Timothy Kelly is a financial advisor with Gladstone Wealth Partners in Omaha, NE, holding a Series 66 license and 25 years of industry experience. He has worked at firms including LPL Financial, Silverleaf Advisor Group, Wells Fargo Clearing, and Wells Fargo Advisors. 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 programs, with an emphasis on integrating retirement-plan services and institutional manager relationships.

Timothy Vanderloo is a financial advisor at Gladstone Wealth Partners with 26 years of industry experience. He holds a Series 66 designation and previously worked at firms including Wells Fargo Advisors and LPL Financial. Vanderloo also provides investment advisory services through independent firms he founded. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisers, offering discretionary portfolio management, financial planning, and retirement plan consulting with a range of investment approaches tailored at the representative level.

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 with Sequent Planning, LLC and holds Series 63 and Series 65 licenses. He has three years of industry experience and also works as a marketing consultant and insurance agent at Senior Market Sales. Jared is based in Omaha, NE. Sequent Planning, LLC (doing business as Futurity First Wealth Management) serves individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations, offering asset management, financial planning, and retirement-plan services through a network of independent advisers using diversified investment models and tax-aware 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 financial advisor at Avior Wealth Management, LLC in Omaha, NE, with one year of industry experience. She holds a Series 65 designation and has previously worked in various roles at Creighton University and Ascensus Government Savings. Avior Wealth Management serves a broad mix of individual and institutional clients with discretionary and non-discretionary investment management, financial planning, pension consulting, and business consulting services. The firm employs a fundamental analysis approach and uses a combination of direct portfolio management and separately managed account models.

Jason Swiercek is a financial advisor with Mutual of Omaha Investor Services, Inc. in Omaha, NE, holding a Series 66 designation and 26 years of industry experience. He has been with Mutual of Omaha since 2013 and operates a yard care business on the side. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs through platform relationships with Envestnet and custodial services from Pershing.

James Sweeden is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and nine years of industry experience. His career includes roles at Thrivent Investment Management Inc. and The Water's Edge, where he served as a music director. He also serves as a board member for For Elephants, Inc., an organization focused on African elephant conservation through research and education. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, businesses, and retirement plans, combining portfolio management, financial planning, and access to independent managers. The firm emphasizes long-term, diversified portfolios using a range of investment options and supports continuous account monitoring and combined household reviews.

Thomas Woodward is a CFP® professional with 17 years of experience in the financial services industry. He is currently with First National Advisers, LLC and previously worked at UMB Financial Services Inc, RBC Capital Markets, LLC, and held roles in school districts in Missouri. First National Advisers, LLC is a subsidiary of First National Bank of Omaha that provides discretionary investment management to individuals and institutions, offering diversified equity and fixed-income models, managed strategies, and team-based wealth services. The firm is notable for its integration within a banking and trust complex and its role as sub-advisor to affiliated mutual funds.

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.