed account services supported by sophisticated asset-allocation tools and multiple third-party platforms.

Lance Johnson is a financial advisor at Charles Schwab with 15 years of industry experience. He holds a Series 66 designation and previously worked at TD Ameritrade for 11 years before joining Charles Schwab in 2022. Based in Omaha, NE, he is currently part of a large advisor team at a major firm. 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 discretionary separately managed accounts and offers a multi-asset investment approach supported by in-house research and alternative investment options.

Brandon Miller is a financial advisor with Morgan Stanley in Omaha, NE, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Parker Financial, LLC, and has a background that includes service in the United States Marine Corps. Miller also has experience with Axe Games Omaha and Creighton University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Christopher Wittrig is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding a Series 66 designation and 20 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.