Matthew Holloway is a CFP® with 18 years of experience in the financial industry. He currently serves as an advisor at America First Investment Advisors LLC, a firm he has been with since 2014. America First Investment Advisors provides discretionary portfolio management and financial planning services to individuals, employee benefit plans, trusts, estates, charitable organizations, and other entities. The firm employs a value-oriented equity approach focusing on balance sheet strength, cash flow, and management capital allocation, typically holding 15–25 equity positions when fully invested.

Jason Wolff is a financial advisor at Arkfeld Wealth Strategies, L.L.C. in Omaha, Nebraska, with five years of industry experience. He has been with Arkfeld Wealth Strategies since 2019 and previously worked for over two decades at McKinnis Roofing. Wolff holds a Series 65 designation and also works as an independent insurance agent representing various carriers. Arkfeld Wealth Strategies serves individuals, families, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory services. The firm uses a globally diversified investment approach guided by modern portfolio theory and fundamental security analysis, tailoring strategies to client risk profiles.

Stephen Perry is a financial advisor at America First Investment Advisors LLC in Omaha, NE. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining America First Investment Advisors, he worked at Spreetail and FNBO. America First Investment Advisors provides discretionary portfolio management and financial planning for individuals, employee benefit plans, trusts, estates, charitable organizations, and other entities. The firm follows a value-oriented equity process and typically manages portfolios with 15 to 25 equity positions, using ETFs or no-load mutual funds for smaller accounts.

Diane Klitz is a financial advisor with Axos Invest, Inc, holding a Series 66 designation and eight years of industry experience. Her career includes roles at Axos Clearing, LLC, Morgan Stanley, and Cor Clearing LLC. Axos Invest provides automated investment advisory services to individual investors through a digital platform, offering model-based portfolio management primarily using mutual funds and ETFs. The firm emphasizes asset allocation, diversification, and thematic exposures, supported by an internal Portfolio Management Group that coordinates third-party models and portfolio customization.

Nathan Fichter is a financial advisor at RIA Advisory Group, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at VisionPoint Advisory Group, LPL Financial, and Questar Capital Corporation. Outside of advising, he is involved in several business ventures including ownership of a Montessori school and a car wash. RIA Advisory Group, LLC is a multi-team registered investment adviser serving individuals, trusts, estates, and corporations. The firm manages diversified portfolios using discretionary strategies based on fundamental and technical analysis and maintains formal affiliations with legal and accounting professionals.

Jeremy Love Shamblen is a financial advisor with SMART Wealth, LLC in Omaha, NE, holding Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at Charles Schwab, Pinnacle Bank, and as an assistant golf professional at Council Bluffs Country Club. Outside of finance, he assists members with the check-in process at Council Bluffs Country Club. SMART Wealth serves individual and high-net-worth households, focusing on retirement income strategies, investment advisory, portfolio management, and financial planning. The firm manages discretionary portfolios using in-house models and sub-advisers, and sponsors the SMARTWay ETFs, offering a range of affiliated services including insurance, tax preparation, and educational events.

Austin Miller is a financial advisor at WealthPlan Investment Management LLC with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at WealthPlan Investment Management since 2025. Miller is also a financial planner with WealthPLAN Partners, LLC, and has experience selling insurance policies as a fixed insurance producer. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 investment professionals managing approximately $2.18 billion in assets. The firm provides financial planning, discretionary and non-discretionary investment management, and retirement plan services to individuals, high-net-worth clients, and institutional entities, employing model-based strategies and a range of investment vehicles.

Jeffrey Fisher is a financial advisor at Prota Financial in Omaha, NE, holding a Series 65 designation with three years of industry experience. Prior to joining Prota Financial, he worked at PricewaterhouseCoopers, LLP for three years. He is also involved in accounting and CPA work through Etaxnotes, LLC, dedicating approximately 12 hours per week to this activity. Prota Financial provides discretionary investment management and financial planning services primarily to individuals, high-net-worth clients, and small businesses. The firm uses model-based portfolio management, including Sharia-compliant options, and manages approximately $270 million in assets.

James Shoquist is a CFP® and holds a Series 66 license with 16 years of industry experience. He has been with Northwest Wealth Management, LLC since 2014. Northwest Wealth Management, LLC provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, estates, and retirement plans. The firm follows a long-term, buy-and-hold investment approach and utilizes third-party managers while offering ongoing portfolio monitoring and periodic reporting.

Dylan Janzen is a Series 65-licensed advisor at Future Capital Management Inc. in Omaha, NE, with five years of industry experience. He has previously worked at Foundations Investment Advisors LLC and Senior Benefit Group, among others. In addition to his advisory role, he is involved in insurance sales as a licensed insurance agent. Future Capital Management provides fee-based investment management primarily to individual investors, as well as pension and profit-sharing plans, trusts, estates, and corporations. The firm employs an active, tactical investment approach with discretionary portfolio management and offers financial planning and retirement consulting services.

Phil McDonnell is a CFP® professional with 19 years of industry experience, currently serving as an advisor at JRM Investment Counsel, LLC since 2013. He holds Series 63 and Series 66 licenses and is based in Omaha, NE. JRM Investment Counsel provides discretionary investment management and financial planning services to individuals, families, trusts, business entities, retirement plans, and charitable organizations. The firm focuses on customized, tax-aware multi-asset portfolios and offers ERISA fiduciary consulting and plan services, operating as a wholly employee-owned team of three principals.

Lorraine Dimartino is a financial advisor with Capital Synergy Partners in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Financial West Group since 2006. Outside of her advisory role, she serves as president of Dimartino & Associates, Inc., an insurance brokerage specializing in health, Medicare supplement, life, and long-term care insurance. Capital Synergy Partners serves both non-high-net-worth and high-net-worth individual clients, offering portfolio management, financial planning, third-party money manager programs, and advisor-managed accounts. The firm operates as both a registered investment adviser and broker-dealer, employing a mix of fundamental, technical, and cyclical investment analysis methods with a primarily non-discretionary advisory approach.

Karver Miller is a Series 65 registered advisor with SMART Wealth, LLC in Omaha, NE. He has been with SMART Wealth since 2026 and has prior experience at Retire SMART, United Health Group, and Restoration Systems. Miller also worked in educational roles at the University of Nebraska - Lincoln and Chaska High School before joining the financial industry. SMART Wealth serves individual and high-net-worth households with retirement income strategies, investment advisory, portfolio management, and financial planning. The firm manages discretionary portfolios through in-house models and sub-advisers and offers services tailored to affluent clients through its Private Wealth Partners division.

Jack Mcdonnell is a financial advisor at JRM Investment Counsel with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with JRM Investment Counsel since 2006. Mcdonnell also has a longstanding role at Midstates Bank, N.A., where he has worked since 2002. JRM Investment Counsel serves individuals, families, trusts, business entities, retirement plans, and charitable organizations by providing discretionary investment management and a range of financial planning services. The firm emphasizes customized, tax-aware multi-asset allocation portfolios and offers ERISA fiduciary services, with a small team structure that includes co-management and co-investment alongside clients.

Kevin Murphy is a CFP® certificant with 11 years of industry experience. He is currently with Stevens Capital Partners and previously worked at Fisher Investments, Pacific Select Distributors, Pacific Life Insurance Company, and Great-West Financial. Stevens Capital Partners is an SEC-registered advisory firm that serves individuals, charitable organizations, and businesses, managing approximately $810 million in assets across about 661 client relationships. The firm offers investment management, access to third-party managers, and project-based financial planning, using fundamental analysis alongside modern portfolio theory to guide portfolio construction.

Justin Carlson is a CFP® and ChFC® with eight years of industry experience. He currently works at Stevens Capital Partners and previously held roles at CWM, LLC, Cetera Advisor Networks, and Thrivent Financial. Outside of his advisory career, he has been involved with Wolfpack Elite Basketball, LLC since 2015. Stevens Capital Partners is an SEC-registered advisory firm serving individuals, charitable organizations, and businesses. The firm manages approximately $810 million in assets for about 661 client relationships and employs a team of ten advisors. It offers investment management, access to third-party managers, and comprehensive financial planning using fundamental analysis and modern portfolio theory.

Dawson Emond is a Series 65 licensed advisor with SMART Wealth, LLC in Omaha, Nebraska, and has two years of industry experience. His prior work includes roles at Retire SMART, LLC and service in the United States Navy. SMART Wealth serves individual and high-net-worth households with retirement income strategies, investment advisory, portfolio management, and financial planning. The firm manages discretionary portfolios using in-house models and sub-advisers, offers a Private Wealth Partners division for affluent clients, and sponsors the SMARTWay ETFs within managed accounts.

Zachary Ritchey is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Private Wealth Asset Management. His prior experience includes roles at Wells Fargo Bank and Wells Fargo Clearing Services, as well as Cetera Advisor Networks and LPL Financial. He is also a licensed insurance agent involved in the sales of sickness, accident and health insurance, life, and annuities. Private Wealth Asset Management provides advisory services to individuals, family offices, trusts, estates, philanthropic organizations, business entities, and retirement plans. The firm manages approximately $1.85 billion in discretionary assets and employs a strategic asset allocation approach supported by quantitative, fundamental, and technical analysis.

Jon Mc Grew is a financial advisor at Prairie Wealth Advisors, Inc. in Omaha, NE, holding a Series 66 designation with five years of industry experience. Prior to joining Prairie Wealth Advisors in 2026, he worked at RBC Capital Markets, LLC for five years and spent over two decades at Voss Electric. He serves as president of the Fox Hollow First Addition Neighborhood Association and is a board member of the Michael and Sara Voss Foundation. Prairie Wealth Advisors is a team-based registered investment adviser managing approximately $558 million in client assets, serving individuals and high-net-worth clients with portfolio management, financial planning, and pension consulting. The firm offers tailored portfolios using ETFs, mutual funds, stocks, and bonds, with formal quarterly reviews and the use of independent managers and digital tools.

Marcus Wagstaff is a financial advisor at Keystone Financial Services, LLC with one year of industry experience. He holds a Series 66 designation and has worked at Private Client Services and Private Client Services, LLC. Outside of his advisory role, he is involved with Sweet Spot Ventures LLC. Keystone Financial Services is an SEC-registered team advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers customized, primarily long-term investment management along with financial planning, retirement plan advisory, tax preparation, and business consultation services.