Daniel Witt is a financial advisor at First National Advisers, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining First National Advisers in 2025, Witt worked at FNBO and Valmont Industries, Inc. First National Advisers, LLC provides discretionary investment management to individuals, including high-net-worth clients, as well as institutional clients. The firm offers a team-based Private Wealth Reserve service focused on asset allocation, fund screening, and risk monitoring, and operates as a wholly owned subsidiary of First National Bank of Omaha with approximately $7.3 billion in discretionary assets under management.

Rachel Bullerjahn is a financial advisor at Bridges Investment Management Inc. She holds a Series 65 designation and has one year of industry experience. Prior to joining Bridges, she held roles at Gallup, Creighton University Athletics, and Cornerstone Wealth Advisors. Bridges Investment Management is a multi-team registered investment adviser managing approximately $11.3 billion, offering investment management, financial planning, pension consulting, and related services to individuals, families, trusts, foundations, corporations, retirement plans, investment companies, and private funds. The firm employs a client-driven process focused on long-term fundamental analysis and also provides adviser selection, educational workshops, and donor-advised fund support through its philanthropic vehicle.

Carol Coldanghise is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 66 designation and bringing 49 years of industry experience. She has been with Mutual of Omaha and its affiliated firms since 1975. 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 operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Christopher Cotignola is a CFP® with five years of experience in the financial industry, currently serving at SageSpring Wealth Partners. He previously worked at Raymond James Financial Services and has experience in education, including roles at Iowa Western Community College and Omaha Public Schools. Outside of finance, he owns PC Nola Productions, where he teaches private saxophone lessons and performs professionally with local bands. SageSpring Wealth Partners manages a diverse client base, including individual households and various institutional clients, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs a tailored investment approach using a mix of assets and leverages both internal and third-party resources to serve approximately 11,500 clients.

Rodney Goben is a financial advisor with Avior Wealth Management, LLC in Omaha, NE, holding Series 63 and Series 65 credentials and possessing 14 years of industry experience. He previously worked at Nelson Vandenburg & Campbell for nine years before joining Avior in 2021. Goben has served on the board of the Cornhusker Christian Foundation and is a member of the York College Advisory Council to the President. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through approximately 120 professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, employing fundamental analysis with both long- and short-term investment strategies.

James Boulay is a CFP® and PFS™ with 24 years of industry experience. He has been with Lutz Financial Services, LLC since 2001. 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 is affiliated with a certified public accounting firm, allowing for coordinated accounting and tax services alongside investment management.

Kyle Hiatt is a financial advisor with Sequent Planning, LLC, holding Series 66 and Series 65 credentials and four years of industry experience. His prior work includes roles at Orion Advisor Solutions and Intention.ly, as well as involvement with Senior Market Sales. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves a diverse client base including individuals, retirement plan sponsors, businesses, and nonprofit organizations. The firm employs a structured risk framework and offers asset management, financial planning, and retirement-plan services through a network of independent adviser representatives.

Andrew Bradshaw is a CFP® with five years of industry experience. He is currently with First National Advisers, LLC and previously worked at Country Club Trust Company, Tower Wealth Managers, and Creative Planning. First National Advisers, LLC provides discretionary investment management to individuals, including high-net-worth clients, as well as institutional clients. The firm offers a team-based Private Wealth Reserve service that focuses on asset allocation, fund screening, and risk monitoring, managing approximately $7.3 billion in discretionary assets.

Christopher Wagner is a CFP® professional at Lutz Financial in Omaha, NE, with 20 years of industry experience. He has been with Lutz Financial since 2016. Lutz Financial serves individuals, retirement plans, charitable organizations, and business entities, offering portfolio management, financial planning, and retirement plan consulting. The firm integrates traditional advisor-led services with automated investment solutions and maintains a notable affiliation with a regional CPA firm to support its comprehensive advisory approach.

Landon Sibole is a CFP® professional with four years of experience at Lutz Financial. His background includes roles in marketing, commercial investment properties, and wealth management. Lutz Financial serves individuals, retirement plans, charitable organizations, and business entities, offering portfolio management, financial planning, and digital asset management through both advisor-led and automated programs. The firm manages over $3 billion in assets and provides a range of services including ERISA-related retirement plan consulting and fiduciary portfolio management.

Blake Zinn is a financial advisor with Sequent Planning, LLC in Omaha, NE, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include positions at Securities America, Northwestern Mutual Wealth Management, Northwestern Mutual Investment Management, and Northwestern Mutual Life Insurance Company. Outside of his advisory work, he serves as Board President of the Auburn Country Club, a nonprofit organization. Sequent Planning, LLC operates as an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, and retirement-plan services through a network of independent investment adviser representatives using a diversified, risk-structured investment approach.

Shawn Mcgregor is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 66 licenses and has 22 years of industry experience, including multiple tenures at Mutual of Omaha Investor Services dating back to 2015. 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 platforms like Envestnet and Pershing, delivering managed investment solutions through approved model portfolios and third-party manager relationships.

Donald Stanley is a financial advisor with Avior Wealth Management, LLC, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at Avior since 2021, following positions at Nelson Van Denburg & Campbell Wealth Management Group LLC and Fidelity Brokerage Services LLC. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through about 120 professionals. The firm serves individuals, pension plans, charitable and corporate entities, and banking institutions, using a fundamentally based investment process with both long- and short-term strategies, and provides comprehensive financial planning and business consulting.

Albert Armendariz is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. His work history includes positions at Mutual of Omaha since 2019, as well as roles at Ivy Funds Distributor and Waddell & Reed Inc between 2015 and 2019. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans. The firm offers a range of managed solutions including financial planning, managed account programs, and retirement plan consulting, primarily delivered through a platform relationship with Envestnet.

Joshua Jenkins is a CFA® charterholder with 10 years of industry experience. He has been with Lutz Financial since 2018 and previously worked at CLS Investments, LLC from 2013 to 2018. He holds a Series 65 license and is based in Omaha, NE. Lutz Financial serves individuals, retirement plans, charitable organizations, and business entities, offering portfolio management, retirement plan consulting, and financial planning services. The firm’s investment approach includes tailored portfolios using mutual funds, ETFs, and individual bonds, along with an Automated Investment Program that provides model portfolios through client-selected custodians.

Steven Rohrig is a financial advisor with Sequent Planning, LLC in Omaha, NE, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 23 years of industry experience, including prior roles at Mutual Of Omaha Investor Services, Inc. and Senior Market Sales. Rohrig has been with Sequent Planning since 2018. 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 employs a structured risk framework, offers diversified investment strategies, and provides a broad range of retirement-plan services.

Benjamin Stout is a financial advisor at Kingsview Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Orion Portfolio Solutions, LLC and Orion Advisory Technology, LLC. Outside of his advisory role, he provides support to pottery students as a pottery technician at Metro Community College. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services combining advisor-led planning with model-based and separately managed strategies, including internally sponsored ETFs and access to alternative investments.

Randall Karl is a financial advisor at Gladstone Wealth Partners with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Arete Wealth Management, Axxcess Wealth Management, TCFG Investment Advisors, TCFG Wealth Management, Comprehensive Asset Management & Servicing, and Platinum Wealth Partners. Outside of his advisory role, he teaches baseball at the Milwaukee Brewers Fantasy Camp and the MLB Youth Clinic. 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 various investment strategies, with a focus on integrating retirement-plan services and institutional manager relationships.

Matthew Lessman is a CFP® professional with 13 years of experience in the financial services industry. He has been with Ausdal Financial Partners, Inc. since 2020 and has prior experience in real estate brokerage and financial securities. Outside of his advisory role, Lessman is involved in managing and overseeing financial operations for several real estate investment entities. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets. The firm offers a range of investment advisory programs, retirement plan services, and financial planning solutions to individuals, trusts, corporations, pension plans, and charitable organizations.

Stephen Patterson is a financial advisor at Avior Wealth Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Nelson Van Denburg & Campbell Wealth Management Group, LLC for six years before joining Avior in 2021. 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.