Elizabeth Kramer is an advisor with Raymond James & Associates in Omaha, NE. She holds a Series 66 designation and has been with Raymond James since 2026. Her professional background includes roles at HDR and experience in retail and service industries prior to entering the financial advisory field. 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 and investment consulting services with a range of portfolio management styles and affiliated research.

Cole Grandfield is a financial advisor at Cetera with 18 years of industry experience. He holds a Series 66 designation and has worked at Renaissance Financial since 2007, alongside previous roles at Minnesota Life Insurance and Securian Financial Services. Grandfield also has a 20-year tenure teaching at the University of Nebraska at Omaha. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options, combining discretionary and non-discretionary services delivered through a nationwide network of over 10,000 advisors.

Daniel Beeson is a financial advisor at Osaic Wealth Inc. with 21 years of industry experience. He holds Series 63 and Series 65 designations. His previous roles include positions at AssetMark Brokerage, LLC, AssetMark Financial Holdings, Inc., Brinker Capital Securities, LLC, Orion Portfolio Solutions, LLC, and Pacific Life Insurance Company. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through an extensive network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing various tools and managed-account solutions to construct portfolios tailored to client needs.

Andy Allen is a financial advisor at Charles Schwab with 21 years of industry experience. He holds a Series 66 designation and has previously worked at TD Ameritrade and as an author focused on marketing. Outside of advising, Allen is involved in publishing and promoting his book, "The Freedom Amendment," hosts a podcast on legal topics, and serves as a director for Convicted Innocents, a nonprofit organization supporting wrongful conviction cases. 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 advisory relationships and access to discretionary separately managed accounts using multi-asset model portfolios and research-based investment guidance.

Nicholas Harry is a financial advisor with Cetera, holding a Series 66 designation and bringing 10 years of industry experience. He has been associated with Cetera and its affiliated entities since 2016 and also operates Curnes Financial Group, providing financial services. Additionally, he sells fixed insurance products, including life, health, disability, annuities, and long-term coverage. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, 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 various program options and custodial arrangements.

Jason Long is a financial advisor at Fisher Investments with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fisher Investments since 2018, following roles at Charles Schwab Bank, Charles Schwab, and TD Ameritrade. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm combines quantitative and qualitative research through a centralized Investment Policy Committee to construct diversified portfolios and employs tax-aware processes alongside risk management strategies.

Matthew Shalhoob is a financial advisor with Morgan Stanley in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets from 2006 to 2009. Outside of his advisory role, he is involved in an oil and gas investment business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and economic modeling.

William Vosik is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with Charles Schwab since 1999 and with Charles Schwab Bank since 2005. 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 multi-asset model portfolios supported by centralized custody and operational services.

Kristina Engel is a financial advisor with Charles Schwab & Co., Inc. in Omaha, NE, holding Series 63 and Series 65 credentials and having seven years of industry experience. She has worked at Charles Schwab since 2018 and previously held roles at FS Investments and Rollins College’s Crummer Graduate School of Business. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a blend of non-discretionary and discretionary investment services supported by multi-asset model portfolios and comprehensive due diligence.

Eduardo Estrada is a financial advisor at Wells Fargo Clearing in Omaha, NE, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and Wells Fargo Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and utilizes research from Wells Fargo Investment Institute alongside third-party data to guide diversified investment approaches.

Jeremy Livingston is a CFP® professional with four years of experience in the financial services industry. He is currently affiliated with Charles Schwab in Omaha, NE, and has held roles at Charles Schwab Bank SSB, TD Ameritrade, and previously worked outside finance in the healthcare and food service sectors. 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 hybrid advisory model combining non-discretionary guidance with access to discretionary separately managed accounts and uses a multi-asset portfolio approach supported by centralized operational infrastructure.

Peter Mullen is a ChFC® credentialed financial advisor at Raymond James & Associates with seven years of industry experience. He previously worked at Carson Wealth Management Group for eight years. Outside of his advisory role, he coaches a freshman basketball team at Creighton Prep in Omaha, NE. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base including individuals, institutions, and charitable organizations. The firm offers financial planning and investment consulting through various programs and combines a range of portfolio management styles with affiliated research and model managers.

Adam Evans is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 credentials and having 18 years of industry experience. He has worked with Charles Schwab and Charles Schwab Bank since 2013 and previously spent one year at TD Ameritrade Inc. Outside of his advisory role, Evans owns and manages a rental property. Charles Schwab serves a large client base mainly 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and provides multi-asset model portfolios supported by in-house research and a formal alternative-investment review process.

Mark Yosten is a financial advisor at Morgan Stanley in Omaha, Nebraska, with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he serves on the Board and Finance and Investment Committees for St. Pius/St. Leo School and is active as a musician in a local band. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and methodologies.

Cory Lienemann is a financial advisor with Thrivent Investment Management in Omaha, NE, holding a Series 66 designation and 19 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, he serves as the secretary of the council at Rejoice Lutheran Church, where he documents monthly meetings related to church policies and activities. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based financial planning covering topics such as retirement, tax, estate, and special needs planning, with options to combine planning services with managed accounts under a consolidated billing system called “WealthPlan.”

Frank Lastovica VI is a financial advisor at Robert Baird & Co. with four years of industry experience. He has previously worked at Wells Fargo Bank, Wells Fargo Clearing, Pacific Life, Roland and Associates, and the Metro Omaha Medical Society. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The team offers a range of consulting and portfolio services, tailoring advice to client goals and risk tolerances through a combination of in-house and third-party managers, including traditional and non-traditional investment strategies.

Dawn Bonacci is a financial advisor with Morgan Stanley in Omaha, Nebraska, holding a Series 66 designation and having 18 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs including tailored financial planning that utilizes firm-approved tools and methodologies.

Steven Gustafson is a financial advisor with Raymond James & Associates in Omaha, NE, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior work includes seven years at UBS Financial Services and five years at Wells Fargo Clearing. 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 diverse client base—including individuals, institutional investors, and municipal entities—and offers financial planning and advisory services utilizing a range of portfolio management styles and affiliated research.

Brenda Spencer is a financial advisor at Edward Jones in Omaha, NE, holding a Series 66 designation with 12 years of experience at the firm. Prior to joining Edward Jones, she was involved with The Ink Graphics for 17 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Heather Terry is a Series 66-licensed financial advisor with Charles Schwab in Omaha, NE, bringing 20 years of industry experience. She has worked at Charles Schwab since 2022 and previously spent 17 years with TD Ameritrade and Ameritrade Inc. 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 advisory guidance alongside discretionary separately managed accounts, using multi-asset model portfolios and a formal alternative-investment process.