Henri Overfelt is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 licenses and four years of industry experience. His work history includes roles at Mutual of Omaha and HD Sight and Sound. He is also licensed as an insurance agent specializing in life, health, disability, long-term care, critical illness, annuities, and dental insurance. 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 operates through a platform relationship with Envestnet and uses Pershing as custodian and broker-dealer, delivering managed solutions and coordinating with third-party money managers.

Patricia Sacco Krueger is a financial advisor at Gladstone Wealth Partners in Omaha, NE, with 31 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously with Silverleaf Advisor Group, LLC, LPL Financial, LLC, and WealthPLAN Partners. She provides investment advisory services through Gladstone Institutional Advisory, an independent registered investment advisor. 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 wrap programs and third-party manager solutions, with investment approaches tailored at the representative level and supported by platform-level due diligence.

Daniel Podpeskar is a CFA® charterholder with three years of industry experience, currently serving as an investment professional at Bridges Investment Management Inc. He previously worked at TD Ameritrade and Midwest Housing Equity Group. Podpeskar also contributes as a research analyst for Bridges Trust Company. 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, institutions, and retirement plans. The firm employs a client-driven, long-term investment process based on fundamental analysis and provides operational oversight for pooled vehicles and institutional arrangements.

Andrea Mcmahon is a CFA® charterholder with 25 years of industry experience. She currently serves as a financial advisor at Avior Wealth Management, LLC, where she has worked since 2021. Prior to that, she spent eight years with Nelson, Van Denburg & Campbell Wealth Management Group, LLC. 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 continuous portfolio supervision.

Matthew Green is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 designation and 12 years of industry experience. He has worked at CreativeOne Wealth since 2017 and previously at Client One Securities, LLC from 2013 to 2016. In addition to his advisory role, Green owns KDG TOOLS LLC, a tool sales business. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based models, third-party managers, and option strategies, supporting tailored suitability assessments and regular rebalancing through its extensive network of Investment Adviser Representatives.

Craig Sall is a CFA® charterholder with 11 years of industry experience. He is currently with First National Advisers, LLC, where he has worked since 2022. Prior to this, he held roles at First National Bank of Omaha and Raymond James Financial Services from 2015 to 2022. He serves as a board member of the Mount Michael Booster Club, a nonprofit supporting high school sports and activities. First National Advisers, LLC is a subsidiary of First National Bank of Omaha that provides discretionary investment management to individuals and institutions, including affiliated clients. The firm offers diversified equity and fixed-income models, managed mutual fund and individual equity strategies, and a team-based wealth service known as Private Wealth Reserve.

Andrew Carpenter is a financial advisor with Sequent Planning, LLC in Omaha, NE, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Pacific Life and Guardian Capital Group. He is also a marketing consultant with Senior Market Sales, where he assists agents in evaluating fixed insurance products. Sequent Planning, LLC (doing business as Futurity First Wealth Management) is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, written financial planning, third-party model manager access, and a full range of retirement plan services, emphasizing a structured risk framework and diversified manager exposures.

Anthony Fenner is a financial advisor at Sequent Planning, LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at Bank of the West, AeroTek, and Farm Bureau Financial Services. Sequent Planning, LLC, operating as Futurity First Wealth Management, is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations. The firm offers asset management, financial planning, third-party model access, and comprehensive retirement-plan services through a network of independent investment adviser representatives.

Ryan Decker is a CFP® with 12 years of industry experience, currently serving at Bridges Investment Management, Inc. since 2024. His prior roles include positions at Raymond James Financial Services Advisors Inc. and First Investments & Planning. Outside of his advisory work, Decker is involved in community activities as a Bond Oversight Subcommittee Member for Westside Community Schools and serves as Director and Treasurer for Go Beyond Nebraska, a nonprofit focused on educational and outdoor programs for underserved youth. Bridges Investment Management, Inc. is a multi-team registered investment adviser managing approximately $11.3 billion. The firm offers discretionary and non-discretionary investment management, financial planning, pension consulting, and related services to a broad client base that includes individuals, families, trusts, foundations, corporations, and private funds, employing a client-driven process centered on long-term fundamental analysis.

Peter Daiker is a financial advisor at Gladstone Wealth Partners with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at LPL Financial, Silverleaf Advisor Group, and Wells Fargo Advisors. Daiker is involved in other business activities including non-variable insurance sales and managing APD3, Inc., a business entity for tax and investment purposes. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, with investment approaches implemented at the representative level and supported by platform-level due diligence.

Alaina Pogreba is a CFP® with two years of industry experience, currently serving as a financial advisor at Avior Wealth Management, LLC in Omaha, NE. Her prior experience includes a role at Pinnacle Bank and several years working at Hy-Vee. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through about 120 financial professionals. The firm serves individuals, retirement plans, charitable and corporate entities, and banking institutions, offering discretionary and non-discretionary investment management, financial planning, and business consulting.

Brandon Dirkschneider is a CFP® professional with 26 years of experience in the financial services industry. He is currently affiliated with ValMark Advisers, Inc. and has held positions at LPL Financial and Cetera Advisors LLC among others. Outside of his advisory work, he serves on the board of the International Farm Transition Network and is involved in several community and parish finance committees. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of advisory and consulting services.

Nicholas Hall is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Lutz Financial since 2014. He holds Series 63 and Series 66 licenses and is based in Omaha, NE. Lutz Financial advises individuals, retirement plans, charitable organizations, and business entities, offering portfolio management, retirement plan consulting, financial planning, and a digital Automated Investment Program. The firm combines investment management with coordinated accounting and tax services through its affiliation with a certified public accounting firm.

Jack Holmes is a CFA® charterholder with 15 years of industry experience. He is currently a financial advisor at Bridges Investment Management Inc. in Omaha, NE, where he has worked since 2021. Holmes also serves as Senior Vice President at Bridges Trust Company and is an investment committee member of Bridges Private Equity Fund. Bridges Investment Management, Inc. is a multi-team registered investment adviser managing approximately $11.3 billion that offers 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 process focused on long-term fundamental analysis and manages proprietary vehicles while providing trustee and custodial services.

Michael York Jr. is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 licenses, and has 14 years of industry experience. He has been with Mutual of Omaha and its investor services division since 2011. In addition to his advisory role, he works as a licensed insurance agent, focusing on life, health, and annuity insurance. 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 delivers managed solutions through platforms like Envestnet and Pershing, serving a broad client base from non-high-net-worth to high-net-worth individuals.

Timothy Mollak is a financial advisor with Avior Wealth Management, LLC in Omaha, NE, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Nelson Van Denburg & Campbell Wealth Management Group, Cetera ADVISORS LLC, and Illuminate Financial Group. He serves as treasurer and board member for United Cerebral Palsy of Nebraska, a nonprofit organization. Avior Wealth Management serves individual and institutional clients with investment management, financial planning, and consulting services, employing a fundamental analysis approach and utilizing a mix of direct portfolio management and separately managed account models.

Mark Palmesano is a financial advisor at First National Advisers, LLC with three years of industry experience. He holds a Series 65 designation and has worked at First National Bank of Omaha since 2019 and US Bancorp from 1997 to 2019. In addition to his advisory role, he serves as a director managing investments for high net worth individuals at First National Bank of Omaha. First National Advisers, LLC is a subsidiary of First National Bank of Omaha that provides discretionary investment management to individuals and institutions. The firm manages approximately $6.6 billion in discretionary assets and offers diversified equity and fixed-income models, managed mutual fund and individual equity strategies, and a team-based wealth service called Private Wealth Reserve.

Sean Song is a financial advisor with Gladstone Wealth Partners in Omaha, NE, holding the CFP® designation and Series 63 and 65 licenses. He has five years of industry experience and has previously worked at LPL Financial, Hightower, TD Ameritrade, and The Prudential Insurance Company of America. Outside of his advisory role, he is involved with Gladstone Institutional Advisory, an independent investment advisor firm. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment advisers. The firm offers a range of services including discretionary portfolio management and retirement plan consulting, utilizing diverse investment approaches such as individual securities, mutual funds, ETFs, and tax-managed strategies.

Steven Ryherd is a financial advisor at Avior Wealth Management, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked previously at Nelson, VanDenburg & Campbell Wealth Management Group, LLC and Edward Jones. Prior to his advisory career, he was involved with Arpeggio Acoustic Consulting for eight years. 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 fundamental analysis-based investment approach with both long- and short-term strategies.

Keegan Menning is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and one year of industry experience. His career includes roles at Thrivent Investment Management Inc, Renaissance Financial, and Cetera Wealth Services, among others. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolios using low-cost mutual funds and ETFs, along with access to independent managers and ongoing portfolio management.