Erik Rolland Albertson

David Brooks Sr. is a financial advisor with SMART Wealth, LLC in Omaha, NE, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. His career includes roles at AE Wealth Management, LLC, Verus Wealth Management, LLC, and Morgan Stanley & Co., Incorporated. Brooks is president of Tax SMART, LLC, which provides tax preparation and planning services, and also leads Mid-West Learning, Inc., offering marketing, education, and classroom space. SMART Wealth serves individual and high-net-worth households with retirement income strategies, investment advisory, portfolio management, and financial planning. The firm manages discretionary portfolios through in-house models and sub-advisers, sponsors the SMARTWay ETFs, and operates affiliated firms providing insurance, tax, and marketing services.

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.

Joseph Hearn is the sole advisor at Intentional Retirement, LLC in Omaha, NE, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has worked at Intentional Retirement (formerly Provisio Publishing) since 2004 and previously at Teckmeyer Financial Services, L.L.C. He also operates as an independent insurance agent, spending a small portion of his time on this activity. Intentional Retirement provides advisory services to individual and high-net-worth clients, as well as retirement plan sponsors and participants, focusing on asset management, written financial planning, and retirement-plan fiduciary consulting and education. The firm manages over $131 million in client assets on a non-discretionary basis and offers pension consulting for plan assets exceeding $9 million.

Daniel Thompson Jr. is a financial advisor at First Class Wealth Management LLC in Gretna, NE, 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 financial advising, he is the owner of Isaiah Trucking, Inc. and serves as a high school soccer referee on a per-game basis. First Class Wealth Management is an independent advisory firm serving individual and high-net-worth clients with customized portfolio management and investment advisory services. The firm employs a long-term trading approach informed by cyclical, fundamental, technical, and modern portfolio theory analyses, focusing on mutual funds, ETFs, real estate funds, fixed income, and annuities.

“Am I on the right track?” Whether you’re saving for a big goal or just want a reality check, I’ll give you a clear, straightforward assessment to build your confidence or or steer you back on course. “Are there things I should be doing differently?” From fine-tuning your investments to rethinking overall strategy, I’ll pinpoint opportunities and develop strategies that fit your unique life. “Who will be my thought partner when things change?” Life throws curveballs. Whether it be new jobs, market shifts, or family changes, I’m your flexible, hourly go-to, ready to adapt with you whenever you need me. “Who will I turn to if something happens to my spouse?” Losing a partner is overwhelming, and the financial questions can feel endless. I’ll step in with steady, compassionate advice to help you navigate what’s next.

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.