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Nicholas B

Series 65

Omaha, NE

Avior Wealth Management, LLC

Nicholas Biever is a financial advisor at Avior Wealth Management, LLC in Omaha, NE, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Nelson Van Denburg & Campbell Wealth Management Group, LLC and Everest Group, LLC, as well as four years at Creighton University. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets through about 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, offering investment management, financial planning, and business consulting with a focus on fundamental analysis and both long- and short-term strategies.

Founder/Business Owner Executive
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Madelyn P

Series 65

Omaha, NE

Avior Wealth Management, LLC

Madelyn Peters is a Series 65-licensed financial advisor with Avior Wealth Management, LLC in Omaha, NE. She has been with Avior since 2021 and previously held positions at Creighton University and Ascensus Government Savings. Avior Wealth Management serves a diverse client base, including individuals, institutions, corporations, and trusts, offering investment management, financial planning, and consulting services. The firm employs a fundamental investment approach with both long- and short-term positions and utilizes a combination of direct portfolio management and separately managed account models.

Founder/Business Owner Executive
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Jay N

CFP®

Omaha, NE

Avior Wealth Management, LLC

Jay Nelson is a CFP® professional with five years of industry experience, currently serving at Avior Wealth Management, LLC since 2021. Prior to that, he spent four years with Nelson Van Denburg & Campbell Wealth Management Group, LLC. Avior Wealth Management serves a diverse client base including high-net-worth individuals, pension and retirement plans, corporations, trusts, and banks or thrift institutions, offering investment management, financial planning, pension consulting, and business consulting services. The firm employs a fundamental analysis investment approach with a combination of direct portfolio management and separately managed accounts, and operates affiliated tax, accounting, and insurance businesses.

Founder/Business Owner Executive
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Ryan M

Series 63, Series 65

Omaha, NE

Avior Wealth Management, LLC

Ryan Mcquillan is a financial advisor at Avior Wealth Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Pruco Securities, LLC and Prudential Insurance Company of America from 2013 to 2022. Outside of his advisory role, he is an owner and realtor at MO PROPERTIES, LLC, focusing on bookkeeping and analysis. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in assets and serving a diverse client base including individuals, pension plans, charitable and corporate entities, and banking institutions. The firm employs a fundamental analysis-based investment approach with both long- and short-term strategies, offering comprehensive financial planning and business consulting services.

Founder/Business Owner Executive
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Anthony C

CFP®, Series 66

Omaha, NE

Avior Wealth Management, LLC

Anthony Cerone is a CFP® with 24 years of experience in the financial services industry. He is currently with Avior Wealth Management, LLC, where he has worked since 2021. Prior to that, he was with Nelson Van Denburg & Campbell Wealth Management Group, LLC for five years. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through approximately 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, offering investment management, financial planning, and business consulting with a focus on fundamental analysis and both long- and short-term strategies.

Founder/Business Owner Executive
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Lee M

CFP®, Series 63, Series 65

Omaha, NE

Avior Wealth Management, LLC

Lee Martin is a CFP® professional with 38 years of industry experience. He is currently with Avior Wealth Management, LLC, having joined in 2023 after ten years at Financial Advocates Investment Management and thirteen years at LPL Financial, LLC. Outside of his advisory work, he has operated a sole proprietorship selling fixed annuities in Bellevue, WA. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through approximately 120 financial professionals. The firm serves individual, pension, charitable, corporate, and banking clients using a fundamental analysis-based investment process that includes both long- and short-term strategies, with services spanning discretionary management, financial planning, and business consulting.

Founder/Business Owner Executive
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Jeremy P

Series 66

Omaha, NE

Avior Wealth Management, LLC

Jeremy Palensky is a financial advisor at Avior Wealth Management, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked with Raymond James Financial Services and First Investments and Planning. Outside of his advisory role, he owns JerPal Sports Cards & Collectibles, LLC, where he buys, grades, and sells sports cards. Avior Wealth Management serves a diverse client base, including individuals, institutions, and banks, offering both discretionary and non-discretionary investment management along with financial planning and consulting services. The firm uses fundamental analysis and a combination of direct portfolio management and separately managed accounts, implementing strategies primarily through Charles Schwab and Fidelity custodians.

Founder/Business Owner Executive
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Cynthia B

Series 63, Series 65

Omaha, NE

Avior Wealth Management, LLC

Cynthia Bohrer is a financial advisor at Avior Wealth Management, LLC with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Merrill and Nelson, VanDenburg & Campbell Wealth Management Group. Outside of her advisory role, she is a member of Bohrer Properties LLC, an entity she and her spouse use to title rental property. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through approximately 120 financial professionals. The firm serves individuals, pension plans, charitable and corporate entities, and banking institutions, offering investment management, financial planning, and business consulting with a focus on fundamental analysis and both long- and short-term strategies.

Founder/Business Owner Executive
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Mark P

CFP®, Series 63

Omaha, NE

Avior Wealth Management, LLC

Mark Pogreba is a CFP® professional with 35 years of industry experience, currently serving as a financial advisor at Avior Wealth Management, LLC since 2021. His prior experience includes roles at Nelson Van Denburg and Campbell Wealth Management Group, Silverleaf Advisor Group, LPL Financial, and Purshe Kaplan Sterling Investments. Outside of his advisory work, he is also active as a musician and singer. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through approximately 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, employing a fundamentally driven investment approach with both long- and short-term strategies and offering a range of in-house tax and accounting services.

Founder/Business Owner Executive
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Kent N

Series 63, Series 65

Omaha, NE

Avior Wealth Management, LLC

Kent Nelson is a financial advisor with Avior Wealth Management, LLC in Omaha, NE, holding Series 63 and Series 65 credentials and 41 years of industry experience. He worked at Nelson, Van Denburg & Campbell for 10 years before joining Avior Wealth Management in 2021. Avior Wealth Management serves a diverse client base including high-net-worth individuals, pension and retirement plans, corporations, trusts, and banking institutions. The firm employs a fundamental analysis investment approach and offers a range of services, such as discretionary and non-discretionary investment management, financial planning, and business consulting.

Founder/Business Owner Executive
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John M

Series 65

Omaha, NE

Avior Wealth Management, LLC

John Mcmannama is a financial advisor at Avior Wealth Management, LLC with 33 years of industry experience. He holds a Series 65 designation and previously worked at Nelson, Van Denburg & Campbell Wealth Management Group LLC for six years. He is an active member of the MoneySunk Investors investment club in Nebraska. Avior Wealth Management serves a broad mix of individual and institutional clients, providing discretionary and non-discretionary investment management, financial planning, pension consulting, and business consulting services. The firm employs a fundamental analysis investment approach, combining long- and short-term positions with direct portfolio management and separately managed account models.

Founder/Business Owner Executive
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Scott C

CFP®, Series 65, Series 66

Omaha, NE

Avior Wealth Management, LLC

Scott Cavey is a financial advisor at Avior Wealth Management, LLC in Omaha, NE, with 25 years of industry experience. He holds the CFP® designation along with Series 65 and Series 66 licenses. Prior to joining Avior in 2021, he worked at Nelson Van Denburg & Campbell Wealth Management Group, Cavey & Associates, LLC, and Cetera Advisors LLC. Outside of advisory work, he facilitates Dave Ramsey's Core Wellness program for the business community and serves on the Papillion Fire Department Local 3767 Pension Committee. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in assets through approximately 120 financial professionals. The firm serves individuals, pension plans, charitable and corporate entities, and banking institutions, offering discretionary and non-discretionary investment management, comprehensive financial planning, and business consulting.

Founder/Business Owner Executive
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William S

CFP®, Series 66

Omaha, NE

Avior Wealth Management, LLC

William Shafroth is a CFP® and Series 66 credentialed advisor at Avior Wealth Management, LLC with 10 years of industry experience. He has worked at Avior since 2021 and previously held roles at Nelson, VanDenburg & Campbell Wealth Management Group, LLC, and Fidelity. Avior Wealth Management serves a diverse client base including high-net-worth individuals, pension plans, corporations, trusts, and banks, offering investment management, financial planning, pension consulting, and business consulting services. The firm employs a fundamental analysis investment approach with both long- and short-term positions, utilizing direct portfolio management and separately managed accounts.

Founder/Business Owner Executive
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Andrea M

CFA®, Series 63, Series 65

Omaha, NE

Avior Wealth Management, LLC

Andrea Mcmahon is a CFA® charterholder with 25 years of industry experience. She currently serves as a financial advisor at Avior Wealth Management, LLC, where she has worked since 2021. Prior to that, she spent eight years with Nelson, Van Denburg & Campbell Wealth Management Group, LLC. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through approximately 120 financial professionals. The firm serves individuals, pension plans, charitable and corporate entities, and banking institutions, offering investment management, financial planning, and business consulting with a focus on fundamental analysis and continuous portfolio supervision.

Founder/Business Owner Executive
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Alaina P

CFP®, Series 65

Omaha, NE

Avior Wealth Management, LLC

Alaina Pogreba is a CFP® with two years of industry experience, currently serving as a financial advisor at Avior Wealth Management, LLC in Omaha, NE. Her prior experience includes a role at Pinnacle Bank and several years working at Hy-Vee. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through about 120 financial professionals. The firm serves individuals, retirement plans, charitable and corporate entities, and banking institutions, offering discretionary and non-discretionary investment management, financial planning, and business consulting.

Founder/Business Owner Executive
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Timothy M

Series 66

Omaha, NE

Avior Wealth Management, LLC

Timothy Mollak is a financial advisor with Avior Wealth Management, LLC in Omaha, NE, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Nelson Van Denburg & Campbell Wealth Management Group, Cetera ADVISORS LLC, and Illuminate Financial Group. He serves as treasurer and board member for United Cerebral Palsy of Nebraska, a nonprofit organization. Avior Wealth Management serves individual and institutional clients with investment management, financial planning, and consulting services, employing a fundamental analysis approach and utilizing a mix of direct portfolio management and separately managed account models.

Founder/Business Owner Executive
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Steven R

Series 66

Omaha, NE

Avior Wealth Management, LLC

Steven Ryherd is a financial advisor at Avior Wealth Management, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked previously at Nelson, VanDenburg & Campbell Wealth Management Group, LLC and Edward Jones. Prior to his advisory career, he was involved with Arpeggio Acoustic Consulting for eight years. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through approximately 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, employing a fundamental analysis-based investment approach with both long- and short-term strategies.

Founder/Business Owner Executive
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Stephen E

CFP®

Omaha, NE

Avior Wealth Management, LLC

Stephen Esch is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Avior Wealth Management, LLC since 2021. Prior to Avior, he worked for seven years at Nelson Van Denburg & Campbell Wealth Management Group LLC. Outside of advising, he has been involved with CVC Construction since 2010. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets across about 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, employing a fundamental analysis-based investment process with both long- and short-term strategies.

Founder/Business Owner Executive
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Justin R

Series 66

Omaha, NE

Avior Wealth Management, LLC

Justin Reineke is a financial advisor with Avior Wealth Management, LLC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at UBS Financial Services and Wells Fargo Advisors. He serves on the board of directors for the Lincoln East Booster Club, supporting athletics at Lincoln East High School. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets with about 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions through discretionary and non-discretionary investment management, comprehensive financial planning, and business consulting.

Founder/Business Owner Executive
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David B

Series 66

Omaha, NE

Avior Wealth Management, LLC

David Burritt is a financial advisor at Avior Wealth Management, LLC with four years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, J.P. Morgan Securities, and JPMorgan Chase Bank. Outside of his advisory role, he works occasionally as a professional golf caddie for PGA professionals and celebrities he personally knows. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through about 120 financial professionals. The firm serves individuals, pension plans, charitable and corporate entities, and banking institutions, offering comprehensive investment management and financial planning with a focus on fundamental analysis and continuous portfolio supervision.

Founder/Business Owner Executive
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Cheryl B

Series 63, Series 66

Omaha, NE

Avior Wealth Management, LLC

Cheryl Blakey is a financial advisor at Avior Wealth Management, LLC with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Protection Point Advisors, Eagles Coast Capital, Eagles Coast Wealth Management, Santander Securities, Santander Bank, and Bbtis. Outside of advising, she has a role as an agent for Medicare Supplement Insurance through Wellabe. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in assets for more than 4,200 clients. The firm offers investment management, financial planning, and business consulting to a diverse client base, employing both long-term and short-term strategies with continuous portfolio oversight.

Founder/Business Owner Executive
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Aaron T

CFP®

Omaha, NE

Avior Wealth Management, LLC

Aaron Tomita is a CFP® professional with six years of experience at Avior Wealth Management, LLC in Omaha, NE. Prior to joining Avior, he worked at Fortune Financial Corp and renaissance financial. He also held a position at Creighton University. Avior Wealth Management serves a diverse client base including high-net-worth individuals, pension and retirement plans, corporations, trusts, and banks. The firm employs a fundamental investment approach combining long- and short-term positions with direct portfolio management and separately managed account models.

Founder/Business Owner Executive
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Kevin F

PFS™, Series 65

Omaha, NE

Avior Wealth Management, LLC

Kevin Fix is a financial advisor at Avior Wealth Management, LLC in Columbus, Ohio, with 14 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining Avior Wealth Management in 2024, he worked at Newhaven Capital Advisors for 13 years. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets through about 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, offering investment management, financial planning, and business consulting with a focus on fundamental analysis and continuous portfolio supervision.

Founder/Business Owner Executive
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Michael S

Series 65, Series 63

Omaha, NE

Avior Wealth Management, LLC

Michael Skolnick is a financial advisor at Avior Wealth Management, LLC with 16 years of industry experience. He holds the Series 65 and Series 63 credentials and previously worked for Axiom Advisory, LLC for 10 years. Avior Wealth Management serves a diverse client base including high-net-worth individuals, pension and retirement plans, corporations, trusts, and financial institutions. The firm employs a fundamental investment approach utilizing both direct portfolio management and separately managed accounts, and offers a range of services such as discretionary and non-discretionary investment management, financial planning, and pension consulting.

Founder/Business Owner Executive
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Kyle S

CFP®

Omaha, NE

Avior Wealth Management, LLC

Kyle Spitzenberger is a CFP® professional with four years of experience in the financial services industry. He has worked at Avior Wealth Management, LLC since 2022 and has prior experience at Mutual of Omaha and Creighton University. Avior Wealth Management is an SEC-registered enterprise advising approximately 4,277 clients and managing about $5.08 billion in assets through 120 financial professionals. The firm offers investment management, comprehensive financial planning, and business consulting to individuals, pension plans, charitable and corporate entities, and banking institutions, employing a combination of fundamental analysis and both long- and short-term strategies.

Founder/Business Owner Executive
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Joshua H

CFP®, Series 63, Series 65

Omaha, NE

Avior Wealth Management, LLC

Joshua Heiden is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Avior Wealth Management, LLC since 2021. His prior experience includes roles at Nelson Van Denburg & Campbell Wealth Management Group, LLC, and multiple positions within USAA’s financial services and investment management divisions. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through approximately 120 financial professionals. The firm serves individuals, pension plans, charitable and corporate entities, and banking institutions, utilizing a fundamental analysis-based investment process with both long- and short-term strategies and offering a range of financial planning and consulting services.

Founder/Business Owner Executive
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Nathan H

CFP®

Omaha, NE

Avior Wealth Management, LLC

Nathan Hudson is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Avior Wealth Management, LLC. His prior roles include positions at Nelson Van Denburg & Campbell Wealth Management Group, Pacific Life, and TD Ameritrade. Avior Wealth Management serves a diverse client base including high-net-worth individuals, pension plans, corporations, and banks, offering investment management, financial planning, and consulting services. The firm employs a primarily fundamental investment approach, utilizing both long- and short-term strategies through direct portfolio management and separately managed accounts.

Founder/Business Owner Executive
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Nathanael H

CFP®, Series 63

Omaha, NE

Avior Wealth Management, LLC

Nathanael Hahm is a CFP® professional with 12 years of industry experience, currently serving at Avior Wealth Management, LLC since 2021. He also has a long tenure at Life Stage Wealth Management, spanning over 20 years. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets through about 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, offering investment management, financial planning, and business consulting with a focus on fundamental analysis and continuous portfolio supervision.

Founder/Business Owner Executive
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Jessica S

Series 66

Omaha, NE

Avior Wealth Management, LLC

Jessica Stanley is a financial advisor with Avior Wealth Management, LLC, holding a Series 66 designation and eight years of industry experience. She has worked at Avior Wealth Management since 2021 and previously was with Nelson Van Denburg & Campbell Wealth Management Group, LLC, as well as various insurance carriers and Waddell & Reed Inc. from 2015 to 2019. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets through about 120 financial professionals. The firm serves individuals, including high-net-worth clients, pension and retirement plans, charitable and corporate entities, and banking or thrift institutions, offering discretionary and non-discretionary investment management, comprehensive financial planning, and business consulting.

Founder/Business Owner Executive
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Michael C

Series 66

Omaha, NE

Avior Wealth Management, LLC

Michael Clark is a financial advisor with Avior Wealth Management, LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Protection Point Advisors and Paychex. Outside of advising, he owns and manages 3 AM Education, an education platform providing continuing education for CPAs, where he develops and presents course materials. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets through about 120 financial professionals. The firm serves individuals, pension plans, charitable and corporate entities, and banking institutions, offering investment management, financial planning, and business consulting with a focus on fundamental analysis and continuous portfolio supervision.

Founder/Business Owner Executive
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Rodney G

Series 63, Series 65

Omaha, NE

Avior Wealth Management, LLC

Rodney Goben is a financial advisor with Avior Wealth Management, LLC in Omaha, NE, holding Series 63 and Series 65 credentials and possessing 14 years of industry experience. He previously worked at Nelson Vandenburg & Campbell for nine years before joining Avior in 2021. Goben has served on the board of the Cornhusker Christian Foundation and is a member of the York College Advisory Council to the President. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through approximately 120 professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, employing fundamental analysis with both long- and short-term investment strategies.

Founder/Business Owner Executive
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Donald S

Series 63, Series 66

Omaha, NE

Avior Wealth Management, LLC

Donald Stanley is a financial advisor with Avior Wealth Management, LLC, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at Avior since 2021, following positions at Nelson Van Denburg & Campbell Wealth Management Group LLC and Fidelity Brokerage Services LLC. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through about 120 professionals. The firm serves individuals, pension plans, charitable and corporate entities, and banking institutions, using a fundamentally based investment process with both long- and short-term strategies, and provides comprehensive financial planning and business consulting.

Founder/Business Owner Executive
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Stephen P

Series 63, Series 65

Omaha, NE

Avior Wealth Management, LLC

Stephen Patterson is a financial advisor at Avior Wealth Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Nelson Van Denburg & Campbell Wealth Management Group, LLC for six years before joining Avior in 2021. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets with about 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions through discretionary and non-discretionary investment management, comprehensive financial planning, and business consulting.

Founder/Business Owner Executive
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Sali S

Series 65

Omaha, NE

Avior Wealth Management, LLC

Sali Shamoun is a financial advisor at Avior Wealth Management, LLC in Omaha, NE, holding a Series 65 designation with five years of industry experience. Prior to joining Avior in 2024, Shamoun worked at Axiom Advisory, LLC for seven years and at Julie Haidao Insurance Agency for one year. Avior Wealth Management serves a diverse client base, including high-net-worth individuals, pension and retirement plans, corporations, trusts, and banks or thrift institutions, offering investment management, financial planning, pension consulting, and business consulting services. The firm employs a primarily fundamental analysis investment approach, utilizing both direct portfolio management and separately managed account models with third-party sub-advisers.

Founder/Business Owner Executive
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Christopher T

CFP®, Series 66

Omaha, NE

Avior Wealth Management, LLC

Christopher Trub is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Avior Wealth Management, LLC since 2021. His prior experience includes roles at Nelson Van Denburg & Campbell Wealth Management Group, USAA Investment Management Company, USAA Financial Planning Services, and USAA Financial Advisors, Inc. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through approximately 120 financial professionals. The firm serves a diverse client base including individuals, pension plans, charitable and corporate entities, and banking institutions, offering investment management, financial planning, and business consulting services.

Founder/Business Owner Executive
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Stephen H

Series 63, Series 66

Omaha, NE

Avior Wealth Management, LLC

Stephen Holmes is a financial advisor with Avior Wealth Management, LLC in Roseburg, Oregon, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. Prior to joining Avior Wealth Management in 2026, he worked at EWG Elevate Inc. and Cambridge Investment Research Advisors, Inc. Holmes is also a licensed insurance agent involved in life, health, disability, and long-term care insurance, and he operates a sound engineering business that primarily serves his church and community. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets through about 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, using a fundamental analysis-based investment approach that combines long- and short-term strategies with continuous portfolio supervision.

Founder/Business Owner Executive
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Burton V

CFP®, Series 66

Omaha, NE

Avior Wealth Management, LLC

Burton Van Denburg is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Avior Wealth Management, LLC since 2021. Prior to his current role, he spent ten years at Nelson, Van Denburg & Campbell. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through approximately 120 financial professionals. The firm serves individuals, pension plans, charitable and corporate entities, and banking institutions, employing a fundamental analysis-based investment approach with both long- and short-term strategies.

Founder/Business Owner Executive
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Mary C

CFA®, Series 63

Omaha, NE

Avior Wealth Management, LLC

Mary Campion is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Avior Wealth Management, LLC. She has worked at Avior since 2024 and has prior experience with Midkiff & Stone Capital Group, Inc. and Champion Capital Research, Inc. In addition to her advisory role, she operates Campion Research, a fiduciary education and expert testimony consulting business where she serves as adjunct faculty and expert witness. Avior Wealth Management is an SEC-registered enterprise advisor managing over $5 billion in client assets through approximately 120 financial professionals. The firm serves individuals, pension plans, charitable and corporate entities, and banking institutions, employing a fundamental analysis investment process with both long- and short-term strategies.

Founder/Business Owner Executive
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Britt C

Series 63, Series 65

Omaha, NE

Avior Wealth Management, LLC

Britt Campbell is a financial advisor at Avior Wealth Management, LLC with 25 years of industry experience. He previously worked at Nelson, Van Denburg & Campbell for 10 years and is a managing director and one-third owner of the related wealth management group. Campbell holds Series 63 and Series 65 licenses. Avior Wealth Management serves a diverse client base including high-net-worth individuals, pension and retirement plans, corporations, trusts, and banks, offering investment management, financial planning, pension consulting, and business consulting services. The firm uses a fundamental investment approach combining direct portfolio management and separately managed accounts, and operates several affiliated businesses including tax and insurance services.

Founder/Business Owner Executive
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Michael W

Series 63, Series 65

Omaha, NE

Avior Wealth Management, LLC

Michael Welker is a financial advisor at Avior Wealth Management, LLC with nine years of industry experience. He previously worked at Protection Point Advisors and One Financial Advisors. Outside of his advisory work, he is involved with Mike's Family Legacy LLC, providing financial education and training. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through about 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, offering investment management, financial planning, and business consulting with a focus on fundamental analysis and diversified portfolio strategies.

Founder/Business Owner Executive
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Klaus S

CFP®, Series 66

Omaha, NE

Avior Wealth Management, LLC

Klaus Steinke is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Avior Wealth Management, LLC. His prior roles include positions at Fidelity Investment and Change Path LLC. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets with approximately 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, employing a fundamental analysis-based investment process with both long- and short-term strategies.

Founder/Business Owner Executive
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Bruce K

CFP®, Series 63, Series 65

Omaha, NE

Avior Wealth Management, LLC

Bruce Kuehl is a CFP® professional with 13 years of experience in financial advising. He has worked at Avior Wealth Management, LLC since 2021 and has been with Lifestage Wealth Management since 2004. He holds Series 63 and Series 65 licenses and is based in Omaha, NE. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through approximately 120 financial professionals. The firm serves individuals, pension plans, charitable and corporate entities, and banking institutions using a fundamental analysis-based investment process that includes both long- and short-term strategies.

Founder/Business Owner Executive
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Michael P

Series 66

Omaha, NE

Avior Wealth Management, LLC

Michael Pflueger, Jr. is a financial advisor at Avior Wealth Management, LLC with 12 years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones and Nelson Van Denburg and Campbell Wealth Management Group, LLC. Outside of his advisory role, he serves as a board member and strategic planning chairman for Radio Talking Books Omaha, is president and board member of the F3 Omaha Foundation, and acts as a referee and judge for the Nebraska Boxing Commission. Additionally, he coaches youth and adults at Lokahi Jiu Jitsu Collective. Avior Wealth Management is an SEC-registered enterprise advising over 4,200 clients with approximately $5.08 billion in assets under management. The firm offers discretionary and non-discretionary investment management, comprehensive financial planning, and business consulting to individuals, pension plans, charitable entities, and financial institutions, employing a fundamental analysis-based investment process with both long- and short-term strategies.

Founder/Business Owner Executive
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