Gregory Weiss is a Series 66-licensed financial advisor with Mutual of Omaha Investor Services, Inc., based in Omaha, NE, and has 21 years of industry experience. His prior roles include positions at BancWest Investment Services and Bank of the West, as well as running his own consulting firm, Weiss Consulting. Outside of his advisory work, he owns Weiss Films, a company involved in film production and editing, and serves as an at-large board member of the Omaha Roadrunners, a nonprofit Christian-based athletic association. 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 mainly through a platform relationship with Envestnet and operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

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.

Kyle Hansen is a Series 66-credentialed advisor with Mutual of Omaha Investor Services, Inc. He has four years of industry experience, including roles at JP Morgan Chase, J.P. Morgan Securities, and Wells Fargo. Hansen is based in Omaha, NE. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, providing financial planning, managed account programs, and retirement consulting. The firm delivers managed solutions primarily through Envestnet and acts as a conduit to third-party money managers, operating alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Alexander Jacobs is a financial advisor at SageSpring Wealth Partners with six years of industry experience. He holds the CFP® and Series 63 designations. Jacobs previously worked at Raymond James Financial Services, Jason Houston, Northwestern Mutual Investment Services LLC, and Cassem Tierney. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets, serving a diverse range of individual and institutional clients. The firm offers personalized investment management, financial planning, and retirement plan consulting, employing goals-based portfolio management and leveraging third-party money managers and technology solutions.

Thomas Pugsley is a financial advisor at SageSpring Wealth Partners in Omaha, NE, holding a Series 65 credential with one year of industry experience. Prior to joining SageSpring, he worked at Acclaro Valuation Advisors, Lutz, Northwestern Mutual - Ludacka Wealth Partners, and served on staff at Creighton University and Brownell Talbot College Preparatory School. SageSpring Wealth Partners serves a diverse client base including individuals, institutional investors, and plan sponsors, offering discretionary investment management, financial planning, and retirement plan consulting. The firm combines multi-team scale with a broad array of investment strategies and provides access to OCIO and TAMP solutions alongside traditional wealth management services.

Megan Mcmurry is a CFP® with 11 years of industry experience, currently serving at Bridges Investment Management, Inc. since 2017. She previously worked at UBS Financial Services from 2014 to 2017. Mcmurry is involved in charitable organizations, holding leadership roles with the Salvation Army of Omaha and serving on the board of The KIM Foundation. 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 diverse client base including individuals, families, trusts, foundations, and institutional clients. The firm employs a client-driven process focused on long-term fundamental analysis and offers unique operational affiliations including trust company services and proprietary investment vehicles.

Aaron Tomita is a CFP® professional with four years of industry experience, currently serving at Avior Wealth Management, LLC in Omaha, NE. His prior experience includes roles at Fortune Financial Corp and Renaissance Financial, as well as a position at Creighton University. Avior Wealth Management serves a diverse range of individual and institutional clients, offering discretionary and non-discretionary investment management, financial planning, pension consulting, and business consulting services. The firm employs a fundamental analysis investment approach and integrates both direct portfolio management and separately managed account models.

Chad Mihm is a financial advisor with Mutual Of Omaha Investor Services, Inc. in Omaha, NE, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Mutual Of Omaha since 2009. In addition to his advisory role, he is involved in insurance sales focusing on life, health, and annuities. 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’s platform and works alongside broker-dealer and insurance distribution businesses within the Mutual Of Omaha group.

Stacy Auman is a CFA® charterholder and holds a Series 65 license, serving as a financial advisor with First National Advisers, LLC since 2015 and has four years of industry experience. She is also the Director of Investment Management at First National Bank of Omaha and serves on multiple nonprofit boards, including the Leukemia and Lymphoma Society Lower Plains Board, Marian High School Endowment Board of Trustees, and St. Vincent DePaul Finance Committee. First National Advisers, LLC provides discretionary investment management to individuals, including high-net-worth clients, as well as institutional clients. The firm uses a team-based approach with asset allocation, quantitative and qualitative fund screening, and ongoing risk monitoring to implement model portfolios and is affiliated with First National Bank of Omaha.

Kevin Fix is a financial advisor at Avior Wealth Management, LLC in Columbus, Ohio, with 14 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining Avior Wealth Management in 2024, he worked at Newhaven Capital Advisors for 13 years. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets through about 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, offering investment management, financial planning, and business consulting with a focus on fundamental analysis and continuous portfolio supervision.

Robert Hahn is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Van Clemens Wealth Management, LLC. His prior experience includes roles at Willet, LLC dba Beyond Tangible Wealth, LPL Financial, Waddell & Reed, Inc., and Securities America Inc. Outside of advising, he is Vice-President and Coach at Advisor Game Plan, LLC, focusing on executive coaching for business leaders. Van Clemens Wealth Management, LLC serves individuals, trusts, estates, and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm customizes advice based on client objectives and employs a blend of modern portfolio theory with fundamental and technical analysis, offering access to over 500 third-party managers and a specialized Growth Opportunities Model focused on micro- and small-cap equities.

Steven Friedman is a financial advisor at Gladstone Wealth Partners with 57 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at LPL Financial, Raymond James & Associates, and Wells Fargo Advisors. Friedman also provides administrative support to 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 adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to wrap programs and third-party manager solutions.

Michael Skolnick is a financial advisor at Avior Wealth Management, LLC with 16 years of industry experience. He holds the Series 65 and Series 63 credentials and previously worked for Axiom Advisory, LLC for 10 years. Avior Wealth Management serves a diverse client base including high-net-worth individuals, pension and retirement plans, corporations, trusts, and financial institutions. The firm employs a fundamental investment approach utilizing both direct portfolio management and separately managed accounts, and offers a range of services such as discretionary and non-discretionary investment management, financial planning, and pension consulting.

Katrina Furler is a financial advisor with PFG Advisors in Omaha, NE, holding Series 63 and Series 66 credentials and 16 years of industry experience. Her career includes roles at Securities America and OSAIC, and she has also worked as a pet sitter with Rover since 2024. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and financial institutions. The firm’s investment approach combines firm-developed model portfolios and third-party managers, emphasizing macro allocation with index-based ETFs alongside fundamental, technical, and cyclical analysis.

Kyle Spitzenberger is a CFP® professional with four years of experience in the financial services industry. He has worked at Avior Wealth Management, LLC since 2022 and has prior experience at Mutual of Omaha and Creighton University. Avior Wealth Management is an SEC-registered enterprise advising approximately 4,277 clients and managing about $5.08 billion in assets through 120 financial professionals. The firm offers investment management, comprehensive financial planning, and business consulting to individuals, pension plans, charitable and corporate entities, and banking institutions, employing a combination of fundamental analysis and both long- and short-term strategies.

Stephanie Bloomberg is a Series 65-licensed financial advisor with 12 years of industry experience. She has worked at Mutual Advisors, LLC since 2022 and previously held positions at FTJ FundChoice, LLC, Northern Lights Distributors, LLC, and CLS Investments, LLC. The data does not indicate other outside activities. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional investors. The firm offers a range of advisory services using both discretionary and non-discretionary approaches, employing multiple analytical methods and third-party tools to tailor portfolio allocations across active and passive strategies.

Joshua Heiden is a CFP® professional with 12 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 & Campbell Wealth Management Group, LLC, and multiple positions within USAA’s financial services and investment management divisions. 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, utilizing a fundamental analysis-based investment process with both long- and short-term strategies and offering a range of financial planning and consulting services.

Brandon Dingman is a CFP® with four years of industry experience, currently serving as a financial advisor at Gladstone Wealth Partners. His prior roles include positions at Capital City Wealth Management, The Colony Group, Buckingham Strategic Wealth, and Siena Wealth Advisors. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, employing a variety of investment approaches tailored at the representative level.

Brandon Kew is a CFP®-credentialed financial advisor with nine years of industry experience, currently practicing at SageSpring Wealth Partners. He previously worked at Raymond James Financial Services for seven years and has experience from Southwestern Advantage. Outside of advisory work, he is involved in tax preparation and serves as the financial planner and CEO of the Kew Wealth Team. SageSpring Wealth Partners serves a diverse client base including individuals, institutional investors, and plan sponsors, providing tailored discretionary investment management, financial planning, and consulting services. The firm combines multi-team scale with a wide range of institutional client types and offers access to OCIO and TAMP solutions alongside traditional wealth management.