Sarah J Chatt

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.

Timothy Kutsch is a financial advisor at Brilliant Financial Advisors LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses, with prior roles at Foundations Investment Advisors LLC, Western Wealth Builders, Foresters Equity, and Omaha Insurance & Investments. He is also a licensed insurance agent and sells life, health, and annuity insurance. Brilliant Financial Advisors LLC provides portfolio management and financial planning services to individuals, high-net-worth individuals, and business clients. The firm’s investment approach incorporates fundamental analysis, modern portfolio theory, and technical analysis, offering tailored strategies that include long- and short-term trading and various investment vehicles.

James Kopsa is a financial advisor at Kintra Wealth, LLC with four years of industry experience. He holds a Series 65 credential and has worked previously at Commonwealth Financial Network and Orion Portfolio Solutions. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm uses a combination of client interviews, model-driven asset allocation, and fundamental security analysis tailored to optimize tax efficiency and account coordination.

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.

Patrick Sittner is a financial advisor with RFG Advisory, LLC and holds Series 63 and Series 65 licenses. He has 10 years of industry experience, having previously worked at CWM, LLC and TS Bank. RFG Advisory provides investment advisory and planning services to individual and high-net-worth investors, retirement plans, institutional clients, and government entities. The firm’s investment approach includes discretionary portfolio management using model strategies, third-party platforms, and access to alternative investments and annuity platforms, with a notable role as sub-adviser to multiple Bluemonte ETFs.

Jeffrey Jordano is a CFP® with nine years of industry experience, currently serving at Empower Advisory Group since 2025. His prior experience includes roles at PNC Investments, Principal Life Insurance Company, Personal Capital Advisors, Raymond James, Fisher Investments, and Goldman Sachs Ayco. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.