David Ricchini is a financial advisor at IAMS Wealth Management, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Apollon Wealth Management, Brinker Capital Securities, and TD Ameritrade. Outside of finance, he has experience working in golf course operations and in lawn care services. IAMS Wealth Management provides investment advisory and financial planning services to a diverse client base, including individual investors, corporations, retirement plans, and trusts. The firm employs discretionary portfolio management with various model-based strategies and utilizes a wide range of investment instruments while maintaining corporate affiliations in insurance marketing and broker-dealer distribution.

Saleena Jackson is a financial advisor at Geneos Wealth Management, Inc. with 3 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Sequoia Wealth Partners and Geneos Wealth Management since 2020. Outside of finance, she has served as an executive assistant for an auto maintenance business. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm offers financial planning, portfolio management, and access to third-party money managers through various programs, employing a range of investment strategies including discretionary and non-discretionary approaches.

Nathan Despain is a Series 65-licensed financial advisor with two years of industry experience. He is currently with Advisory Services Network and previously worked at Arkfeld Wealth Strategies and Point Guard Management. Outside of advising, he owns and operates Omaha 3 LLC, a real estate business in Sequim, Washington. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing diversified investment strategies tailored to clients’ objectives and risk tolerances.

Andrew Frahm is a CFP® and CFA® with four years of experience at First National Advisers, LLC and eight years in wealth management at First National Bank of Omaha. He serves as Director of Investment Management at First National Bank of Omaha, where he manages portfolios for high net worth clients, institutions, foundations, and endowments. First National Advisers, LLC provides discretionary investment management to individuals and a variety of institutional clients, focusing on asset allocation, fund screening, and risk monitoring across a range of investment objectives. The firm is a wholly owned subsidiary of First National Bank of Omaha and manages approximately $7.3 billion in discretionary assets.

Daniel Miller is a financial advisor at The Patriot Financial Group, LLC in Omaha, NE, holding a Series 65 credential with one year of industry experience. His prior work includes roles at Unified Legacy Advisors, Colliers International, and Creighton University. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, employing various investment strategies and utilizing a range of investment products including mutual funds, ETFs, fixed income, private equity, and advisory annuities.

Ryan Holt is a financial advisor at Mutual of Omaha Investor Services, Inc. with three years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Mutual of Omaha Investment Services since 2022. Outside of advisory work, Holt is involved in several entrepreneurial ventures, including serving as president and CEO of Redemption Expressions, an online clothing store, and operating a small marketing agency focused on faith-based organizations. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans. The firm offers a range of managed account programs and financial planning services, delivering solutions primarily through a platform relationship with Envestnet and utilizing Pershing as custodian and broker-dealer.

Justin Vossen is a CFP® professional with 18 years of industry experience, currently serving at Lutz Financial Services, LLC since 2007. He holds Series 63 and Series 65 licenses and is based in Omaha, NE. Lutz Financial advises individuals, retirement plans, charitable organizations, and business entities, offering portfolio management, retirement plan consulting, financial planning, and a digital Automated Investment Program. The firm’s investment approach includes tailored portfolios using mutual funds, ETFs, and individual bonds, with ongoing monitoring and rebalancing, and maintains an affiliation with a certified public accounting firm to support coordinated tax and accounting services.

Konstantin Etus is a CFA® charterholder and holds a Series 65 license with 15 years of industry experience. He has been with Dynamic since 2021, previously working at Orion Portfolio Solutions, LLC for one year and CLS Investments, LLC for nine years. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and unaffiliated registered investment advisers. The firm employs a client-specific portfolio construction process that incorporates various securities and strategies, and it places significant emphasis on supporting other advisers through technology, operational support, and sub-advisory services.

Michael Forker is a Series 65-licensed financial advisor with 12 years of industry experience. He has worked at CLS Investments, LLC for 10 years before joining Orion Portfolio Solutions, LLC and Orion Advisor Solutions in 2022. He is based in Omaha, NE. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, including retirement plans and charitable organizations. The firm focuses on model-driven and managed-account solutions and operates multiple platforms to support a large client base and significant assets under administration.

Randy Ickler is a financial advisor at Focus Partners Wealth, LLC with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has prior experience at Churchill Management Group and TD Ameritrade Inc. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a variety of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies, third-party managers, and private funds.

Matthew Brewsaugh is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. His career includes roles at Brinker Capital Securities, Ross, Sinclaire & Associates, LLC, and a period of self-employment. Orion Portfolio Solutions primarily serves independent investment advisory firms and their end clients, along with retirement plans, charitable organizations, and corporate and institutional sponsors. The firm offers model-driven and managed-account solutions and supports roughly 198 advisors and over 185,000 client relationships with approximately $64.8 billion in assets under administration.

Tyler Grubb is a CFP® and Series 65-registered advisor with Mariner Wealth Advisors, based in Omaha, NE, and has two years of industry experience. Prior to joining Mariner, he worked for Conagra Brands for seven years and attended the University of Nebraska–Lincoln as a full-time student. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm implements discretionary, customized portfolios supported by in-house research and third-party managers, and provides specialized offerings such as ERISA 3(38) retirement plan solutions and integrated tax and accounting services.

Vernon Wheeler is a financial advisor with CWM, LLC in Omaha, NE, holding a Series 66 designation and bringing nine years of industry experience. He has previously worked with firms including BancWest Investment Services, Securities America Advisors, and Bank of the West. Outside of finance, Wheeler teaches college-level theatre classes at Metropolitan Community College and has worked as a professional actor in theatre, film, and commercials. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through its network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, utilizing discretionary account management with model portfolios overseen by an Investment Committee that integrates fundamental and technical analysis and access to alternative investments.

Dylan Dwyer is a CFP® and CFA® credentialed advisor at Orion Portfolio Solutions, LLC with one year of industry experience. He previously worked at Brown Brothers Harriman & Co for five years and NBT Bancorp for three years. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, as well as retirement plans, charitable organizations, and corporate sponsors. The firm emphasizes model-driven and managed-account solutions and supports approximately 198 advisors managing over $64 billion in assets.

Barry Gilbert is a financial advisor at CWM, LLC with 13 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial. Gilbert serves as Vice President and Asset Allocation Strategist, focusing on portfolio construction and investment decision support. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of partner offices and over 600 advisors. The firm manages discretionary accounts using model portfolios and a combination of fundamental and technical analysis, offering portfolio management, financial planning, and retirement-plan services.

Shane Denton is a financial advisor with CWM, LLC based in Omaha, NE, holding a Series 66 credential and five years of industry experience. His prior roles include positions at Cetera Wealth Services, LPL Financial, and NJN Financial Group. Denton is involved in investment research and portfolio analysis, contributing to the firm's model portfolio strategies. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

William Wostoupal is a financial advisor at Orion Portfolio Solutions, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Brinker Capital Securities and Northstar Financial Services Group. Outside of advisory work, he is a co-owner of two real estate investment companies where he performs limited administrative duties. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, retirement plans, and institutional sponsors. The firm focuses on model-driven and managed-account solutions, offering technology-enabled portfolio management and integrated platform services across approximately 198 advisors and over 185,000 client relationships.

Curren Webb is a financial advisor at Osaic Advisory Services, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Arbor Point Advisors and Securities America Inc. Webb is co-owner of Fortress Wealth Advisors, an LLC used to manage expenses and provide financial planning and securities-related services. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers comprehensive investment management and financial planning services through multiple program models, leveraging both proprietary and third-party platforms.

Christina Muska is a financial advisor at Hightower Advisors in Omaha, NE, holding the Series 66 designation with three years of industry experience. She has worked at Hightower Advisors since 2022 and was previously employed at Physicians Mutual. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering multi-manager solutions and access to both affiliated and third-party managers. The firm’s approach includes discretionary and non-discretionary portfolio management, with expertise in managing cross-border exposures and institutional mandates.

David Matzko is a financial advisor with CWM, LLC in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at LPL Financial and Morgan Stanley Smith Barney. He serves as a senior analyst in investment research within CWM’s affiliated entities. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm employs discretionary management using model portfolios overseen by an internal Investment Committee and offers services including portfolio management, financial planning, and retirement-plan solutions.