Craig Carlson is a Series 66-licensed financial advisor with Mutual of Omaha Investor Services, Inc., based in Omaha, NE, with six years of advisory experience. He has been affiliated with Mutual of Omaha in various capacities since 2006. In addition to his advisory role, he holds a commercial real estate license in Nebraska and occasionally earns commissions from commercial leasing transactions. 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 primarily delivers managed solutions through a platform relationship with Envestnet and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Alaina Pogreba is a CFP® with two years of industry experience, currently serving as a financial advisor at Avior Wealth Management, LLC in Omaha, NE. Her prior experience includes a role at Pinnacle Bank and several years working at Hy-Vee. 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, retirement plans, charitable and corporate entities, and banking institutions, offering discretionary and non-discretionary investment management, financial planning, and business consulting.

Nicholas Hall is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Lutz Financial since 2014. He holds Series 63 and Series 66 licenses and is based in Omaha, NE. Lutz Financial advises individuals, retirement plans, charitable organizations, and business entities, offering portfolio management, retirement plan consulting, financial planning, and a digital Automated Investment Program. The firm combines investment management with coordinated accounting and tax services through its affiliation with a certified public accounting firm.

Christopher Boozikee is an Investment Advisor Representative with Mutual of Omaha Investor Services, Inc. in Omaha, Nebraska. He holds Series 63 and Series 65 designations and has 26 years of industry experience. Mr. Boozikee has been with Mutual of Omaha since 2014 and has worked as an independent advisor since 2006. 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 solutions through a platform relationship with Envestnet and acts as a conduit to third-party managers, serving a broad client base including both non-high-net-worth and high-net-worth clients.

Jack Holmes is a CFA® charterholder with 15 years of industry experience. He is currently a financial advisor at Bridges Investment Management Inc. in Omaha, NE, where he has worked since 2021. Holmes also serves as Senior Vice President at Bridges Trust Company and is an investment committee member of Bridges Private Equity Fund. Bridges Investment Management, Inc. is a multi-team registered investment adviser managing approximately $11.3 billion that offers investment management, financial planning, pension consulting, and related services to a diverse client base, including individuals, families, trusts, foundations, corporations, and retirement plans. The firm employs a client-driven process focused on long-term fundamental analysis and manages proprietary vehicles while providing trustee and custodial services.

Michael York Jr. is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 licenses, and has 14 years of industry experience. He has been with Mutual of Omaha and its investor services division since 2011. In addition to his advisory role, he works as a licensed insurance agent, focusing on life, health, and annuity 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 delivers managed solutions through platforms like Envestnet and Pershing, serving a broad client base from non-high-net-worth to high-net-worth individuals.

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.

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.

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.

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.

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.

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.

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.

Michael Schroder is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds the Series 65 and Series 63 licenses and has six years of industry experience. Prior to his current role, he worked at First Command and Werner Enterprises Inc. Schroder is active as a Sarpy Chamber Ambassador and owns EZSAVIN, a business focused on affiliate marketing and handcrafted wooden products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans with offerings that include financial planning, managed account programs, and retirement plan consulting. The firm utilizes a platform relationship with Envestnet and works with Pershing as custodian and introducing broker-dealer, delivering managed solutions through various model portfolios and third-party manager relationships.

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.

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.

Nickolas Frerichs is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and possessing one year of industry experience. Prior to joining Mutual of Omaha, he worked in various roles including at Standard Heating and Air and the University of Nebraska-Lincoln. 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 a platform relationship with Envestnet and uses Pershing as custodian and broker-dealer for many accounts.

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.

Sydney Stanard is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has been with Mutual of Omaha Investor Services and Mutual of Omaha Great Plains since 2014. Outside of his advisory role, Stanard serves as a board member of the Northview Lincoln Business Association and works as an insurance agent specializing in life, health, and annuity products. 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 a platform approach with Envestnet and Pershing, integrating advisory services alongside broker-dealer and insurance distribution within the Mutual of Omaha group.

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.