Matthew Donald Rounds

Kelly Joneson is a CFP® and ChFC® with 38 years of industry experience. He is the founder of Optimum Wealth Management, LLC, where he has worked since 2016. In addition to his advisory role, Joneson owns and operates Optimum Insurance Solutions and runs a fishing guide service, Kelly Joneson Guide Service. Optimum Wealth Management, LLC is an independent, fee-based firm serving primarily individual clients and retirement plans. The firm manages approximately $18.2 million across 21 relationships and offers discretionary asset management, financial planning, retirement-plan consulting, and account aggregation services using model portfolios and third-party sub-advisors.

Tobin Morris is a financial advisor with Colliers Securities LLC in Pierre, SD, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Colliers Securities since 2011. Outside of his advisory work, Morris serves on the boards of Capital Area Counseling, a nonprofit focused on mental health and foster care, and the Boys & Girls Club of the Capital Area. Colliers Securities serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities by providing brokerage, custody, execution, and investment advisory services. The firm offers both non-discretionary fee-based advisory programs and discretionary wrap programs managed by unaffiliated sub-advisers, utilizing third-party platforms and manager relationships to implement investment strategies.

Kristy Hight is a financial advisor with Wealth Management who holds a Series 65 designation and has five years of industry experience. She has worked at Acorn Trust Company, Rice & Associates, Inc., and American Bank & Trust. Outside of her advisory role, she serves as a senior accountant at Clausen & Rice LLP, providing tax return preparation, bookkeeping, consulting, and tax planning services. Wealth Management Nebraska LLC serves individuals, high-net-worth clients, and institutional clients by providing discretionary asset management, fiduciary services, backoffice support, and financial planning. The firm uses broadly diversified, passively managed portfolios with a long-term, buy-and-hold approach, and offers model allocation portfolios with an emphasis on fee transparency and cost minimization.

Daniel Rice is a Series 65-credentialed advisor with five years of industry experience, currently affiliated with Wealth Management in Pierre, South Dakota. He is also a partner at Clausen & Rice, an accounting firm, and a member of PSD Enterprises, LLC, which operates a liquor store. Wealth Management Nebraska LLC serves individuals, high-net-worth clients, and institutional clients including defined contribution plan sponsors and government entities. The firm employs broadly diversified, passively managed portfolios based on modern portfolio theory with a long-term, buy-and-hold approach, emphasizing fee transparency and cost minimization.

Robert Gray is a financial advisor at NewEdge Advisors with 21 years of industry experience. He holds a Series 66 designation and has worked at NewEdge Advisors since 2018, following twelve years at Investment Centers of America and concurrent service with LPL Financial since 2017. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of services including portfolio management, financial planning, and retirement consulting, utilizing multiple program structures and technology tools to support advisor and client needs.

Nicole Neal is a financial advisor with NewEdge Advisors holding Series 63 and Series 65 registrations and four years of industry experience. She previously worked at Edward Jones Investments from 2009 to 2019 and has been with LPL Financial since 2019. Neal also provides administrative support to NewEdge Advisors, contributing significant time to the firm's operations. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.