Karen Benefiel is a financial advisor at LexAurum Advisors with 24 years of industry experience. She holds a Series 63 designation and previously worked at Cambridge Advisors Inc. for 20 years before joining LexAurum in 2023. LexAurum Advisors serves individuals, families, businesses, and institutional clients with investment management, financial planning, and retirement plan services. The firm employs diversified, asset-allocation strategies using low-cost ETFs and other securities, offering both discretionary and non-discretionary management as well as sub-advisory services for other advisory firms.

Andrea Mcmahon is a CFA® charterholder with 25 years of industry experience. She currently serves as a financial advisor at Avior Wealth Management, LLC, where she has worked since 2021. Prior to that, she spent eight years with Nelson, Van Denburg & Campbell Wealth Management Group, LLC. 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 continuous portfolio supervision.

Matthew Green is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 designation and 12 years of industry experience. He has worked at CreativeOne Wealth since 2017 and previously at Client One Securities, LLC from 2013 to 2016. In addition to his advisory role, Green owns KDG TOOLS LLC, a tool sales business. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based models, third-party managers, and option strategies, supporting tailored suitability assessments and regular rebalancing through its extensive network of Investment Adviser Representatives.

Craig Sall is a CFA® charterholder with 11 years of industry experience. He is currently with First National Advisers, LLC, where he has worked since 2022. Prior to this, he held roles at First National Bank of Omaha and Raymond James Financial Services from 2015 to 2022. He serves as a board member of the Mount Michael Booster Club, a nonprofit supporting high school sports and activities. First National Advisers, LLC is a subsidiary of First National Bank of Omaha that provides discretionary investment management to individuals and institutions, including affiliated clients. The firm offers diversified equity and fixed-income models, managed mutual fund and individual equity strategies, and a team-based wealth service known as Private Wealth Reserve.

Danielle Fosmer is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 66 designations and 17 years of industry experience. Her prior roles include positions at Lincoln Financial Distributors and various Lincoln Financial entities, as well as a decade at Mutual of Omaha Investor Services. 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 primarily through its network of Investment Advisor Representatives who recommend model portfolios and implement strategies via its approved platforms.

Andrew Carpenter is a financial advisor at Sequent Planning, LLC with eight years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Sequent Planning, he worked at firms including Pacific Life and Guardian Capital Group. Outside of advisory work, Mr. Carpenter serves as a marketing consultant for Senior Market Sales, assisting agents in evaluating fixed insurance products. Sequent Planning, LLC (doing business as Futurity First Wealth Management) is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, and a range of retirement-plan services, utilizing a structured risk framework and a combination of firm-developed models, third-party managers, and customized allocations.

Anthony Fenner is a financial advisor with Sequent Planning, LLC in Omaha, NE. He holds a Series 65 designation and has seven years of industry experience, including prior roles at Bank of the West, AeroTek, and Farm Bureau Financial Services. Sequent Planning, LLC (doing business as Futurity First Wealth Management) serves individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations. The firm offers asset management, financial planning, third-party model manager access, and a range of retirement-plan services delivered through a network of independent adviser representatives using a structured risk framework and diversified investment strategies.

Ryan Decker is a CFP® with 12 years of industry experience, currently serving at Bridges Investment Management, Inc. since 2024. His prior roles include positions at Raymond James Financial Services Advisors Inc. and First Investments & Planning. Outside of his advisory work, Decker is involved in community activities as a Bond Oversight Subcommittee Member for Westside Community Schools and serves as Director and Treasurer for Go Beyond Nebraska, a nonprofit focused on educational and outdoor programs for underserved youth. Bridges Investment Management, Inc. is a multi-team registered investment adviser managing approximately $11.3 billion. The firm offers discretionary and non-discretionary investment management, financial planning, pension consulting, and related services to a broad client base that includes individuals, families, trusts, foundations, corporations, and private funds, employing a client-driven process centered on long-term fundamental analysis.

Andee Vorel is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 66 designation and 15 years of industry experience. She has been with Mutual of Omaha and its affiliated Investor Services firm since 2015. 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 managed account solutions primarily through its network of Investment Advisor Representatives.

Christopher Dunham is a financial advisor at Mutual of Omaha Investor Services, Inc. with 17 years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he operates a seasonal lawn mowing and snow removal business as a sole proprietor. 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 delivers managed solutions primarily through a platform relationship with Envestnet and incorporates third-party money managers in its investment approach.

Peter Daiker is a financial advisor at Gladstone Wealth Partners with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with LPL Financial, Silverleaf Advisor Group, and Wells Fargo. Daiker also serves as an officer for APD3, Inc., a business entity for tax and investment purposes. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent adviser representatives who utilize various strategies, third-party managers, and retirement-account technology, and offer ERISA-related services for qualified plans.

Craig Carlson is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 66 designation and five years of industry experience. He has been with Mutual of Omaha and its affiliated investor services firm since 2006. Outside of his advisory role, he is a licensed real estate agent involved in commercial brokerage activities on a limited basis. 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 utilize approved model portfolios and discretionary management platforms.

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.

Brandon Dirkschneider is a CFP® professional with 26 years of experience in the financial services industry. He is currently affiliated with ValMark Advisers, Inc. and has held positions at LPL Financial and Cetera Advisors LLC among others. Outside of his advisory work, he serves on the board of the International Farm Transition Network and is involved in several community and parish finance committees. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of advisory and consulting services.

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., holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Mutual of Omaha since 2014 and has operated his own advisory business since 2006. In addition to his advisory work, he is involved in the insurance sector. 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 a range of financial planning and managed account solutions through a network of advisors who utilize approved third-party managers and model portfolios.

Jack Holmes is a CFA® charterholder with 14 years of industry experience, currently serving at Bridges Investment Management Inc. in Omaha, NE. He has previously worked at WealthPlan Investment Management LLC, Securities America Inc., Wealthplan Partners Inc., and LPL Financial. Holmes holds a senior vice president role in trust and wealth management at Bridges Trust Company and participates as an investment committee member for Bridges Private Equity Fund. 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, and institutional clients. The firm emphasizes a client-driven process focused on long-term fundamental analysis and offers proprietary products and operational services uncommon among its peers.

Michael York Jr. is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 65 and Series 63 licenses and has 14 years of industry experience. York has been with Mutual of Omaha since 2011. In addition to his advisory role, he is licensed 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 operates through platform relationships with Envestnet and Pershing and integrates broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

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.