Ryan Beyel is a CFP® professional with 11 years of experience in the financial industry. He has worked at First Heartland Capital Inc. since 2019 and previously with Ameriprise Financial Services, Inc. for five years. First Heartland Consultants, Inc. provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party asset management services, and a model-based self-directed brokerage account program, utilizing a combination of fundamental, technical, and cyclical analysis for portfolio management.

Adam Proskovec is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Mutual of Omaha and its affiliated investor services firm since 2013. Outside of his advisory work, he was the owner of Catch-A-Lobster LLC, a business involved in buying and selling sports collectibles. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, primarily operating through a network of advisors who recommend model portfolios and approved investment products.

Tyler Anderson is a CFP® professional with 15 years of experience in the financial industry. He is currently with Ausdal Financial Partners, Inc., where he has worked since 2020. Prior to that, he held roles at Larson Financial Group and Larson Financial Securities from 2014 to 2020. Anderson serves as a board member and treasurer for Trinity Classical Academy, a private school in Waterloo, NE. Ausdal Financial Partners is a dual-registered investment adviser and broker-dealer managing approximately $2.13 billion in client assets. The firm offers a range of investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing both discretionary and non-discretionary strategies across various asset classes.

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.

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 firms including Edward Jones and LPL Financial. Bousquet also manages an independent investment advisory business through Gladstone Institutional Advisory. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, and charitable organizations. The firm operates through a network of independent advisers who select and monitor strategies tailored to each client and offers access to third-party managers and retirement-account technology.

Grant Runyan is a financial advisor with Mutual of Omaha Investor Services, Inc. in Omaha, NE, holding Series 65 and Series 63 licenses, and has 12 years of industry experience. He has been with Mutual of Omaha and its investor services division since 2014. Outside of advisory work, he is a partner at Stated Golf LLC, where he manages client relationships for custom golf apparel purchases. 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 primarily through a platform relationship with Envestnet. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group, supporting a range of client investment and planning needs.

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 designation and three years of industry experience. His prior work includes roles at the University of Nebraska, the United States Air Force Academy, and Norfolk Senior High School. CWA Asset Management Group provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, foundations, endowments, pension plans, and other business entities. The firm employs a combination of fundamental active analysis and multi-factor quantitative models, offers family-office and retirement plan fiduciary services, and sponsors multiple private funds, including a recently launched Global New Leaders Fund.

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.

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. He holds a Series 66 designation and has 15 years of industry experience. Prior to joining Mutual of Omaha in 2019, he worked at Securities America Advisors, Inc. and Securities America Inc. for a combined total of 10 years. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, primarily through its network of Investment Advisor Representatives who recommend approved products and strategies.

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 with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 66 licenses and seven years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA before joining her current firm. Outside of her advisory role, she has ownership in a rental property in Fountain Hills, Arizona. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, and managed account programs. The firm delivers managed solutions primarily through Envestnet and acts as both advisor and conduit to third-party managers.