Jason Swiercek is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds a Series 66 designation and has 26 years of industry experience. He has been with Mutual of Omaha Investor Services since 2013. Outside of his advisory role, he owns and operates a yard service business. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes platform relationships with Envestnet and Pershing to deliver its investment solutions.

James Sweeden is a financial advisor with Thrivent Advisor Network, LLC based in Omaha, NE, holding a Series 66 designation and nine years of industry experience. His career includes roles at Thrivent Financial for Lutherans and The Water's Edge, where he served as a music director. Outside of his advisory work, Sweeden serves on the board of For Elephants, Inc., an organization focused on the conservation and research of African elephants. Thrivent Advisor Network serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of advisors managing approximately $6.8 billion in client assets. The firm offers customized investment strategies emphasizing low-cost diversified mutual funds and ETFs, along with other asset types, and provides ongoing portfolio monitoring and reporting.

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 27 years of industry experience. She has been with Mutual of Omaha and its affiliated entities since 1990. In addition to her advisory role, she operates an insurance agency focusing on life, health, and annuity products. 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, access to third-party money managers, and managed account programs through a network of Investment Advisor Representatives.

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., holding Series 66 and Series 63 licenses and having nine years of industry experience. He has worked at Swartzbaugh Farber for seven years and briefly at Holmes and Munyon, PC. Outside of his advisory role, he is involved with Swartzbaugh Farber & Associates, Inc. as a Retirement Plan Administrator. M Holdings Securities, Inc. serves a broad client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms. The firm offers a range of advisory and brokerage services, including investment management, retirement plan consulting, and financial planning, and operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer.

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, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She previously worked at Silverleaf Advisor Group and LPL Financial. 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 advisers who tailor strategies and utilize third-party managers and technology to serve clients.

Eric Shapiro is a CFP®-designated financial advisor with 10 years of industry experience, currently practicing at SageSpring Wealth Partners in Omaha, NE. His career includes roles at Raymond James Financial Services and a brief period working with Uber/Lyft. He leads the Eric J. Shapiro Wealth Team within Southwestern Investment Group. SageSpring Wealth Partners serves individual clients ranging from non-high-net-worth to high-net-worth households, as well as institutional and plan sponsor clients. The firm offers discretionary investment management, financial planning, and consulting services, utilizing tailored portfolios that incorporate a range of investment strategies and third-party manager relationships.

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 firms including Wells Fargo Advisors and Thrivent Financial. Petersen is also an owner of RetirePath Advisors, providing investment advisory services to retail clients. Thrivent Advisor Network, LLC serves individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations with customized portfolio management and financial planning, utilizing a primarily long-term investment approach that incorporates low-cost mutual funds, ETFs, fixed-income securities, and independent managers. The firm is a subsidiary of Thrivent Financial for Lutherans and integrates investment and insurance product options within its broader affiliated entities.

Nathan Hobson is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63, 65, and 66 licenses and has 23 years of industry experience. Hobson has been with Mutual of Omaha since 2007. In addition to his advisory role, he is also licensed as an insurance agent specializing in 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 account solutions primarily through its network of Investment Advisor Representatives.

Mark Graber is a financial advisor at Sound Income Strategies, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sound Income Strategies since 2015 and at Senior Advisors Inc. since 2005. Outside of advisory services, he is president of Senior Advisors Inc., where he conducts sales of life, health, and Medicare insurance, as well as fixed and indexed annuities. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, corporations, and other advisers. The firm emphasizes fixed-income analysis combined with equity fundamental and technical review, offering customized managed portfolios and a range of advisory services including financial planning and ERISA plan services.

Cindy Bojanski is a CFP®-designated financial advisor with ValMark Advisers, Inc. She has 20 years of industry experience and has previously worked at firms including LPL Financial and Northwestern Mutual. Outside of advising, she is co-owner of 4-3 Health, an orthotic and bracing company, and serves on the Endowment Committee at St. Patrick's Church in Fremont, NE. Additionally, she will teach a course on Financial Institutions and Markets as an adjunct professor at Midland University in Fall 2024. ValMark Advisers serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm employs a goal-based investment approach centered on diversified model portfolios and asset allocation, utilizing both proprietary and third-party platforms to deliver advisory and financial planning services.

Nicholas Digilio is a financial advisor with Mutual of Omaha Investor Services, Inc. in Omaha, NE. He holds Series 63 and Series 66 registrations and has 19 years of industry experience. His prior roles include positions at Arbor Point Advisors and Securities America. 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 account solutions through a network of Investment Advisor Representatives.

Dustin Zuck is a financial advisor with Mutual Advisors, LLC in Omaha, NE, holding Series 63 and 66 licenses and 15 years of industry experience. His prior roles include positions at Wealth Enhancement Group, Securities America, Wells Fargo Clearing, Ivy Funds Distributor, and Waddell & Reed. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion and serving over 8,000 clients through a network of 123 advisors. The firm offers asset management, financial consulting, ERISA plan advisory, and sub-advisory services to individuals, institutions, trusts, and retirement plans, employing a combination of passive and active investment strategies tailored to client objectives.

Ryan Mcquillan is a financial advisor at Avior Wealth Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Pruco Securities, LLC and Prudential Insurance Company of America from 2013 to 2022. Outside of his advisory role, he is an owner and realtor at MO PROPERTIES, LLC, focusing on bookkeeping and analysis. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in assets and serving a diverse client base including individuals, pension plans, charitable and corporate entities, and banking institutions. The firm employs a fundamental analysis-based investment approach with both long- and short-term strategies, offering comprehensive financial planning and business consulting services.