Chase Aaron Klusman

David Brooks Sr. is a financial advisor at SMART Wealth, LLC in Omaha, NE, holding Series 63, 65, and 66 credentials with 18 years of industry experience. His prior work history includes roles at AE Wealth Management, Verus Wealth Management, and Morgan Stanley. He serves as president of several affiliated entities including Tax SMART, LLC, which provides tax preparation and planning services, and Mid-West Learning, Inc., which offers marketing and educational space. SMART Wealth, LLC serves individual and high-net-worth households with retirement income strategies, ongoing investment advisory, portfolio management, and financial planning. The firm employs a discretionary investment approach using in-house models, sub-advisers, and turnkey platforms, and operates a Private Wealth Partners division focused on clients with $5 million or more in investable assets.

Tyler Petersen is a Partner & Wealth Advisor with RetirePath Advisors partnered with the Thrivent Advisor Network, LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked with various Thrivent entities since 2012, including Thrivent Investment Management Inc and Thrivent Financial for Lutherans. Petersen serves as a director for the Dana College Foundation and is a board member of Relational Tithe, an organization focused on community support through relationship-based resource distribution. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, businesses, and charitable organizations. The firm emphasizes a long-term investment approach with customized asset allocations, using low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, while offering clients access to independent managers and integrated services within the broader Thrivent group.

Bruce Aken Jr. is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. He has worked at Commonwealth since 2023 and co-owns Nelson Murphy Insurance & Investments, a private entity involved in securities, advisory, and insurance business. His prior experience includes roles at Securities America Advisors, Guardian Life Insurance, and Park Avenue Securities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad platform of managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Chad Burger is a financial advisor at Reserve Wealth Planning in Omaha, NE, holding a Series 65 credential with two years of industry experience. Prior to his current role, he spent ten years at Precision Lens and concurrently works as a Senior Account Executive at Johnson & Johnson Vision, where he provides ophthalmic advice and sells medical products. Reserve Wealth Planning offers comprehensive wealth management services to individuals, high-net-worth clients, and charitable organizations, combining investment management with financial planning. The firm employs a holistic, goal-based planning process and primarily uses passive, low-turnover portfolios while accommodating socially responsible investing preferences.

Eric Horne is a CFP® with 21 years of industry experience, currently serving as the sole advisor at ARC Element Wealth Design in Papillion, NE. His prior experience includes roles at Charles Schwab and TD Ameritrade, where he worked for over 18 years. ARC Element Wealth Design is an independent advisory firm serving individuals, high-net-worth clients, and fiduciary entities such as trusts and estates. The firm manages approximately $29.5 million across about two dozen clients, providing portfolio management, financial planning, and educational communications like newsletters and seminars. The investment approach focuses on strategic asset allocation using ETFs, mutual funds, selective individual securities, option strategies, and active management, with portfolios implemented through model portfolios, automated tax-management tools, and occasional sub-advisers.

Jason Williams is a CFA® charterholder and financial advisor with six years of industry experience. He has been with LongView Investment Management LLC since 2019 and previously worked at Wells Fargo Bank from 2015 to 2019. LongView Investment Management LLC is an independent advisory firm serving approximately 33 clients with $7.5 million in discretionary assets. The firm provides discretionary portfolio management and comprehensive financial planning to individuals, charitable organizations, and corporations, using a primarily passive investment approach based on Modern Portfolio Theory.