Cody James Forbush

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.

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.

Sherry Taxman is a Series 65-licensed financial advisor with 13 years of industry experience, currently serving as the sole advisor at Doctors Family Office LLC in Omaha, NE. She has been with the firm since 2014. Doctors Family Office provides financial planning and consulting primarily to medical professionals, including physicians, dentists, and veterinarians, focusing on comprehensive planning areas such as retirement, tax and estate analysis, and risk management. The firm does not manage client portfolios directly but assists clients with planning, periodic reviews, and selecting third-party advisory programs.

Sandra Dose is a financial advisor with Open Prairie Wealth Management in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Her prior experience includes 23 years at Stifel, Nicolaus & Co., Inc. and two years at Elevation Advisory Partners LLC. Outside of her advisory role, she volunteers approximately 20 hours annually with the Assistance League of Omaha and serves on the pool committee for a neighborhood pool. Open Prairie Wealth Management is a state-registered investment adviser offering discretionary portfolio management, financial planning, and consulting services to a diverse client base including individuals, trusts, and corporations. The firm employs a multi-disciplinary investment approach combining fundamental, technical, and economic analysis, and provides flexible billing options including asset-based fees and hourly consulting rates.

Mark Guilliatt is the Owner and President of AFSC Advisors, Inc. in Council Bluffs, IA, with 32 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations and previously worked at Great Point Capital, LLC. In addition to his advisory work, he has been involved in Medicaid planning for over 20 years. AFSC Advisors provides portfolio management and financial planning services to individuals and institutional clients, including pension plans and charitable organizations. The firm combines fundamental and cyclical analysis to tailor portfolios to client objectives and manages accounts according to personalized investment policies.

Beau Fruechtenicht is a financial advisor at Camston Asset Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked with Camston Asset Management since 2017. Outside of investment management, he is involved in non-investment businesses including serving as managing member of Go Deep Sports, LLC, a golf sporting goods company, and director of engineering for Pandon Telecom, a telecommunications firm. Camston Asset Management provides discretionary portfolio management primarily for institutional clients such as private funds, foundations, and endowments, as well as individual natural-person clients. The firm focuses on capital preservation through conservative, value-oriented, and special-situation investments, mainly in U.S. and European equities, with portfolios that may include cash, cash equivalents, and precious metals.