Matthew Portrey

Robert Hahn is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Van Clemens Wealth Management, LLC. His prior experience includes roles at Willet, LLC dba Beyond Tangible Wealth, LPL Financial, Waddell & Reed, Inc., and Securities America Inc. Outside of advising, he is Vice-President and Coach at Advisor Game Plan, LLC, focusing on executive coaching for business leaders. Van Clemens Wealth Management, LLC 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, offering access to over 500 third-party managers and a specialized Growth Opportunities Model focused on micro- and small-cap equities.

Michael Mcintosh is a financial advisor with Missionsquare Retirement in Bellevue, NE, holding Series 63 and Series 66 licenses and having nine years of industry experience. He has worked at ICMA RC since 2019 and previously held roles at Bank of the West and TD AMERITRADE. Missionsquare Retirement serves state and local government employers, their employees, and certain nonprofits by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and advisory services including discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Dawn Claussen is a financial advisor at Mutual Advisors, LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Mutual Advisors since 2016. Outside of her advisory role, she serves as a volunteer member at large on the Pacific Springs Home Owner Association board and is a managing partner at Fundalyzer, LLC, a software development company specializing in mutual fund share class analysis. Mutual Advisors, LLC manages approximately $6.75 billion through a network of 123 advisors, serving individuals, institutional investors, trusts, and retirement plan participants. The firm offers a range of services including asset management, financial consulting, and ERISA plan advisory, employing a combination of passive and active investment strategies tailored to client objectives.

Grant Gotschall is a Series 66-registered financial advisor with First Command Advisory Services in Omaha, NE, and has eight years of industry experience. He has held positions at several firms including Mutual of Omaha, MassMutual, Raymond James Financial Services, and Ameriprise. Outside of his advisory work, he owns and manages a single-family rental property. First Command serves a diverse client base including individual, high-net-worth, corporate, and charitable clients through a multi-service platform that features financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning with a structured 12-month engagement and offers discretionary model portfolio management through its in-house Investment Management Team.

Joyce Sobczyk is a financial advisor at VOYA Financial Advisors, Inc. with 23 years of industry experience. She holds a Series 66 designation and has worked at several firms, including multiple roles within Voya from 2015 to 2021 and positions at Cobalt Credit Union and various Cetera entities in 2021. Outside of her advisory work, Sobczyk serves as Vice President of the Nebraska Trailblazers, a walking club. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of adviser-led and third-party managed investment programs, combining an advisory platform with an active broker-dealer model and a broad affiliate network.

Kari Wolfe is a financial advisor with First Command Advisory Services in Bellevue, NE. She holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to her advisory role, Kari served nine years in the US Air Force and worked in retail positions at Old Navy and Target. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, and brokerage and insurance product distribution. The firm emphasizes advisor-led planning relationships and offers structured engagement programs supported by an in-house investment management team.