Isaac Mc Coy is a financial advisor at Guardian Wealth Advisors, LLC in Omaha, NE, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at ORG Partners and Charles Schwab & Co., Inc. Guardian Wealth Advisors provides investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional clients. The firm employs a systematic investment approach using mutual funds, ETFs, bonds, options, and equities, combining fundamental and technical analysis to manage portfolios.

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.

Jeffrey Legband is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 66 licenses and nine years of industry experience. He has been with Mutual of Omaha Investor Services since 2019 and has prior experience at Mutual of Omaha Insurance and Mutual of Omaha Bank. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group and delivers managed solutions primarily through relationships with Envestnet and Pershing.

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.

Karen Benefiel is a financial advisor at Lexaurum Advisors with 24 years of industry experience. She holds a Series 63 designation and previously worked for Cambridge Advisors Inc. for 20 years before joining Lexaurum Advisors in 2023. Lexaurum Advisors serves individuals, families, businesses, institutional clients, and other advisory firms through a multi-advisor team, managing approximately $1.27 billion. The firm emphasizes diversified portfolios based on modern portfolio theory and combines fundamental, market-trend, and economic-cycle analysis in its investment approach.

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.

Danielle Fosmer is a financial advisor with Mutual of Omaha Investor Services, Inc. in Omaha, NE, holding Series 63 and Series 66 credentials and having 18 years of industry experience. Her career includes multiple roles within Mutual of Omaha and Lincoln Financial firms over the past decade. 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 primarily delivers managed solutions through a platform relationship with Envestnet and serves a broad client base including both non-high-net-worth and high-net-worth individuals.

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.

Andee Vorel is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 66 designation and 15 years of industry experience. She has worked with Mutual of Omaha and its investor services division since 2015. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and 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 operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Christopher Dunham is a financial advisor at Mutual of Omaha Investor Services, Inc. with 17 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to his current role, he has worked at several firms including Bridges Investment Management and Mutual 1st Federal. Outside of finance, he operates a seasonal lawn mowing and snow removal business as a sole proprietor. 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 works alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

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.

Craig Carlson is a Series 66-licensed financial advisor with Mutual of Omaha Investor Services, Inc., based in Omaha, NE, with six years of advisory experience. He has been affiliated with Mutual of Omaha in various capacities since 2006. In addition to his advisory role, he holds a commercial real estate license in Nebraska and occasionally earns commissions from commercial leasing transactions. 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 primarily delivers managed solutions through a platform relationship with Envestnet and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

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.

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.

Christopher Boozikee is an Investment Advisor Representative with Mutual of Omaha Investor Services, Inc. in Omaha, Nebraska. He holds Series 63 and Series 65 designations and has 26 years of industry experience. Mr. Boozikee has been with Mutual of Omaha since 2014 and has worked as an independent advisor since 2006. 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 solutions through a platform relationship with Envestnet and acts as a conduit to third-party managers, serving a broad client base including both non-high-net-worth and high-net-worth clients.

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.