Britt Campbell is a financial advisor at Avior Wealth Management, LLC with 25 years of industry experience. He previously worked at Nelson, Van Denburg & Campbell for 10 years and is a managing director and one-third owner of the related wealth management group. Campbell holds Series 63 and Series 65 licenses. Avior Wealth Management serves a diverse client base including high-net-worth individuals, pension and retirement plans, corporations, trusts, and banks, offering investment management, financial planning, pension consulting, and business consulting services. The firm uses a fundamental investment approach combining direct portfolio management and separately managed accounts, and operates several affiliated businesses including tax and insurance services.

Wendy Swanson is a financial advisor with Sequent Planning, LLC in Omaha, NE, holding a Series 65 designation and five years of industry experience. She has worked at Sequent Planning since 2020 and has been with Senior Market Sales since 2007. Outside of her advisory role, she also operates as an insurance agent, offering insurance products and services to clients. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, access to third-party model managers, and retirement-plan services through a network of independent advisors using a structured risk framework and diversified strategies.

Alfred Skar is a financial advisor at Mutual Of Omaha Investor Services, Inc. with 28 years of industry experience, including 27 years at Mutual Of Omaha. He holds Series 63 and Series 65 certifications. 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 primarily through relationships with third-party money managers and platforms like Envestnet.

Richard Engelmann is a Series 65-licensed financial advisor at First National Advisers, LLC with three years of industry experience. He has been with the firm since 2015. First National Advisers, LLC is a subsidiary of First National Bank of Omaha that provides discretionary investment management to individuals and institutions, including affiliated clients. The firm offers diversified equity and fixed-income models, managed mutual fund and individual equity strategies, and a team-based wealth service called Private Wealth Reserve.

Andrew Karrmann is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds a Series 66 designation and has six years of industry experience. His prior roles include positions at Principal Securities Inc, Principal Life Insurance Company, Walnut Hill Advisors, and Thrivent Financial. Karrmann serves as a board member at large for Table Grace Ministries, a nonprofit organization in Omaha, NE. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and works alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Brian McGuire is a financial advisor with Geneos Wealth Management, Inc. in Omaha, Nebraska. He holds the ChFC® designation and Series 63 and 65 licenses, and has 33 years of industry experience. His prior roles include positions at Sequoia Wealth Partners and Mcguire Financial Inc., where he is also owner of Mcguire Financial Group. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority.

Deborah Grant 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 Investment Management since 2000. Grant also serves as Vice President at Bridges Trust Company, where she is involved in relationship and customer service management. Bridges Investment Management is a multi-team registered investment adviser managing approximately $11.3 billion. The firm serves individuals, families, trusts, foundations, corporations, and institutional clients, using a client-driven process focused on long-term fundamental analysis and tailored portfolio strategies.

Jeffrey Casey is a Certified Financial Planner™ with ten years of industry experience. He has worked at SageSpring Wealth Partners since 2016, following brief tenures at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. Casey serves as Vice President of a support company affiliated with his team and is CEO of a business that receives passive income from renewal commissions. SageSpring Wealth Partners serves a diverse client base including individual, institutional, and plan sponsor clients. The firm offers tailored discretionary investment management and consulting services, utilizing a range of investment vehicles and a combination of fundamental and technical analysis.

Reyn Watanabe is a financial advisor with First National Advisers, LLC in Omaha, NE, holding a Series 66 credential and three years of industry experience. His prior roles include positions at Cetera Advisor Networks, Power Life, CWM, LLC DBA Carson Group Holdings, and Cerner Corporation. First National Advisers, LLC provides discretionary investment management to both individual and institutional clients, including high-net-worth individuals. As a wholly owned subsidiary of First National Bank of Omaha, the firm manages approximately $7.3 billion in discretionary assets and offers a team-based Private Wealth Reserve service that employs asset allocation, quantitative and qualitative fund screening, and risk monitoring across a range of investment objectives.

Derek Frahm is a financial advisor with Thrivent Advisor Network, LLC in Omaha, NE. He holds the Series 63 and Series 65 credentials and has experience with Thrivent Investment Management Inc. and several other firms since 2016. Derek is also involved with Ameretail LLC outside of his advisory role. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans, utilizing a variety of investment strategies including low-cost mutual funds, ETFs, and independent managers.

Brett Murray is a CFP®-certified financial advisor at SageSpring Wealth Partners in Omaha, NE, with five years of industry experience. He previously worked at Raymond James Financial Services, Inc. and Carson Group. Murray also supports lead advisor Matt Atchison with client relationships and business development. SageSpring Wealth Partners serves a diverse client base, including individual households, institutional clients, and plan sponsors, offering customized discretionary investment management, financial planning, and consulting services. The firm combines multi-team scale with a variety of investment strategies and provides access to OCIO and TAMP programs alongside traditional wealth management.

Shelby Bruckner is a CFP® professional with 13 years of industry experience, currently serving at Bridges Investment Management Inc. Prior to joining Bridges, Shelby held positions at Equitable Advisors, Axa Advisors, and Northwestern Mutual in various roles spanning from 2012 to 2020. Shelby is also an officer of Bridges Trust Company, contributing to portfolio management activities. Bridges Investment Management is a multi-team registered investment adviser managing approximately $11.3 billion, providing services including investment management, financial planning, and pension consulting to a diverse client base. The firm follows a client-driven, long-term investment process grounded in fundamental analysis and offers expanded services such as fiduciary retirement plan advice, trustee arrangements, and private fund management.

Tucker Webber is a financial advisor at Mutual Advisors, LLC with 15 years of industry experience. He holds Series 66 and Series 65 designations and has previously worked at Orion Portfolio Solutions, LLC, Cls Investments, LLC, and Securities America Advisors, Inc. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts and estates, retirement plans, and institutional investors. The firm manages portfolios using a combination of active and passive strategies tailored to client objectives and is noted for its scale and breadth of institutional work, managing approximately $9.45 billion across 154 advisors.

Brian Brashaw is a financial advisor at Merit Financial Advisors with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Ladenburg Thalmann & Co. and TD Ameritrade. Outside of advising, he is the founder of 401Kurator, a venture focused on event planning, consulting, public speaking, and freelance writing, though it has not yet commenced formal operations. Merit Financial Group, LLC manages approximately $10.6 billion for a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by a central Investment Management team and Investment Committee, while allowing advisors flexibility in portfolio management.

Joseph Hefflinger is a financial advisor at Lutz Financial in Omaha, NE, holding the CFP® designation with 14 years of industry experience. He has been with Lutz Financial since 2015. Lutz Financial serves individuals, retirement plans, charitable organizations, and business entities by providing discretionary and non-discretionary 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 individual bonds, with ongoing monitoring and client-directed restrictions.

Michael Welker is a financial advisor at Avior Wealth Management, LLC with nine years of industry experience. He previously worked at Protection Point Advisors and One Financial Advisors. Outside of his advisory work, he is involved with Mike's Family Legacy LLC, providing financial education and training. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 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 diversified portfolio strategies.

Case Eichenberger is a financial advisor at Thrivent Advisor Network, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northern Lights Distributors, LLC, Brinker Capital Investments, and Orion Portfolio Solutions, LLC. He is also the managing member of TLSC19, LLC, an entity involved in land development. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers portfolio management, financial planning, and access to independent managers and model portfolios, utilizing diversified investment strategies including low-cost mutual funds and ETFs.

Daniel Pilmaier is a financial advisor with BOK Financial Securities, Inc. in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior work includes 15 years at TD Ameritrade and roles at BancWest Investment Services, Bank of the West, Dough LLC, and Pyrenees Compliance LLC. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individual and high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, supported by research from Strategic Investment Advisors, and is notable for its municipal-advisor registration and affiliation with a bank holding company.

Timothy Tarrence is a Series 65 credentialed advisor with Mutual of Omaha Investor Services, Inc., based in Omaha, NE. He has worked at Mutual of Omaha since 2015, accumulating 11 years of industry experience. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, and managed account programs through a platform relationship with Envestnet. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group and delivers managed solutions using Pershing as custodian.

Austin Beebe is a financial advisor at Avior Wealth Management, LLC in Omaha, NE, holding a Series 65 designation. He began his career in 2015 and has worked at several firms including DV Trading, UBS, Personal Capital, and Empower before joining Avior Wealth Management in 2026. Avior Wealth Management serves individual and institutional clients with investment management, financial planning, pension consulting, and business consulting services. The firm employs a fundamental analysis investment approach using both long- and short-term positions and combines direct portfolio management with separately managed account models utilizing third-party sub-advisers.