Gunnar Olafson is a CFA® charterholder and holds a Series 65 license with three years of industry experience. He is currently with Fairway Asset Management, LLC and has prior experience at Blackman and Associates, P.C., Orion Advisor Solutions, LLC, Wells Fargo Bank, and Signet Jewelers. He also has a background working at the University of Nebraska and in small business operations. Fairway Asset Management serves individuals, high-net-worth clients, families, small businesses, and institutional retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a combined top-down macroeconomic and bottom-up security selection process, focusing on concentrated equity portfolios and active fixed-income management across multiple risk profiles.

Andrew Lamer is a financial advisor at Bazis Private Wealth, LLC in Omaha, NE, holding a Series 65 designation with one year of industry experience. He previously worked at Kidwell for five years and serves in the Nebraska Army National Guard. Bazis Private Wealth LLC provides investment advice and planning to individuals, retirement plans, trusts, estates, and business entities. The firm emphasizes asset allocation using fundamental and charting analysis, managing approximately $244 million in discretionary client assets through its wrap-fee program and offers ERISA fiduciary consulting and alternative investment due diligence.

Duane Bazis is a financial advisor with Bazis Private Wealth, LLC in Omaha, NE, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked with Bazis & Young Investment Group LLC since 2009. Outside of his advisory role, Bazis is a licensed insurance agent with over 30 years of experience selling life, health, long-term care, and annuity products. Bazis Private Wealth LLC provides personalized advisory services to individuals, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm manages portfolios using a combination of fundamental and charting analysis alongside third-party research and operates exclusively through wrap-fee programs, offering both discretionary and non-discretionary asset management.

Patrick Tucker is the principal advisor at True Measure Wealth Management in Omaha, NE, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has led True Measure Wealth Management since 2001. Outside of his advisory role, he owns and teaches online courses for financial advisors and entrepreneurs through True Measure Advisors and Patrick Tucker, LLC, and operates a social media marketing and consultation business, MOM3NTM, LLC. True Measure Wealth Management provides personalized, fee-only financial planning and investment management to individuals, trusts, estates, and small businesses. The firm focuses on strategic, globally diversified asset allocation using third-party money managers, no-load or low-load mutual funds, ETFs, and individual securities, with accounts custodied through SEI, Charles Schwab & Co., or Betterment Institutional.

Marvin Docken is a financial advisor with Professional Retirement Strategies LLC in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at several firms, including Gradient Securities, LLC and Heartland Financial Advisors, LLC, and has conducted independent advisory work since 1995. Outside of advisory services, he is also active as an insurance agent specializing in insurance and fixed annuities. Professional Retirement Strategies LLC provides discretionary portfolio management and ERISA plan advisory services to individual investors and retirement plan clients. The firm serves both individual and institutional accounts, employing a documented investment policy and risk-tolerance process with discretionary trading authority, and it offers public seminars and workshops on investment education.

Richard Mcginness Jr. is a financial advisor at Bazis Private Wealth, LLC in Omaha, NE, holding a Series 65 designation with 11 years of industry experience. He has been with Bazis & Young Investment Group since 2014. Bazis Private Wealth provides personalized advisory services to individuals, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm’s investment approach combines asset allocation with fundamental and charting analysis, offering portfolio management, financial planning, retirement plan consulting, and alternative investment consulting through a wrap-fee program structure.

Tiffany Polifka is a CFP® with 20 years of industry experience, currently serving as an advisor at Arnold Weitz & Co since 2010. She also has a longstanding role with Raymond James Financial Services, Inc. since 2008. Arnold Weitz & Co. provides investment advisory and financial planning services primarily to individual and family clients, including high-net-worth households, as well as trusts, foundations, and certain corporate entities. The firm emphasizes individualized asset-allocation models with a focus on equity income and balanced strategies.

David Clark is a financial advisor with Clark Wealth Strategies, Inc in Omaha, NE, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at Clark Wealth Strategies since 2008. Outside of advising, he is an owner and partner in West Omaha Films, a film production company. Clark Wealth Strategies provides investment management and wealth planning services to individuals, high-net-worth clients, and retirement plan sponsors. The firm specializes in customized portfolio management using strategic asset allocation and offers a notable 1031 and passive real estate consulting practice alongside ERISA-fiduciary retirement plan consulting.

Jacquelyn Denson is a CFP® professional with 11 years of industry experience, currently serving at Vestia Personal Wealth Advisors. She has previously worked at Larson Financial Securities, LLC and Larson Financial Group, LLC. Outside of her advisory role, she is involved in the wine retail and bar business and co-owns a nutrition and supplements enterprise focused on a hangover remedy product. Vestia Personal Wealth Advisors serves individual and high-net-worth clients and provides consulting for retirement plan sponsors. The firm employs an evidence-based investment approach and utilizes a combination of in-house discretionary management, third-party sub-advisors, and technology-enabled solutions, while also offering access to alternative and private investments through affiliated platforms.

Jonathan Spangler is a financial advisor at Cambridge Advisors Inc. with 17 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Woodmen Financial Services, Inc. for ten years before joining Cambridge Advisors in 2024. Cambridge Advisors Inc. serves individuals, families, retirement plans, and not-for-profit organizations with customized investment management and financial planning services. The firm manages over $600 million with a small employee-owned team and offers a range of portfolio strategies including private and digital-asset products.

Grant Behne Ryan is a financial advisor at SMART Wealth, LLC, holding a Series 65 designation. He has one year of industry experience and previously worked in food service and community center roles while completing his studies. SMART Wealth serves individual and high-net-worth households with retirement income strategies, portfolio management, and financial planning. The firm manages discretionary portfolios using in-house models and sub-advisers, offers dedicated services for affluent clients, and sponsors the SMARTWay ETFs as part of its investment solutions.

Jon Murray is a financial advisor with SMART Wealth, LLC in Omaha, NE, holding a Series 65 designation and one year of industry experience. His prior work includes roles at the Nebraska Department of Finance and Banking and Prosperity Home Mortgage. SMART Wealth serves individual and high-net-worth households with retirement income strategies, investment advisory, portfolio management, and financial planning. The firm manages discretionary portfolios using in-house models and third-party providers and operates a Private Wealth Partners division focused on clients with $5 million or more in investable assets.

Michele Prell is a CFP® professional with 15 years of experience in the financial services industry. She currently serves at Stevens Capital Partners and has previously worked at firms including CalmWater Financial Group, Commonwealth Financial Network, Mariner Wealth Advisors, and Cor Clearing LLC. Stevens Capital Partners is an SEC-registered advisory firm serving individuals, charitable organizations, and businesses with approximately $810 million in assets under management across 661 client relationships. The firm provides ongoing investment management, access to third-party managers, and project-based financial planning, utilizing fundamental analysis and modern portfolio theory to develop individualized investment policies.

Scott Arehart is a financial advisor at SMART Wealth, LLC in Omaha, NE, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Retire SMART, LLC, Welcome Home Financial Partners, and Insurance Agency Marketing Services. SMART Wealth serves individual and high-net-worth households with retirement income strategies, investment advisory, and financial planning. The firm manages discretionary portfolios using in-house models and sub-advisers, offers a Private Wealth Partners division for affluent clients, and sponsors the SMARTWay ETFs.

David Stevens CFP®,Founder & Principal After spending nearly 20 years of his career at TD Ameritrade, where he ran the largest advice practice in the nation, David founded Stevens Capital PartnersTM, an SEC fee-only Registered Investment Advisory Firm (formerly known as Purposeful Wealth). David is a University of Nebraska at Lincoln graduate, a series 66 licensed (Investment Advisor), and holds the CERTIFIED FINANCIAL PLANNER ™ designation. He is a proud member of the National Association of Personal Financial Advisors and is on the Board of Directors for the Financial Planning Association of Nebraska. David has been a guest speaker and panelist at local and national conferences throughout the financial industry. David and the team focus on your life, family, and priorities to help you determine, navigate, and achieve your goals. His commitment to the fiduciary model of investment management is one of the pillars that support his work ethic and core values. ‍He and his wife, Natalia have four children and live in Omaha, where he enjoys attending and coaching their children’s academic, musical, and athletic events. He sits on several boards and enjoys making a positive impact in the lives of others. Part of that commitment is his pledge to donate 10 percent of the profits of Stevens Capital PartnersSM to his community.

Ian Swanson is a financial advisor at SMART Wealth, LLC in Omaha, NE, holding a Series 65 credential with less than one year of industry experience. His prior work includes roles with U.S. Senators Pete Ricketts and Ben Sasse, as well as media positions at iHeartMedia/News Radio KFAB and 94.5 FM 1420 AM The Answer. SMART Wealth serves individual and high-net-worth households with retirement income strategies, investment advisory, portfolio management, and financial planning. The firm manages discretionary portfolios primarily through in-house model strategies and affiliated ETFs, offering a Private Wealth Partners division focused on clients with $5 million or more in investable assets.

Dayne Lawyer is a financial advisor at MDRN Capital with a Series 65 designation and four years of industry experience. His prior roles include positions at Northwest Wealth Management, SMART Wealth, Retire SMART, and D Bryant Retirement Strategies. Outside of advising, he works as a bartender at Northern Lights Venue, a wedding and private event venue in Fort Calhoun, Nebraska. MDRN Capital provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses a combination of fundamental and technical analysis with a primarily long-term investment approach, offering portfolios implemented through independent managers, mutual funds, ETFs, stocks, and bonds.

Brady Christiansen is a financial advisor at SMART Wealth, LLC in Omaha, NE, holding a Series 65 designation. He has been with SMART Wealth and its affiliate Retire SMART since 2026 and has prior experience with Advisors Excel and various roles outside the financial industry. SMART Wealth serves individual and high-net-worth households with retirement income strategies, investment advisory, portfolio management, and financial planning. The firm manages discretionary portfolios using in-house models and external sub-advisers and sponsors the SMARTWay ETFs, offering specialized services for affluent clients through its Private Wealth Partners division.

Brandy Dyer Morris is a financial advisor at Axos Invest, Inc with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Edward Jones, Cetera Advisor Networks, Carson Group, Securities America, and TD Ameritrade. Axos Invest provides automated investment advisory services through a website and mobile app, offering model-based portfolio management primarily using mutual funds and ETFs. The firm’s approach is questionnaire-driven, emphasizing asset allocation and diversification, with options for thematic exposures and elective tax-loss harvesting.

Treshon Ingram is a financial advisor at SMART Wealth, LLC in Omaha, NE, holding a Series 65 credential with six years of industry experience. His career includes roles at Lifetime Planning Marketing, Inc. and Liberty Wealth Management, LLC, among others. SMART Wealth serves individual and high-net-worth households with retirement income strategies, investment advisory, portfolio management, and financial planning. The firm manages discretionary portfolios using in-house models and sub‑advisers, offers a Private Wealth Partners division for affluent clients, and sponsors the SMARTWay ETFs.