Kai Meacham is a financial advisor at SageSpring Wealth Partners with one year of industry experience. He holds a Series 65 designation and has a diverse background including roles at Recreational Equipment Inc and multiple positions at the University of Nebraska-Lincoln. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets through a team of 75 advisors. The firm serves a broad range of individual and institutional clients, offering personalized investment management, financial planning, and retirement plan consulting with a goals-based, discretionary approach.

Adriane Washburn is a financial advisor at Lutz Financial with 22 years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones and Principal Life Insurance Company. In addition to her advisory role, she is an Independent Insurance Agent. Lutz Financial serves 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 approach includes tailored portfolios using mutual funds, ETFs, and individual bonds, with ongoing monitoring and client-directed restrictions.

Mark Powell Sr. is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 licenses and over a decade of experience in the financial services industry. His career includes roles at New York Life Insurance Company and NYLIFE Securities LLC, as well as involvement with Lasting Legacy Collaborative and Oxbow Life Strategies, LLC. 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, combining advisory, broker-dealer, and insurance services within the Mutual of Omaha group.

Corby Mastalir is a CFP® with 17 years of industry experience, currently serving at Belpointe Asset Management LLC since 2024. His prior experience includes roles at Prairie Wealth Advisors and Cambridge Investment Research Inc. Outside of advisory work, he is involved in fixed insurance sales, including life insurance, disability, long-term care, and fixed annuities. Belpointe Asset Management serves a diverse client base ranging from individual investors to corporations and other registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance.

Jeremy Palensky is a financial advisor with Avior Wealth Management, LLC in Omaha, NE, holding a Series 66 designation and 14 years of industry experience. Prior to joining Avior in 2024, he worked at First Investments and Planning and Raymond James Financial Services. Outside of finance, Palensky owns JerPal Sports Cards & Collectibles, LLC, where he buys, grades, and sells sports cards. Avior Wealth Management serves a diverse client base including high-net-worth individuals, pension and retirement plans, corporations, trusts, and banks or thrift institutions. The firm employs a fundamental investment approach with a combination of direct portfolio management and separately managed accounts, offering both modular and comprehensive financial planning services.

Charles Aikins Jr. is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at Mutual Advisors since 2021, with prior roles at Securities America Advisors and Mutual of Omaha Investor Services. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm offers a range of services such as asset management and financial planning, employing both active and passive strategies tailored through various analytical methods and specialized platforms.

Samantha Rathje is a CFP®-certified financial advisor with Bridges Investment Management Inc. in Omaha, NE, bringing five years of industry experience. Prior to joining Bridges in 2021, she worked six years at Lincoln Mattress & Furniture Company. Outside of her advisory role, she is involved as a distributor of essential oils and as a beauty influencer for personal care products. Bridges Investment Management is a multi-team registered investment adviser managing approximately $11.3 billion in assets, offering investment management, financial planning, pension consulting, and related services to a diverse client base including individuals, families, trusts, and institutional investors. The firm employs a client-driven, long-term investment process grounded in fundamental analysis and provides various fiduciary and operational services, including advisory roles for proprietary vehicles and affiliated trust companies.

Michelle Smithberg is a CFP® professional at First National Advisers, LLC with two years of industry experience. She previously worked at First National Bank of Omaha for 26 years. Outside of her advisory role, she serves as President of the Board of Directors for the Omaha Theater Company, a nonprofit focused on engaging youth and families in theater. First National Advisers, LLC is a subsidiary of First National Bank of Omaha providing discretionary investment management to individuals and institutions. The firm manages approximately $6.6 billion in assets, offering diversified equity and fixed-income models, managed mutual fund and equity strategies, and a team-based wealth service called Private Wealth Reserve.

Brady Pelzer is a financial advisor at IAMS Wealth Management, LLC with Series 65 credentials and one year of industry experience. His prior work includes roles at Fidelity Financial Corp., Northwestern Mutual, and Nebraska Furniture Mart. He is also involved with Pelzer Capital, LLC and Exclusive Strategic, LLC, where he serves as an owner and insurance agent. Additionally, he provides outsourced estate planning services through Legacy Lock, LLC. IAMS Wealth Management offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily uses discretionary portfolio management with an asset-allocation approach incorporating equities, ETFs, fixed income, and alternative instruments.

Blake Gunderson is a Series 66 registered financial advisor with Bridges Investment Management Inc in Omaha, NE, bringing four years of industry experience. Prior to joining Bridges in 2024, he worked at AllianceBernstein, U.S. Bank, The First National Bank in Sioux Falls, and the South Dakota Division of Banking. Outside of his advisory role, Gunderson is a minority owner of a jewelry store. 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, long-term investment process with fundamental analysis and offers a range of portfolio strategies, as well as trustee and custodial services through its affiliated trust companies.

Jillian Ylo is a CFP® with six years of industry experience currently serving at Bridges Investment Management Inc. She previously worked at The Vanguard Group and has experience in public speaking. Ylo also holds a role as an officer at Bridges Trust Company, focusing on investment research and analysis. Bridges Investment Management, Inc. is a multi-team registered investment adviser managing approximately $11.3 billion, offering investment management, financial planning, pension consulting, and related services to a diverse client base including individuals, families, trusts, foundations, corporations, and retirement plans. The firm employs a client-driven approach with long-term, fundamental analysis-based strategies and is affiliated with trust companies and proprietary investment vehicles.

Duncan Smith is a financial advisor at IAMS Wealth Management, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Zacks Investment Management and Fisher Investments. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily offers discretionary portfolio management tailored to client objectives and risk tolerances, utilizing both proprietary and third-party model portfolios with a diversified asset-allocation approach.

Justin Nabity is a financial advisor with Larson Financial Group, LLC, holding CFP® and ChFC® designations and 18 years of industry experience. He has been with Larson Financial Group since 2022 and is also a partner in multiple businesses serving the medical community, including Doc Nation, which advocates for doctors' workplace fairness and burnout prevention, as well as involvement in addiction rehabilitation and relocation services for medical professionals. Nabity serves in the United States Navy Reserve. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting primarily to doctors and related businesses, as well as individuals, trusts, corporations, nonprofits, and pension plans. The firm employs a combination of model portfolios and custom discretionary programs using strategic and tactical approaches, and offers a range of services including defined benefit and defined contribution consulting for plan sponsors.

Tyler Anderson is a CFP® professional with 15 years of experience in the financial industry. He is currently with Ausdal Financial Partners, Inc., where he has worked since 2020. Prior to that, he held roles at Larson Financial Group and Larson Financial Securities from 2014 to 2020. Anderson serves as a board member and treasurer for Trinity Classical Academy, a private school in Waterloo, NE. Ausdal Financial Partners is a dual-registered investment adviser and broker-dealer managing approximately $2.13 billion in client assets. The firm offers a range of investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing both discretionary and non-discretionary strategies across various asset classes.

Cynthia Bohrer is a financial advisor at Avior Wealth Management, LLC with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Merrill and Nelson, VanDenburg & Campbell Wealth Management Group. Outside of her advisory role, she is a member of Bohrer Properties LLC, an entity she and her spouse use to title rental property. 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 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.

Nicholas Wilwerding is a CFA charterholder with 20 years of experience in the financial industry, currently serving at Bridges Investment Management, Inc. He previously worked at Foreside Fund Services, LLC and Westwood Holdings Group, Inc. Wilwerding holds executive roles including CEO and president at affiliated trust companies and serves on various boards, including a hospital and an educational institution. He is also involved with the Creighton University Endowment Investment Committee. Bridges Investment Management, Inc. is a multi-team registered investment adviser managing approximately $11.3 billion, offering investment management, financial planning, pension consulting, and related services to a diverse client base. The firm employs a client-driven, long-term investment approach primarily based on fundamental analysis and is distinguished by its operational affiliations with state-chartered trust companies and proprietary investment vehicles.

Mark Pogreba is a CFP® professional with 35 years of industry experience, currently serving as a financial advisor at Avior Wealth Management, LLC since 2021. His prior experience includes roles at Nelson Van Denburg and Campbell Wealth Management Group, Silverleaf Advisor Group, LPL Financial, and Purshe Kaplan Sterling Investments. Outside of his advisory work, he is also active as a musician and singer. 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, employing a fundamentally driven investment approach with both long- and short-term strategies and offering a range of in-house tax and accounting services.

La Tonya Bousquet is a financial advisor at Gladstone Wealth Partners with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Edward Jones, LPL Financial, and Silverleaf Advisor Group. She also manages investment advisory services through an independent firm affiliated with Gladstone. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, providing discretionary portfolio management, financial planning, and retirement plan consulting through a network of nearly 100 advisors. The firm’s investment approach includes a range of strategies from individual securities to tax-managed portfolios and integrates retirement-plan services with institutional manager relationships.

Grant Runyan is a financial advisor with Mutual of Omaha Investor Services, Inc. in Omaha, NE, holding Series 65 and Series 63 licenses and having 12 years of industry experience. He has been with Mutual of Omaha since 2014. Outside of his advisory role, Runyan is a partner in Stated Golf LLC, where he manages client relationships related to custom golf apparel. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm primarily delivers solutions through a platform relationship with Envestnet and utilizes Pershing as custodian, combining advisory services with broker-dealer and insurance operations within the Mutual of Omaha group.

David Swan is a financial advisor at Larson Financial Group, LLC with 19 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Larson Financial Group since 2022. He is also involved with Physician Advisors, LLC, where he has been since 2016. Outside of advisory work, he refers physicians to real estate agents through a separate business activity called THRIVE RELO. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting primarily to doctors and related businesses, serving individuals, trusts, corporations, nonprofits, and pension plans. The firm employs a combination of model portfolios and custom discretionary programs using strategic and tactical approaches, with additional services including pension consulting and the use of AI-assisted tools to support research and documentation.