Robert Wellendorf is a financial advisor at Executive Wealth Partners with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cambridge Investment Research Inc. and Cambridge Investment Research Advisors Inc. He also owns Executive Wealth Strategies LLC, through which he provides consulting, speaking engagements, and training to business owners and their families. Executive Wealth Partners offers discretionary and non-discretionary investment management, financial planning, and retirement rollover advice primarily to individual clients, including high-net-worth individuals and business owners. The firm manages portfolios tailored to client goals and risk tolerance, utilizing fundamental and technical analysis, and provides regular account reviews and reporting.

Jeffrey Matuella is a financial advisor at JB Financial Services, Inc. in Omaha, Nebraska, with 23 years of industry experience. He holds the Series 66 designation and has been with JB Financial Services since 2011. Outside of his advisory work, he serves as Financial Secretary for the Omaha chapter of the Sons of Italy, a service and advocacy organization for U.S. residents of Italian descent. JB Financial Services, Inc. provides discretionary asset management to individuals, trusts, and estates through a top-down allocation process that emphasizes ETFs and low-cost index funds for diversified sector weightings. The firm manages accounts on the Schwab Institutional platform and typically positions portfolios for multi-year horizons.

Matthew Samson is a financial advisor with ILS Financial, LLC in Omaha, NE, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Morgan Stanley and Principal Life Insurance Company, as well as service in the U.S. Marine Corps and Marine Corps Reserves. He serves on the board of PreVeteran, a nonprofit helping veterans transition to civilian life. ILS Financial is an independent advisory firm managing approximately $12.8 million for individual and business clients. The firm offers discretionary asset management, comprehensive financial planning, retirement-plan advisory services, and 3(21) fiduciary consulting for qualified plans, tailoring portfolios to client goals and risk tolerances while employing strategies like Modern Portfolio Theory and tactical asset allocation.

Levi Turner is a financial advisor at Turner Financial in Omaha, NE, with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Cambridge Investment Research Advisors, LPL Financial, and Pacific Life. Turner Financial serves high-net-worth individuals, pension and profit-sharing plan sponsors, charitable organizations, and businesses by providing wealth management, comprehensive financial planning, and Retirement Plan Consulting as an ERISA 3(21) fiduciary. The firm employs a fundamental and value-oriented investment approach, combining active and passive asset allocation, and is notable for its formal Retirement Plan Consulting services and focus on plan sponsors and high-net-worth clients.

Caleb Moyer is a CFP®-designated financial advisor with six years of industry experience. He currently operates Moyer Financials LLC, an independent firm based in Omaha, NE. His prior experience includes roles at Creative Planning LLC and Stevens Capital Partners, Inc. In addition to financial advising, he is affiliated with Moyer Tax Services, LLC, a tax preparation and related services entity. Moyer Financials provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm emphasizes diversified portfolios with a focus on asset allocation and passive investment vehicles, while also offering flexible active management and tax planning through its affiliated tax services firm.

Quintin Smith is a financial advisor at Canvas Retirement Planning LLC with three years of experience in the industry. He holds a Series 65 designation and also works as a tax accountant at Schleisman Onken & Associates PC. Additionally, he owns Canvas Tax, a tax-related business. Canvas Retirement Planning LLC is a registered investment adviser offering discretionary investment management and limited-scope financial planning services to pooled, institutional, and individual clients. The firm employs an investment approach based on asset allocation and Modern Portfolio Theory, combining passive and active strategies, and maintains an affiliation with an accounting practice operated by its principal.

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Ken Koubsky is a CFP® professional with 25 years of industry experience. He has been with Kaizen Wealth Advisors, LLC since 2007, where he is the sole advisor. In addition to his advisory role, he is a licensed insurance agent who spends several hours monthly servicing existing policyholders and initiating new coverage. Kaizen Wealth Advisors, LLC is an independent registered investment adviser that offers selection of third-party money managers and comprehensive financial guidance to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and corporate entities. The firm focuses on long-term investment strategies and coordinates with other professionals while primarily acting on a non-discretionary basis through external managers.

Jeffery Ingraham is an advisor at Well Advised, LLC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Horter Investment Management, LLC and Omaha Advisors, Inc., where he currently serves as president and is involved in fixed insurance sales. He is also a partner and insurance agent at iWise, LLC, a Medicare insurance business. Well Advised, LLC is an independent advisory firm serving individual and high-net-worth clients with discretionary asset management and financial planning. The firm uses a tailored approach combining fundamental, technical, and charting analyses, and offers managed accounts as well as a fee-based annuity advisory option.

Mark Petersen is a CFP® with 27 years of industry experience. He is affiliated with Midwest Value Planning and has previously worked at Carson Wealth Management Group for 16 years. Midwest Value Planning provides consulting services primarily to investment advisor representatives and registered investment adviser firms, offering financial planning, tax advice, educational materials, advanced planning concepts, and marketing support. The firm also delivers limited individual income tax preparation and financial planning services outside of its adviser-consulting engagements.

Spencer Schneider is a financial advisor at Schneider Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and previously worked at PairOne Private Wealth LLC for one year before founding his own firm. Schneider Wealth Management LLC provides discretionary portfolio management and comprehensive financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm tailors investment programs based on client goals and risk tolerance, employing various analytical methods and overseeing third-party sub-advisors to manage client portfolios.

Jennifer Schenkelberg is a CFA® charterholder and principal of Schenkelberg Investments, LLC in Omaha, Nebraska, with 21 years of industry experience. She founded Schenkelberg Investments in 2016 and serves as its sole advisor. Outside of advisory services, she owns and operates a small number of rental properties. Schenkelberg Investments manages approximately $59.5 million across about 96 client relationships, serving individuals, high-net-worth clients, and fiduciary entities including trusts, estates, and charitable organizations. The firm employs a model-driven, core-and-satellite investment approach with named strategies and provides discretionary asset management, financial planning, and educational newsletters.

Robert Dodson is a financial advisor with Alba Financial LLC in Council Bluffs, IA, holding Series 63 and Series 66 credentials and 10 years of industry experience. He has previously worked at FBL Financial Group, Edward Jones, and several other financial services firms. Dodson also engages in investment advisory and financial planning through FBL Wealth Management, LLC. Alba Financial provides advisory services to individuals, charitable organizations, corporations, and employers, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs asset-allocation principles and modern portfolio theory, may use ESG screening upon request, and includes management of 401(k) assets and a wrap fee program among its notable offerings.

Logan Sanders is a CFP® professional with four years of experience, currently serving as an advisor at Sanders Retirement Planning LLC. Prior to joining the firm, he held roles at TS Bank and US Bank. Outside of finance, he has been an instructor at Sanders ATA Martial Arts since 2008. Sanders Retirement Planning LLC provides 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 a combination of fundamental analysis and strategic asset allocation, managing most assets on a discretionary basis.

Sydney Peatrowsky is a financial advisor with Virtue Wealth Counsel, LLC in Omaha, NE, holding a Series 65 designation. Sydney has three years of experience at Virtue Wealth Counsel and Peatrowsky Law, LLC. Outside of financial advising, Sydney has been involved with Sydney Odelia, LLC for ten years. Virtue Wealth Counsel provides investment advisory and portfolio management services to individual and high-net-worth clients, focusing on personalized financial planning that often integrates tax, estate, and charitable considerations. The firm serves a modest client base through direct advisor relationships tailored to families and individual clients.

Bradley Kingsbury is a financial advisor at Blue Capital with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Capital Synergy Partners, Inc. from 2011 to 2019. Kingsbury serves as a board member of Divine Shepherd Lutheran Church in Omaha, NE. Blue Capital provides investment advisory and financial planning services primarily to individual clients, offering tailored portfolio management through discretionary and non-discretionary accounts. The firm employs a range of strategies including asset allocation, dollar-cost averaging, and both long- and short-term trading, with a focus on aligning portfolios with clients’ objectives, time horizon, and risk tolerance.

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.

John Dee is a Series 65-licensed financial advisor with Sterling Financial Advisors, LLC in Omaha, NE. He has 12 years of industry experience and has been with Sterling Financial Advisors since 2012. Outside of his advisory role, he manages a vacation cabin rental property in Crosslake, MN. Sterling Financial Advisors serves individuals, trusts, pension and profit-sharing plans, and small businesses by providing asset management and pension consulting services. The firm employs discretionary portfolio management using fundamental and technical analysis across various asset classes and conducts periodic account reviews to align investments with client objectives.

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.