Erik Albertson

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 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.

Zachary Lundak is a CFP® and CFA® with six years of industry experience. He currently serves as the sole advisor at Barrett FP LLC, an independent firm he joined in 2025. His prior roles include positions at the University of Nebraska Foundation, Personal Capital Advisors Corporation, and HBE Wealth Management. Barrett FP LLC focuses on providing tailored, hourly financial planning primarily to individual and high-net-worth clients. The firm offers non-discretionary recommendations without managing or executing client investments, emphasizing diversification, tax efficiency, and low-cost mutual funds and ETFs.

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.

Levi Turner is a financial advisor at Turner Financial with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research Advisors, LPL Financial, Pacific Life, and Lincoln Financial Group. Turner Financial provides wealth management, comprehensive financial planning, and retirement plan consulting services, including acting as an ERISA 3(21) fiduciary. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations, using a value-oriented investment approach that combines fundamental analysis with both passive and active funds.

Jeffery Ingraham is a financial advisor at Well Advised, LLC with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including Omaha Advisors, Inc. and Horter Investment Management, LLC. In addition to his advisory role, he is a partner at iWise, LLC, a Medicare insurance business in Omaha, NE. Well Advised, LLC provides discretionary asset management and financial planning services to individual and high-net-worth clients, tailoring investment programs to clients’ goals and risk tolerance. The firm manages portfolios directly and through the AssetMark platform, employing fundamental and technical analysis with periodic portfolio reviews.