Katherine Derisson is a financial advisor with Fyvie Financial LLC in Omaha, NE, holding a Series 66 designation and eight years of industry experience. She previously worked at Hightower Securities LLC and Edward Jones. Outside her advisory role, she co-owns Fempreneur Fair, an event-focused business supporting female entrepreneurs, and serves as a FemCity Collective leader for business networking. Fyvie Financial provides fee-only advisory and financial planning services to U.S. and cross-border individuals and families, emphasizing tailored investment portfolios based on comprehensive client assessments. The firm also offers tax, bookkeeping, and payroll services for small businesses and manages most assets through wrap-fee programs, with specialized cross-border and U.K. pension consulting capabilities.

Keith Schmidt is a CFP® and ChFC® with over 31 years of industry experience. He has been with Dessonville Financial Group Incorporated since 1993 and also operates the Benefits Consulting Group, where he assists employers and individuals with employee benefits and insurance policies. Dessonville Financial Group Inc. is a fee-only, independent investment adviser serving individuals, high-net-worth clients, and private trusts and estates. The firm employs an active, tactical asset-allocation approach with a predominantly non-discretionary asset mix, allowing clients greater control over investment decisions.

Loren Dessonville is a financial advisor at Dessonville Financial Group Incorporated in Omaha, NE, holding a Series 65 designation and bringing 31 years of industry experience. He has been with Dessonville Financial Group since 1993. Dessonville Financial Group is a fee-only, independent investment adviser serving individuals, high-net-worth clients, and private trusts and estates. The firm employs an active, tactical asset-allocation approach using a range of investment vehicles, with a notable emphasis on non-discretionary asset management that allows clients greater control over investment decisions.

Trent Smalley is a financial advisor at Jersey Shore Portfolio Management, LLC, based in Omaha, NE. He holds a Series 65 designation and has six years of industry experience. Prior to his advisory role, he has worked at DTN since 2007. Jersey Shore Portfolio Management serves individual and high-net-worth investors, trusts, estates, businesses, and clients of other advisors by providing discretionary portfolio management, financial planning, consulting, and self-directed trading support. The firm employs a combined fundamental and technical investment approach with a long-term orientation while permitting active trading and tactical reallocations.

Arnold Weitz is a financial advisor with Arnold Weitz & Co. in Omaha, NE, holding Series 63 and Series 65 licenses and possessing 53 years of industry experience. His prior roles include positions at Track Record LLC and Raymond James Financial Services, where he has worked since 1999. He is also president and owner of Arnold Weitz and Company, a support business. Arnold Weitz & Co. provides investment advisory and financial planning services primarily to individuals, families, trusts, foundations, and certain corporate entities. The firm focuses on individualized asset-allocation models and balanced strategies emphasizing dividend-paying equities and investment-grade income instruments, managing approximately $408 million for a small client base.

William Miller is a financial advisor at Guide Rock Capital Management, Inc. in Omaha, NE, holding a Series 65 designation. He has experience working at several firms, including Carson Group, First National Bank of Omaha, and Hightower Advisors. Outside of finance, he has worked in the restaurant industry with Lacasa Pizza and spent time at Creighton University and Creighton Prep High School. Guide Rock Capital Management provides investment advice and financial planning primarily to individuals, high-net-worth clients, and credit-union members. The firm offers wealth management, modular and full financial plans, and asset management through a wrap-fee program, emphasizing individualized advice and maintaining an affiliation with Gallup Federal Credit Union.

Zachary Houston is a financial advisor with Footprints Asset Management & Research, Inc., holding a Series 65 designation and bringing 10 years of industry experience. He has been with Footprints since 2015 and concurrently affiliated with Northern Lights Distributors, LLC since 2017. Footprints Asset Management & Research is an SEC-registered investment adviser managing approximately $41.9 million for about 100 clients, including individuals, high-net-worth investors, retirement plans, and a mutual fund. The firm follows an "Absolute Value" investment philosophy with multi-year holding periods, incorporates both fundamental and technical analysis, and employs derivatives strategies within separately managed accounts.

Mary Jochim is a financial advisor with Sterling Financial Advisors, LLC in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. She has been with Sterling Financial Advisors since 1998. Outside of her advisory work, she manages a vacation cabin rental 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 with fundamental and technical analysis across various asset classes and conducts periodic account reviews.

Matthew Kitzman is a financial advisor at Greenup Wealth with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Financial Engines Advisors L.L.C., One Capital Management, LLC, and Tmfs Advisors, LLC. Outside of advising, he is involved in managing a small residential rental property business. Greenup Street Wealth Management serves individual and high-net-worth clients, charitable organizations, and business entities, offering discretionary portfolio management, financial planning, and access to third-party investment managers. The firm employs a variety of analytical methods and investment strategies, combining in-house management with selected external managers, and provides services for both custodial and non-custodial assets.

Jason Schroeder is a financial advisor at Axos Invest, Inc with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Axos Invest and related entities since 2021, following six years at Securities America Inc. Axos Invest provides automated investment advisory services to individual investors through a digital platform, offering model-based portfolio management primarily using mutual funds and ETFs. The firm emphasizes asset allocation, diversification, and thematic exposures, supported by an internal Portfolio Management Group that coordinates third-party model managers and portfolio customization.

Deanna Connell is a financial advisor at Private Wealth Asset Management with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. prior to joining her current firm in 2021. Private Wealth Asset Management serves individuals, family offices, trusts, estates, nonprofit organizations, and retirement plans, offering both investment advisory and non-investment services. The firm employs a multi-faceted investment approach that integrates quantitative, fundamental, technical, and economic analysis, with a focus on strategic asset allocation and tactical adjustments.

Tyler Schlumpf is a CFA® charterholder with 11 years of industry experience. He currently works at Private Wealth Asset Management and previously held roles at Wells Fargo Advisors, Wells Fargo Bank, and Carson Group Investing. Private Wealth Asset Management serves individuals, family offices, trusts, estates, philanthropic organizations, business entities, and retirement plans, managing approximately $1.85 billion in discretionary assets. The firm focuses on strategic asset allocation supported by quantitative, fundamental, and technical analysis, offering a range of investment and wealth management services alongside specialized solutions such as oil and gas holdings management and business transition planning.

Todd Adams is a financial advisor with RIA Advisory Group, LLC in Omaha, NE, holding Series 63 and Series 65 licenses and 17 years of industry experience. Prior to joining RIA Advisory Group in 2021, he worked at various firms including Summit Mortgage Group and Nebraska Realty. Outside of his advisory role, Adams has involvement in real estate sales through Nebraska Realty and ownership in Adams Properties. RIA Advisory Group provides discretionary portfolio management and investment supervisory services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm manages accounts in-house using a combination of charting, fundamental, and technical analysis, executing trades under discretionary authority without prior client approval.

Lauren Mcdonnell is a financial advisor at JRM Investment Counsel in Omaha, NE, holding Series 63 and Series 65 credentials with 11 years of industry experience. She has been with JRM Investment Counsel since 2018 and previously worked at Lockton Investment Advisors, LLC, Lockton Financial Advisors, LLC, and Lockton Companies, LLC between 2012 and 2018. JRM Investment Counsel advises individuals, families, trusts, business entities, and retirement plans through comprehensive financial planning and discretionary investment management. The firm emphasizes customized multi-asset portfolios with ongoing monitoring and employs diversified strategies including fixed income, ETFs, mutual funds, and limited options, operating as a small employee-owned team managing approximately $650 million.

David Holtorf is a financial advisor at Private Wealth Asset Management with 21 years of industry experience. He holds a Series 66 credential and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Holtorf is also a licensed insurance agent, selling sickness, accident, health insurance, life, and annuities. Private Wealth Asset Management serves individuals, family offices, trusts, estates, philanthropic organizations, business entities, and retirement plans. The firm manages approximately $1.85 billion in discretionary assets using a multi-advisor team approach, emphasizing strategic asset allocation supported by quantitative, fundamental, and technical analysis.

Benjamin Goethel is a financial advisor at Private Wealth Asset Management with three years of industry experience. He holds a Series 65 designation and previously worked at Wells Fargo Private Bank and Carson Wealth Management. Private Wealth Asset Management serves individuals, family offices, trusts, estates, nonprofit organizations, and retirement plans. The firm employs a blend of quantitative, fundamental, technical, and economic analysis to guide a strategic asset allocation approach with tactical adjustments.

Jeffrey Fisher is a financial advisor at Prota Financial in Omaha, NE, holding a Series 65 designation with three years of industry experience. Prior to joining Prota Financial, he worked at PricewaterhouseCoopers, LLP for three years. He is also involved in accounting and CPA work through Etaxnotes, LLC, dedicating approximately 12 hours per week to this activity. Prota Financial provides discretionary investment management and financial planning services primarily to individuals, high-net-worth clients, and small businesses. The firm uses model-based portfolio management, including Sharia-compliant options, and manages approximately $270 million in assets.

Phil McDonnell is a CFP® professional with 19 years of industry experience, currently serving as an advisor at JRM Investment Counsel, LLC since 2013. He holds Series 63 and Series 66 licenses and is based in Omaha, NE. JRM Investment Counsel provides discretionary investment management and financial planning services to individuals, families, trusts, business entities, retirement plans, and charitable organizations. The firm focuses on customized, tax-aware multi-asset portfolios and offers ERISA fiduciary consulting and plan services, operating as a wholly employee-owned team of three principals.

Jack Mcdonnell is a financial advisor at JRM Investment Counsel with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with JRM Investment Counsel since 2006. Mcdonnell also has a longstanding role at Midstates Bank, N.A., where he has worked since 2002. JRM Investment Counsel serves individuals, families, trusts, business entities, retirement plans, and charitable organizations by providing discretionary investment management and a range of financial planning services. The firm emphasizes customized, tax-aware multi-asset allocation portfolios and offers ERISA fiduciary services, with a small team structure that includes co-management and co-investment alongside clients.

Zachary Ritchey is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Private Wealth Asset Management. His prior experience includes roles at Wells Fargo Bank and Wells Fargo Clearing Services, as well as Cetera Advisor Networks and LPL Financial. He is also a licensed insurance agent involved in the sales of sickness, accident and health insurance, life, and annuities. Private Wealth Asset Management provides advisory services to individuals, family offices, trusts, estates, philanthropic organizations, business entities, and retirement plans. The firm manages approximately $1.85 billion in discretionary assets and employs a strategic asset allocation approach supported by quantitative, fundamental, and technical analysis.