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.

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.

Charles Heuring is a financial advisor at IAMS Wealth Management, LLC in Omaha, NE, holding Series 65 and Series 63 designations with nine years of industry experience. He has been with IAMS Wealth Management and its affiliate IAMS, Inc. since 2016. IAMS Wealth Management provides investment advisory and financial planning services to a diverse client base including individuals, corporations, retirement plans, and trusts. The firm employs discretionary portfolio management with proprietary and third-party model portfolios, supports various account types, and uses a range of investment instruments along with AI tools for research and operational efficiency.

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.

Chad Carlos is a financial advisor with IAMS Wealth Management, LLC, holding a Series 66 designation and seven years of industry experience. Prior to joining IAMS Wealth Management in 2024, he worked at firms including CETERA Advisor Networks LLC, Renaissance Financial Corp, and TD Ameritrade. He also works as an insurance agent specializing in fixed life and health insurance and annuities. IAMS Wealth Management provides investment advisory and financial planning services to individual investors, corporations, retirement plans, and trusts. The firm manages accounts on a discretionary basis using proprietary and third-party model portfolios and offers a broad range of investment instruments, incorporating tools such as AI for research and household aggregation for fee breakpoints.

Sali Shamoun is a financial advisor at Avior Wealth Management, LLC in Omaha, NE, holding a Series 65 designation with five years of industry experience. Prior to joining Avior in 2024, Shamoun worked at Axiom Advisory, LLC for seven years and at Julie Haidao Insurance Agency for one year. Avior Wealth Management serves a diverse client base, including high-net-worth individuals, pension and retirement plans, corporations, trusts, and banks or thrift institutions, offering investment management, financial planning, pension consulting, and business consulting services. The firm employs a primarily fundamental analysis investment approach, utilizing both direct portfolio management and separately managed account models with third-party sub-advisers.

Nickolaus Shannon is a CFP® professional with 12 years of industry experience, currently serving at Bridges Investment Management Inc. His prior roles include positions at Edward Jones and Pruco Securities, among others. Shannon holds several nonprofit board memberships, including roles with Ronald McDonald House Charities Omaha, the Salvation Army, Metropolitan Community College Foundation, and youth mentoring through the Teammates Mentoring Program of Elkhorn. Bridges Investment Management, Inc. is a multi-team registered investment adviser managing approximately $11.3 billion, offering a range of services including investment management, financial planning, and pension consulting to individuals, institutions, and private funds. The firm follows a client-driven, long-term investment approach that emphasizes fundamental analysis and offers various portfolio strategies tailored to client objectives.

Christopher Trub is a CFP® professional with 18 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, USAA Investment Management Company, USAA Financial Planning Services, and USAA Financial Advisors, Inc. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through approximately 120 financial professionals. The firm serves a diverse client base including individuals, pension plans, charitable and corporate entities, and banking institutions, offering investment management, financial planning, and business consulting services.

Stephen Holmes is a financial advisor with Avior Wealth Management, LLC in Roseburg, Oregon, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. Prior to joining Avior Wealth Management in 2026, he worked at EWG Elevate Inc. and Cambridge Investment Research Advisors, Inc. Holmes is also a licensed insurance agent involved in life, health, disability, and long-term care insurance, and he operates a sound engineering business that primarily serves his church and community. 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, using a fundamental analysis-based investment approach that combines long- and short-term strategies with continuous portfolio supervision.

Haley Gilbertson is a Series 65-licensed advisor with Bridges Investment Management Inc. in Omaha, NE, where she has worked since 2021. She has two years of industry experience and previously held roles at Victory Links Golf Course, Creighton University, Dunn Brothers Coffee, and Blaine High School. She also serves as an officer at Bridges Trust Company, involved in trust and wealth management. Bridges Investment Management is a multi-team registered investment adviser managing roughly $11.3 billion, serving individuals, families, trusts, foundations, corporations, retirement plans, investment companies, and private funds. The firm employs a client-driven, long-term investment process focusing on fundamental analysis and offers a range of services including financial planning, pension consulting, and trustee/custodial agency arrangements.

Weston Shepard is a financial advisor at Sequent Planning, LLC with a Series 65 designation and no prior industry experience. His work history includes roles at Midland University and Seim Johnson, LLP. Sequent Planning, LLC (doing business as Futurity First Wealth Management) is an SEC-registered adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, third-party model access, and retirement-plan services using a structured risk framework and a mix of firm-developed and third-party strategies.

Adam Julch is a CFP® professional with 13 years of industry experience, currently serving as a wealth advisor and partner at Thrivent Advisor Network, LLC. His career includes roles at Thrivent Investment Management and Purshe Kaplan Sterling Investments. He is a board member of the Omaha School of Ministry, providing general guidance and oversight for the organization. Thrivent Advisor Network delivers investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans, offering portfolio management and financial planning with a focus on diversified, long-term investment strategies including low-cost mutual funds and ETFs.

Jeremy Friedman is a financial advisor at Gladstone Wealth Partners with 16 years of industry experience. He holds a Series 66 credential and has previously worked at Raymond James & Associates, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Additionally, he is involved with ANOBO, a plane share group structured as an S Corporation. 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 a range of services including discretionary portfolio management, financial planning, and retirement plan consulting, with investment approaches tailored at the representative level and supported by platform-level due diligence.

Cole Mitchell is a financial advisor at Bridges Investment Management Inc in Omaha, NE, with four years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he worked at Robinhood Markets, Inc., Robinhood Financial, LLC, TD Ameritrade, and Cline Williams Law Firm. Bridges Investment Management, Inc. is a multi-team registered investment adviser managing approximately $11.3 billion and offering investment management, financial planning, pension consulting, and related services to a wide range of clients, including individuals, families, trusts, foundations, and institutions. The firm employs a client-driven, long-term investment process focused on fundamental analysis and offers various portfolio strategies along with trustee, custodial, and private fund management services.

Burton Van Denburg is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Avior Wealth Management, LLC since 2021. Prior to his current role, he spent ten years at Nelson, Van Denburg & Campbell. 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, employing a fundamental analysis-based investment approach with both long- and short-term strategies.

Brett Becker is a CFA® charterholder with 12 years of industry experience. He is currently with Bridges Investment Management, Inc. and has previously worked at STIFEL, Wells Fargo Clearing, and Insight Securities Inc. He also serves as a portfolio manager at Bridges Trust Company. Bridges Investment Management, Inc. is a multi-team registered investment adviser managing approximately $11.3 billion, offering investment management, financial planning, pension consulting, and related services to a diverse client base. The firm employs a client-driven, long-term investment approach centered on fundamental analysis and provides trustee and custodial agency services through affiliated entities.

Jared Garner is a financial advisor at Bridges Investment Management Inc. He holds a Series 65 designation and has been with Bridges since 2023, including a prior period of employment from 2023 to 2025. His previous experience includes roles at Principal Financial Group and various positions in education and retail. 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 wide range of clients, using a client-driven process focused on long-term fundamental analysis and ongoing monitoring.

Maxwell Behnfield is a financial advisor at First National Advisers, LLC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Independent Financial Group, Cantella & Co., Raymond James Financial Services, and UBS Financial Services. First National Advisers, LLC provides discretionary investment management to individuals, including high-net-worth clients, and various institutional clients. The firm uses mutual funds, ETFs, fixed income, and individual equities, and offers a team-based Private Wealth Reserve service emphasizing asset allocation, fund screening, and risk monitoring.

Scott Lautenbach is a financial advisor at CreativeOne Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Trinity Financial Group since 2023, while also owning Diversified Health Services, a health and insurance sales business operating since 1999. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm employs a range of investment strategies including proprietary ETF-based models, third-party managers, and option-based strategies, supporting tailored suitability assessments and regular portfolio rebalancing.