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.

Karla Elliott is a financial advisor at Private Client Services, LLC with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Securities America Advisors and Securities America Inc. Outside of her advisory role, she participates in market research activities involving online surveys and focus groups. Private Client Services is an SEC-registered, multi-team advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers multiple implementation platforms, managing approximately $1.05 billion across more than 3,200 client accounts.

Rebecca Frohlich is a CFP® professional with 22 years of industry experience. She is currently with The Patriot Financial Group, LLC and has previously worked at firms including Fairway Insurance Services, Fairway Asset Management, Cambridge Investment Research Advisors, Morgan Stanley, and Citigroup Global Markets. Outside of financial advising, she serves as Vice-President on the board of Millard West Lacrosse in Omaha, NE. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm offers customized portfolio management and a range of investment options, employing a mix of analytical approaches and third-party managers as part of its due-diligence and client service processes.

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 credential and seven years of industry experience. He previously worked at Thrivent Investment Management Inc and Thrivent Financial for Lutherans. Outside of advisory work, Petersen is involved in insurance sales. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, businesses, and retirement plans. The firm offers portfolio management, financial planning, and access to independent managers, typically utilizing diversified portfolios with mutual funds, ETFs, and other investment vehicles.

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 with The Patriot Financial Group, LLC in Omaha, NE, holding a Series 65 designation and having one year of industry experience. His prior roles include positions at The Patriot Financial Group Insurance Agency, Unified Legacy Advisors, and Adaptive Investments, as well as experience at the University of Nebraska at Omaha. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, employing a variety of investment options and utilizing both fundamental and technical analysis.

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.

Todd Seawall is a CFA® charterholder with 26 years of experience at First National Advisers, LLC in Omaha, NE. He has worked exclusively with the firm since 2000. 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 approach emphasizing asset allocation, quantitative and qualitative fund screening, and ongoing risk monitoring to implement model portfolios across a range of investment objectives.

Michael Clark is a financial advisor with Avior Wealth Management, LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Protection Point Advisors and Paychex. Outside of advising, he owns and manages 3 AM Education, an education platform providing continuing education for CPAs, where he develops and presents course materials. 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 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.

Robert Swartzbaugh is a financial advisor at M HOLDINGS SECURITIES, Inc. with 51 years of industry experience. He holds the ChFC® designation and Series 63 license. He has been with M HOLDINGS SECURITIES since 2001 and also serves as President and CEO of Swartzbaugh-Farber & Associates, Inc., a firm he has been involved with since 1993. Outside of his advisory roles, he serves on the Tomlinson Woods HOA Board in Omaha, NE, where he participates in community governance and acts as a neighborhood historian. M HOLDINGS SECURITIES, Inc. provides a range of advisory and brokerage services to individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent firms and financial professionals. The firm offers investment management, retirement plan consulting, financial planning, and insurance advisory services, employing both direct portfolio management and oversight of third-party sub-advisors.

Marissa Roh is a financial advisor at Foster Group, Inc. with one year of industry experience. She holds a Series 66 designation and previously worked at Cetera and Partners in Learning dba Sylvan Learning. Outside of her advisory role, she serves as treasurer for a homeowners association and a family farm, managing financial statements and bookkeeping. Foster Group, Inc. advises individuals, corporate and institutional clients, and retirement plans, managing approximately $4.78 billion across nearly 2,000 client relationships. The firm employs a long-term, asset-allocation driven investment approach with diversified exposure to mutual funds, ETFs, and independent managers, and offers tiered services ranging from digital CoreWealth solutions to bespoke SelectWealth engagements.

Michael Hoyt is a financial advisor with Gradient Advisors, LLC, holding a Series 65 designation and four years of industry experience. He has worked at American Senior Benefits since 2009, where he is involved in insurance and medical sales. Gradient Advisors, LLC provides investment management, financial planning, and consulting services primarily through a network of Investment Advisor Representatives and third-party money managers. The firm serves a variety of clients including individuals, retirement plans, trusts, and charitable organizations, operating mainly on a non-discretionary basis with a focus on documented client objectives and risk tolerance.

Frank Davis Jr. is a financial advisor with Gradient Advisors, LLC in Omaha, NE, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Virtue Wealth Counsel, LLC and has been involved with American Senior Benefits since 2009, where he conducts health, life, and annuity sales as an insurance producer. Gradient Advisors provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through third-party money managers and Investment Advisor Representatives, using a largely non-discretionary approach that incorporates fundamental, technical, and cyclical analysis while requiring client approval of transactions.

Thomas Hodgson is a CFP® professional with 13 years of industry experience. He is currently with Lutz Financial, where he has worked since 2022. His prior experience includes roles at LPL Financial, Investment Centers of America, and Hightower Advisors. Lutz Financial serves individuals, retirement plans, charitable organizations, and businesses, providing portfolio management, financial planning, retirement plan consulting, and digital asset management. The firm manages approximately $3.19 billion in assets, offers both traditional and automated investment solutions, and maintains a unique affiliation with a regional CPA firm.