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.

Michael Mcintosh is a financial advisor at MissionSquare Retirement with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of the West and TD Ameritrade. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

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.

Briana Hughes is a Series 66 credentialed advisor with 25 years of industry experience. She has worked at Mutual of Omaha Investor Services, Inc. and Mutual of Omaha since 2014. 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 Envestnet and Pershing platforms, with advisors recommending MOIS-approved model portfolios and coordinating with third-party managers.

Jared Mejstrik is a financial advisor at Compound Planning, Inc. in Omaha, NE, with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Austin Wealth Management, Morgan Stanley, TD Ameritrade, and Gallup. Compound Planning, Inc. serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm combines long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting, operating as a fiduciary with continuous account monitoring and documented oversight.

David Craft is a CFA® charterholder and Series 63 licensee currently with First National Advisers, LLC, where he has worked since 2021. He has over 24 years of experience in the financial industry, previously serving at Wells Fargo Private Bank (formerly Northwest Bank) from 1996 to 2020. First National Advisers, LLC provides discretionary investment management for individuals, including high-net-worth clients, and institutional clients. The firm emphasizes asset allocation, quantitative and qualitative fund screening, and ongoing risk monitoring through a team-based Private Wealth Reserve service and manages approximately $7.3 billion in discretionary assets.

Matthew Merwald is a financial advisor with Mutual of Omaha Investor Services, Inc. in Omaha, NE, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been with Mutual of Omaha since 2007 and is also an insurance agent specializing in life, health, annuity, disability, long-term care, and Medicare supplements. Merwald is the owner of Merwald Financial Group, LLC, which holds a portion of Prosperity Wealth Partners, Inc. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through managed account programs and third-party money manager relationships. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group and offers both financial planning and retirement plan consulting services.

Blaine Hellman is an investment advisor representative with Thrivent Advisor Network, LLC, holding Series 65 and Series 63 credentials and bringing 14 years of industry experience. He has worked with Thrivent-affiliated firms since 2012, including roles at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Outside of his advisory work, Hellman serves on the board of Breakthrough T1D, a nonprofit focused on funding Type 1 Diabetes research, and volunteers with the Loess Hills Nordic Ski Patrol, providing safety and medical support in a nature center. Thrivent Advisor Network delivers investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and access to independent managers. The firm typically constructs diversified long-term portfolios using low-cost mutual funds and ETFs while also supporting a range of other investment vehicles and continuous account monitoring.

Scott Summers is a CFA® charterholder with over 10 years at First National Advisers, LLC and three years of industry experience. He serves as the Director of Investment Management at First National Bank of Omaha and is the Treasurer for the Saint Andrews Pointe Homeowners Association. First National Advisers, LLC provides discretionary investment management to individuals, including high-net-worth clients, and institutional clients using mutual funds, ETFs, fixed income, and individual equities. The firm is a wholly owned subsidiary of First National Bank of Omaha and manages approximately $7.3 billion in discretionary assets, offering team-based wealth management services with a focus on asset allocation, fund screening, and risk monitoring.

John Mcmannama is a financial advisor at Avior Wealth Management, LLC with 33 years of industry experience. He holds a Series 65 designation and previously worked at Nelson, Van Denburg & Campbell Wealth Management Group LLC for six years. He is an active member of the MoneySunk Investors investment club in Nebraska. Avior Wealth Management serves a broad mix of individual and institutional clients, providing discretionary and non-discretionary investment management, financial planning, pension consulting, and business consulting services. The firm employs a fundamental analysis investment approach, combining long- and short-term positions with direct portfolio management and separately managed account models.

Douglas Plahn is a CFA® charterholder with 29 years of industry experience and has been with Bridges Investment Management, Inc. since 2007. He holds senior leadership roles at Bridges Trust Co. and Bridges Trust Company of South Dakota, serving as senior vice president, board director, and chairman in investment-related capacities. 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 broad client base including individuals, families, trusts, foundations, corporations, and institutional investors, emphasizing a client-driven process with fundamental analysis and long-term portfolio strategies.

Scott Cavey is a financial advisor at Avior Wealth Management, LLC in Omaha, NE, with 25 years of industry experience. He holds the CFP® designation along with Series 65 and Series 66 licenses. Prior to joining Avior in 2021, he worked at Nelson Van Denburg & Campbell Wealth Management Group, Cavey & Associates, LLC, and Cetera Advisors LLC. Outside of advisory work, he facilitates Dave Ramsey's Core Wellness program for the business community and serves on the Papillion Fire Department Local 3767 Pension Committee. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in assets through approximately 120 financial professionals. The firm serves individuals, pension plans, charitable and corporate entities, and banking institutions, offering discretionary and non-discretionary investment management, comprehensive financial planning, and business consulting.