James Hix is a CFP®-certified financial advisor with 17 years of industry experience. He is currently with Charles Schwab & Co., Inc., having joined in 2025 following prior roles at Ameritas Advisory Services, LLC and Ameritas Investment Corp. 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 and discretionary investment solutions supported by multi-asset model portfolios, formal due diligence processes, and centralized operational infrastructure.

Amanda Braun is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2007, with a two-year period at RBC Capital Markets from 2019 to 2021. She is based in Omaha, NE. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeffrey Dolejs is a financial advisor at Morgan Stanley with seven years of industry experience and holds a Series 66 designation. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following previous roles at Securities America Advisors and Securities America, Inc. in various capacities from 2014 to 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning. The firm utilizes structured planning tools and modeling techniques to support financial plans and manages approximately $2.74 trillion in client assets.

Randolph Mcalpine is a CFP® professional with 26 years of industry experience, currently affiliated with Wells Fargo Advisors. He has worked at Wells Fargo Advisors and its financial network since 2009. Outside of his advisory role, he is president of Wealth Management Services at North Channel Capital Management Group and serves as a trustee and co-trustee for various North Channel retirement plans. He is also an investment committee member for Immanuel, a senior care organization. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad array of planning options including retirement, education, and business-owner transition planning. Advisors use firm research and tools to develop tailored recommendations delivered through meetings and client summary letters, with clients choosing implementation via brokerage or advisory programs.

Catherine Haldeman is a financial advisor with Primerica Advisors in Omaha, NE, holding Series 63 and Series 65 licenses and over 25 years of industry experience. She has been with Primerica Advisors since 2000 and Primerica Financial Services since 1999. Outside of her advisory role, she is an owner and partner of The Halden Corporation, Inc. in Council Bluff, IA. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, operating primarily on a tiered wrap-fee basis.

Michael Meyer is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes positions at TD Ameritrade, Alarm.com, and Amazon. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment solutions with integrated brokerage, custody, and advisory services.

Michelle Hattam is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Wells Fargo Clearing and Stifel during her career. Outside of her advisory work, she operates Chef Hattam Catering in Omaha, NE. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Michael Schoettmer is a financial advisor at UBS Financial Services in Omaha, NE, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Mutual of Omaha and Windsor Mortgage Solutions, as well as teaching experience at Augustana University and Jesuit College Prep. He also has experience in the food service industry. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial planning and portfolio management.

Dylan Olsen is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. His prior work includes roles at Charles Schwab Bank, SSB and D&A Enterprises, LLC, as well as positions outside the financial sector at Coca Cola and other companies. 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, offering a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational services.

Dustin Hageman is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and having nine years of industry experience. His work history includes roles at Charles Schwab Bank SSB, Charles Schwab & Co., Inc., and TD Ameritrade. Prior to his finance career, he also worked in education and the food service industry. Charles Schwab & Co., Inc. serves a large client base 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 and discretionary investment options, utilizing multi-asset model portfolios and a formal alternative-investment onboarding process within an integrated operational structure.

Andrew Fox is a financial advisor at Morgan Stanley in Omaha, NE, with four years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Financial, Union Bank and Trust, and City Bank and Trust. 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, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Daniel Clauson is a financial advisor with Charles Schwab in Omaha, NE, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, TD Ameritrade, Pacific Select Distributors Inc, and Pacific Life Insurance Company. He has been with Charles Schwab and its bank affiliate since 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and a formal alternative investments program.

Tim Hoffman is a financial advisor with Wells Fargo Advisors in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Wells Fargo in various capacities since 2011. Outside of his primary role, he owns TIM R. HOFFMAN, LLC, an investment-related business, and holds minority interests in several investment-related entities, including North Channel LLC and North Channel Capital Real Estate LLC. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients by offering a broad range of investment and financial planning services tailored to clients who meet specific net-worth criteria. The firm combines advisory services with other financial products, leveraging Wells Fargo research and planning tools to develop tailored recommendations.

Anthony O Donnell is a financial advisor with Charles Schwab & Co., Inc. in Omaha, NE, holding Series 66 and Series 63 licenses and having two years of industry experience. His prior work includes ownership of ODonnell Properties and a position at Peers AutoWorks. 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 mix of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational capabilities.

Simon Metcalf is a financial advisor with Cetera and holds the Series 66 designation. He has less than one year of industry experience, with prior roles at Renaissance Financial, Menards, and Topgolf. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Jeremy Girard is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Securities America Advisors, SII Investments, and Northwestern Mutual Investment Management. Outside of his advisory work, Girard serves as a member of the Greens & Grounds Committee at the North Shore Golf Club. OSAIC serves a diversified client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing firm-provided tools and third-party solutions to construct and manage portfolios across a range of asset classes.

Todd Baumbach is a financial advisor with Primerica Advisors in Omaha, NE, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 1993. His other business activities include sales of investment-related products and compensation from affiliated companies for referrals related to loan products, home security, and automation services. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm delivers advisory services through a large network of advisors and utilizes model-driven investment strategies managed by unaffiliated asset managers.

Matthew Ewin is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory role, he serves as a board member of Charlies Excavating Inc. and is a member of the Mayor's Millennial Advisory Committee in Omaha, Nebraska. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services that include but are not limited to advisory, brokerage, and specialized investment products.

Patrick Michael is a financial advisor at RBC Capital Markets with the CFA® designation and Series 63 license, and has 11 years of industry experience. He previously worked at BMO Wealth Management for nine years before joining RBC Capital Markets. Outside of his advisory role, he is involved with Sprouting Minds, an educational venture. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm utilizes a range of investment managers and strategies, including alternative investments and integrated lending solutions.

Bailey Timmons is a financial advisor at Cetera with three years of industry experience. He holds the Series 66 designation and has worked at multiple related firms including Cetera Wealth Services, Renaissance Financial Corp, and Securian Financial Services. Outside of advising, he is involved as a member of Center Sphere, a networking and prospecting group. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services with access to multiple investment platforms and third-party managers.