Chad Eric Oakley

Jordan Mueller is a financial advisor with Modern Asset Management LLC in Columbus, Nebraska, holding a Series 65 credential and 11 years of industry experience. He has been associated with Schmeits, Mueller & Martinsen P.C. since 2015 and Samson, LLC since 2010. Outside of advisory services, Mueller is involved in several non-investment businesses, including agricultural consulting, waste water hauling, hotel ownership, and tax and bookkeeping services through his role as President of Schmeits, Mueller & Martinsen, P.C. Modern Asset Management LLC provides investment supervisory services to individuals, high-net-worth clients, qualified retirement plans, charitable organizations, and corporations. The firm employs a Modern Portfolio Theory, asset-allocation approach using diversified, buy-and-hold portfolios primarily composed of no-load mutual funds and investment-grade fixed income, managing accounts on a discretionary basis.

Jan Schmeits is a financial advisor with Modern Asset Management LLC in Columbus, Nebraska, holding a Series 65 license and 26 years of industry experience. He is also president and shareholder of Schmeits, Mueller & Martinsen P.C., a certified public accounting firm specializing in tax planning, preparation, and consulting. Modern Asset Management LLC provides investment supervisory services to individuals, high-net-worth clients, qualified retirement plans, charitable organizations, and corporations. The firm employs a Modern Portfolio Theory, asset-allocation approach using diversified, buy-and-hold portfolios primarily composed of no-load mutual funds and investment-grade fixed income, managing accounts on a discretionary basis.

Roger Deal is a financial advisor with Geneos Wealth Management, Inc. in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Geneos since 2014 and with Sequoia Wealth Partners, LLC since 2006. Outside of his advisory roles, he owns a mobile app business called Auto Maintenance Assistant LLC and is a notary. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and investment strategies with continuous account monitoring and discretionary trading authority for most accounts.

Brian Kozak is a financial advisor with NWF Advisory Services Inc in Columbus, Nebraska, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at The Ameriflex Group, OSAIC, Main Street Advisors, LLC, and Independent Financial Group. Outside of advisory services, he is involved with AnyTime Fitness, which he has been associated with since 2010. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust, and estate services. The firm employs an open-architecture Wealth Management Platform combining advisor-managed portfolios, third-party model portfolios, and SMA/UMA solutions, focusing on strategic long-term investing alongside tactical strategies.

Dirk Bargen is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 20 years of industry experience. He has been with Ameritas Advisory Services since 2021 and also owns Bargen Financial. Additionally, he teaches basic financial planning classes through HIFE. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients, utilizing a mix of in-house and third-party managers along with co-advisory and model portfolio programs.

Robert Irby is a Series 66-registered advisor with Commonwealth Financial Network, based in Columbus, NE, and has 22 years of industry experience. He has worked at Commonwealth since 2017 and previously spent 13 years at Waddell & Reed, Inc. He is the sole owner of Irby Discovery, LLC, an entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers a broad support platform including managed-account programs, access to third-party asset managers, and custody services while managing approximately $212.7 billion in client assets.