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.

Allison Cerven is a CFP®-certified financial advisor with 12 years of industry experience, currently at Cornerstone Financial Group, LLC. Her prior work includes roles at TS Bank and Callahan Financial Planning Company. Cornerstone Financial Group provides financial planning and discretionary asset management to individuals, families, high-net-worth clients, and institutional accounts. The firm manages diversified portfolios using a range of investment vehicles and employs both fundamental and technical analysis within a discretionary trading framework.

Jay Kammerer is a financial advisor at Stonebridge Wealth Systems LLC in Omaha, NE, with five years of industry experience. He holds a Series 66 designation and previously worked at First Command Insurance Services, Inc., First Command Advisory Services, Inc., First Command Brokerage Services, Inc., and Pathfinders Strategic Partners. Stonebridge Wealth Systems LLC provides discretionary asset management, financial planning, and limited-scope ERISA 3(21) fiduciary services to individuals, high net worth clients, trusts, and retirement plans. The firm uses a combination of in-house and outsourced managers to construct portfolios aligned with client goals and risk tolerance, employing several analytical methods and ongoing oversight of sub-advisors.

Hope Dogbevia is a CFP® with three years of experience and is currently an advisor at Keystone Financial Services, LLC. Prior to joining Keystone, she worked at Clarkson College and Summitsoft Corporation. She is also involved with I See It Ventures, Inc., a business management company where she provides bookkeeping and payroll services. Keystone Financial Services offers discretionary investment management and advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term, client-specific investment approach using ETFs, mutual funds, stocks, and bonds, and combines investment management with tax preparation, accounting, and business consulting services.

Travis Portwood is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Allen Capital Group, LLC since 2018. His prior experience includes roles at Montage Securities, LLC and Mariner Wealth Advisors. Allen Capital Group, LLC provides advisory services to individuals, retirement plans, trusts, corporations, charitable organizations, and private funds. The firm employs a long-term, individualized investment approach combining fundamental equity analysis with active and passive strategies, and manages approximately $1.22 billion in discretionary assets.

Michael Bridgman is a ChFC® credentialed financial advisor with 26 years of industry experience, currently serving at Cambridge Advisors Inc since 1999. He is based in Omaha, NE, and holds Series 63 and Series 65 licenses. Cambridge Advisors Inc. serves individuals, families, retirement plans, and not-for-profit organizations with customized investment management and financial planning services. The firm emphasizes diversified asset allocation and a fundamental growth-at-a-reasonable-price approach, managing over $600 million with a small, employee-owned team.

Aaron Homan is a financial advisor at Prairie Wealth Advisors, Inc. in Omaha, NE, with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Northwestern Mutual Investment Services LLC and FBL Financial Group. Prairie Wealth Advisors serves individual clients, including high-net-worth households, as well as pension plan sponsors, trusts, charitable organizations, and pooled investment vehicles. The firm offers portfolio and asset management, financial planning, pension consulting, and investment management for privately offered pooled vehicles, using a range of investment strategies and periodic account reviews.

Caitlin Leibman is a financial advisor at Leibman Financial Services, Inc. with three years of industry experience. She holds the Series 66 designation and has worked with LPL Financial since 2018. Prior to her advisory roles, she was employed at Doane University from 2014 to 2020. Leibman Financial Services provides investment advisory and planning services to individuals, trusts, estates, and business entities, including high-net-worth clients. The firm employs a value-oriented, long-term investment strategy with tactical asset allocation and fundamental analysis, offering both discretionary and non-discretionary asset management along with portfolio monitoring and written financial plans.

James Brauer is a financial advisor at Cornerstone Financial Group, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Comcast Corporation for eleven years. Cornerstone Financial Group, LLC provides financial planning and investment advisory services to individuals, families, high net worth clients, and institutions. The firm manages diversified portfolios using mutual funds, ETFs, individual equities, bonds, and other securities, employing both fundamental and technical analysis with asset allocation as the primary portfolio construction method.

Justin Sholin is a CFP® professional with 15 years of industry experience, currently practicing at Keystone Financial Services, LLC. He has held roles at Private Client Services and CETERA Advisor Networks, and has been with Keystone Financial since 2010. Outside of advising, he is a partial owner of Aspiring Eagles, a local office rental business. Keystone Financial Services is an SEC-registered 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 and financial planning, utilizing ETFs, mutual funds, and individual securities while providing ongoing client contact and discretionary portfolio management.