Amber Terry is a financial advisor at Morgan Stanley with 18 years of industry experience. She has worked with Edward Jones for 10 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC, where she is currently registered. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Matthew Maryott is a financial advisor at Osaic with 17 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Mutual of Omaha and Securities America Advisors. Maryott also operates a side business under the name Lifetime Retirement Partners. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and access to third-party money managers to construct diversified portfolios.

Brett Carver is a financial advisor with Morgan Stanley based in Omaha, NE, holding a Series 66 designation and bringing 16 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2008. Carver serves on the District 4 Committees on Inquiry in Lincoln, Nebraska, an appointed government position. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and comprehensive investment resources.

Andrew Rehmann is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Richard Mcarthur is a financial advisor at Charles Schwab with 22 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to his current role, he worked at TD Ameritrade and Ameritrade, Inc., and he serves as a board member of a foundation focused on asset oversight and governance. 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 and discretionary advisory options, leveraging multi-asset model portfolios and centralized operational infrastructure.

Peter Bolay is a financial advisor at LPL Financial with over 51 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked with firms including Wells Fargo Advisors and A. G. Edwards & Sons. Bolay operates NAVIQ Wealth Management as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions supported by a large network of advisors and technology tools.

Christopher Forcade is a financial advisor with Cetera in Omaha, NE, holding a Series 66 designation and 27 years of industry experience. He has been associated with Cetera and its related entities since 2013 and also operates a financial services business under the name Curnes Financial Group. 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 discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, overseeing more than $256 billion in assets and supported by a nationwide network of over 10,000 advisors.

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 the Series 65 and Series 63 licenses and has worked at several firms including Pacific Life Insurance Company, Orion Portfolio Solutions, and AssetMark Brokerage. He also served as a senior business development consultant for AssetMark Financial Holdings. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, unified managed accounts, and access to third-party money managers, utilizing a range of asset allocation tools and investment options.

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 nine years of industry experience. He has been affiliated with Cetera Wealth Services, LLC since 2016 and also provides financial services through Curnes Financial Group. In addition to his advisory role, he is an insurance agent selling life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporations, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a large network of independent advisors and emphasizes a multi-manager platform with access to various investment strategies and program structures.

Matthew Shalhoob is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2006. Outside of his advisory role, he is involved in managing a holding company that occasionally holds personal investments. Morgan Stanley Wealth Management serves both individuals and institutional clients, providing a range of advisory programs including tailored financial planning. The firm employs structured planning tools and offers broad retail and institutional investment offerings.

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 with Wells Fargo Clearing, holding Series 63 and Series 65 registrations and two years of industry experience. He previously worked 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, retirement plan consulting, and brokerage solutions, managing approximately $671 billion in assets. The firm integrates research and analytics from Wells Fargo Investment Institute and third-party sources to design diversified investment options.

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 financial advisor with Raymond James & Associates holding ChFC®, Series 66, Series 65, and Series 63 designations and has six 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. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a broad range of portfolio management styles and affiliated research.

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 with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009, having started his career at Citigroup Global Markets in 2007. Outside of his advisory role, he serves on the board and finance committees of St. Pius/St. Leo School in Omaha and is active as a musician in a local band. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved planning tools.