Daniel Swantek is a financial advisor with Coppell Advisory Solutions LLC who holds a Series 65 credential and has eight years of industry experience. He has worked at Fusion Capital Management since 2019 and has been associated with Ameritas Investment Corp and Ameritas Life Insurance Corp since 2015. Outside of his advisory role, Swantek is involved with the Autism Center of Nebraska as a caregiver and serves as a partner at One-Touch Marketing. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm employs an open-architecture investment platform and uses a combination of internally developed and independent asset allocation models, applying both fundamental and technical analysis to manage client portfolios.

Michael Schroder is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds the Series 65 and Series 63 licenses and has six years of industry experience. Prior to his current role, he worked at First Command and Werner Enterprises Inc. Schroder is active as a Sarpy Chamber Ambassador and owns EZSAVIN, a business focused on affiliate marketing and handcrafted wooden products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans with offerings that include financial planning, managed account programs, and retirement plan consulting. The firm utilizes a platform relationship with Envestnet and works with Pershing as custodian and introducing broker-dealer, delivering managed solutions through various model portfolios and third-party manager relationships.

Alec Johnston is a CFA® charterholder and holds a Series 63 license, with two years of industry experience. He has worked at Lutz Financial since 2021 and previously held roles at Creighton University, TD Ameritrade, the University of Nebraska, and Concordia University. Lutz Financial serves individuals, retirement plans, charitable organizations, and business entities, offering portfolio management, financial planning, and retirement plan consulting. The firm uses a diversified investment approach with mutual funds, ETFs, and individual bonds, including Dimensional Fund Advisors funds, and provides both advisor-led and automated digital investment solutions.

Stephen Esch is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Avior Wealth Management, LLC since 2021. Prior to Avior, he worked for seven years at Nelson Van Denburg & Campbell Wealth Management Group LLC. Outside of advising, he has been involved with CVC Construction since 2010. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets across about 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, employing a fundamental analysis-based investment process with both long- and short-term strategies.

Nickolas Frerichs is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and possessing one year of industry experience. Prior to joining Mutual of Omaha, he worked in various roles including at Standard Heating and Air and the University of Nebraska-Lincoln. 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 uses Pershing as custodian and broker-dealer for many accounts.

Alissa Dehl is a financial advisor with First National Advisers, LLC, holding a Series 65 credential and four years of industry experience. She previously worked for First National Bank of Omaha for eleven years, where she was a Private Client Manager. Outside of her advisory role, she serves as Treasurer and Committee Member for the Boy Scouts of America Pack 464, overseeing financial tracking and fundraising activities. 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 focusing on asset allocation, fund screening, and risk monitoring, and is affiliated with First National Bank of Omaha and related entities.

Sydney Stanard is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has been with Mutual of Omaha Investor Services and Mutual of Omaha Great Plains since 2014. Outside of his advisory role, Stanard serves as a board member of the Northview Lincoln Business Association and works as an insurance agent specializing in life, health, and annuity products. 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 approach with Envestnet and Pershing, integrating advisory services alongside broker-dealer and insurance distribution within the Mutual of Omaha group.

Justin Reineke is a financial advisor with Avior Wealth Management, LLC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at UBS Financial Services and Wells Fargo Advisors. He serves on the board of directors for the Lincoln East Booster Club, supporting athletics at Lincoln East High School. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets with about 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions through discretionary and non-discretionary investment management, comprehensive financial planning, and business consulting.

Grant Coleman is a financial advisor at Bridges Investment Management Inc with four years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Charles Schwab and TD Ameritrade. Coleman also has experience in education and small business operations. Bridges Investment Management Inc is a multi-team registered investment adviser managing approximately $11.3 billion. The firm offers investment management, financial planning, pension consulting, and other services to a broad client base, employing a client-driven, long-term approach focused on fundamental analysis and providing various portfolio strategies.

David Burritt is a financial advisor at Avior Wealth Management, LLC with four years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, J.P. Morgan Securities, and JPMorgan Chase Bank. Outside of his advisory role, he works occasionally as a professional golf caddie for PGA professionals and celebrities he personally knows. 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, pension plans, charitable and corporate entities, and banking institutions, offering comprehensive investment management and financial planning with a focus on fundamental analysis and continuous portfolio supervision.

Joshua Swanson is a financial advisor at Gladstone Wealth Partners with 19 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at firms including LPL Financial, Private Client Services, and The Baker Group. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers a range of investment management and consulting services with diverse investment approaches implemented at the representative level, supported by platform-level due diligence and integration of retirement-plan services.

Thomas Kienow is a financial advisor with Mutual of Omaha Investor Services, Inc. in Omaha, NE, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Mutual of Omaha in 2021, he worked at Costco Wholesale and Sonic. Outside of his advisory role, he umpire youth baseball games. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs through relationships with third-party managers and platforms such as Envestnet. The firm operates within the Mutual of Omaha group, combining advisory, broker-dealer, and insurance services.

Cheryl Blakey is a financial advisor at Avior Wealth Management, LLC with 13 years of industry experience. She holds the Series 63 and Series 66 credentials and has worked at firms including Protection Point Advisors, Eagles Coast Capital, and Santander Securities. Outside of her advisory role, she is an agent for Wellabe Medicare Supplement Insurance. Avior Wealth Management serves a diverse client base ranging from individuals to institutions, providing investment management, financial planning, and consulting services. The firm employs a primarily fundamental analysis investment approach and utilizes a mix of direct portfolio management and separately managed account models.

Nolan Bowes is an advisor at Thrivent Advisor Network, LLC with a Series 65 designation and one year of industry experience. Prior to joining Thrivent Advisor Network, he held roles with the Oklahoma City Comets, Sooner Valet, and Oklahoma Locker Room by LIDS, and attended the University of Oklahoma. Thrivent Advisor Network provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and access to independent managers and model portfolios. The firm typically constructs diversified portfolios using low-cost mutual funds and ETFs and supports continuous account monitoring and household aggregation for review.

Ryan Schmidt is a financial advisor with Lutz Financial in Omaha, NE, holding a Series 66 designation and four years of industry experience. He previously worked at Renaissance Financial and has experience in fixed insurance sales as an insurance agent. Lutz Financial serves individuals, retirement plans, charitable organizations, and business entities, offering portfolio management, financial planning, retirement plan consulting, and digital asset management through an automated investment program. The firm manages over $3 billion in client assets and combines traditional advisor-led and automated investment strategies with specialized retirement plan services.

Joshua Kegley is a Series 65-licensed financial advisor with Wealth Management in Elkhorn, Nebraska, bringing 11 years of industry experience. He has worked at Retirement Plan Consultants since 2015, serving as National Sales Director. Outside of his advisory role, Kegley is the single-member owner of Four Keys, LLC. Wealth Management Nebraska LLC provides services to individuals, high-net-worth clients, and institutional clients including defined contribution plan sponsors and government entities. The firm utilizes broadly diversified, passively managed portfolios with a long-term, buy-and-hold approach and offers discretionary asset management, fiduciary services, and backoffice support for other advisors.

Shannon Gohr is a CFP® and holds a Series 66 license, with three years of experience in the financial industry. She is currently with Lutz Financial, where she has worked since 2023, and previously worked at Charles Schwab & Co., Inc. and TD Ameritrade, Inc. prior to joining Lutz Financial. Lutz Financial serves individuals, retirement plans, charitable organizations, and business entities by providing portfolio management, financial planning, retirement plan consulting, and automated digital asset management. The firm manages approximately $3.19 billion in assets across 14 advisors and offers both traditional advisor-led services and automated investment programs, utilizing Dimensional Fund Advisors funds and technology tools including Orion and approved AI workflows.

Zachary Labroad is a CFP® with six years of industry experience, currently serving as a Team Lead Financial Advisor at SageSpring Wealth Partners. He previously worked at Raymond James Financial Services, Inc. for four years and has held various roles since 2014, including a position at Eagle Distributing. Outside of his advisory role, he is CEO of LaBroad Wealth Team, a support company based in Omaha. SageSpring Wealth Partners serves a diverse client base, including individual households across a range of wealth levels and various institutional clients such as retirement plans and sovereign wealth funds. The firm provides discretionary investment management, financial planning, and consulting services, employing tailored portfolios and utilizing both fundamental and technical analysis alongside external manager relationships and platform tools.

Calen Griffin is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 credentials and seven years of industry experience. He has worked at Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services since 2019. Outside of advising, he serves as a volunteer board member on the Religious Formation Advisory Board for St. Stephen the Martyr Catholic Church in Omaha and operates a sports cards and memorabilia resale business. 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 delivers managed solutions primarily through Envestnet and works alongside broker-dealer and insurance divisions within the Mutual of Omaha group.

Samuel Pimper is a financial advisor with IAMS Wealth Management, LLC, holding a Series 65 designation and located in Omaha, NE. He has experience working at Lazarus Retirement Solutions, Lazarus Insurance LLC, Lazarus Investment Services Inc, and Lee Enterprises. IAMS Wealth Management provides investment advisory and financial planning services to a range of clients including individual investors, corporations, retirement plans, and trusts. The firm offers discretionary portfolio management using proprietary and third-party model portfolios, financial planning, and consulting, and employs a variety of investment instruments alongside AI tools and household account aggregation.