Jacob Anderson is a CFP® and Series 65-licensed financial advisor at Stevens Capital Partners with three years of industry experience. Prior to joining Stevens Capital Partners, he worked at CMW, LLC and Carson Group. Stevens Capital Partners is an SEC-registered advisory firm serving individuals, charitable organizations, and businesses, managing approximately $810 million in assets. The firm provides investment management, access to third-party managers, and project-based financial planning, using both fundamental analysis and modern portfolio theory to guide portfolio construction.

Carter Masteller is a CFP® with two years of industry experience, currently affiliated with Stevens Capital Partners in Omaha, NE. Prior to joining Stevens Capital Partners, he worked at Allen Capital Group, LLC for three years. Stevens Capital Partners is an SEC-registered advisory firm serving individuals, including high-net-worth clients, charitable organizations, and businesses. The firm manages approximately $810 million in assets across about 661 client relationships, offering investment management and project-based financial planning using a combination of fundamental analysis and modern portfolio theory.

Erin Kinney is a financial advisor with Arkfeld Wealth Strategies, L.L.C. in Omaha, NE, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. Her prior work includes roles at Wells Fargo Advisors and Edward Jones. Outside of financial advising, she acts as an independent contractor for a clothing and fashion business and serves as an independent insurance agent. Arkfeld Wealth Strategies provides portfolio management, financial planning, and retirement plan services to individuals, families, and businesses. The firm employs a modern portfolio theory-based investment approach focused on global diversification and considers client risk profiles throughout portfolio construction and monitoring.

Ken Keyani is a CFA® charterholder with one year of industry experience. He is currently with Stevens Capital Partners and previously worked at Kosmos Management, LLC. Stevens Capital Partners is an SEC-registered advisory firm serving individuals, charitable organizations, and businesses, managing approximately $810 million in assets across 661 client relationships. The firm employs fundamental analysis and modern portfolio theory to construct individualized investment policy statements and offers both discretionary and non-discretionary management alongside comprehensive financial planning services.

Jason Wolff is a financial advisor at Arkfeld Wealth Strategies, L.L.C. in Omaha, NE, holding a Series 65 designation with six years of industry experience. Prior to joining Arkfeld Wealth Strategies in 2019, he worked for 23 years at McKinnis Roofing. Outside of his advisory role, he conducts independent insurance agency work. Arkfeld Wealth Strategies provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan services to individuals, families, and businesses. The firm employs a globally diversified investment approach grounded in modern portfolio theory and integrates fundamental security analysis with market trend and economic cycle assessments.

Nathan Fichter is a financial advisor with RIA Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at VisionPoint Advisory Group, LPL Financial, and Questar Capital Corporation. Outside of advising, he owns and manages a Montessori school. 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 client accounts in-house using a combination of charting, fundamental, and technical analysis with both long- and short-term trading strategies.

Kevin Murphy is a CFP® certificant with 11 years of industry experience. He is currently with Stevens Capital Partners and previously worked at Fisher Investments, Pacific Select Distributors, Pacific Life Insurance Company, and Great-West Financial. Stevens Capital Partners is an SEC-registered advisory firm that serves individuals, charitable organizations, and businesses, managing approximately $810 million in assets across about 661 client relationships. The firm offers investment management, access to third-party managers, and project-based financial planning, using fundamental analysis alongside modern portfolio theory to guide portfolio construction.

Justin Carlson is a CFP® and ChFC® with eight years of industry experience. He currently works at Stevens Capital Partners and previously held roles at CWM, LLC, Cetera Advisor Networks, and Thrivent Financial. Outside of his advisory career, he has been involved with Wolfpack Elite Basketball, LLC since 2015. Stevens Capital Partners is an SEC-registered advisory firm serving individuals, charitable organizations, and businesses. The firm manages approximately $810 million in assets for about 661 client relationships and employs a team of ten advisors. It offers investment management, access to third-party managers, and comprehensive financial planning using fundamental analysis and modern portfolio theory.

Andrew Arkfeld is a financial advisor with Arkfeld Wealth Strategies, L.L.C. in Omaha, Nebraska, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His previous experience includes six years at Wells Fargo Advisors and five years at Edward Jones. Outside his advisory role, he is involved in several entrepreneurial ventures, including managing a farming business and a salon. Arkfeld Wealth Strategies provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan services to individuals, families, and businesses. The firm utilizes a modern portfolio theory-based approach emphasizing global diversification, fundamental security analysis, and market trend evaluation in managing approximately $538 million in client assets.

Tristan Thoms is a financial advisor at Arkfeld Wealth Strategies, L.L.C. in Omaha, NE. He holds a Series 65 designation and has experience working at Bankers Life and Casualty, TD Ameritrade, and other firms prior to joining Arkfeld. Outside of finance, he previously operated a small landscaping business. Arkfeld Wealth Strategies serves individuals, families, businesses, and retirement plans with portfolio management, financial planning, and retirement plan advisory services. The firm uses a globally diversified investment approach guided by modern portfolio theory and fundamental analysis, tailoring strategies to client risk profiles.

David Baumann is a financial advisor at Quantum Financial Partners LLC in Omaha, NE, holding Series 63 and Series 66 licenses with 20 years of industry experience. He has been with Quantum Financial Partners since 2016. Outside of his advisory role, Baumann works as an independent insurance agent for various companies on a limited basis. Quantum Financial Partners provides investment advisory and portfolio management services to individuals, family trusts, corporations, foundations, and small businesses. The firm employs a combination of fundamental, technical, and quantitative analysis to manage individual accounts and operates a private pooled investment vehicle with performance-based fees, a practice that is uncommon among its peers.

Jason Wintersteen is a financial advisor at Stevens Capital Partners with 12 years of industry experience. He holds the Series 66 designation and has worked at Td Ameritrade, Inc., FBL Financial Group, and FBL Marketing Services before joining Stevens Capital Partners in 2021. Stevens Capital Partners is an SEC-registered advisory firm that serves individuals, charitable organizations, and businesses, managing approximately $810 million in assets. The firm provides personalized investment management, collaborates with outside managers, and offers project-based financial planning, utilizing fundamental analysis and modern portfolio theory to guide portfolio construction.

James Kopsa is a financial advisor at Kintra Wealth, LLC with four years of industry experience. He holds a Series 65 credential and has worked previously at Commonwealth Financial Network and Orion Portfolio Solutions. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm uses a combination of client interviews, model-driven asset allocation, and fundamental security analysis tailored to optimize tax efficiency and account coordination.

Michael Powers is a financial advisor at Altitude Capital Management LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Cetera Advisors and Powerhouse Wealth Management. Outside of advisory roles, he has been involved with several business ventures including Michael Powers Agency LLC since 2017. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm offers managed account programs tailored to client objectives, using a variety of investment approaches and conducts regular portfolio reviews.

Tyler Anderson is a CFP® professional with 15 years of experience in the financial industry. He is currently with Ausdal Financial Partners, Inc., where he has worked since 2020. Prior to that, he held roles at Larson Financial Group and Larson Financial Securities from 2014 to 2020. Anderson serves as a board member and treasurer for Trinity Classical Academy, a private school in Waterloo, NE. Ausdal Financial Partners is a dual-registered investment adviser and broker-dealer managing approximately $2.13 billion in client assets. The firm offers a range of investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing both discretionary and non-discretionary strategies across various asset classes.

Daniel Mussack is a financial advisor with Geneos Wealth Management, Inc. in Omaha, NE, holding a Series 63 designation and 35 years of industry experience. He has worked with Geneos Wealth Management since 2014 and has been affiliated with Sequoia Wealth Partners and his own consulting practice, Dan Mussack Financial Consultant, for over a decade. Mussack also serves as a notary public. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a variety of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority, and provides access to third-party money managers through model portfolios and customized accounts.

Joshua Kegley is a Series 65-licensed financial advisor with Wealth Management in Elkhorn, Nebraska, bringing 11 years of industry experience. He has worked at Retirement Plan Consultants since 2015, serving as National Sales Director. Outside of his advisory role, Kegley is the single-member owner of Four Keys, LLC. Wealth Management Nebraska LLC provides services to individuals, high-net-worth clients, and institutional clients including defined contribution plan sponsors and government entities. The firm utilizes broadly diversified, passively managed portfolios with a long-term, buy-and-hold approach and offers discretionary asset management, fiduciary services, and backoffice support for other advisors.

Sarah Chatt is a financial advisor with Geneos Wealth Management, Inc. She holds a Series 66 designation and has one year of industry experience. Prior to joining Geneos Wealth Management, she worked for Washington County Bank for 24 years. Outside of her advisory role, she serves as secretary for both the Blair YMCA Forever Fund and the Tekamah-Herman Public Schools Foundation, and she is a board member of the Burt County Public Power District. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services with an investment approach that combines continuous account monitoring, discretionary trading, and a variety of analytic strategies ranging from long-term buy-and-hold to tactical timing.

Angelica Mitchell is a CFP® professional with two years of industry experience, currently serving at Modern Wealth Management, LLC. Her background includes roles at Kansas State University and Fort Hays State University prior to joining Modern Wealth Management. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm provides investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and an Investment Management Team.

Patrick Sittner is a financial advisor with RFG Advisory, LLC and holds Series 63 and Series 65 licenses. He has 10 years of industry experience, having previously worked at CWM, LLC and TS Bank. RFG Advisory provides investment advisory and planning services to individual and high-net-worth investors, retirement plans, institutional clients, and government entities. The firm’s investment approach includes discretionary portfolio management using model strategies, third-party platforms, and access to alternative investments and annuity platforms, with a notable role as sub-adviser to multiple Bluemonte ETFs.