Cynthia Ortlieb

Daniel Thompson is a financial advisor at First Class Wealth Management LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Farm Bureau Financial Services and Omega Insurance Group LLC. Outside of his advisory role, he owns Isaiah Trucking, Inc. and referees high school soccer in the spring. First Class Wealth Management is an independent firm serving individual and high-net-worth clients with tailored portfolio management and investment advisory services. The firm employs a long-term trading approach using a combination of cyclical, fundamental, technical, and modern portfolio theory analysis.

Brian Farris is a financial advisor at Financial Design Group, LLC with 28 years of industry experience. He holds the Series 63 designation and previously worked at Cetera Advisors LLC for 11 years before joining Financial Design Group. Financial Design Group is a small advisory firm serving individual investors, including high-net-worth individuals, as well as retirement plan sponsors and participants. The firm focuses on strategic asset allocation and long-term holdings, providing discretionary asset management and retirement plan fiduciary consulting tailored to client needs.

Christopher Farris is a financial advisor at Financial Design Group, LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked for Cetera Advisors LLC from 2012 to 2022. Farris is a licensed insurance agent but does not sell commissionable insurance or annuity products to clients of Financial Design Group. Financial Design Group serves individual investors, including high-net-worth clients, as well as retirement plan sponsors and participants. The firm focuses on discretionary asset management and retirement plan consulting, emphasizing strategic asset allocation, long-term holdings, and customized advisory services.

Jacquelyn Denson is a CFP® professional with 11 years of industry experience, currently serving at Vestia Personal Wealth Advisors. She has previously worked at Larson Financial Securities, LLC and Larson Financial Group, LLC. Outside of her advisory role, she is involved in the wine retail and bar business and co-owns a nutrition and supplements enterprise focused on a hangover remedy product. Vestia Personal Wealth Advisors serves individual and high-net-worth clients and provides consulting for retirement plan sponsors. The firm employs an evidence-based investment approach and utilizes a combination of in-house discretionary management, third-party sub-advisors, and technology-enabled solutions, while also offering access to alternative and private investments through affiliated platforms.

William Garver is a financial advisor at Leibman Financial Services, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining Leibman Financial Services and LPL Financial in 2022, he worked at 228Main.com and Doane University. Leibman Financial Services provides investment advisory and planning services to individuals, trusts, estates, and business entities, focusing on a value-oriented, long-term investment strategy with tactical asset-allocation flexibility and fundamental analysis. The firm offers both discretionary and non-discretionary asset management, portfolio monitoring, and written financial plans, serving a range of clients including high-net-worth individuals and managing donor-advised funds.

Gregory Leibman is a financial advisor at Leibman Financial Services, Inc. in Louisville, Nebraska, with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2010. Leibman Financial Services provides investment advisory and planning services to individuals, trusts, estates, and business entities, focusing on a value-oriented, long-term investment strategy with tactical asset allocation and fundamental analysis. The firm also offers portfolio monitoring, written financial plans, and management of donor-advised funds.