Nolan Bowes is an advisor with Thrivent Advisor Network, LLC, holding a Series 65 credential and based in Omaha, NE. He has been with Thrivent Advisor Network since 2026 and has prior experience at firms including Oklahoma City Comets and Sooner Valet. Nolan also attended the University of Oklahoma from 2021 to 2025. Thrivent Advisor Network serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of advisory representatives managing approximately $6.8 billion in client assets. The firm offers customized portfolio management and financial planning, emphasizing diversified mutual funds and ETFs along with other investment options.

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.

Joshua Kegley is a Series 65-licensed financial advisor with 10 years of industry experience. He is currently with Wealth Management in Elkhorn, NE, and has served as National Sales Director at Retirement Plan Consultants since 2015. In addition to his advisory work, he owns Four Keys, LLC, a non-investment related business. Wealth Management Nebraska LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as retirement plan sponsors and institutional clients. The firm manages approximately $3.1 billion in assets and employs a portfolio approach based on modern portfolio theory, primarily using passively managed mutual funds and ETFs.

Gregory Weiss is a financial advisor with Mutual of Omaha Investor Services, Inc. based in Omaha, NE, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at BancWest Investment Services and Bank of the West, as well as operating Weiss Consulting. Outside of finance, he owns Weiss Films, a production company specializing in film, promos, livestreaming, and audio 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 and retirement-plan services to a diverse client base that includes individuals, retirement plans, corporations, and charitable organizations. The firm supports its advisors with model portfolios and third-party managers available on an approved platform, offering both discretionary and non-discretionary management options.

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 financial advisor with Mutual of Omaha Investor Services, Inc. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at JP Morgan Chase Bank, J.P. Morgan Securities, Wells Fargo Clearing, and Wells Fargo Bank. 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 recommend model portfolios and third-party managers on an approved platform.

Calen Griffin is a financial advisor with Mutual of Omaha Investor Services, Inc. based in Omaha, NE, holding Series 65 and Series 63 licenses and having seven years of industry experience. He has been with Mutual of Omaha and its investor services division since 2019. Outside of his advisory role, Griffin serves as a volunteer board member of the Religious Formation Advisory Board at St. Stephen the Martyr Catholic Church 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 plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and utilizes Pershing as custodian and broker-dealer.

Samuel Pimper is a financial advisor with IAMS Wealth Management, LLC, holding a Series 65 designation and located in Omaha, NE. He has experience working at Lazarus Retirement Solutions, Lazarus Insurance LLC, Lazarus Investment Services Inc, and Lee Enterprises. IAMS Wealth Management provides investment advisory and financial planning services to a range of clients including individual investors, corporations, retirement plans, and trusts. The firm offers discretionary portfolio management using proprietary and third-party model portfolios, financial planning, and consulting, and employs a variety of investment instruments alongside AI tools and household account aggregation.

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 designation. He has held several roles since 2021, including positions at Acclaro Valuation Advisors, Lutz, Northwestern Mutual - Ludacka Wealth Partners, and Creighton University. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets across a diverse client base that includes individuals, institutions, charitable organizations, corporations, and retirement plans. The firm offers personalized investment management, financial planning, and retirement plan consulting with a goals-based, discretionary portfolio management approach that integrates asset allocation, monitoring, rebalancing, and the use of various investment strategies and third-party managers.

Kristopher Heig is a financial advisor at IAMS Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Ashton Thomas Private Wealth, Brinker Capital Securities, and Orion Advisor Technology. IAMS Wealth Management provides investment advisory and financial planning services to individual investors, corporations, retirement plans, trusts, and other entities. The firm offers discretionary portfolio management using proprietary and third-party models, pension plan services, and standalone financial planning, utilizing a wide range of investment instruments and operational tools.

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 six years of experience at Avior Wealth Management, LLC in Omaha, NE. Prior to joining Avior, he worked at Fortune Financial Corp and renaissance financial. He also held a position at Creighton University. Avior Wealth Management serves a diverse client base including high-net-worth individuals, pension and retirement plans, corporations, trusts, and banks. The firm employs a fundamental investment approach combining long- and short-term positions with 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 licenses and bringing 26 years of industry experience. He has been with Mutual of Omaha since 2009. In addition to advisory work, he is involved in insurance sales, including life, health, and annuities. 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, managed accounts, and retirement plan consulting through a network of Investment Advisor Representatives.

Stacy Auman is a CFA® charterholder and holds a Series 65 license with 11 years of experience at First National Advisers, LLC in Omaha, NE. She serves as Director of Investment Management at First National Bank of Omaha, managing portfolios for high net worth clients, trusts, institutions, foundations, and endowments. Auman is also active in nonprofit governance, serving on the boards of the Leukemia and Lymphoma Society Lower Plains Region, Marian High School Endowment, and the St. Vincent DePaul Parish Finance Committee. First National Advisers, LLC is a subsidiary of First National Bank of Omaha that provides discretionary investment management to individuals and institutions. The firm offers diversified equity and fixed-income models, managed strategies, and a team-based wealth service, with an investment approach that includes quantitative and qualitative fund screening and the use of sub-advisors and proprietary funds.

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., holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Mutual of Omaha, he held roles at Cargill, Zoetis, and the South Dakota School of Mines & Technology. He is also licensed as an insurance agent specializing in life, health, and annuities. 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 operates through a network of Investment Advisor Representatives who recommend model portfolios and third-party managers on an approved platform.

Hayden Lassek is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Mutual of Omaha Investor Services, he worked at West Gate Bank and has experience as an insurance agent, specializing in 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 through platforms like Envestnet and works alongside affiliated broker-dealer and insurance businesses within the Mutual of Omaha group.

Steven Friedman is a financial advisor with Gladstone Wealth Partners in Omaha, NE, holding Series 63 and Series 66 licenses. He has 57 years of industry experience, including prior roles at Raymond James & Associates, Wells Fargo Advisors, and LPL Financial. Friedman provides administrative support to Gladstone Institutional Advisory, an independent investment advisor firm. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, and charitable organizations. The firm operates through independent investment adviser representatives who select strategies and manage accounts, utilizing third-party managers and retirement-account technology.