Kelly Dean Mcintosh

Trista Jacobs is a CFP® and holds a Series 65 license with four years of experience in financial advising. She has been with Keener Financial Planning since 2021 and previously worked in a family dentistry practice for over a decade. Keener Financial Planning serves individuals, trusts, small businesses, organizations, and pension plans, offering modular financial planning and portfolio management primarily through hourly or flat-fee arrangements. The firm follows a long-term, mostly passive investment approach with a focus on low-cost index funds, selective active funds, and an emphasis on small-cap and value exposures.

Brian Willet is a financial advisor at Van Clemens Wealth Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Waddell & Reed, Inc. He is CEO and executive coach at Advisor Game Plan, LLC and co-founder and CEO of Willet & Cumro Innovations, LLC. Willet also serves on the boards of the nonprofit organizations Nebraska Supreme and ETG Midwest. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm customizes advice based on client objectives and employs a blend of modern portfolio theory with fundamental and technical analysis.

Peter Gaide is a financial advisor at Integrated Wealth Concepts LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at PRISM Financial Strategies, LLC and Cornerstone Capital Advisors. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, focusing on customized portfolios with a mix of mutual funds, ETFs, equities, and fixed income using a primarily long-term investment approach.

Cory Callahan is a financial advisor with Empower Advisory Group in Palmyra, NE, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at AllState Financial Services, Allstate Financial Advisors, and Heritage Financial Services. Outside of his advisory work, he serves as President of the Palmyra Volunteer Rescue and Assistant Chief of the Palmyra Volunteer Fire Department and volunteers with the Palmyra Action League. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, delivering services through integrated platforms focused on long-term portfolio returns and annual rebalancing.

Catherine Jones is a financial advisor at Ameritas Advisory Services, LLC with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Ameritas-affiliated firms since 2008, including a role at the State of Nebraska Securities Bureau from 2013 to 2017. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by a network of Investment Adviser Representatives and multiple custodial platforms.

Deanna Sporhase is a financial advisor with LPL Financial in Elmwood, NE, holding a Series 63 license and bringing 39 years of industry experience. Her prior work includes over three decades with Waddell & Reed and various insurance carriers, as well as serving the Village of Elmwood. She is also active as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive resources and technology tools.