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.

Michael Tatreau is a financial advisor with UBS Financial Services in Omaha, Nebraska. He holds a Series 66 designation and has 13 years of experience in the industry, having worked with UBS since 2012. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, discretionary portfolio management, and access to proprietary research and capital markets services.

Ryley Johnson is a financial advisor at Cetera with Series 66 credentials and less than one year of industry experience. He has held prior roles at several financial institutions including Veridian Credit Union, Pinnacle Bank, and Union Bank & Trust. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Darrell Marquardt is a financial advisor with Primerica Advisors in Omaha, NE, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1994. Outside of advisory services, he is involved in sales of investment-related products and also receives compensation for referrals related to home security, automation, and loan products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and a wrap-fee structure, focusing on curated investment models rather than institutional or pension plan management.

Alexander Otte is a financial advisor with Morgan Stanley in Omaha, NE, holding a Series 66 designation and 12 years of industry experience. His career includes positions at TD Ameritrade, Edward Jones, Lyft, and Uber. Outside of advising, he has worked as a contractor in the automotive and transportation sector with Uber and Lyft. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

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.