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.

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.

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.

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.

Thomas Kienow is a financial advisor with Mutual of Omaha Investor Services, Inc. in Omaha, NE, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Mutual of Omaha in 2021, he worked at Costco Wholesale and Sonic. Outside of his advisory role, he umpire youth baseball games. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs through relationships with third-party managers and platforms such as Envestnet. The firm operates within the Mutual of Omaha group, combining advisory, broker-dealer, and insurance services.

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.

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.

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.

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.

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.

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.

Calen Griffin is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 credentials and seven years of industry experience. He has worked at Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services since 2019. Outside of advising, he serves as a volunteer board member on the Religious Formation Advisory Board for St. Stephen the Martyr Catholic Church in Omaha and operates a sports cards and memorabilia resale business. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm delivers managed solutions primarily through Envestnet and works alongside broker-dealer and insurance divisions 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.