Stacy Auman is a CFA® charterholder and holds a Series 65 license, serving as a financial advisor with First National Advisers, LLC since 2015 and has four years of industry experience. She is also the Director of Investment Management at First National Bank of Omaha and serves on multiple nonprofit boards, including the Leukemia and Lymphoma Society Lower Plains Board, Marian High School Endowment Board of Trustees, and St. Vincent DePaul Finance Committee. First National Advisers, LLC provides discretionary investment management to individuals, including high-net-worth clients, as well as institutional clients. The firm uses a team-based approach with asset allocation, quantitative and qualitative fund screening, and ongoing risk monitoring to implement model portfolios and is affiliated with First National Bank of Omaha.

Kevin Fix is a financial advisor at Avior Wealth Management, LLC in Columbus, Ohio, with 14 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining Avior Wealth Management in 2024, he worked at Newhaven Capital Advisors for 13 years. 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, offering investment management, financial planning, and business consulting with a focus on fundamental analysis and continuous portfolio supervision.

Michael Hickey is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company in 2025, he worked at several organizations including South Dakota School of Mines & Technology and Cargill, Inc. He is also licensed as an insurance agent for life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, including one-time and ongoing financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through Envestnet and uses Pershing as custodian, combining advisory with broker-dealer and insurance services within the Mutual of Omaha group.

Hayden Lassek is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 65 and Series 63 registrations and has three years of industry experience. Prior to joining Mutual of Omaha, he worked at West Gate Bank and has experience as an insurance agent. He is also licensed to sell life, health, and annuities insurance 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 collaborates with third-party money managers and uses platforms like Envestnet and Pershing to deliver managed solutions.

Robert Hahn is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Van Clemens Wealth Management, LLC. His prior experience includes roles at Willet, LLC dba Beyond Tangible Wealth, LPL Financial, Waddell & Reed, Inc., and Securities America Inc. Outside of advising, he is Vice-President and Coach at Advisor Game Plan, LLC, focusing on executive coaching for business leaders. Van Clemens Wealth Management, LLC serves individuals, trusts, estates, and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm customizes advice based on client objectives and employs a blend of modern portfolio theory with fundamental and technical analysis, offering access to over 500 third-party managers and a specialized Growth Opportunities Model focused on micro- and small-cap equities.

Steven Friedman is a financial advisor at Gladstone Wealth Partners with 57 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at LPL Financial, Raymond James & Associates, and Wells Fargo Advisors. Friedman also provides administrative support to 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 adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to wrap programs and third-party manager solutions.

Michael Skolnick is a financial advisor at Avior Wealth Management, LLC with 16 years of industry experience. He holds the Series 65 and Series 63 credentials and previously worked for Axiom Advisory, LLC for 10 years. Avior Wealth Management serves a diverse client base including high-net-worth individuals, pension and retirement plans, corporations, trusts, and financial institutions. The firm employs a fundamental investment approach utilizing both direct portfolio management and separately managed accounts, and offers a range of services such as discretionary and non-discretionary investment management, financial planning, and pension consulting.

Katrina Furler is a financial advisor with PFG Advisors in Omaha, NE, holding Series 63 and Series 66 credentials and 16 years of industry experience. Her career includes roles at Securities America and OSAIC, and she has also worked as a pet sitter with Rover since 2024. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and financial institutions. The firm’s investment approach combines firm-developed model portfolios and third-party managers, emphasizing macro allocation with index-based ETFs alongside fundamental, technical, and cyclical analysis.

Kyle Spitzenberger is a CFP® professional with four years of experience in the financial services industry. He has worked at Avior Wealth Management, LLC since 2022 and has prior experience at Mutual of Omaha and Creighton University. Avior Wealth Management is an SEC-registered enterprise advising approximately 4,277 clients and managing about $5.08 billion in assets through 120 financial professionals. The firm offers investment management, comprehensive financial planning, and business consulting to individuals, pension plans, charitable and corporate entities, and banking institutions, employing a combination of fundamental analysis and both long- and short-term strategies.

Stephanie Bloomberg is a Series 65-licensed financial advisor with 12 years of industry experience. She has worked at Mutual Advisors, LLC since 2022 and previously held positions at FTJ FundChoice, LLC, Northern Lights Distributors, LLC, and CLS Investments, LLC. The data does not indicate other outside activities. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional investors. The firm offers a range of advisory services using both discretionary and non-discretionary approaches, employing multiple analytical methods and third-party tools to tailor portfolio allocations across active and passive strategies.

Logan Mueller is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company in 2023, he worked at Bank Midwest and Brookside Labs. He is also active as a licensed insurance agent, specializing in life, health, disability insurance, and annuities. 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 primarily delivers solutions through a platform relationship with Envestnet and integrates broker-dealer and insurance services within the Mutual of Omaha group.

Joshua Heiden is a CFP® professional with 12 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, LLC, and multiple positions within USAA’s financial services and investment management divisions. 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, utilizing a fundamental analysis-based investment process with both long- and short-term strategies and offering a range of financial planning and consulting services.

Brandon Dingman is a CFP® with four years of industry experience, currently serving as a financial advisor at Gladstone Wealth Partners. His prior roles include positions at Capital City Wealth Management, The Colony Group, Buckingham Strategic Wealth, and Siena Wealth Advisors. 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, and retirement plan consulting, employing a variety of investment approaches tailored at the representative level.

Brandon Kew is a CFP®-credentialed financial advisor with nine years of industry experience, currently practicing at SageSpring Wealth Partners. He previously worked at Raymond James Financial Services for seven years and has experience from Southwestern Advantage. Outside of advisory work, he is involved in tax preparation and serves as the financial planner and CEO of the Kew Wealth Team. SageSpring Wealth Partners serves a diverse client base including individuals, institutional investors, and plan sponsors, providing tailored discretionary investment management, financial planning, and consulting services. The firm combines multi-team scale with a wide range of institutional client types and offers access to OCIO and TAMP solutions alongside traditional wealth management.

Carmen Mitchell is a financial advisor at StoneX Advisors Inc. with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Edward D. Jones & Co., L.P. and Securities America Advisors, Inc. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and ERISA plan consulting services. The firm utilizes advisor-managed portfolios, proprietary models, and third-party money managers to implement investment strategies across multiple account structures.

Samuel Bonebrake is a CFP® professional with experience at Lutz Financial since 2021. Prior to his advisory role, he worked at St. Louis University and Creighton Preparatory School. He is based in Omaha, NE. Lutz Financial serves individuals, retirement plans, charitable organizations, and business entities, offering portfolio management, retirement plan consulting, financial planning, and a digital Automated Investment Program. The firm’s investment approach includes tailored portfolios using mutual funds, ETFs, and bonds, with ongoing monitoring and client-directed restrictions.

Matthew Atchison is a financial advisor with Sagespring Wealth Partners in Omaha, NE, holding a Series 66 designation and 14 years of industry experience. He previously worked at Raymond James Financial Services from 2012 to 2024. Atchison is involved as an independent contractor with the Atchison Wealth Team and serves as an advisor and partner at Sagespring Wealth Partners. Sagespring Wealth Partners serves a diverse client base including individual households, institutional clients, and plan sponsors, offering discretionary investment management, financial planning, and consulting services. The firm employs a tailored investment approach utilizing various asset classes and leverages third-party manager relationships alongside proprietary tools and platforms to support client objectives.

Austin Wells is a CFP® professional with 10 years of experience in the financial services industry. He has worked with Lutz Financial since 2019, following roles at Securities America Advisors and Mutual of Omaha. Wells holds Series 63 and Series 65 licenses. Lutz Financial serves individuals, retirement plans, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, retirement plan consulting, and financial planning services. The firm offers tailored portfolios using mutual funds, ETFs, and individual bonds, and is affiliated with a certified public accounting firm, enabling coordinated accounting and tax services.

Karla Elliott is a financial advisor at Private Client Services, LLC with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Securities America Advisors and Securities America Inc. Outside of her advisory role, she participates in market research activities involving online surveys and focus groups. Private Client Services is an SEC-registered, multi-team advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers multiple implementation platforms, managing approximately $1.05 billion across more than 3,200 client accounts.

Rebecca Frohlich is a CFP® professional with 22 years of industry experience. She is currently with The Patriot Financial Group, LLC and has previously worked at firms including Fairway Insurance Services, Fairway Asset Management, Cambridge Investment Research Advisors, Morgan Stanley, and Citigroup Global Markets. Outside of financial advising, she serves as Vice-President on the board of Millard West Lacrosse in Omaha, NE. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm offers customized portfolio management and a range of investment options, employing a mix of analytical approaches and third-party managers as part of its due-diligence and client service processes.