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 at Keystone Financial Services, LLC with 14 years of industry experience. He has worked at Keystone Financial and Cetera Advisor Networks throughout his career and currently serves as part of a seven-advisor team in Omaha, NE. Outside of his advisory role, he is a partial owner of an 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 alongside financial planning, tax preparation, and business consultation services.

Joshua Cheatle is a financial advisor at SMART Wealth, LLC in Omaha, NE, holding Series 63 and Series 65 credentials with 15 years of industry experience. He has worked at firms including Retire SMART LLC, LPL Enterprise, Pruco Securities, LLC, and Prudential Insurance Company of America. SMART Wealth serves individual and high-net-worth households with retirement income strategies, portfolio management, and financial planning. The firm manages discretionary portfolios using in-house models and sub-advisers, and operates a Private Wealth Partners division focused on affluent clients with $5 million or more in investable assets.

Jason Wintersteen is a financial advisor at Stevens Capital Partners with 12 years of industry experience. He holds the Series 66 designation and has worked at Td Ameritrade, Inc., FBL Financial Group, and FBL Marketing Services before joining Stevens Capital Partners in 2021. Stevens Capital Partners is an SEC-registered advisory firm that serves individuals, charitable organizations, and businesses, managing approximately $810 million in assets. The firm provides personalized investment management, collaborates with outside managers, and offers project-based financial planning, utilizing fundamental analysis and modern portfolio theory to guide portfolio construction.

Myles Anderson is a Series 65-licensed financial advisor with The Patriot Financial Group, LLC, based in Omaha, NE. He has two years of industry experience and concurrently works with Unified Legacy Advisors. Outside of advisory roles, Anderson has experience in the restaurant industry, having worked at Bravo Italian Kitchen. The Patriot Financial Group serves individuals, small businesses, and retirement plans by offering investment management, financial planning, and advisory services. The firm employs a tailored portfolio approach using various analysis methods and includes insurance product implementation through its agency structure.

Noah Hennessey is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company in 2023, he worked at Pinnacle Bank from 2020 to 2023. Outside of his advisory role, he is also active as a Mutual of Omaha Insurance Agent, focusing on life, health, and annuities products. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, operating primarily through a network of Investment Advisor Representatives who recommend model portfolios and third-party managers on an approved platform.

Jeremy Stalcup is a financial advisor with Mutual Advisors, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked at Mutual Advisors and Mutual Securities, Inc. since 2019 and was previously with Sowell Management Services from 2015 to 2019. Outside of advising, he serves as a board member, coach, and mentor for CrossOver Basketball under STEP Ministries, a nonprofit organization. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors, serving individuals, institutional investors, trusts, and retirement plan participants. The firm offers asset management, financial consulting, ERISA plan advisory, and other services, combining passive and active investment strategies tailored to client objectives.

Lucas May is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 66 credentials and 12 years of industry experience. He previously worked at TD Ameritrade for seven years before joining Mutual of Omaha and its investor services division in 2020. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, primarily through its network of Investment Advisor Representatives who utilize approved model portfolios and discretionary strategies.

Justin Gibson is a financial advisor with Gladstone Wealth Partners in Omaha, NE, holding a Series 66 designation and 22 years of industry experience. He has worked with several firms including Silverleaf Advisor Group and LPL Financial. Outside of his advisory role, he is president and owner of Roxie LLC, a business he has been involved with since 2013. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting for a diverse client base including individuals, high-net-worth investors, corporations, and charitable organizations. The firm operates through a network of independent advisers and offers discretionary portfolio management, access to third-party managers, and roles in ERISA-qualified plans.

Cameron Kozol is an investment advisor representative with Thrivent Advisor Network, LLC, holding Series 65 and Series 63 credentials and one year of industry experience. He has worked with Thrivent Investment Management, Inc., Orion Advisory Technology, Charles Schwab, and American Century Investments. Kozol is dually registered with Thrivent Advisor Network and Thrivent Investment Management, Inc. Thrivent Advisor Network serves individuals, families, trusts, estates, businesses, and retirement plans through a network of advisory representatives managing approximately $6.8 billion in client assets. The firm offers portfolio management, financial planning, and retirement-plan advisory services, emphasizing low-cost diversified mutual funds and ETFs alongside other investment options.

Matthew Eglseder is a CFP® with eight years of industry experience, currently serving as an advisor at Bridges Investment Management, Inc. in Omaha, NE. His prior experience includes roles at RBC Capital Markets, TD Ameritrade, and Tributary Capital Management. He is also a director of the Financial Planning Association of Nebraska. Bridges Investment Management is a multi-team registered investment adviser managing approximately $11.3 billion. The firm provides investment management, financial planning, pension consulting, and related services to a wide range of clients, employing a client-driven process with a long-term, fundamental analysis approach.

Derek Loudenback is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63, 65, and 66 credentials and 18 years of industry experience. His prior roles include positions at AGIA, Valic Financial Advisors, and New York Life. He is also involved in insurance sales and training related to life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed accounts through a network of Investment Advisor Representatives utilizing approved model portfolios and discretionary strategies.

Nicholas Biever is a financial advisor at Avior Wealth Management, LLC in Omaha, NE, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Nelson Van Denburg & Campbell Wealth Management Group, LLC and Everest Group, LLC, as well as four years at Creighton University. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets through about 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.

Rebecca Jordan is a Series 66-licensed financial advisor with 13 years of industry experience. She is currently with Mutual of Omaha Investor Services, Inc. and has previously worked at Northern Lights Distributors, LLC, Northwestern Mutual Investment Management, Michael F Tews, and Securities America. Outside of her advisory role, she owns and operates an interior house painting business in Bellevue, Nebraska. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting through a network of Investment Advisor Representatives using model portfolios and approved managers.

Timothy Kelly is a financial advisor with Gladstone Wealth Partners, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at LPL Financial, Silverleaf Advisor Group, and Wells Fargo Advisors. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers, providing discretionary portfolio management, access to third-party managers, and financial planning services.

Timothy Vanderloo is a financial advisor with Gladstone Wealth Partners in Omaha, NE, holding a Series 66 designation and bringing 26 years of industry experience. He has worked at firms including Wells Fargo Advisors, Wells Fargo Clearing, and LPL Financial. Vanderloo founded and operates Silverleaf Advisor Group, an independent investment advisory firm. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, and charitable organizations. The firm operates through a network of independent advisors, offering discretionary portfolio management, access to third-party managers, and ERISA-related consulting services.

Kimberly Hanson is a financial advisor at Bridges Investment Management Inc with one year of industry experience. She previously worked at Artisan Partners for eight years and spent four years at Marquette University. Hanson also serves as a Client Service Associate at Bridges Trust Company, assisting with account opening and documentation. 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, and institutions. The firm employs a client-driven process focused on long-term fundamental analysis and provides a range of portfolio strategies along with fiduciary services for retirement plans.

Jared Baker is a financial advisor at Sequent Planning, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Senior Market Sales, Inc. as a marketing consultant and insurance agent since 2014. Baker also works with Peak Brokerage Services as a wholesaler and registered representative. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, and retirement plan services through a network of approximately 97 independent adviser representatives using a structured risk framework and diversified investment strategies.

Selah Ray is a financial advisor at SageSpring Wealth Partners with a Series 65 designation and one year of industry experience. Prior to joining SageSpring, Selah worked at First National Bank of Omaha, Beardmore Chevrolet, and Bellevue Public Schools. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion across 75 advisors. The firm serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans, providing discretionary, goals-based portfolio management combined with integrated financial planning and consulting services.

Madelyn Peters is a Series 65-licensed financial advisor with Avior Wealth Management, LLC in Omaha, NE. She has been with Avior since 2021 and previously held positions at Creighton University and Ascensus Government Savings. Avior Wealth Management serves a diverse client base, including individuals, institutions, corporations, and trusts, offering investment management, financial planning, and consulting services. The firm employs a fundamental investment approach with both long- and short-term positions and utilizes a combination of direct portfolio management and separately managed account models.