Kory Michael Kuhlman

Jordan Mueller is a financial advisor with Modern Asset Management LLC in Columbus, Nebraska, holding a Series 65 credential and 11 years of industry experience. He has been associated with Schmeits, Mueller & Martinsen P.C. since 2015 and Samson, LLC since 2010. Outside of advisory services, Mueller is involved in several non-investment businesses, including agricultural consulting, waste water hauling, hotel ownership, and tax and bookkeeping services through his role as President of Schmeits, Mueller & Martinsen, P.C. Modern Asset Management LLC provides investment supervisory services to individuals, high-net-worth clients, qualified retirement plans, charitable organizations, and corporations. The firm employs a Modern Portfolio Theory, asset-allocation approach using diversified, buy-and-hold portfolios primarily composed of no-load mutual funds and investment-grade fixed income, managing accounts on a discretionary basis.

Jan Schmeits is a financial advisor with Modern Asset Management LLC in Columbus, Nebraska, holding a Series 65 license and 26 years of industry experience. He is also president and shareholder of Schmeits, Mueller & Martinsen P.C., a certified public accounting firm specializing in tax planning, preparation, and consulting. Modern Asset Management LLC provides investment supervisory services to individuals, high-net-worth clients, qualified retirement plans, charitable organizations, and corporations. The firm employs a Modern Portfolio Theory, asset-allocation approach using diversified, buy-and-hold portfolios primarily composed of no-load mutual funds and investment-grade fixed income, managing accounts on a discretionary basis.

Roger Deal is a financial advisor at Geneos Wealth Management, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Geneos since 2014. He also has ongoing affiliations with Sequoia Wealth Partners, LLC since 2006. Outside of his advisory roles, Deal is involved in entrepreneurial activities including ownership of Auto Maintenance Assistant LLC, a mobile app, and serves as a notary. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and other institutional clients. The firm offers financial planning, portfolio management, and third-party money manager referrals, utilizing a combination of fundamental, technical, and cyclical analysis across various investment strategies.

Brian Kozak is a financial advisor at NWF Advisory Services Inc with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Main Street Advisors, LLC and Independent Financial Group. Outside his advisory work, he has been involved with AnyTime Fitness since 2010. NWF Advisory Services manages approximately $6.4 billion in client assets and serves primarily individual and high-net-worth clients. The firm employs an open-architecture, technology-driven platform offering portfolio management, model portfolios, unified managed accounts, financial planning, and retirement plan consulting services.

Jessica Yost is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and with eight years of industry experience. She has worked at J.W. Cole Advisors and J.W. Cole Financial since 2020, previously spending two years at Securities America, Inc. Outside of her advisory role, she is actively involved in her community, serving as President of the Schuyler Class of 2003 and holding volunteer leadership positions in the Schuyler Seratoma Club and P.E.O., an organization focused on educational opportunities for women. J.W. Cole Advisors operates with a large network of independent investment adviser representatives and offers fee-based portfolio management, financial planning, retirement plan services, and digital advice. The firm serves individuals, high-net-worth clients, and institutional accounts using a variety of investment strategies and custodial platforms.

Dirk Bargen is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and over 20 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and is also the owner of Bargen Financial. In addition to his advisory roles, he teaches basic financial planning classes through HIFE. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of services such as asset management, financial planning, retirement plan advisory, and variable product subaccount management, utilizing a variety of investment platforms and strategies.