Shruthi Manjunath is a CFA® charterholder with 24 years of experience at First National Advisers, LLC. She is based in Omaha, NE and has worked exclusively with the firm since 2002. First National Advisers, LLC provides discretionary investment management to individual and institutional clients, including high-net-worth individuals. The firm is a subsidiary of First National Bank of Omaha and manages approximately $7.3 billion in discretionary assets, offering services that include asset allocation, fund screening, and risk monitoring through its Private Wealth Reserve platform.

Cody Forbush is a CFP® with 15 years of experience in financial advising. He has worked at Grimes & Company since 2022, following roles at Dickinson Investment Advisors, TS Capital, and TD Ameritrade. Grimes & Company Wealth Management serves individuals, families, trusts, estates, pension and profit-sharing plans, and government entities. The firm offers customized investment strategies based on proprietary research, encompassing a range of asset types and strategies, and provides financial planning and non-investment referrals.

Michael Hansen is a financial advisor at IAMS Wealth Management, LLC in Omaha, NE, holding a Series 65 credential with seven years of industry experience. He has been with IAMS Wealth Management for 10 years. IAMS Wealth Management provides investment advisory and financial planning services to individuals, corporations, retirement plans, trusts, and business entities. The firm offers discretionary portfolio management using proprietary and third-party models, ERISA 3(21) plan services, and standalone financial planning, employing a range of investment instruments and operational tools including AI for research and meeting transcription.

Anthony Cerone is a CFP® with 24 years of experience in the financial services industry. He is currently with Avior Wealth Management, LLC, where he has worked since 2021. Prior to that, he was with Nelson Van Denburg & Campbell Wealth Management Group, LLC for five 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, offering investment management, financial planning, and business consulting with a focus on fundamental analysis and both long- and short-term strategies.

Lee Martin is a CFP® professional with 38 years of industry experience. He is currently with Avior Wealth Management, LLC, having joined in 2023 after ten years at Financial Advocates Investment Management and thirteen years at LPL Financial, LLC. Outside of his advisory work, he has operated a sole proprietorship selling fixed annuities in Bellevue, WA. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through approximately 120 financial professionals. The firm serves individual, pension, charitable, corporate, and banking clients using a fundamental analysis-based investment process that includes both long- and short-term strategies, with services spanning discretionary management, financial planning, and business consulting.

Jared Knobbe is a CFP® professional with 10 years of industry experience, currently affiliated with ValMark Advisers, Inc. He has worked with Valmark Securities, Inc. since 2023 and previously held roles at LPL Financial and Waddell & Reed Inc. Outside of financial advising, he operates JK Horseshoeing Services and serves on the Engler Alumni Board, focusing on business development and entrepreneurial support. 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 model portfolios using mutual funds, ETFs, and third-party managers, alongside a range of proprietary platforms and advisory services.

Brett Badalucco is a financial advisor at First National Advisers, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including BMO Nesbitt Burns Securities Ltd., BMO Bank N.A., Bancwest Investment Services Inc., and Bank of the West. First National Advisers, LLC, a subsidiary of First National Bank of Omaha, provides discretionary investment management to individuals and institutions. The firm offers diversified equity and fixed-income models, managed mutual fund and individual equity strategies, and a team-based wealth service called Private Wealth Reserve.

Kai Meacham is a financial advisor at SageSpring Wealth Partners with one year of industry experience. He holds a Series 65 designation and has a diverse background including roles at Recreational Equipment Inc and multiple positions at the University of Nebraska-Lincoln. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets through a team of 75 advisors. The firm serves a broad range of individual and institutional clients, offering personalized investment management, financial planning, and retirement plan consulting with a goals-based, discretionary approach.

Adriane Washburn is a financial advisor at Lutz Financial with 22 years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones and Principal Life Insurance Company. In addition to her advisory role, she is an Independent Insurance Agent. Lutz Financial serves individuals, retirement plans, charitable organizations, and business entities, offering portfolio management, retirement plan consulting, financial planning, and a digital Automated Investment Program. The firm’s approach includes tailored portfolios using mutual funds, ETFs, and individual bonds, with ongoing monitoring and client-directed restrictions.

Mark Powell Sr. is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 licenses. He has over a decade of experience in the industry, including roles at NYLIFE Securities LLC and New York Life Insurance Company. His career also includes positions at Oxbow Life Strategies, LLC and the National Electrical Contractor Association. 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 primarily through a platform relationship with Envestnet and utilizes Pershing as custodian and broker-dealer, combining advisory with broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Corby Mastalir is a CFP® with 17 years of industry experience, currently serving at Belpointe Asset Management LLC since 2024. His prior experience includes roles at Prairie Wealth Advisors and Cambridge Investment Research Inc. Outside of advisory work, he is involved in fixed insurance sales, including life insurance, disability, long-term care, and fixed annuities. Belpointe Asset Management serves a diverse client base ranging from individual investors to corporations and other registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance.

Jeremy Palensky is a financial advisor at Avior Wealth Management, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked with Raymond James Financial Services and First Investments and Planning. Outside of his advisory role, he owns JerPal Sports Cards & Collectibles, LLC, where he buys, grades, and sells sports cards. Avior Wealth Management serves a diverse client base, including individuals, institutions, and banks, offering both discretionary and non-discretionary investment management along with financial planning and consulting services. The firm uses fundamental analysis and a combination of direct portfolio management and separately managed accounts, implementing strategies primarily through Charles Schwab and Fidelity custodians.

Charles Aikins Jr. is a financial advisor with Mutual Advisors, LLC in Omaha, NE, holding Series 63 and Series 66 licenses and 27 years of industry experience. His prior experience includes roles at Securities America Advisors, Inc. and Mutual of Omaha Investor Services. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through 123 advisors and serving over 8,000 clients. The firm offers asset management, financial consulting, ERISA plan advisory, and sub-advisory services to individuals, institutions, trusts, and retirement plans, employing both passive and active investment strategies tailored to client objectives.

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.

Brady Pelzer is a financial advisor at IAMS Wealth Management, LLC with Series 65 credentials and one year of industry experience. His prior work includes roles at Fidelity Financial Corp., Northwestern Mutual, and Nebraska Furniture Mart. He is also involved with Pelzer Capital, LLC and Exclusive Strategic, LLC, where he serves as an owner and insurance agent. Additionally, he provides outsourced estate planning services through Legacy Lock, LLC. IAMS Wealth Management offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily uses discretionary portfolio management with an asset-allocation approach incorporating equities, ETFs, fixed income, and alternative instruments.

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.

Duncan Smith is a financial advisor at IAMS Wealth Management, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Zacks Investment Management and Fisher Investments. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily offers discretionary portfolio management tailored to client objectives and risk tolerances, utilizing both proprietary and third-party model portfolios with a diversified asset-allocation approach.

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.