Heather Bruntz is a financial advisor at SageSpring Wealth Partners with two years of industry experience. She holds the Series 66 designation and previously worked at Raymond James Financial Services, Inc. and in education prior to joining SageSpring. SageSpring Wealth Partners serves a diverse client base including individual households, institutional clients, and plan sponsors, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs tailored portfolios using a range of investment types and combines multi-team scale with access to OCIO and TAMP strategies.

Briana Hughes is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 66 designation and bringing 24 years of industry experience. She has been with Mutual of Omaha and its affiliated Investor Services division since 2014 and has been operating under her own name since 2006. 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, access to third-party money managers, and managed account programs, working primarily through its network of Investment Advisor Representatives who recommend approved model portfolios and managers.

Jared Mejstrik is a financial advisor at Compound Planning, Inc. with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley, Austin Wealth Management, TD Ameritrade, Gallup, and in events and automotive sectors. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, consulting, and a Turnkey Asset Management Program. The firm uses customized, risk-based model allocations incorporating fundamental, technical, and modern portfolio theory analysis, employing low-cost ETFs, direct indexing, alternative strategies, and third-party sub-advisors.

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., holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Mutual of Omaha since 2007. In addition to his advisory role, Merwald is an insurance agent specializing in life, health, annuity, disability, long-term care, and Medicare supplement insurance. He is also the owner of Merwald Financial Group, LLC, which holds a stake in Prosperity Wealth Partners, Inc. 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, operating through a network of Investment Advisor Representatives who implement strategies primarily via approved platforms and discretionary management programs.

Blaine Hellman is an advisor with Thrivent Advisor Network, LLC, holding Series 65 and Series 63 credentials with 14 years of industry experience. He previously worked with Thrivent Investment Management Inc and Thrivent Financial for Lutherans. Outside of his advisory role, Hellman serves as a board member for Breakthrough T1D, a nonprofit focused on funding research for a cure to Type 1 Diabetes, and volunteers with the Loess Hills Nordic Ski Patrol, assisting with safety and search and rescue operations. Thrivent Advisor Network serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, managing approximately $6.8 billion in client assets. The firm offers customized investment strategies emphasizing low-cost diversified mutual funds and ETFs, along with other asset classes, and provides both discretionary and non-discretionary portfolio management and financial planning services.

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.

Tyler Prescott is a financial advisor with IAMS Wealth Management, LLC in Omaha, NE. He holds a Series 66 designation and has five years of industry experience. His career includes roles at BancWest Investment Services, Inc., Bank of the West, and Thrivent Financial. In addition to his advisory work, he is an Independent Insurance Agent and a Sales Supervisor with American Elm Distribution Partners. IAMS Wealth Management provides investment advisory and financial planning services to individual investors, corporations, retirement plans, trusts, and other business entities. The firm offers discretionary portfolio management with tailored asset allocations and a variety of investment instruments, and it is known for its corporate affiliations and extensive adviser network.

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.

Michael Smith is an investment advisor at First National Advisers, LLC in Omaha, NE, with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of the West, BancWest Investment Services, TD Ameritrade, and Omaha Public Schools. First National Advisers, LLC provides discretionary investment management to individuals, including high-net-worth clients, and institutional clients. The firm uses a team-based approach with an emphasis on asset allocation, quantitative and qualitative fund screening, and ongoing risk monitoring across a range of portfolio objectives.

William Shafroth is a CFP® and Series 66 credentialed advisor at Avior Wealth Management, LLC with 10 years of industry experience. He has worked at Avior since 2021 and previously held roles at Nelson, VanDenburg & Campbell Wealth Management Group, LLC, and Fidelity. Avior Wealth Management serves a diverse client base including high-net-worth individuals, pension plans, corporations, trusts, and banks, offering investment management, financial planning, pension consulting, and business consulting services. The firm employs a fundamental analysis investment approach with both long- and short-term positions, utilizing direct portfolio management and separately managed accounts.

Krysia Gannon is a Series 66-credentialed financial advisor with two years of industry experience. She currently works at SageSpring Wealth Partners and previously spent nine years at Robert W. Baird & Co. Incorporated. Outside of finance, she was involved with Jamberry Nails LLC for three years. SageSpring Wealth Partners serves a diverse client base, including individual households, institutional clients, and plan sponsors. The firm offers investment management, financial planning, and consulting services, utilizing both fundamental and technical analysis to tailor portfolios that include a wide range of investment vehicles.

Matthew Seem is a financial advisor at TCFG Investment Advisors, LLC with seven years of industry experience. He holds a Series 66 credential and has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of financial advising, he is involved in several entrepreneurial ventures including farming, operating an insulation installation business, and owning an apparel company serving soccer referees. He has also worked as a professional soccer referee under the United States Soccer Federation for over a decade. TCFG Investment Advisors is an SEC-registered firm managing approximately $639 million in client assets through a team of 29 advisors. The firm serves individuals, profit-sharing plans, charities, and businesses by providing portfolio management, financial planning, consulting, and access to third-party money managers, employing a variety of analytical strategies and regularly reviewing portfolios to align with client objectives and risk tolerance.

Isaac Mc Coy is a financial advisor at Guardian Wealth Advisors, LLC in Omaha, NE, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at ORG Partners and Charles Schwab & Co., Inc. Guardian Wealth Advisors provides investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional clients. The firm employs a systematic investment approach using mutual funds, ETFs, bonds, options, and equities, combining fundamental and technical analysis to manage portfolios.

Henri Overfelt is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 65 and Series 63 licenses and has four years of industry experience. His career includes roles at Mutual of Omaha Investor Services and Mutual of Omaha, as well as prior work in other sectors including at Union Pacific Railroad Company and Creighton University. Outside of advisory services, he is also licensed as an insurance agent specializing in life, health, disability, long-term care, critical illness, annuities, and dental insurance. 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 third-party money managers and delivers managed solutions primarily through Envestnet, operating alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Patricia Sacco Krueger is a financial advisor at Gladstone Wealth Partners with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Silverleaf Advisor Group and LPL Financial. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers who utilize various strategies, third-party managers, and model portfolios, and also offers ERISA-related services for qualified plans.

Jeffrey Legband is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 66 licenses and has nine years of industry experience. His career includes roles at Mutual of Omaha Bank and Mutual of Omaha Insurance before joining Mutual of Omaha Investor Services in 2019. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates through a platform relationship with Envestnet and integrates broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Daniel Podpeskar is a CFA® charterholder with three years of industry experience, currently serving as an investment professional at Bridges Investment Management Inc. He previously worked at TD Ameritrade and Midwest Housing Equity Group. Podpeskar also contributes as a research analyst for Bridges Trust Company. 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 including individuals, institutions, and retirement plans. The firm employs a client-driven, long-term investment process based on fundamental analysis and provides operational oversight for pooled vehicles and institutional arrangements.