Daniel Witt is a financial advisor at First National Advisers, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining First National Advisers in 2025, Witt worked at FNBO and Valmont Industries, Inc. First National Advisers, LLC provides discretionary investment management to individuals, including high-net-worth clients, as well as institutional clients. The firm offers a team-based Private Wealth Reserve service focused on asset allocation, fund screening, and risk monitoring, and operates as a wholly owned subsidiary of First National Bank of Omaha with approximately $7.3 billion in discretionary assets under management.

Kevin Quinn is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to his current role, he worked at Mutual of Omaha Insurance Company and has experience as a paid conference speaker discussing strategies such as life insurance and business protection. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting through platform relationships with Envestnet and Pershing.

Rachel Bullerjahn is a financial advisor at Bridges Investment Management Inc. She holds a Series 65 designation and has one year of industry experience. Prior to joining Bridges, she held roles at Gallup, Creighton University Athletics, and Cornerstone Wealth Advisors. Bridges Investment Management is a multi-team registered investment adviser managing approximately $11.3 billion, offering investment management, financial planning, pension consulting, and related services to individuals, families, trusts, foundations, corporations, retirement plans, investment companies, and private funds. The firm employs a client-driven process focused on long-term fundamental analysis and also provides adviser selection, educational workshops, and donor-advised fund support through its philanthropic vehicle.

Carol Coldanghise is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 66 designation and bringing 49 years of industry experience. She has been with Mutual of Omaha and its affiliated firms since 1975. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Christopher Cotignola is a CFP® with five years of experience in the financial industry, currently serving at SageSpring Wealth Partners. He previously worked at Raymond James Financial Services and has experience in education, including roles at Iowa Western Community College and Omaha Public Schools. Outside of finance, he owns PC Nola Productions, where he teaches private saxophone lessons and performs professionally with local bands. SageSpring Wealth Partners manages a diverse client base, including individual households and various institutional clients, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs a tailored investment approach using a mix of assets and leverages both internal and third-party resources to serve approximately 11,500 clients.

Rodney Goben is a financial advisor with Avior Wealth Management, LLC in Omaha, NE, holding Series 63 and Series 65 credentials and possessing 14 years of industry experience. He previously worked at Nelson Vandenburg & Campbell for nine years before joining Avior in 2021. Goben has served on the board of the Cornhusker Christian Foundation and is a member of the York College Advisory Council to the President. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through approximately 120 professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, employing fundamental analysis with both long- and short-term investment strategies.

James Boulay is a CFP® and PFS™ with 24 years of industry experience. He has been with Lutz Financial Services, LLC since 2001. Lutz Financial advises individuals, retirement plans, charitable organizations, and business entities, offering portfolio management, retirement plan consulting, financial planning, and a digital Automated Investment Program. The firm is affiliated with a certified public accounting firm, allowing for coordinated accounting and tax services alongside investment management.

Kyle Hiatt is a financial advisor with Sequent Planning, LLC, holding Series 66 and Series 65 credentials and four years of industry experience. His prior work includes roles at Orion Advisor Solutions and Intention.ly, as well as involvement with Senior Market Sales. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves a diverse client base including individuals, retirement plan sponsors, businesses, and nonprofit organizations. The firm employs a structured risk framework and offers asset management, financial planning, and retirement-plan services through a network of independent adviser representatives.

Andrew Bradshaw is a CFP® with five years of industry experience. He is currently with First National Advisers, LLC and previously worked at Country Club Trust Company, Tower Wealth Managers, and Creative Planning. First National Advisers, LLC provides discretionary investment management to individuals, including high-net-worth clients, as well as institutional clients. The firm offers a team-based Private Wealth Reserve service that focuses on asset allocation, fund screening, and risk monitoring, managing approximately $7.3 billion in discretionary assets.

Christopher Wagner is a CFP® professional at Lutz Financial in Omaha, NE, with 20 years of industry experience. He has been with Lutz Financial since 2016. Lutz Financial serves individuals, retirement plans, charitable organizations, and business entities, offering portfolio management, financial planning, and retirement plan consulting. The firm integrates traditional advisor-led services with automated investment solutions and maintains a notable affiliation with a regional CPA firm to support its comprehensive advisory approach.

Landon Sibole is a CFP® professional with four years of experience at Lutz Financial. His background includes roles in marketing, commercial investment properties, and wealth management. Lutz Financial serves individuals, retirement plans, charitable organizations, and business entities, offering portfolio management, financial planning, and digital asset management through both advisor-led and automated programs. The firm manages over $3 billion in assets and provides a range of services including ERISA-related retirement plan consulting and fiduciary portfolio management.

Blake Zinn is a financial advisor with Sequent Planning, LLC in Omaha, NE, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include positions at Securities America, Northwestern Mutual Wealth Management, Northwestern Mutual Investment Management, and Northwestern Mutual Life Insurance Company. Outside of his advisory work, he serves as Board President of the Auburn Country Club, a nonprofit organization. Sequent Planning, LLC operates as an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, and retirement-plan services through a network of independent investment adviser representatives using a diversified, risk-structured investment approach.

Shawn Mcgregor is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 66 licenses and has 22 years of industry experience, including multiple tenures at Mutual of Omaha Investor Services dating back to 2015. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes platforms like Envestnet and Pershing, delivering managed investment solutions through approved model portfolios and third-party manager relationships.

Donald Stanley is a financial advisor with Avior Wealth Management, LLC, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at Avior since 2021, following positions at Nelson Van Denburg & Campbell Wealth Management Group LLC and Fidelity Brokerage Services LLC. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through about 120 professionals. The firm serves individuals, pension plans, charitable and corporate entities, and banking institutions, using a fundamentally based investment process with both long- and short-term strategies, and provides comprehensive financial planning and business consulting.

Carson Hottovy is a financial advisor at Mutual of Omaha Investor Services, Inc. with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked in various roles including restaurant management and delivery services. Outside of advising, he is also an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through a range of managed account programs and third-party manager relationships. The firm operates within the Mutual of Omaha group, offering integrated brokerage and insurance services alongside its advisory business.

Adam Mahoney is a financial advisor at Mutual of Omaha Investor Services, Inc. with 10 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. In addition to his advisory role, he is an insurance agent specializing in health, life, and annuity products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm uses a platform relationship with Envestnet and serves clients through a combination of in-house and third-party management solutions.

Joseph Gazda is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 65 and Series 63 licenses and has five years of industry experience. Prior to joining Mutual of Omaha in 2020, he worked at Infogroup for 14 years. Outside of advising, he is the founder of Gazda Financial Group and also works as an insurance agent. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs. The firm operates through platform relationships with Envestnet and Pershing, supporting various management approaches and serving both non-high-net-worth and high-net-worth clients.

Bennett Slater is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to his current role, he worked at Metro Credit Union and has experience as an insurance agent specializing in fully underwritten life insurance and annuities. 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 delivers managed solutions primarily through a platform relationship with Envestnet and operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Albert Armendariz is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. His work history includes positions at Mutual of Omaha since 2019, as well as roles at Ivy Funds Distributor and Waddell & Reed Inc between 2015 and 2019. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans. The firm offers a range of managed solutions including financial planning, managed account programs, and retirement plan consulting, primarily delivered through a platform relationship with Envestnet.

Joshua Jenkins is a CFA® charterholder with 10 years of industry experience. He has been with Lutz Financial since 2018 and previously worked at CLS Investments, LLC from 2013 to 2018. He holds a Series 65 license and is based in Omaha, NE. Lutz Financial serves individuals, retirement plans, charitable organizations, and business entities, offering portfolio management, retirement plan consulting, and financial planning services. The firm’s investment approach includes tailored portfolios using mutual funds, ETFs, and individual bonds, along with an Automated Investment Program that provides model portfolios through client-selected custodians.