Tyler Clark is a financial advisor at Clark Wealth Strategies, Inc. He holds a Series 65 designation and has one year of experience in the industry. Prior to joining Clark Wealth Strategies, he worked at Gallup and has experience in educational roles at the University of Nebraska–Lincoln and Westside High School. Clark Wealth Strategies, Inc. serves individual clients, including high-net-worth individuals, and retirement plans by providing investment management, retirement-plan and pension consulting, variable annuity sub-account management, and 1031 real estate exchange consulting. The firm manages approximately $43 million in discretionary assets for about 68 clients and emphasizes customized model portfolios with a focus on asset allocation, tax management, and continuous portfolio monitoring.

Phillip Vogel is a financial advisor at Vogel Wealth Management, LLC with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Vogel Wealth Management in 2023, he worked at KCD Financial, Inc. for 16 years. He is a member of the board of directors at 12 Step House, Inc., a nonprofit organization supporting individuals with addiction experiences. Vogel Wealth Management, LLC provides investment advisory services primarily on a non-discretionary basis to individuals, high-net-worth clients, and corporate entities. The firm offers asset management, third-party money manager recommendations, and retirement plan oversight, using fundamental, technical, charting, and cyclical analysis with quarterly reviews and ongoing monitoring.

Brock Castinado is a financial advisor at CWS Wealth Partners with five years of industry experience. He holds a Series 65 designation and has worked at several firms, including American Senior Benefits and Union Pacific Railroad. In addition to his advisory role, he operates an affiliated insurance agency, Castinado Company Limited. CWS Wealth Partners is a small supported advisory firm managing approximately $62 million for around 133 clients. The firm offers discretionary and non-discretionary portfolio management and comprehensive financial planning, using a mix of fundamental, technical, and cyclical analysis tailored to client goals and risk tolerances.

Rudy Thomas is a financial advisor with Fairway Asset Management, LLC in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Fairway Asset Management since 2008 and serves as managing partner of Fairway Asset Management Holdings, LLC. Additionally, he is a finance committee member at Point Loma University, where he assists in the evaluation and oversight of the endowment. Fairway Asset Management is a registered investment adviser managing approximately $112 million across 74 client relationships. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting for individuals, small businesses, and institutions, utilizing a combination of top-down macroeconomic analysis and bottom-up security selection to build concentrated equity and fixed-income portfolios.

Matthew Sorum is a financial advisor at Adaptive Advice, LLC in Omaha, NE, holding a Series 65 designation with one year of industry experience. Prior to joining Adaptive Advice, he worked at That 1 Painter and Summit Medical Staffing. Adaptive Advice serves individual and high-net-worth clients and their families by providing discretionary investment management and comprehensive financial planning, including portfolio management, retirement, tax, estate, and education planning. The firm uses a mix of fundamental and technical analysis to tailor portfolios and conducts regular reviews and rebalancing while coordinating with clients’ tax and estate professionals.

Bruce Van Kooten is a CFA® charterholder with 22 years of industry experience, currently serving at Lawson Kroeker Investment Management Inc since 2006. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is an owner and partner at Cellar 44, a wine bar in Omaha, where he handles financial oversight and customer relations. Lawson Kroeker provides discretionary investment supervisory services to individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and profit-sharing plans, and a registered investment company, the LK Balanced Fund. The firm uses a fundamental, owner-oriented investment approach and maintains close client collaboration on asset allocation, managing approximately $682.7 million in discretionary assets.

Dennis Peatrowsky is a ChFC® credentialed advisor with Virtue Wealth Counsel, LLC in Omaha, NE, where he has worked since 2019. He has two years of industry experience and previously worked at Vincent & Peatrowsky Law Offices, LLC, as well as holding roles at the University of Nebraska at Omaha, Target, Inc., and Skutt Catholic High School. Virtue Wealth Counsel serves individual clients, including high-net-worth households, providing portfolio management and comprehensive financial planning. The firm integrates investment management with estate and charitable planning, offering legal and philanthropic services through an affiliated attorney, which distinguishes it from many similar-sized firms.

Michael Chochon is a financial advisor at Adaptive Advice, LLC with nine years of industry experience and holds a Series 65 credential. His prior work includes roles at Sequent Planning, LLC, Senior Market Sales, Inc., and PrairieSmarts LLC. Outside of advisory work, he serves as an independent insurance agent offering life, fixed indexed annuities, and long-term care policies, and he holds executive and consulting roles at CFO Systems LLC and Chochonm LLC focusing on strategic CFO functions and technology consulting. Adaptive Advice serves individual and high-net-worth clients, providing discretionary investment management and comprehensive financial planning, including retirement, tax, estate, and education planning. The firm emphasizes tailored portfolios based on asset allocation and combines fundamental and technical analysis with regular reviews and coordination with clients’ tax and estate professionals.

Joseph Elsasser is a CFP® professional with 19 years of industry experience. He is a founding member of Adaptive Advice, LLC, where he has worked since 2020. Prior to that, he held roles at Covisum, LLC, a financial planning software company where he serves as president and partner, as well as positions at Sequent Planning, LLC, Brookstone Capital Management LLC, and Equitable Advisors. Adaptive Advice serves individual and high-net-worth clients and their families, offering discretionary investment management and comprehensive financial planning. The firm employs a tailored approach to portfolio construction, blending fundamental and technical analysis across a range of securities, and supports client needs through ongoing reviews and coordination with other professional advisors.

Grant Tesnohlidek is a Series 66-licensed financial advisor with 15 years of industry experience. He currently works at Miller Financial Services LLC and previously held roles at WealthForge Securities LLC, Burlington Capital, Weitz Securities, Inc., and TD Ameritrade. Miller Financial Services LLC provides discretionary portfolio management, financial planning, pension consulting, and non-securities consulting to individual and institutional clients. The firm is known for its work with public entities, including state and local government and municipal plans, and offers fiduciary services such as formal 3(38) plan management.

Aaron Hilgemann is a CFA® charterholder with three years of industry experience. He is currently with Bazis Private Wealth, LLC and previously held roles at Orion Portfolio Solutions, Bank of the West, and Orion Advisor Technology, LLC. Outside the financial industry, he served in the U.S. Marine Corps from 2013 to 2017 and has experience working in the restaurant sector. Bazis Private Wealth, LLC provides personalized advisory services to individuals, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm offers portfolio management, financial planning, retirement plan consulting, and alternative investment consulting, managing assets through a wrap-fee program and using a combination of fundamental, charting, and quantitative research in its investment approach.

Dennis Peatrowsky is a financial advisor at Virtue Wealth Counsel, LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Questar Asset Management and Vincent & Peatrowsky Law Offices. Peatrowsky is also an attorney at Peatrowsky Law, LLC, focusing on estate and business planning and securities law. Additionally, he serves as a chapter director and archdiocese coordinator for His Way At Work, a ministry for consecrated business owners. Virtue Wealth Counsel serves individual clients, including high-net-worth households, offering portfolio management and comprehensive financial planning. The firm integrates investment management with estate and charitable-planning services, distinguishing itself by including active attorney-affiliated legal and philanthropic offerings.

Isaiah Olson is a Series 65-licensed financial advisor with Clark Wealth Strategies, Inc. in Omaha, NE, where he has worked since 2019. He has three years of industry experience, including prior roles at Northwestern Mutual Investment Services LLC and Evolution Soccer Club. Clark Wealth Strategies serves individual clients, including high-net-worth individuals, and retirement plans, providing investment management, retirement-plan consulting, variable annuity sub-account management, and 1031 real estate exchange consulting. The firm manages approximately $43 million in discretionary assets and emphasizes customized model portfolios with asset allocation, tax management, and continuous monitoring.

Ryan Fleischer is a financial advisor at Revolution Capital, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Linsco/Private Ledger from 2006 to 2019. Fleischer is also the founder and president of Revolution Group, LLC, which provides business advisement and offers fixed insurance products on an as-needed basis. Revolution Capital, LLC delivers investment advisory services to individuals, family offices, pension funds, and corporate clients. The firm employs a variety of analytical methods to construct diversified portfolios and offers discretionary management along with access to affiliated accounting and tax services.

Megan Fleischer is a Series 65-licensed financial advisor with Revolution Capital, LLC in Omaha, NE, where she has worked since 2019. She has five years of industry experience, including prior roles in education with Elkhorn Public Schools and Highland Park Independent School District. Revolution Capital, LLC serves individuals, corporations, and pension or employee benefit plans with portfolio management, financial planning, pension consulting, and outsourced Chief Investment Officer services. The firm uses a range of analytical approaches and offers an affiliated accounting and tax practice, providing clients with integrated investment and tax solutions.

Scott Leise is a Series 65 licensed advisor at Sanders Retirement Planning LLC in Omaha, NE, with six years of industry experience. His prior roles include positions at TS Bank d/b/a Callahan Financial Planning, Callahan Financial Planning Company, and Wells Fargo. Sanders Retirement Planning LLC offers investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as trusts, estates, and business entities. The firm employs fundamental analysis combined with strategic and tactical asset allocation, managing most assets on a discretionary basis and incorporating ongoing portfolio monitoring and periodic rebalancing.

Katie Bruno is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Morey & Quinn Wealth Partners since 2018. She previously worked at Raymond James and has been involved in financial advisory roles since 2014. Outside of her advisory work, she is the owner of Lotus Divorce Services, a certified divorce financial analyst firm, and holds board positions as secretary for both the Financial Planning Association of Nebraska and the Breakfast Optimist Club, as well as serving on the board of directors for the Women’s Fund of Omaha. Morey & Quinn Wealth Partners is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, and corporations. The firm offers tailored financial planning and discretionary wealth management, emphasizing client-specific objectives and fundamental analysis, with oversight of approximately $373 million in assets across three advisors.

Chad Docken is a financial advisor with Professional Retirement Strategies LLC in Omaha, NE, holding a Series 66 credential and nine years of industry experience. He has previously worked at Heartland Financial Advisors and Gradient Securities. Outside of finance, he owns a costume prop shop called 3DForgeZ. Professional Retirement Strategies LLC provides discretionary portfolio management and ERISA plan advisory services to individual investors and retirement plan clients. The firm employs a documented investment policy and risk-tolerance process with discretionary trading authority and is noted for conducting public investment education seminars.

Stephen Lococo is a financial advisor with Footprints Asset Management & Research, Inc. He holds Series 63 and Series 65 licenses and has 45 years of industry experience. He has been with GVC Capital LLC since 2003 and is the owner of Midtown Body and Paint Shop, a business unrelated to investments. Lococo also serves on the board of directors of Wegener Corp, a public company specializing in satellite communication equipment. Footprints Asset Management & Research provides discretionary investment supervisory services and separately managed accounts to individuals, pension plans, corporations, and a mutual fund client. The firm follows an Absolute Value investment philosophy focused on long-term wealth creation and incorporates derivatives, primarily covered-call writing, in its portfolio management.

Brooks Call is a financial advisor at Lakewood Asset Management, LLC in Omaha, NE, holding Series 63 and Series 65 credentials with 22 years of industry experience. He has worked with UBS Financial Services Inc since 2005. Lakewood Asset Management serves individual and high-net-worth clients, trusts, estates, pension, and charitable entities, managing approximately $249 million across 155 client relationships. The firm employs a bottom-up, fundamental, long-term value investing approach, focusing on undervalued companies and special situations, and offers both discretionary portfolio management and stand-alone financial planning.