Michael Skolnick is a financial advisor at Avior Wealth Management, LLC with 16 years of industry experience. He holds the Series 65 and Series 63 credentials and previously worked for Axiom Advisory, LLC for 10 years. Avior Wealth Management serves a diverse client base including high-net-worth individuals, pension and retirement plans, corporations, trusts, and financial institutions. The firm employs a fundamental investment approach utilizing both direct portfolio management and separately managed accounts, and offers a range of services such as discretionary and non-discretionary investment management, financial planning, and pension consulting.

Katrina Furler is a financial advisor with PFG Advisors in Omaha, NE, holding Series 63 and Series 66 credentials and 16 years of industry experience. Her career includes roles at Securities America and OSAIC, and she has also worked as a pet sitter with Rover since 2024. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and financial institutions. The firm’s investment approach combines firm-developed model portfolios and third-party managers, emphasizing macro allocation with index-based ETFs alongside fundamental, technical, and cyclical analysis.

Kyle Spitzenberger is a CFP® professional with four years of experience in the financial services industry. He has worked at Avior Wealth Management, LLC since 2022 and has prior experience at Mutual of Omaha and Creighton University. Avior Wealth Management is an SEC-registered enterprise advising approximately 4,277 clients and managing about $5.08 billion in assets through 120 financial professionals. The firm offers investment management, comprehensive financial planning, and business consulting to individuals, pension plans, charitable and corporate entities, and banking institutions, employing a combination of fundamental analysis and both long- and short-term strategies.

Stephanie Bloomberg is a financial advisor at Mutual Advisors, LLC with 12 years of industry experience. She holds a Series 65 designation and has worked at Mutual Advisors since 2022. Her prior roles include positions at FTJ FundChoice, LLC, Northern Lights Distributors, LLC, and CLS Investments, LLC. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion and serving over 8,000 clients through a network of 123 advisors. The firm offers asset management, financial consulting, ERISA plan advisory, and other services to individuals, institutions, trusts, and retirement plans, utilizing a mix of passive and active investment strategies tailored to client objectives.

Logan Mueller is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and having one year of industry experience. Before joining Mutual of Omaha in 2023, he held roles at Bank Midwest and Brookside Labs. He is also licensed as an insurance agent, focusing on life, health, disability insurance, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting through a network of Investment Advisor Representatives who use approved products and platforms to implement investment strategies.

Joshua Heiden is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Avior Wealth Management, LLC since 2021. His prior experience includes roles at Nelson Van Denburg & Campbell Wealth Management Group, LLC, and multiple positions within USAA’s financial services and investment management divisions. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through approximately 120 financial professionals. The firm serves individuals, pension plans, charitable and corporate entities, and banking institutions, utilizing a fundamental analysis-based investment process with both long- and short-term strategies and offering a range of financial planning and consulting services.

Brandon Dingman is a CFP® and Series 65-registered advisor with four years of industry experience. He currently works at Gladstone Wealth Partners and previously held roles at Capital City Wealth Management, The Colony Group, Buckingham Strategic Wealth, and other firms. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individual and high-net-worth investors, corporations, pension plans, and charitable organizations through a network of independent advisers using diverse strategies and third-party resources.

Brandon Kew is a CFP®-credentialed financial advisor with nine years of industry experience, currently practicing at SageSpring Wealth Partners. He previously worked at Raymond James Financial Services for seven years and has experience from Southwestern Advantage. Outside of advisory work, he is involved in tax preparation and serves as the financial planner and CEO of the Kew Wealth Team. SageSpring Wealth Partners serves a diverse client base including individuals, institutional investors, and plan sponsors, providing tailored discretionary investment management, financial planning, and consulting services. The firm combines multi-team scale with a wide range of institutional client types and offers access to OCIO and TAMP solutions alongside traditional wealth management.

Samuel Bonebrake is a CFP® professional with experience at Lutz Financial since 2021. Prior to his advisory role, he worked at St. Louis University and Creighton Preparatory School. He is based in Omaha, NE. Lutz Financial serves individuals, retirement plans, charitable organizations, and business entities, offering portfolio management, retirement plan consulting, financial planning, and a digital Automated Investment Program. The firm’s investment approach includes tailored portfolios using mutual funds, ETFs, and bonds, with ongoing monitoring and client-directed restrictions.

Matthew Atchison is a financial advisor with Sagespring Wealth Partners in Omaha, NE, holding a Series 66 designation and 14 years of industry experience. He previously worked at Raymond James Financial Services from 2012 to 2024. Atchison is involved as an independent contractor with the Atchison Wealth Team and serves as an advisor and partner at Sagespring Wealth Partners. Sagespring Wealth Partners serves a diverse client base including individual households, institutional clients, and plan sponsors, offering discretionary investment management, financial planning, and consulting services. The firm employs a tailored investment approach utilizing various asset classes and leverages third-party manager relationships alongside proprietary tools and platforms to support client objectives.

Austin Wells is a CFP® professional with 10 years of experience in the financial services industry. He has worked with Lutz Financial since 2019, following roles at Securities America Advisors and Mutual of Omaha. Wells holds Series 63 and Series 65 licenses. Lutz Financial serves individuals, retirement plans, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, retirement plan consulting, and financial planning services. The firm offers tailored portfolios using mutual funds, ETFs, and individual bonds, and is affiliated with a certified public accounting firm, enabling coordinated accounting and tax services.

Rebecca Frohlich is a CFP® professional with 22 years of industry experience, currently affiliated with The Patriot Financial Group, LLC in Omaha, NE. Her prior experience includes ten years at Fairway Insurance Services, LLC and Fairway Asset Management, LLC. She serves as Vice-President on the Millard West Lacrosse Board of Directors, where she leads board meetings and coordinates team activities. The Patriot Financial Group offers investment advisory and financial planning services to a diverse client base, including individuals, small businesses, trusts, estates, and retirement plans. The firm provides customized portfolio management using a variety of securities and analytical methods, managing approximately $2.4 billion across 37 advisors.

Nathan Hudson is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Avior Wealth Management, LLC. His prior roles include positions at Nelson Van Denburg & Campbell Wealth Management Group, Pacific Life, and TD Ameritrade. Avior Wealth Management serves a diverse client base including high-net-worth individuals, pension plans, corporations, and banks, offering investment management, financial planning, and consulting services. The firm employs a primarily fundamental investment approach, utilizing both long- and short-term strategies through direct portfolio management and separately managed accounts.

Brian Petersen is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and six years of industry experience. He has worked at various Thrivent entities since 2020 and previously spent 20 years at CommScope. Petersen is also involved in insurance sales outside of his advisory role. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm focuses on long-term investment strategies using customized asset allocations with low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, and operates as part of the broader Thrivent group offering integrated financial products and services.

Alex Prusa is a CFP® professional with five years of experience, currently serving at SageSpring Wealth Partners in Omaha, NE. His prior roles include positions at Raymond James Financial Services and First National Bank of Omaha. SageSpring Wealth Partners serves a diverse client base including individual households and institutional clients such as retirement plans, banks, and government entities. The firm offers tailored investment management and financial consulting services, utilizing a range of strategies and third-party platforms to meet client objectives.

Spencer Adams is a financial advisor at The Patriot Financial Group, LLC in Omaha, NE, holding a Series 65 designation. He has experience with Adaptive Investments, Unified Legacy Advisors, and The Patriot Financial Group Insurance Agency. The Patriot Financial Group offers investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm constructs customized portfolios using a diverse range of securities and employs a combination of charting, fundamental, and technical analysis, managing approximately $2.4 billion across 37 advisors.

Nathanael Hahm is a CFP® professional with 12 years of industry experience, currently serving at Avior Wealth Management, LLC since 2021. He also has a long tenure at Life Stage Wealth Management, spanning over 20 years. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets through about 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, offering investment management, financial planning, and business consulting with a focus on fundamental analysis and continuous portfolio supervision.

Ryan Shaughnessy is a CFP® with 18 years of industry experience, currently serving at Creativeone Wealth, LLC. His prior work includes seven years at Guide Rock Capital Management, Inc. and ongoing roles at Trinity Financial Group and ChangePath, LLC. He is involved in selling non-security financial products such as life, disability, and long-term care insurance and annuities through Trinity Financial Group. Creativeone Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individual, corporate, charitable, and RIA clients. The firm employs a mix of proprietary ETF-based models, third-party managers, and option strategies, supporting tailored suitability assessments and regular rebalancing across its large enterprise platform.

Jessica Stanley is a financial advisor with Avior Wealth Management, LLC, holding a Series 66 designation and eight years of industry experience. She has worked at Avior Wealth Management since 2021 and previously was with Nelson Van Denburg & Campbell Wealth Management Group, LLC, as well as various insurance carriers and Waddell & Reed Inc. from 2015 to 2019. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets through about 120 financial professionals. The firm serves individuals, including high-net-worth clients, pension and retirement plans, charitable and corporate entities, and banking or thrift institutions, offering discretionary and non-discretionary investment management, comprehensive financial planning, and business consulting.

Nancy Dodge is a financial advisor at Bridges Investment Management Inc with 32 years of industry experience. She holds a Series 65 designation and has been with Bridges since 2000. Additionally, she serves as a vice president and trust officer at Bridges Trust Co. Bridges Investment Management, Inc. is a multi-team registered investment adviser managing approximately $11.3 billion and offering investment management, financial planning, pension consulting, and related services to a diverse client base. The firm employs a client-driven, long-term investment approach based primarily on fundamental analysis and provides both discretionary and non-discretionary solutions across individual and institutional clients.