David Brooks Sr. is a financial advisor at SMART Wealth, LLC in Omaha, NE, holding Series 63, 65, and 66 credentials with 18 years of industry experience. His prior work history includes roles at AE Wealth Management, Verus Wealth Management, and Morgan Stanley. He serves as president of several affiliated entities including Tax SMART, LLC, which provides tax preparation and planning services, and Mid-West Learning, Inc., which offers marketing and educational space. SMART Wealth, LLC serves individual and high-net-worth households with retirement income strategies, ongoing investment advisory, portfolio management, and financial planning. The firm employs a discretionary investment approach using in-house models, sub-advisers, and turnkey platforms, and operates a Private Wealth Partners division focused on clients with $5 million or more in investable assets.

Joseph Hearn is the sole advisor at Intentional Retirement, LLC in Omaha, NE, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has worked at Intentional Retirement (formerly Provisio Publishing) since 2004 and previously at Teckmeyer Financial Services, L.L.C. He also operates as an independent insurance agent, spending a small portion of his time on this activity. Intentional Retirement provides advisory services to individual and high-net-worth clients, as well as retirement plan sponsors and participants, focusing on asset management, written financial planning, and retirement-plan fiduciary consulting and education. The firm manages over $131 million in client assets on a non-discretionary basis and offers pension consulting for plan assets exceeding $9 million.

Daniel Thompson Jr. is a financial advisor at First Class Wealth Management LLC with eight years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Omega Insurance Group LLC and Farm Bureau Financial Services. Outside of his advisory role, he serves as a high school soccer referee during the spring and owns Isaiah Trucking, Inc. First Class Wealth Management is a small independent advisory firm serving individual and high-net-worth clients with tailored investment policy statements and portfolio management. The firm employs a long-term trading approach that incorporates cyclical, fundamental, technical, and modern portfolio theory analyses, focusing on mutual funds, ETFs, real estate funds, fixed income, and annuities.

“Am I on the right track?” Whether you’re saving for a big goal or just want a reality check, I’ll give you a clear, straightforward assessment to build your confidence or or steer you back on course. “Are there things I should be doing differently?” From fine-tuning your investments to rethinking overall strategy, I’ll pinpoint opportunities and develop strategies that fit your unique life. “Who will be my thought partner when things change?” Life throws curveballs. Whether it be new jobs, market shifts, or family changes, I’m your flexible, hourly go-to, ready to adapt with you whenever you need me. “Who will I turn to if something happens to my spouse?” Losing a partner is overwhelming, and the financial questions can feel endless. I’ll step in with steady, compassionate advice to help you navigate what’s next.

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.

Erik Albertson is a financial advisor with Cherry Creek Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Albertson has been with Cherry Creek Financial Advisors since 2002. Cherry Creek Financial Advisors is a fee-only independent registered investment adviser serving individual and high-net-worth clients, retirement plans, foundations, and other institutions. The firm manages approximately $24.2 million across 154 accounts, focusing on an asset-allocation driven investment process with customized target allocations primarily using exchange-traded funds and institutional no-load mutual funds.

Matthew Samson is a financial advisor with ILS Financial, LLC in Omaha, NE, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Morgan Stanley and Principal Life Insurance Company, as well as service in the U.S. Marine Corps and Marine Corps Reserves. He serves on the board of PreVeteran, a nonprofit helping veterans transition to civilian life. ILS Financial is an independent advisory firm managing approximately $12.8 million for individual and business clients. The firm offers discretionary asset management, comprehensive financial planning, retirement-plan advisory services, and 3(21) fiduciary consulting for qualified plans, tailoring portfolios to client goals and risk tolerances while employing strategies like Modern Portfolio Theory and tactical asset allocation.

Sydney Peatrowsky is a financial advisor with Virtue Wealth Counsel, LLC in Omaha, NE, holding a Series 65 designation. Sydney has three years of experience at Virtue Wealth Counsel and Peatrowsky Law, LLC. Outside of financial advising, Sydney has been involved with Sydney Odelia, LLC for ten years. Virtue Wealth Counsel provides investment advisory and portfolio management services to individual and high-net-worth clients, focusing on personalized financial planning that often integrates tax, estate, and charitable considerations. The firm serves a modest client base through direct advisor relationships tailored to families and individual clients.

Tyler Clark is a financial advisor at Clark Wealth Strategies, Inc. He holds a Series 65 designation and has one year of experience in the industry. Prior to joining Clark Wealth Strategies, he worked at Gallup and has experience in educational roles at the University of Nebraska–Lincoln and Westside High School. Clark Wealth Strategies, Inc. serves individual clients, including high-net-worth individuals, and retirement plans by providing investment management, retirement-plan and pension consulting, variable annuity sub-account management, and 1031 real estate exchange consulting. The firm manages approximately $43 million in discretionary assets for about 68 clients and emphasizes customized model portfolios with a focus on asset allocation, tax management, and continuous portfolio monitoring.

Rudy Thomas is a financial advisor with Fairway Asset Management, LLC in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Fairway Asset Management since 2008 and serves as managing partner of Fairway Asset Management Holdings, LLC. Additionally, he is a finance committee member at Point Loma University, where he assists in the evaluation and oversight of the endowment. Fairway Asset Management is a registered investment adviser managing approximately $112 million across 74 client relationships. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting for individuals, small businesses, and institutions, utilizing a combination of top-down macroeconomic analysis and bottom-up security selection to build concentrated equity and fixed-income portfolios.

Dennis Peatrowsky is a ChFC® credentialed advisor with Virtue Wealth Counsel, LLC in Omaha, NE, where he has worked since 2019. He has two years of industry experience and previously worked at Vincent & Peatrowsky Law Offices, LLC, as well as holding roles at the University of Nebraska at Omaha, Target, Inc., and Skutt Catholic High School. Virtue Wealth Counsel serves individual clients, including high-net-worth households, providing portfolio management and comprehensive financial planning. The firm integrates investment management with estate and charitable planning, offering legal and philanthropic services through an affiliated attorney, which distinguishes it from many similar-sized firms.

Aaron Hilgemann is a CFA® charterholder with three years of industry experience. He is currently with Bazis Private Wealth, LLC and previously held roles at Orion Portfolio Solutions, Bank of the West, and Orion Advisor Technology, LLC. Outside the financial industry, he served in the U.S. Marine Corps from 2013 to 2017 and has experience working in the restaurant sector. Bazis Private Wealth, LLC provides personalized advisory services to individuals, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm offers portfolio management, financial planning, retirement plan consulting, and alternative investment consulting, managing assets through a wrap-fee program and using a combination of fundamental, charting, and quantitative research in its investment approach.

Dennis Peatrowsky is a financial advisor at Virtue Wealth Counsel, LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Questar Asset Management and Vincent & Peatrowsky Law Offices. Peatrowsky is also an attorney at Peatrowsky Law, LLC, focusing on estate and business planning and securities law. Additionally, he serves as a chapter director and archdiocese coordinator for His Way At Work, a ministry for consecrated business owners. Virtue Wealth Counsel serves individual clients, including high-net-worth households, offering portfolio management and comprehensive financial planning. The firm integrates investment management with estate and charitable-planning services, distinguishing itself by including active attorney-affiliated legal and philanthropic offerings.

Isaiah Olson is a Series 65-licensed financial advisor with Clark Wealth Strategies, Inc. in Omaha, NE, where he has worked since 2019. He has three years of industry experience, including prior roles at Northwestern Mutual Investment Services LLC and Evolution Soccer Club. Clark Wealth Strategies serves individual clients, including high-net-worth individuals, and retirement plans, providing investment management, retirement-plan consulting, variable annuity sub-account management, and 1031 real estate exchange consulting. The firm manages approximately $43 million in discretionary assets and emphasizes customized model portfolios with asset allocation, tax management, and continuous monitoring.

Ryan Fleischer is a financial advisor at Revolution Capital, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Linsco/Private Ledger from 2006 to 2019. Fleischer is also the founder and president of Revolution Group, LLC, which provides business advisement and offers fixed insurance products on an as-needed basis. Revolution Capital, LLC delivers investment advisory services to individuals, family offices, pension funds, and corporate clients. The firm employs a variety of analytical methods to construct diversified portfolios and offers discretionary management along with access to affiliated accounting and tax services.

Megan Fleischer is a Series 65-licensed financial advisor with Revolution Capital, LLC in Omaha, NE, where she has worked since 2019. She has five years of industry experience, including prior roles in education with Elkhorn Public Schools and Highland Park Independent School District. Revolution Capital, LLC serves individuals, corporations, and pension or employee benefit plans with portfolio management, financial planning, pension consulting, and outsourced Chief Investment Officer services. The firm uses a range of analytical approaches and offers an affiliated accounting and tax practice, providing clients with integrated investment and tax solutions.

Ryan Brott is a financial advisor with Ellerbrock-Norris Wealth Strategies LLC in Omaha, NE, holding a Series 66 designation and 12 years of industry experience. His professional background includes roles at TD Ameritrade and leadership positions in several related business ventures. He is a co-founder of Rocketship Ventures, LLC, which develops CRM and workflow software for the insurance industry. Ellerbrock-Norris Wealth Strategies serves individuals, high-net-worth clients, and employer retirement plans by providing investment management, financial planning, pension consulting, and estate-planning services. The firm employs risk-based, diversified portfolios and combines direct advisory services with third-party platforms and subadvisers.

Brandie Giffin is a financial advisor at Sterneck Capital Management LLC with 10 years of industry experience. She holds a Series 65 designation and has been with Sterneck Capital Management since 2014. Outside of her advisory role, she and her husband operate a small Airbnb rental at their lake home. Sterneck Capital Management provides discretionary investment management and financial planning services to individuals, trustees, foundations, and corporate clients. The firm follows a multi-cap, value-oriented investment approach focused on fundamental analysis and long-term strategies, incorporating various asset types and recently expanded third-party SMA offerings.

Chad Docken is a financial advisor with Professional Retirement Strategies LLC in Omaha, NE, holding a Series 66 credential and nine years of industry experience. He has previously worked at Heartland Financial Advisors and Gradient Securities. Outside of finance, he owns a costume prop shop called 3DForgeZ. Professional Retirement Strategies LLC provides discretionary portfolio management and ERISA plan advisory services to individual investors and retirement plan clients. The firm employs a documented investment policy and risk-tolerance process with discretionary trading authority and is noted for conducting public investment education seminars.

Benjamin Woods is a financial advisor with Ellerbrock-Norris Wealth Strategies LLC in Omaha, NE, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. Prior to joining Ellerbrock-Norris in 2021, he worked at TD Ameritrade for eight years. Ellerbrock-Norris Wealth Strategies serves individuals, high-net-worth clients, and employer retirement plans, offering investment management, financial planning, pension consulting, and estate-planning document preparation. The firm employs risk-based, diversified portfolios using a range of securities and applies fundamental analysis, modern portfolio theory, and technical analysis in its investment process.