Daniel Gordon Mussack

Brian Brown is a CFP® professional with 21 years of industry experience. He is the sole advisor at PlanVest, LLC, an independent firm based in Blair, Nebraska. Prior to founding PlanVest in 2020, he worked at Securities America, Inc. for six years. Outside of his advisory role, Brian is co-owner of Blair Training Center and holds a Nebraska insurance license, through which he may sell insurance products to clients. PlanVest, LLC provides investment management and project-based financial planning primarily for individual clients, as well as employer-sponsored retirement plans and charitable organizations. The firm emphasizes fundamental analysis in discretionary portfolio management and offers services including retirement and tax-aware planning, cash flow analysis, and client education.

Timothy Kutsch is a financial advisor at Brilliant Financial Advisors LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Foundations Investment Advisors LLC and Western Wealth Builders. He is also licensed as an insurance agent, selling life, health, and annuity insurance. Brilliant Financial Advisors LLC offers discretionary portfolio management and financial planning services to individuals and business entities, including high-net-worth clients. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical analysis, providing client-specific strategies with ongoing monitoring and reporting.

Sarah Chatt is a financial advisor with Geneos Wealth Management, Inc. She holds a Series 66 designation and has one year of industry experience. Prior to joining Geneos Wealth Management, she worked for Washington County Bank for 24 years. Outside of her advisory role, she serves as secretary for both the Blair YMCA Forever Fund and the Tekamah-Herman Public Schools Foundation, and she is a board member of the Burt County Public Power District. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services with an investment approach that combines continuous account monitoring, discretionary trading, and a variety of analytic strategies ranging from long-term buy-and-hold to tactical timing.

Patrick Sittner is a financial advisor at RFG Advisory, LLC with nine years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at CWM, LLC and TS Bank. RFG Advisory is a multi-team registered investment adviser managing about $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, while providing access to alternative investments and retirement plan consulting.

Jeffrey Jordano is a Series 66-credentialed financial advisor with nine years of industry experience. He currently works at Empower Advisory Group and has held prior roles at firms including PNC Investments, Principal Life Insurance Company, and Fisher Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Michael Hall is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior work includes over a decade at Woodbury Financial Services, Inc., and roles with AdvisorNet Wealth Partners and Cetera Wealth Services. Hall serves as vice president of the Lincoln Estate Planning Council board and is involved with neighborhood governance as a board member of Prairie Hollow HOA. Cetera Investment Advisers LLC is a nationwide advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.