Thomas Nels Sorensen Jr.

Dave Buchanan is a financial advisor with Creativeone Wealth, LLC in Lincoln, Nebraska, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked with firms including Trinity Financial Group and Retirement & Wealth Solutions of Nebraska. Buchanan has maintained ongoing insurance agency activities since 1997. Creativeone Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, including high-net-worth clients, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts using proprietary models and third-party managers, employing diverse investment methods such as ETFs, mutual funds, and options strategies.

Tanner Specht is a Series 66 licensed financial advisor with three years of industry experience. He currently works at Ameritas Advisory Services, LLC and is also associated with Union Bank and Trust. His prior experience includes roles at Thrivent Financial, LPL Financial, and Ave Wealth Management. 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 universal life subaccounts, supported by investment committees and third-party partners.

Illya Syniy is a financial advisor at Integrated Wealth Concepts LLC with four years of industry experience and holds the Series 66 designation. His prior work includes roles at LPL Financial and Rhythm Financial Group. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios with a primarily long-term investment approach.

Joel Vlasnik is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and 14 years of industry experience. Prior to his current role at Integrated Wealth Concepts, he worked at LPL Financial, LLC and Waddell & Reed, Inc., among other positions. He is also involved with the Fellowship Of Christian Athletes and operates non-investment businesses including Blacktie Properties LLC and Choice Management LLC. Integrated Wealth Concepts LLC serves individuals, families, trusts, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach with customized portfolios and a range of model and wrap-fee options.

Jesse Taylor is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at several financial firms including Lion Street Financial and Ameritas Investment Corp., and has maintained concurrent roles at multiple organizations throughout his career. Outside of his advisory roles, he has been involved with Border States Electric since 2017. Integrity Alliance is an enterprise-level firm with over 300 independent advisors managing approximately $5.4 billion in client assets. The firm serves a diverse clientele that includes individual investors, corporations, and qualified retirement plans, offering a range of services such as portfolio management, financial planning, and both wrap and non-wrap programs through various platforms and investment approaches.

Adam Niederklein is a financial advisor at Raymond James Financial in Lincoln, NE, holding a Series 66 designation with one year of industry experience. Prior to joining Raymond James, he was the owner and broker of Custom Coverage LLC, a health insurance business. Niederklein also has experience in education and operates rental real estate businesses as a partner. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning and supports municipal and public finance work uncommon among large institutional advisors.