Kaintrel Unger

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.

Daniel Mussack is a financial advisor with Geneos Wealth Management, Inc. in Omaha, NE, holding a Series 63 designation and 35 years of industry experience. He has worked with Geneos Wealth Management since 2014 and has been affiliated with Sequoia Wealth Partners and his own consulting practice, Dan Mussack Financial Consultant, for over a decade. Mussack also serves as a notary public. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a variety of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority, and provides access to third-party money managers through model portfolios and customized accounts.

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.

Brian Fitzpatrick is a financial advisor at J.W. Cole Advisors, Inc. with 14 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Farm Bureau. Outside of finance, he has acted in commercials since 2010. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent advisers. The firm offers a range of portfolio management and financial planning services, utilizing discretionary and non-discretionary investment approaches supported by fundamental and technical analysis, model portfolios, and digital advice platforms.

Craig Heuton is a CFP® professional with 11 years of industry experience, all with Edward Jones since 2015. He is based in Blair, NE. Outside of his advisory role, Heuton officiates basketball games for local high schools and colleges and coordinates a yearly youth basketball 3-on-3 tournament in his community. Edward Jones is a full-service wealth management firm that serves a broad client base including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services under a fiduciary standard, supported by a nationwide network of over 23,700 financial advisors.

Scott Breyfogle is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked in education for over 16 years, including positions at Woodbine Community School District and Maple Valley Anthon Oto Community School District. He also teaches personal finance courses through Ignite Pathways. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.