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.

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.

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.

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.

Ryan Beyel is a CFP® professional with 11 years of experience in the financial industry. He has worked at First Heartland Capital Inc. since 2019 and previously with Ameriprise Financial Services, Inc. for five years. First Heartland Consultants, Inc. provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party asset management services, and a model-based self-directed brokerage account program, utilizing a combination of fundamental, technical, and cyclical analysis for portfolio management.

Adam Proskovec is a financial advisor with Mutual of Omaha Investor Services, Inc. in Omaha, NE, holding Series 63 and Series 65 designations and having 20 years of industry experience. He has been with Mutual of Omaha since 2013. Outside of his advisory role, he has owned and managed a sports collectibles business. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through financial planning, managed account programs, and retirement plan consulting. The firm utilizes a platform relationship with Envestnet and Pershing, offering various managed solutions and third-party money manager relationships.

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.

Casey Elsasser is a financial advisor with Principal Advised Services in Omaha, NE. He holds a Series 66 credential and has one year of industry experience. Prior to joining Principal, he worked at Prudential Advisors, LPL Enterprise, and LinkedIn. Outside of his advisory role, he is an author. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm leverages a combination of third-party and proprietary models, supported by affiliated entities within the Principal Financial Group family.

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.

Martin Jensen is a financial advisor with Beacon Global Advisor Network, LLC, holding Series 65, 63, and 66 licenses and 22 years of industry experience. He previously worked at Niagara International Capital Limited and has served as managing partner at United Management Group since 2003. Jensen is also a managing director at Alliance Trust Company, overseeing business development and strategic initiatives. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts, offering asset management and financial planning services. The firm is notable for its formal pension-transfer capability for U.K. nationals and customizes portfolios through a combination of third-party managed models, mutual funds, ETFs, equities, and fixed income.

Deanna Weidner is a financial advisor with BCG Securities, Inc. She holds Series 63, 65, and 66 licenses and has 15 years of industry experience. Her prior employment includes roles at AE Financial Services, Securities America, and Woodmen Financial Services. BCG Securities serves institutional retirement plans and individual clients with accounts typically above $25,000, offering portfolio management, financial planning, pension consulting, and wealth management services. The firm emphasizes tailored investment policy statements and frequently implements advice on a non-discretionary basis while using third-party managers and comprehensive investment analysis.

Justin Koehler is a financial advisor with Coppell Advisory Solutions LLC, holding a Series 65 designation and six years of industry experience. He has worked at Fusion Capital Management since 2018 and spent ten years at Carson Wealth Management prior to that. Outside of advisory duties, he serves as Director of Sales at Fusion Capital Management, focusing primarily on recruiting direct advisors and institutional clients. Coppell Advisory Solutions LLC serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm employs a tailored investment process combining internal and independent asset allocation models, fundamental and technical analysis, and ongoing portfolio supervision.