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.

Tyler Kanne is a financial advisor with Convergence Advisory Group in Omaha, NE, holding Series 63 and Series 65 credentials and 12 years of industry experience. He previously worked at Securities America Inc and Continuum Financial. Outside of his advisory role, he volunteers as a financial educator with the Financial Education Collaborative Inc. Convergence Advisory Group provides investment advice and financial planning to individuals, trusts, estates, charitable organizations, corporations, and other business entities, managing approximately $90 million across several hundred client relationships. The firm offers discretionary portfolio management, subscription planning services, and a 12-month DIY Investor Rehab program, employing a variety of analytical methods and trading strategies while also conducting educational seminars and workshops.

Brenden Tauber is a financial advisor at WealthPlan Investment Management LLC in Omaha, NE, holding a Series 65 designation with two years of industry experience. His work history is primarily with Feltz WealthPlan from 2022 to the present, interspersed with periods as a student. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of about 29 professionals managing approximately $2.18 billion in assets for over 2,000 clients. The firm provides comprehensive financial planning, investment management, and retirement plan services to individuals, high-net-worth clients, institutions, and other advisers, employing model-based strategies and a variety of investment vehicles.

Wade Behlen is a financial advisor at WealthPlan Investment Management LLC in Omaha, NE, holding Series 63 and Series 65 licenses with 19 years of industry experience. His career includes roles at WealthPlan Investment Management since 2020, along with prior experience at Securities America, Inc. and LPL Financial. He serves as a board member for Wealth Plan Gives, a nonprofit organization that discusses charitable support initiatives. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 professionals managing approximately $2.18 billion in assets. The firm provides comprehensive financial planning and investment management services to individuals, high-net-worth clients, retirement plans, trusts, corporations, and institutional clients, using model-based strategies combined with mutual funds, ETFs, individual securities, alternatives, and private placements.

Nancy Laug Sholin is a financial advisor at Keystone Financial Services, LLC with 39 years of industry experience. She holds the ChFC® and Series 63 designations. Prior to joining Keystone in 2020, she worked at Cetera Advisor Networks LLC from 2007 to 2020. Outside of advising, she is partially involved in property management and accounting for short-term rental and business office properties. Keystone Financial Services provides discretionary investment management and advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a primarily long-term, client-specific investment approach and combines portfolio management with services such as tax preparation, accounting, and ERISA-focused retirement plan oversight.

Barry Dunaway is a CFA® charterholder with 26 years of industry experience. He has been with America First Investment Advisors LLC since 2004 and holds a Series 63 license. He is based in Omaha, NE, and works within a seven-advisor team at the firm. America First Investment Advisors provides discretionary portfolio management and financial planning services for a range of clients, including individuals, employee benefit plans, trusts, estates, and charitable organizations. The firm follows a value-oriented equity approach, primarily investing in individual stocks, fixed-income securities, and money-market funds, often using exchange-traded funds for fixed-income exposure.

Garth Terlizzi Sr. is a financial advisor with WealthPLAN Partners in Omaha, NE, holding the Series 63 designation and bringing 44 years of industry experience. His prior experience includes long tenures at LPL Financial and Securities America, Inc. Outside his advisory role, he is involved in property management through ownership of rental and office properties with his wife. WealthPLAN Partners offers financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutions. The firm employs a strategy diversification approach across various asset types, generally managing accounts on a discretionary basis with ongoing monitoring and rebalancing.

Dante Smith is a financial advisor at WealthPlan Investment Management LLC with nine years of industry experience. He holds a Series 66 designation and has worked at several firms, including Triad Wealth Partners, WealthSource Partners, and American Financial Network Advisory Services. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of approximately 29 professionals overseeing about $2.18 billion in assets. The firm serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and institutional clients using model-based strategies that include mutual funds, ETFs, equities, fixed income, alternatives, and private placements, alongside third-party strategists and sub-advisers.

Damon Feltz is a financial advisor with WealthPLAN Partners in Omaha, NE, holding Series 65 and Series 63 licenses and 17 years of industry experience. His prior work includes roles at FOG Equities LLC, Penserra Securities, and Cheevers & Co., Inc. Outside of advisory work, he is the owner of One Old Mill, LLC. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutional clients. The firm employs a “Strategy Diversification” approach that includes allocation across mutual funds, ETFs, individual securities, and alternative strategies, generally managing accounts on a discretionary basis with ongoing monitoring and rebalancing.

Donna Erickson Nelson is a Series 65-licensed financial advisor with Westchester Capital Management Inc in Omaha, NE. She has 28 years of industry experience and has worked at Westchester Capital Management since 2012. Westchester Capital Management provides discretionary investment management and ongoing portfolio supervision to individuals, family entities, retirement plans, charitable organizations, and small businesses. The firm uses a value-oriented, long-term investment approach focusing on diversified portfolios of equities, fixed income, mutual funds, and ETFs, with an investment-only focus that excludes standalone financial planning services.

Louis Brunning is a financial advisor with WealthPLAN Partners in Omaha, NE, holding a Series 65 license and six years of industry experience. His prior roles include positions at Securities America Advisors, Mutual of Omaha Investor Services, and Northern Natural Gas. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutional clients such as foundations and nonprofits. The firm employs a diversified investment approach across mutual funds, ETFs, individual securities, and alternative strategies, generally managing client accounts on a discretionary basis with ongoing monitoring and periodic rebalancing.

Michael Schudel is a financial advisor at SMART Wealth, LLC in Omaha, NE, holding CFP® and ChFC® designations with 12 years of industry experience. His prior work includes roles at AE Wealth Management, Retirement Wealth Advisors, and Carson Wealth. SMART Wealth serves individual and high-net-worth households with retirement income strategies, ongoing investment advisory, portfolio management, and financial planning. The firm offers a Private Wealth Partners division for clients with $5 million or more in investable assets and generally manages discretionary portfolios using in-house model strategies, sub-advisers, or turnkey platforms.