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.

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.

John Fritsch is a Series 65-licensed financial advisor with eight years of industry experience, currently with IAMS Wealth Management, LLC in Sioux Falls, SD. He has been with IAMS since 2018 and also serves as a general agent at Financial Benefits Company, where he has worked since 1992. Outside of finance, he is a partner in Dakota Spirit LLC, a youth cheerleading training and competition club. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm focuses on discretionary portfolio management using proprietary and third-party model portfolios, serving a diverse client base including high-net-worth individuals.

Bryson Freeberg is a financial advisor at Bridges Investment Management Inc. He holds a Series 65 designation and has two years of industry experience. Prior to joining Bridges, he worked at Omaha National and the Crary Huff Law Firm. Bridges Investment Management, Inc. is a multi-team registered investment adviser managing approximately $11.3 billion, providing investment management, financial planning, pension consulting, and related services to a wide range of clients including individuals, families, trusts, foundations, and institutional investors. The firm employs a client-driven, long-term investment approach based on fundamental analysis and offers operational oversight, proprietary investment vehicles, and philanthropic support services.

Lane Mc Callum is a financial advisor at CWA Asset Management Group with a Series 65 license and four years of industry experience. Prior to joining CWA, he worked at the University of Nebraska, the United States Air Force Academy, and Norfolk Senior High School. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base including individual and high-net-worth clients, family offices, trusts, foundations, pension plans, and institutional investors. The firm employs both active and quantitative investment strategies based on proprietary models and incorporates artificial intelligence, offering globally diversified portfolios tailored to client objectives.

Joseph Carlson is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Lutz Financial in Omaha, NE. His background includes roles at Remolt Ludtke LLP and Raymond James, as well as time at the University of Nebraska - Lincoln. Lutz Financial provides advisory services to individuals, retirement plans, charitable organizations, and businesses, offering portfolio management, retirement plan consulting, financial planning, and a digital Automated Investment Program. The firm integrates investment management with accounting and tax services through its affiliation with a certified public accounting firm.

Kent Nelson is a financial advisor with Avior Wealth Management, LLC in Omaha, NE, holding Series 63 and Series 65 credentials and 41 years of industry experience. He worked at Nelson, Van Denburg & Campbell for 10 years before joining Avior Wealth Management in 2021. Avior Wealth Management serves a diverse client base including high-net-worth individuals, pension and retirement plans, corporations, trusts, and banking institutions. The firm employs a fundamental analysis investment approach and offers a range of services, such as discretionary and non-discretionary investment management, financial planning, and business consulting.

Stacie Neussendorfer is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Foster Group, Inc. since 2018. Her prior experience includes roles at Foreside Fund Services, LLC, Westwood Management Corp., and Mariner Wealth Advisors. She also chairs the Investment Committee for Morning Star Lutheran Church, overseeing endowed fund management and grant decisions. Foster Group, Inc. manages approximately $4.78 billion for individual, corporate, institutional, and retirement plan clients, using a long-term, asset-allocation driven investment approach focused on diversified mutual funds, ETFs, and institutional strategies. The firm offers tiered wealth management services and integrates digital tools for account management and estate planning.

Steven Anderson is a CFP® professional with 11 years of industry experience. He is currently with First National Advisers, LLC in Omaha, NE, and has held prior roles at UMB Private Wealth Management LLC, Triune Financial Partners, LLC, Ivy Distributors, Inc., and Waddell & Reed, Inc. Anderson serves on the advisory council for St. Therese Catholic School and is an instructor for CFP® education courses through Dalton Education LLC. First National Advisers, LLC provides discretionary investment management to individuals, including high-net-worth clients, and institutional clients. The firm offers a team-based Private Wealth Reserve service that focuses on asset allocation, fund screening, and risk monitoring, and is a subsidiary of First National Bank of Omaha with approximately $7.3 billion in discretionary assets under management.

Daniel Perry is a financial advisor with Mutual Of Omaha Investor Services, Inc. in Omaha, NE. He holds a Series 66 designation and has 16 years of industry experience, including prior roles at Securities America Advisors, Inc. and Securities America Inc. He has been with Mutual Of Omaha since 2019. Mutual Of Omaha Investor Services, Inc. provides advisory services to individual clients, corporations, and qualified retirement plans. The firm offers a range of managed account programs and financial planning solutions, primarily through a platform relationship with Envestnet and Pershing as custodian.

Brenda Anderson is a financial advisor with Bridges Investment Management Inc in Omaha, NE, holding a Series 66 designation and 21 years of industry experience. Her prior roles include positions at Quasar Distributors, LLC, WealthPLAN Partners, LLC, and Securities America, Inc. She also serves as an officer and customer service signatory for Bridges Trust Company. 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, pension consulting, and related services to a wide range of clients, employing a client-driven process focused on long-term, fundamental analysis-based investment strategies.

Khadija Vermaas is a financial advisor at Mutual of Omaha Investor Services, Inc. with seven years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. 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 platforms such as Envestnet and Pershing to deliver managed solutions and operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Heather Bruntz is a financial advisor at SageSpring Wealth Partners in Omaha, NE, holding a Series 66 designation with three years of industry experience. Her prior roles include positions at Raymond James Financial Services and various educational institutions. SageSpring Wealth Partners serves a diverse client base that includes both individual households and institutional clients such as retirement plans and sovereign wealth funds. The firm provides discretionary investment management, financial planning, and retirement plan consulting, utilizing tailored portfolios and a mix of fundamental and technical analysis.