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 and has worked with firms including Foundations Investment Advisors LLC and Western Wealth Builders. He is also licensed as an insurance agent, selling life, health, and annuity insurance. Brilliant Financial Advisors LLC offers discretionary portfolio management and financial planning services to individuals and business entities, including high-net-worth clients. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical analysis, providing client-specific strategies with ongoing monitoring and reporting.

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.

Sarah Chatt is a financial advisor with Geneos Wealth Management, Inc. She holds a Series 66 designation and has one year of industry experience. Prior to joining Geneos Wealth Management, she worked for Washington County Bank for 24 years. Outside of her advisory role, she serves as secretary for both the Blair YMCA Forever Fund and the Tekamah-Herman Public Schools Foundation, and she is a board member of the Burt County Public Power District. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services with an investment approach that combines continuous account monitoring, discretionary trading, and a variety of analytic strategies ranging from long-term buy-and-hold to tactical timing.

Patrick Sittner is a financial advisor at RFG Advisory, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CWM, LLC and TS Bank. RFG Advisory serves individuals, charitable organizations, corporations, ERISA retirement plans, and other institutional clients. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and acts as an adviser to exchange-traded funds, managing portfolios with a combination of active and passive strategies, including access to private investments.

Kevin Kusleika is a financial advisor at Brookstone Capital Management LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Spectrum Advisory & Planning Services, Coppell Advisory Solutions, LLC, and Financial Brokerage, Inc. since 2014. Outside of advisory work, he is president and owner of Nova Fitness Equipment, a business selling and servicing fitness equipment. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and institutional investors. The firm offers a turnkey asset management platform with various investment strategies delivered primarily on a discretionary basis and supports a large advisor network through back-office and TAMP services.

Jeffrey Jordano is a financial advisor with Empower Advisory Group holding a Series 66 designation and nine years of industry experience. His prior work includes positions at PNC Investments LLC, Principal Life Insurance Company, Personal Capital Advisors Corporation, and Goldman Sachs Ayco among others. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services integrate proprietary and third-party methodologies focusing on long-term portfolio returns and annual rebalancing, delivered within the scope of Empower’s recordkeeping and administrative platforms.

Michael Hall is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Woodbury Financial Services and AdvisorNet Wealth Partners. He serves as vice president of the Lincoln Estate Planning Council and is a board member of the Prairie Hollow Homeowners Association. Cetera Investment Advisers supports a wide range of clients including individuals, high-net-worth, institutional, and retirement-plan participants through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Craig Heuton is a CFP® professional with 11 years of industry experience, all with Edward Jones since 2015. He is based in Blair, NE. Outside of his advisory role, Heuton officiates basketball games for local high schools and colleges and coordinates a yearly youth basketball 3-on-3 tournament in his community. Edward Jones is a full-service wealth management firm that serves a broad client base including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services under a fiduciary standard, supported by a nationwide network of over 23,700 financial advisors.

Jacob Sorensen is a Series 66 licensed financial advisor with Edward Jones in Blair, NE, where he has worked since 2023. He has two years of industry experience, including prior roles at IronConnect/Auction Resource and West Gate Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Cody Hayworth is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 63 and Series 66 credentials. Prior to joining Edward Jones, he worked at Charles Schwab and FNBO among other roles in the financial and retail sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kaintrel Unger is a Series 66 licensed financial advisor with Edward Jones in Missouri Valley, Iowa, with nine years of industry experience. Unger has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Zachary Croonquist is a financial advisor at OSAIC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors and Teckmeyer Financial Services, LLC. In addition to his advisory role, he is licensed as an insurance agent and engages in insurance sales. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process combining risk tolerance assessments, asset allocation software, and portfolio optimization, offering a wide range of investment products and advisory programs.

Matthew Geiseman is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. He is also a certified yoga instructor and teaches yoga classes in Bennington, NE. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial products supported by a nationwide network of more than 23,700 advisors.

Donald Sorensen Jr. is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward Jones since 1999 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jason Smith is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. and has been involved with the Boy Scouts of America since 2011. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process using risk-tolerance assessments, asset-allocation software, and portfolio optimization tools, offering a wide range of investment options and advisory programs.

Devon Wormuth is a Series 66 credentialed financial advisor with Edward Jones in Blair, Nebraska. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide. Edward Jones offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kyle Acre is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He is a member of the Board of Directors for Memorial Community Hospital & Health System in Blair, NE. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory services and maintains affiliated capabilities such as a trust company and proprietary mutual funds, supported by a large national network of financial advisors and branch offices.