Scott Lautenbach is a financial advisor at CreativeOne Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Trinity Financial Group since 2023, while also owning Diversified Health Services, a health and insurance sales business operating since 1999. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm employs a range of investment strategies including proprietary ETF-based models, third-party managers, and option-based strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

Mark Zagurski is a financial advisor with Mutual of Omaha Investor Services, Inc. in Omaha, NE, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has been with Mutual of Omaha Investor Services since 1997. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates through platform relationships with Envestnet and Pershing, delivering managed investment solutions and acting as a liaison to third-party managers.

James Olson is a financial advisor with M HOLDINGS SECURITIES, Inc. in Omaha, NE, holding Series 63 and Series 65 credentials and possessing 16 years of industry experience. He has been with M HOLDINGS SECURITIES since 2009 and also serves as an Account Manager at Swartzbaugh Farber & Associates, a role he has held since 2000. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and professionals. The firm offers a broad range of advisory and brokerage services, combining investment management delivered by its Financial Professionals with third-party sub-advisors and model portfolios, supported by comprehensive trading and reporting platforms.

Douglas Riggert is a financial advisor at Guardian Wealth Advisors, LLC with 11 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at ORG Partners LLC, WealthShield Partners, LLC, Raymond James Financial Services, Inc., and Mutual of Omaha Investor Services. Outside of advisory work, he manages a rental real estate business. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities, providing investment advisory, financial planning, and retirement plan consulting. The firm employs a systematic, quantitative investment approach using ETFs, mutual funds, third-party managers, and risk-mitigation strategies.

Brenden Fitzpatrick is a financial advisor at AdvisorNet Wealth Partners with eight years of industry experience and holds a Series 66 credential. He is the owner of Fitzpatrick Capital LLC and has held roles at Alpha Wealth Advisors, Cetera, and The Prudential Insurance Company of America. In addition to his advisory work, he is an independent contractor involved in insurance services related to Medicare plans and fixed insurance product sales. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan and participant consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios across multiple asset classes and utilizes a range of management approaches, including discretionary and non-discretionary services, while managing accounts at the household level.

John Darwin is a CFA® charterholder and Series 65 licensee with five years of industry experience. He has been with Bridges Investment Management, Inc. since 2021 and previously worked at Creighton University from 2016 to 2021. Outside of advisory work, he serves as an officer in relationship management for Bridges Trust Company. Bridges Investment Management, Inc. is a multi-team registered investment adviser managing approximately $11.3 billion, providing a range of services including investment management, financial planning, and pension consulting to individuals, families, trusts, foundations, corporations, and institutional clients. The firm employs a client-driven, long-term approach centered on fundamental analysis and offers distinctive capabilities through its affiliations with trust companies and proprietary investment vehicles.

Mary Campion is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Avior Wealth Management, LLC. She has worked at Avior since 2024 and has prior experience with Midkiff & Stone Capital Group, Inc. and Champion Capital Research, Inc. In addition to her advisory role, she operates Campion Research, a fiduciary education and expert testimony consulting business where she serves as adjunct faculty and expert witness. Avior Wealth Management is an SEC-registered enterprise advisor 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, employing a fundamental analysis investment process with both long- and short-term strategies.

Micah Wheat is a CFP® with eight years of industry experience, currently serving as a financial advisor at Guardian Wealth Advisors, LLC. Prior to joining Guardian Wealth Advisors in 2025, he worked at ORG Partners for five years and held positions at Raymond James Financial Services and Wells Fargo Advisors. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities by providing investment advisory and portfolio management, financial planning, and retirement plan consulting. The firm employs a quantitative investment approach using ETFs and mutual funds, combining fundamental and technical analysis with risk-mitigation strategies.

Andrew Guiney is a financial advisor at Diversify Advisory Services, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Diversify Advisory Services, LLC provides investment advisory and financial planning to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach using a variety of internal models and third-party solutions across multiple platforms, offering services that range from portfolio management to retirement plan fiduciary and multi-family office support.

Anthony Essay is a financial advisor at First National Advisers, LLC with four years of industry experience. He previously worked at Wells Fargo Private Bank and has been associated with First National Bank of Omaha. Essay serves on the board of directors for the CHI Health Foundation, a healthcare organization focused on community partnerships. First National Advisers, LLC provides discretionary investment management to individuals, including high-net-worth clients, as well as institutional clients. The firm employs a team-based investment approach emphasizing asset allocation, fund screening, and risk monitoring, and is a wholly owned subsidiary of First National Bank of Omaha with approximately $7.3 billion in discretionary assets under management.

Andrea Butler is a financial advisor with Sequent Planning, LLC in Omaha, NE, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at PayPal, Inc., Charles Schwab, and TD Ameritrade. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, third-party model access, and retirement-plan services, with a risk framework that incorporates diversified manager exposures and tax-aware placement guidance.

Laura O'Connor is a financial advisor with First National Advisers, LLC, holding a Series 66 designation and 17 years of industry experience. She has worked at Raymond James Financial Services and FNBO, where she serves as Director of the Private Client Managers team and Program Manager of Team Led Financial Advisory Services. O'Connor is also a board member of the Greater Omaha American Heart Association. First National Advisers, LLC is a wholly owned subsidiary of First National Bank of Omaha, providing discretionary investment management to individuals and institutions. The firm uses a team-based approach and diversified models that combine quantitative and qualitative screening, serving a range of clients including affiliated banking and trust entities.

Brenda Keady is a financial advisor at Bridges Investment Management Inc with a Series 65 credential and one year of industry experience. She has worked at Bridges Investment Management since 2016 and was an Independent Scentsy Consultant for over two decades. Outside of advising, she manages operations teams at affiliated trust companies in Omaha, NE, and South Dakota. Bridges Investment Management is a multi-team registered investment adviser managing approximately $11.3 billion, serving individuals, families, trusts, foundations, corporations, and retirement plans. The firm employs a client-driven, long-term investment approach focused on fundamental analysis and provides a range of services including financial planning, pension consulting, adviser selection, and philanthropic support.

James Stanek is a financial advisor with Gladstone Wealth Partners in Omaha, NE. He holds a Series 66 designation and has 18 years of industry experience, including roles at LPL Financial and Silverleaf Advisor Group. Stanek also operates J&K Management LLC. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors, offering discretionary portfolio management, financial planning, and retirement plan consulting with investment approaches tailored at the representative level.

Diana Whitman is a financial advisor with First National Advisers, LLC in Omaha, NE, holding Series 65 and Series 63 licenses. She has 21 years of industry experience, including 17 years at First National Bank of Omaha and 4 years at First National Advisers. First National Advisers, LLC provides discretionary investment management to individuals, including high-net-worth clients, and institutional clients. The firm offers a team-based Private Wealth Reserve service emphasizing asset allocation, fund screening, and risk monitoring, and manages approximately $7.3 billion in discretionary assets as a wholly owned subsidiary of First National Bank of Omaha.

Shawn Petersen is a financial advisor with Thrivent Advisor Network, LLC, holding a ChFC® designation and Series 63 and 66 licenses. He has 35 years of industry experience, including roles at Thrivent Financial for Lutherans and Thrivent Investment Management. He is also the owner of TAS114, LLC and managing member of TLSC19 LLC, entities involved in clerical and accounting functions. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and access to independent managers. The firm typically constructs diversified portfolios using low-cost mutual funds and ETFs, while supporting continuous account monitoring and combined household reviews.

Raisa Turner is a financial advisor at Mutual of Omaha Investor Services, Inc. with eight years of industry experience. She holds Series 63 and Series 65 credentials. Her prior experience includes roles at NYLIFE Securities LLC, New York Life Insurance Company, Pacific Life Insurance Company, JP Morgan Chase Bank and Securities, and Wells Fargo. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm operates through a platform relationship with Envestnet and uses Pershing as custodian and broker-dealer, with advisors recommending MOIS-approved model portfolios and coordinating with third-party managers.

Jordan Brill is a financial advisor at CreativeOne Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and RCIS. Brill is also involved with Trinity Financial Group in Omaha, where he focuses on insurance and Medicare-related services. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a range of investment strategies including proprietary ETF-based models, third-party managers, and option-based approaches, supporting tailored assessments and regular portfolio rebalancing.

Timothy Snyder is a financial advisor at RFG Advisory, LLC with 16 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Principal Securities Inc. and Principal Life Insurance Company prior to joining RFG Advisory in 2024. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, retirement plan consulting, and access to both third-party and proprietary investment strategies with a focus on risk-managed, tax-aware approaches.

Jonathan Enenbach is a financial advisor with Mutual of Omaha Investor Services, Inc. in Omaha, NE, holding a Series 66 designation and bringing 14 years of industry experience. He has been with Mutual of Omaha since 2009. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm employs a platform relationship with Envestnet and Pershing to deliver managed solutions and serves a diverse client base including non–high-net-worth and high-net-worth individuals.