Gregory G Leibman

Eric Horne is a CFP® with 21 years of industry experience, currently serving as the sole advisor at ARC Element Wealth Design in Papillion, NE. His prior experience includes roles at Charles Schwab and TD Ameritrade, where he worked for over 18 years. ARC Element Wealth Design is an independent advisory firm serving individuals, high-net-worth clients, and fiduciary entities such as trusts and estates. The firm manages approximately $29.5 million across about two dozen clients, providing portfolio management, financial planning, and educational communications like newsletters and seminars. The investment approach focuses on strategic asset allocation using ETFs, mutual funds, selective individual securities, option strategies, and active management, with portfolios implemented through model portfolios, automated tax-management tools, and occasional sub-advisers.

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.

Thomas Maher is a CFP®-credentialed financial advisor with 11 years of industry experience. He has been with WealthMark since 2016 and also serves as Director of Implementations at Orion Advisor Services, a portfolio accounting solutions provider. Maher holds the Series 65 license and operates out of Papillion, NE. WealthMark is an independent registered investment adviser offering financial planning and portfolio management to individuals, high-net-worth clients, and small businesses. The firm employs a passive, long-term buy-and-hold investment approach with diversified portfolios primarily consisting of mutual funds, ETFs, and fixed income.

Charles Stiegemeier is the sole advisor at Charles Capital, an independent firm based in Papillion, NE. He holds a Series 65 designation and has five years of industry experience. Outside of advising, he is a project lead engineer at Aldridge Electric, where he has worked for three years. Charles Capital provides investment advisory services to individual and high-net-worth clients through discretionary SEI-managed accounts and non-discretionary portfolio consulting. The firm uses a factor-based, quantitative investment approach with an emphasis on momentum and manages accounts separately without aggregating trades.

Daniel Kline is a CFP® and ChFC® with seven years of industry experience. He is the principal advisor at Fair Winds Financial Planning in Papillion, NE, and previously worked for ten years at First National Bank of Omaha. Fair Winds Financial Planning provides financial planning services to individuals and high-net-worth clients, focusing on areas such as retirement, risk management, college savings, and estate planning. The firm operates as an advice-only planner, charging hourly or fixed fees, and does not manage client assets or accept commissions.

Grant Tesnohlidek is a financial advisor at Miller Financial Services LLC with 16 years of industry experience. He holds the Series 66 designation and has previously worked at WealthForge Securities LLC, Burlington Capital, Weitz Securities, Inc., and TD Ameritrade. Miller Financial Services LLC provides discretionary portfolio management, financial planning, pension consulting, and related services to individual and institutional clients. The firm serves a range of public entities and retirement plans, offering fiduciary investment management and combining advisory, insurance, and administrative cash-management capabilities.