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.

Whitney Engle is an advisor at Leibman Financial Services, Inc. in Louisville, NE, holding a Series 66 designation with one year of industry experience. Her work history includes roles at LPL Financial LLC and Cambridge Investment Research, as well as experience outside the financial industry at 228main.com and in other fields. Leibman Financial Services provides investment advisory and planning services to individuals, trusts, estates, and business entities, emphasizing a value-oriented, long-term strategy with tactical asset allocation and fundamental analysis. The firm serves a range of clients including high-net-worth individuals and manages donor-advised funds while offering household-level management and allowing clients to impose investment restrictions.

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.

Benjamin Sande is a financial advisor with Keystone Financial Services, LLC in Omaha, NE, holding Series 65 and Series 63 licenses with three years of industry experience. He has held roles at firms including Private Client Services, LLC, Primerica Advisors, and Lincoln Financial Group. Keystone Financial Services is a team advisory firm managing approximately $240.3 million on a discretionary basis for over 1,000 clients. The firm serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans, offering customized, primarily long-term investment management and financial planning using a mix of ETFs, mutual funds, and individual securities.

Colton Koehler is an investment advisor at Convergence Advisory Group in Omaha, NE, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Inc and Continuum Financial. Outside of his advisory work, Koehler is involved in a family farm as a farm hand and works as an independent insurance broker agent. Convergence Advisory Group manages approximately $90 million for individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm provides discretionary portfolio management, financial planning services, and educational programs, employing a variety of analytical methods and trading strategies tailored to client objectives.

Blake Grimm is a financial advisor at SMART Wealth, LLC in Omaha, NE, holding a Series 65 license with four years of industry experience. His prior roles include positions at Retire SMART, LLC and F&M Bank. 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 the SMARTWay ETFs, and provides specialized services through affiliated firms.

Jacob Orand is a Series 65-licensed financial advisor with SMART Wealth, LLC in Omaha, NE, and has two years of industry experience. Prior to joining SMART Wealth, he worked at Retire SMART, LLC and has held roles at United Way of the Midlands and the Omaha Children's Museum. SMART Wealth serves individual and high-net-worth households with retirement income strategies, investment advisory, portfolio management, and financial planning. The firm focuses on discretionary portfolio management using in-house models and sub-advisers, including the SMARTWay ETFs, and offers a Private Wealth Partners division for affluent clients with $5 million or more in investable assets.

Cindy Christensen is a Series 65 licensed advisor with Westchester Capital Management Inc in Omaha, NE, where she has worked since 2016. She brings 31 years of industry experience to her role on the firm’s three-advisor team. Westchester Capital Management provides discretionary investment management and portfolio supervision to individuals, family entities, pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs a value-oriented, long-term investment approach focused on fundamental analysis and diversification, managing approximately $691 million with an investment-only focus and formal committee governance.

Andrew Arkfeld is a financial advisor at Arkfeld Wealth Strategies, L.L.C. in Omaha, NE, with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Arkfeld Wealth Strategies since 2018 and Wells Fargo Advisors since 2012. Outside of advisory services, he is involved in several business ventures, including non-investment farming and salon businesses. Arkfeld Wealth Strategies provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan services to individuals, families, and businesses. The firm employs an investment approach based on modern portfolio theory with a focus on global diversification, fundamental security analysis, and consideration of market trends and economic cycles.

Paul Ferguson is a financial advisor with SMART Wealth, LLC in Omaha, NE, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at U.S. Bancorp Investments, U.S. Bank, and Wells Fargo Bank. He served six years in the United States Army Nebraska National Guard. SMART Wealth serves individual and high-net-worth households with retirement income strategies, investment advisory, portfolio management, and financial planning. The firm uses in-house model strategies and sub-advisers for discretionary portfolio management and sponsors the SMARTWay ETFs, offering specialized services for affluent clients through its Private Wealth Partners division.

Tristan Thoms is a financial advisor at Arkfeld Wealth Strategies, L.L.C. in Omaha, NE. He holds a Series 65 designation and has experience working at Bankers Life and Casualty, TD Ameritrade, and other firms prior to joining Arkfeld. Outside of finance, he previously operated a small landscaping business. Arkfeld Wealth Strategies serves individuals, families, businesses, and retirement plans with portfolio management, financial planning, and retirement plan advisory services. The firm uses a globally diversified investment approach guided by modern portfolio theory and fundamental analysis, tailoring strategies to client risk profiles.

David Baumann is a financial advisor at Quantum Financial Partners LLC in Omaha, NE, holding Series 63 and Series 66 licenses with 20 years of industry experience. He has been with Quantum Financial Partners since 2016. Outside of his advisory role, Baumann works as an independent insurance agent for various companies on a limited basis. Quantum Financial Partners provides investment advisory and portfolio management services to individuals, family trusts, corporations, foundations, and small businesses. The firm employs a combination of fundamental, technical, and quantitative analysis to manage individual accounts and operates a private pooled investment vehicle with performance-based fees, a practice that is uncommon among its peers.