Michael App is a financial advisor at Bridges Investment Management Inc with 11 years of industry experience. He holds a Series 65 designation and has been with Bridges since 2017, following a year as a self-employed consultant at Firetaft LLC. Outside of his advisory role, he serves on several boards including American National Bank, Tetrad Corporation, and is involved with the Maha Festival, a nonprofit music festival, as treasurer and advisory committee member. Bridges Investment Management is a multi-team registered investment adviser managing approximately $11.3 billion, serving individuals, families, trusts, foundations, corporations, retirement plans, and private funds. The firm employs a client-driven process focused on long-term fundamental analysis and offers a range of investment and operational services, including fiduciary advice on retirement rollovers and management of proprietary investment vehicles.

Connor Pugno is a CFA® charterholder with five years of industry experience, currently serving at Bridges Investment Management Inc. He has worked at Bridges since 2018, with prior experience at Westwood Holdings Group, Mutual of Omaha, Dundee Venture Capital, and Creighton University. Outside of his advisory role, he is a board member of Circle Theatre Omaha, a nonprofit focused on arts programming. Bridges Investment Management, Inc. is a multi-team registered investment adviser managing approximately $11.3 billion. The firm provides discretionary and non-discretionary investment management, financial planning, and pension consulting services to a diverse client base, employing a client-driven process that emphasizes long-term fundamental analysis and offers a range of portfolio strategies as appropriate.

Lisa Kentfield is a financial advisor with Mutual Of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. She has worked with Mutual/United Of Omaha Insurance Company and Mutual Of Omaha Investor Services, Inc. since 1990. Outside of advisory work, she operates Kentfield Financial Company, an S-Corp, and is licensed as an insurance agent for life, health, and annuity products. Mutual Of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes a platform relationship with Envestnet and Pershing to deliver managed solutions and integrates advisory services with broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Nathan Legrand is a CFP® with 30 years of experience in the financial services industry. He is currently with Guardian Wealth Advisors, LLC and has previously worked at ORG Partners, WealthShield Partners, and Raymond James Financial Services. Outside of his advisory role, he serves on the Papillion Community Schools Foundation Board. Guardian Wealth Advisors provides investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional entities. The firm employs a systematic investment approach using mutual funds, ETFs, bonds, options, and equities, incorporating both fundamental and technical analysis.

Abdul Karim Safi is a CFP® with eight years of industry experience currently affiliated with SageSpring Wealth Partners. His prior roles include positions at Raymond James Financial Services and Northwestern Mutual. SageSpring Wealth Partners serves a diverse client base ranging from individual households to institutional and plan sponsors, offering tailored investment management, financial planning, and retirement plan consulting services. The firm combines multi-team scale and a mix of client types with access to OCIO and TAMP solutions alongside traditional wealth management.

Jay Nelson is a CFP® professional with five years of industry experience, currently serving at Avior Wealth Management, LLC since 2021. Prior to that, he spent four years with Nelson Van Denburg & Campbell Wealth Management Group, LLC. Avior Wealth Management serves a diverse client base including high-net-worth individuals, pension and retirement plans, corporations, trusts, and banks or thrift institutions, offering investment management, financial planning, pension consulting, and business consulting services. The firm employs a fundamental analysis investment approach with a combination of direct portfolio management and separately managed accounts, and operates affiliated tax, accounting, and insurance businesses.

Matthew Munyon is a financial advisor with M HOLDINGS SECURITIES, Inc. based in Omaha, NE, holding Series 63 and Series 66 credentials and bringing nine years of industry experience. He has worked at Swartzbaugh Farber for seven years and previously at Holmes and Munyon, PC for one year. Munyon is also involved in retirement plan administration through Swartzbaugh Farber & Associates, Inc. M HOLDINGS SECURITIES, Inc. serves a wide range of clients, including individuals, retirement plans, charitable organizations, and corporations, offering advisory and brokerage services such as discretionary investment management, retirement plan consulting, and insurance advisory. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, utilizing a network of independent firms and financial professionals across the country.

Charles Pugsley V is a financial advisor at Bridges Investment Management Inc with a Series 65 credential and one year of industry experience. His prior work includes roles at First National Bank of Omaha and Creighton University. Bridges Investment Management Inc is a multi-team registered investment adviser managing approximately $11.3 billion and offering investment management, financial planning, pension consulting, and related services to a diverse client base including individuals, foundations, corporations, and retirement plans. The firm employs a client-driven, long-term approach based on fundamental analysis and provides a range of portfolio strategies alongside adviser selection, educational workshops, and philanthropic support through its donor-advised fund.

Renee Welch is a financial advisor with Gladstone Wealth Partners in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Prior to joining Gladstone in 2022, she worked at Silverleaf Advisor Group and LPL Financial. Welch is involved in investment advisory services through multiple entities, including her role at Gladstone Institutional Advisory. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment solutions, with an investment approach implemented at the representative level and supported by platform-level due diligence by its Investment Committee.

Eric Shapiro is a CFP® with 11 years of industry experience and is affiliated with SageSpring Wealth Partners in Omaha, NE. He previously worked at Raymond James Financial Services from 2015 to 2024 and spent a year driving for Uber/Lyft. Shapiro leads his own practice, Eric J. Shapiro Wealth Team, within the Southwestern Investment Group. SageSpring Wealth Partners serves a diverse client base, including individual households and institutional clients such as retirement plans, banks, and sovereign wealth funds. The firm offers discretionary investment management and financial planning, employing tailored portfolios that incorporate a range of asset types and using fundamental and technical analysis alongside periodic rebalancing.

Michaella Petersen is a CFP® professional with 13 years of experience in the financial services industry. She is currently with Thrivent Advisor Network, LLC and has previously worked at Wells Fargo Advisors and Purshe Kaplan Sterling Investments. Petersen also owns MAPRP, LLC, which manages the financial advising practice RetirePath Advisors. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers portfolio management, financial planning, and access to independent managers, employing diversified investment strategies including mutual funds, ETFs, and individual securities.

Cindy Bojanski is a CFP®-designated financial advisor with ValMark Advisers, Inc. She has 20 years of industry experience and has previously worked at firms including LPL Financial and Northwestern Mutual. Outside of advising, she is co-owner of 4-3 Health, an orthotic and bracing company, and serves on the Endowment Committee at St. Patrick's Church in Fremont, NE. Additionally, she will teach a course on Financial Institutions and Markets as an adjunct professor at Midland University in Fall 2024. ValMark Advisers serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm employs a goal-based investment approach centered on diversified model portfolios and asset allocation, utilizing both proprietary and third-party platforms to deliver advisory and financial planning services.

Dustin Zuck is a financial advisor at Mutual Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wealth Enhancement Group, Securities America, and Wells Fargo Clearing. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, offering services such as asset management, financial planning, and ERISA plan consulting. The firm employs both active and passive investment strategies and manages approximately $9.45 billion through 154 advisors.

Ryan Mcquillan is a financial advisor at Avior Wealth Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Pruco Securities, LLC and Prudential Insurance Company of America from 2013 to 2022. Outside of his advisory role, he is an owner and realtor at MO PROPERTIES, LLC, focusing on bookkeeping and analysis. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in assets and serving a diverse client base including individuals, pension plans, charitable and corporate entities, and banking institutions. The firm employs a fundamental analysis-based investment approach with both long- and short-term strategies, offering comprehensive financial planning and business consulting services.

Cody Forbush is a CFP® professional with 15 years of experience in the financial industry. He is currently with Grimes & Company and has previously worked at Dickinson Investment Advisors, TS Capital, and TD Ameritrade. Grimes & Company provides discretionary investment management and financial planning to both individual and institutional clients, including high-net-worth individuals, trusts, pension plans, and governmental entities. The firm utilizes customized investment strategies supported by proprietary research and portfolio management systems, offering a range of services that include acting as a sub-advisor to other advisers and providing estate-planning support through the Vanilla platform.

Michael Hansen is a financial advisor at IAMS Wealth Management, LLC in Omaha, NE, holding a Series 65 credential with seven years of industry experience. He has been with IAMS Wealth Management for 10 years. IAMS Wealth Management provides investment advisory and financial planning services to individuals, corporations, retirement plans, trusts, and business entities. The firm offers discretionary portfolio management using proprietary and third-party models, ERISA 3(21) plan services, and standalone financial planning, employing a range of investment instruments and operational tools including AI for research and meeting transcription.

Anthony Cerone is a CFP® with 24 years of experience in the financial services industry. He is currently with Avior Wealth Management, LLC, where he has worked since 2021. Prior to that, he was with Nelson Van Denburg & Campbell Wealth Management Group, LLC for five years. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through approximately 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, offering investment management, financial planning, and business consulting with a focus on fundamental analysis and both long- and short-term strategies.

Lee Martin is a CFP® professional with 38 years of industry experience. He is currently with Avior Wealth Management, LLC, having joined in 2023 after ten years at Financial Advocates Investment Management and thirteen years at LPL Financial, LLC. Outside of his advisory work, he has operated a sole proprietorship selling fixed annuities in Bellevue, WA. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through approximately 120 financial professionals. The firm serves individual, pension, charitable, corporate, and banking clients using a fundamental analysis-based investment process that includes both long- and short-term strategies, with services spanning discretionary management, financial planning, and business consulting.

Jared Knobbe is a CFP® professional with 10 years of industry experience, currently affiliated with ValMark Advisers, Inc. He has worked with Valmark Securities, Inc. since 2023 and previously held roles at LPL Financial and Waddell & Reed Inc. Outside of financial advising, he operates JK Horseshoeing Services and serves on the Engler Alumni Board, focusing on business development and entrepreneurial support. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, alongside a range of proprietary platforms and advisory services.

Brett Badalucco is a financial advisor at First National Advisers, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including BMO Nesbitt Burns Securities Ltd., BMO Bank N.A., Bancwest Investment Services Inc., and Bank of the West. First National Advisers, LLC, a subsidiary of First National Bank of Omaha, provides discretionary investment management to individuals and institutions. The firm offers diversified equity and fixed-income models, managed mutual fund and individual equity strategies, and a team-based wealth service called Private Wealth Reserve.