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.

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.

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 ChFC® credentialed financial advisor with 51 years of industry experience. He has been with M Holdings Securities, Inc. since 2001 and is also President and CEO of Swartzbaugh-Farber & Associates, Inc., a firm providing insurance and investment advisory services since 1993. Outside of his advisory roles, he serves as a board member for the Tomlinson Woods homeowners association in Omaha, NE. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves individual, corporate, and retirement plan clients nationwide through a network of independent Member Firms. The firm offers a range of advisory services including discretionary and non-discretionary investment management, retirement plan consulting, and sub-advisory services, utilizing multiple sponsored platforms and third-party managers.

Marissa Roh is a financial advisor at Foster Group, Inc. with Series 66 credentials and one year of industry experience. Prior to entering financial services, she spent over a decade working with Partners in Learning dba Sylvan Learning. Outside of advising, she serves as treasurer for a homeowners association and a family farm, managing financial duties for both. Foster Group, Inc. provides investment management, financial planning, and qualified-plan consulting to individuals, including high-net-worth clients, as well as institutional clients and retirement plans. The firm employs a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory, utilizing mutual funds, ETFs, and independent managers, and integrates technology and third-party partnerships into its multi-team service model.

Michael Hoyt is a financial advisor with Gradient Advisors, LLC in Omaha, NE. He holds a Series 65 designation and has four years of industry experience. In addition to his advisory role, he has been involved in insurance and medical sales with American Senior Benefits since 2009. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals and various institutional clients. The firm supports a large network of advisors and employs a combination of fundamental, technical, and cyclical analysis to tailor client strategies.

Frank Davis Jr. is a financial advisor at Gradient Advisors, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gradient Advisors since 2021. Prior to that, he was with Virtue Wealth Counsel, LLC for two years and has been involved with American Senior Benefits since 2009, where he also works as an insurance producer specializing in health, life, and annuity sales. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a large network of advisors and employs a non-discretionary approach, using various analytical tools to tailor strategies while offering financial planning on fixed-fee or hourly terms.

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.

Blake Christensen is an investment advisor representative with Thrivent Advisor Network, LLC and a registered representative with Thrivent Investment Management, Inc. He holds Series 63 and Series 66 licenses and has seven years of industry experience. His prior work includes roles at Thrivent Financial for Lutherans and Northwest Missouri State University. Thrivent Advisor Network serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of advisory representatives managing approximately $6.8 billion in client assets. The firm offers customized asset allocation and investment strategies, utilizing a range of investment options including low-cost mutual funds and ETFs, individual securities, and alternative investments.

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 the Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Mutual of Omaha in 2023, his background includes work with Creighton University and entrepreneurial experience in the food service industry. Quinn is also active as a paid conference speaker, presenting on business protection and growth strategies related to insurance and retirement planning. 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 solutions primarily through a platform relationship with Envestnet and integrates advisory, broker-dealer, and insurance services within the Mutual of Omaha group.

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 at Mutual of Omaha Investor Services, Inc. with 48 years of industry experience. She holds the Series 66 designation and has worked with Mutual of Omaha and its affiliated entities since 1975. Mutual of Omaha Investor Services, Inc. offers advisory and retirement-plan services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm provides financial planning, managed account programs, and retirement plan consulting through a network of Investment Advisor Representatives using approved model portfolios and third-party managers.

Christopher Cotignola is a CFP® with four years of industry experience, currently serving as a financial advisor at SageSpring Wealth Partners. He previously worked at Raymond James Financial Services and has taught at Omaha Public Schools and Iowa Western Community College. Outside of finance, he owns a music business where he teaches private saxophone lessons and performs professionally. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets with around 75 advisors. The firm serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans, providing personalized investment management, financial planning, and retirement plan consulting through a goals-based portfolio management approach.

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 65 and Series 66 credentials and four years of industry experience. His work history includes roles at Orion Advisor Solutions from 1997 to 2023, followed by positions at Intention.ly and Senior Market Sales. Sequent Planning, LLC, operating as Futurity First Wealth Management, is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm emphasizes a structured risk framework, diversified manager exposure, and tax-aware placement, providing a range of asset management and retirement-plan services through a network of independent investment 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.