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Timothy M

Series 66

Omaha, NE

Avior Wealth Management, LLC

Timothy Mollak is a financial advisor with Avior Wealth Management, LLC in Omaha, NE, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Nelson Van Denburg & Campbell Wealth Management Group, Cetera ADVISORS LLC, and Illuminate Financial Group. He serves as treasurer and board member for United Cerebral Palsy of Nebraska, a nonprofit organization. Avior Wealth Management serves individual and institutional clients with investment management, financial planning, and consulting services, employing a fundamental analysis approach and utilizing a mix of direct portfolio management and separately managed account models.

Founder/Business Owner Executive
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Mark P

Series 65

Omaha, NE

First National Advisers, LLC

Mark Palmesano is a financial advisor at First National Advisers, LLC with three years of industry experience. He holds a Series 65 designation and has worked at First National Bank of Omaha since 2019 and US Bancorp from 1997 to 2019. In addition to his advisory role, he serves as a director managing investments for high net worth individuals at First National Bank of Omaha. First National Advisers, LLC is a subsidiary of First National Bank of Omaha that provides discretionary investment management to individuals and institutions. The firm manages approximately $6.6 billion in discretionary assets and offers diversified equity and fixed-income models, managed mutual fund and individual equity strategies, and a team-based wealth service called Private Wealth Reserve.

Wealth management ESG / Sustainable investing Real estate investing
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Sean S

CFP®, Series 63, Series 65

Omaha, NE

Gladstone Wealth Partners

Sean Song is a financial advisor with Gladstone Wealth Partners in Omaha, NE, holding the CFP® designation and Series 63 and 65 licenses. He has five years of industry experience and has previously worked at LPL Financial, Hightower, TD Ameritrade, and The Prudential Insurance Company of America. Outside of his advisory role, he is involved with Gladstone Institutional Advisory, an independent investment advisor firm. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment advisers. The firm offers a range of services including discretionary portfolio management and retirement plan consulting, utilizing diverse investment approaches such as individual securities, mutual funds, ETFs, and tax-managed strategies.

ESG / Sustainable investing Private / alternative investments Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Retired Mid-Career Professionals
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Jessica N

Series 66

Omaha, NE

Mutual Of Omaha Investor Services, Inc.

Jessica Nieto is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 66 designation and 13 years of industry experience. She has been with Mutual of Omaha since 2014. Outside of her advisory work, Nieto is active in music ministry, serving as an organist at multiple churches and providing piano lessons. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and retirement plans through various managed account programs and financial planning solutions. The firm delivers these services primarily via a platform relationship with Envestnet and integrates broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Steven R

Series 66

Omaha, NE

Avior Wealth Management, LLC

Steven Ryherd is a financial advisor at Avior Wealth Management, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked previously at Nelson, VanDenburg & Campbell Wealth Management Group, LLC and Edward Jones. Prior to his advisory career, he was involved with Arpeggio Acoustic Consulting for eight years. 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 fundamental analysis-based investment approach with both long- and short-term strategies.

Founder/Business Owner Executive
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Keegan M

Series 66

Omaha, NE

Thrivent Advisor Network, LLC

Keegan Menning is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and one year of industry experience. His career includes roles at Thrivent Investment Management Inc, Renaissance Financial, and Cetera Wealth Services, among others. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolios using low-cost mutual funds and ETFs, along with access to independent managers and ongoing portfolio management.

Private / alternative investments College savings (529s, UTMA, etc.) Annuities Wealth management
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Daniel S

Series 65

Omaha, NE

Coppell Advisory Solutions LLC

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.

Retirement income strategy General estate planning guidance Cash flow / budgeting Concentrated stock management Private / alternative investments Executive Founder/Business Owner
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Alec J

CFA®, Series 63

Omaha, NE

Lutz Financial

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.

Wealth management
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Stephen E

CFP®

Omaha, NE

Avior Wealth Management, LLC

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.

Founder/Business Owner Executive
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Alissa D

Series 65

Omaha, NE

First National Advisers, LLC

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.

Wealth management ESG / Sustainable investing Real estate investing
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Justin R

Series 66

Omaha, NE

Avior Wealth Management, LLC

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.

Founder/Business Owner Executive
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Grant C

Series 63, Series 65

Omaha, NE

Bridges Investment Management Inc

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.

Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner
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Amanda R

Series 63, Series 65

Omaha, NE

Mutual Of Omaha Investor Services, Inc.

Amanda Roenfeld is a financial advisor at Mutual of Omaha Investor Services, Inc. with 23 years of industry experience. She holds Series 63 and Series 65 designations and has been with Mutual of Omaha since 2006. Outside of advising, she is involved with Physician's Mutual LTC Trails, a program related to long-term care insurance. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs through a platform relationship with Envestnet. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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David B

Series 66

Omaha, NE

Avior Wealth Management, LLC

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.

Founder/Business Owner Executive
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Joshua S

Series 63, Series 65

Omaha, NE

Gladstone Wealth Partners

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.

ESG / Sustainable investing Private / alternative investments Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Retired Mid-Career Professionals
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Carol S

Series 63, Series 66

Omaha, NE

Mutual Of Omaha Investor Services, Inc.

Carol Schram is a financial advisor with Mutual of Omaha Investor Services, Inc. She holds Series 63 and Series 66 licenses and has 23 years of industry experience. Carol has been with Mutual of Omaha Investor Services since 2015. Mutual of Omaha Investor Services provides advisory services to individual, corporate, and qualified retirement plan clients, offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes platform relationships with Envestnet and Pershing and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Cheryl B

Series 63, Series 66

Omaha, NE

Avior Wealth Management, LLC

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.

Founder/Business Owner Executive
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Nolan B

Series 65

Omaha, NE

Thrivent Advisor Network, LLC

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.

Private / alternative investments College savings (529s, UTMA, etc.) Annuities Wealth management
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Ryan S

Series 66

Omaha, NE

Lutz Financial

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.

Wealth management
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Ross P

CFP®, Series 65

Omaha, NE

Foster Group, INC.

Ross Polking is a financial advisor at Foster Group, Inc. in Omaha, NE, with 19 years of industry experience. He holds the CFP® designation and Series 65 license. Polking has been with Foster Group in various capacities since 2009. Foster Group, Inc. serves individual, corporate, and institutional clients, including high-net-worth individuals and retirement plans. The firm manages approximately $4.78 billion across nearly 2,000 client relationships and employs a long-term, asset-allocation driven investment approach that emphasizes diversified mutual funds, ETFs, and use of independent managers and institutional strategies.

Charitable giving & philanthropy Executive Founder/Business Owner Established Professionals Approaching retirement
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