“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.

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.

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.

William Kizer Jr. is a financial advisor with The Premier Advisory Group, LLC in Omaha, Nebraska, holding Series 63 and Series 65 licenses with nine years of industry experience. He has also been involved with The Premier Group, LLC and William Kizer & Associates, where he serves as a principal and insurance agent. Kizer spends a significant portion of his time working in insurance-related business activities. The Premier Advisory Group, LLC provides fee-based financial planning primarily to individual and high net worth clients, delivering fixed-fee financial plans and referring clients to third-party money managers for discretionary portfolio management. The firm employs fundamental, technical, and cyclical analysis to develop client investment strategies and serves as a liaison with third-party managers.

William Altman is a financial advisor with The Premier Advisory Group, LLC, holding a Series 65 designation and 12 years of industry experience. He has worked with The Premier Advisory Group since 2014 and is also involved with TPG Properties, LLC. Outside of advisory services, Altman is an owner and agent of an insurance agency. The Premier Advisory Group, LLC is a fee-based financial planning and advisory firm serving primarily individual and high net worth clients. The firm provides fixed-fee financial plans and refers clients to third-party money managers for discretionary portfolio management, using a process that incorporates fundamental, technical, and cyclical analysis.

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 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.

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.

Andrew Galvin is a financial advisor with The Premier Advisory Group, LLC in Omaha, NE, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes roles at Stifel Nicolaus & Co Inc, TD Ameritrade, and Erickson Sederstrom. Outside of financial advising, he is involved in insurance sales and services through The Premier Group, LLC. The Premier Advisory Group provides fee-based financial planning and referral-based advisory services to individual clients, focusing on fixed flat fees rather than managing client assets directly. The firm refers clients to third-party money managers and coordinates client communications without exercising discretionary trading authority.

Lance Johnson is a financial advisor with Ellerbrock-Norris Wealth Strategies LLC in Omaha, NE, holding a Series 66 designation and 15 years of industry experience. His background includes roles at Charles Schwab & Co., Inc. and TD Ameritrade. Ellerbrock-Norris Wealth Strategies LLC provides investment management, financial planning, third-party adviser selection, and pension consulting services to individuals, including high-net-worth clients, and retirement plans. The firm manages diversified, risk-based portfolios and combines fundamental analysis, modern portfolio theory, and technical analysis in its investment approach.

Tiffany Polifka is a CFP® with 20 years of industry experience, currently serving as an advisor at Arnold Weitz & Co since 2010. She also has a longstanding role with Raymond James Financial Services, Inc. since 2008. Arnold Weitz & Co. provides investment advisory and financial planning services primarily to individual and family clients, including high-net-worth households, as well as trusts, foundations, and certain corporate entities. The firm emphasizes individualized asset-allocation models with a focus on equity income and balanced strategies.

Jake Blach is a financial advisor at The Premier Advisory Group, LLC in Omaha, NE, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Gallup, Inc. and Union Pacific, as well as a decade as a full-time student. The Premier Advisory Group offers fee-based financial planning and referral-based advisory services to individual clients, focusing on fixed flat fees for plans and coordinating with third-party money managers rather than managing client portfolios directly.

David Clark is a financial advisor with Clark Wealth Strategies, Inc in Omaha, NE, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at Clark Wealth Strategies since 2008. Outside of advising, he is an owner and partner in West Omaha Films, a film production company. Clark Wealth Strategies provides investment management and wealth planning services to individuals, high-net-worth clients, and retirement plan sponsors. The firm specializes in customized portfolio management using strategic asset allocation and offers a notable 1031 and passive real estate consulting practice alongside ERISA-fiduciary retirement plan consulting.

Michele Prell is a CFP® professional with 15 years of experience in the financial services industry. She currently serves at Stevens Capital Partners and has previously worked at firms including CalmWater Financial Group, Commonwealth Financial Network, Mariner Wealth Advisors, and Cor Clearing LLC. Stevens Capital Partners is an SEC-registered advisory firm serving individuals, charitable organizations, and businesses with approximately $810 million in assets under management across 661 client relationships. The firm provides ongoing investment management, access to third-party managers, and project-based financial planning, utilizing fundamental analysis and modern portfolio theory to develop individualized investment policies.

David Stevens CFP®,Founder & Principal After spending nearly 20 years of his career at TD Ameritrade, where he ran the largest advice practice in the nation, David founded Stevens Capital PartnersTM, an SEC fee-only Registered Investment Advisory Firm (formerly known as Purposeful Wealth). David is a University of Nebraska at Lincoln graduate, a series 66 licensed (Investment Advisor), and holds the CERTIFIED FINANCIAL PLANNER ™ designation. He is a proud member of the National Association of Personal Financial Advisors and is on the Board of Directors for the Financial Planning Association of Nebraska. David has been a guest speaker and panelist at local and national conferences throughout the financial industry. David and the team focus on your life, family, and priorities to help you determine, navigate, and achieve your goals. His commitment to the fiduciary model of investment management is one of the pillars that support his work ethic and core values. ‍He and his wife, Natalia have four children and live in Omaha, where he enjoys attending and coaching their children’s academic, musical, and athletic events. He sits on several boards and enjoys making a positive impact in the lives of others. Part of that commitment is his pledge to donate 10 percent of the profits of Stevens Capital PartnersSM to his community.

Dayne Lawyer is a financial advisor at MDRN Capital with five years of industry experience and holds a Series 65 designation. His prior experience includes roles at Northwest Wealth Management, SMART Wealth, Retire SMART, and D Bryant Retirement Strategies. Outside of his advisory work, he is involved with Northern Lights Venue, a wedding and private event venue, where he works as a bartender on a limited basis. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management and comprehensive financial planning. The firm uses a multi-advisor team model and typically constructs portfolios using independent managers and low-cost funds, combining fundamental and technical analysis with ongoing oversight.

Joseph Puetz is a financial advisor at Acrylic Financial, Inc. with 16 years of industry experience. He holds the Series 66 designation and has worked at several firms including Prudential, Virtue Capital Management, and IHT Wealth Management. Outside of advisory services, he places life insurance and fixed annuities through Broker's Alliance. Acrylic Financial, Inc. provides portfolio management and financial planning to individuals, other investment advisers, corporations, and pooled investment vehicles. The firm employs a combination of asset-allocation frameworks, active momentum models, fundamental and technical analysis, and modern portfolio theory to tailor programs to client goals and risk tolerance.

Ryan Pramberg is a financial advisor with Stevens Capital Partners in Omaha, NE, holding a Series 66 designation and four years of industry experience. He previously worked at Thrivent Financial and Thrivent Investment Management Inc before joining Stevens Capital Partners. Outside of his advisory role, he is the COO of SKOUT MEDIA LLC, a company specializing in website design and SEO blog writing. Stevens Capital Partners is an SEC-registered advisory firm serving individuals, charitable organizations, and businesses. The firm manages approximately $810 million in assets and provides investment management, access to third-party managers, and project-based financial planning using fundamental analysis and modern portfolio theory.