Matthew Lessman is a CFP® professional with 13 years of experience in the financial services industry. He has been with Ausdal Financial Partners, Inc. since 2020 and has prior experience in real estate brokerage and financial securities. Outside of his advisory role, Lessman is involved in managing and overseeing financial operations for several real estate investment entities. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets. The firm offers a range of investment advisory programs, retirement plan services, and financial planning solutions to individuals, trusts, corporations, pension plans, and charitable organizations.

Stephen Patterson is a financial advisor at Avior Wealth Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Nelson Van Denburg & Campbell Wealth Management Group, LLC for six years before joining Avior in 2021. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets with about 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions through discretionary and non-discretionary investment management, comprehensive financial planning, and business consulting.

Sali Shamoun is a financial advisor at Avior Wealth Management, LLC in Omaha, NE, holding a Series 65 designation with five years of industry experience. Prior to joining Avior in 2024, Shamoun worked at Axiom Advisory, LLC for seven years and at Julie Haidao Insurance Agency for one year. Avior Wealth Management serves a diverse client base, including high-net-worth individuals, pension and retirement plans, corporations, trusts, and banks or thrift institutions, offering investment management, financial planning, pension consulting, and business consulting services. The firm employs a primarily fundamental analysis investment approach, utilizing both direct portfolio management and separately managed account models with third-party sub-advisers.

Zachary Ehlers is a financial advisor with Mutual of Omaha Investor Services, Inc. in Omaha, NE, holding Series 63 and Series 66 registrations and bringing 11 years of industry experience. Prior to joining Mutual of Omaha in 2021, he worked at Securities America Advisors and Securities America Inc. from 2015 to 2021. 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 delivers solutions primarily through a platform relationship with Envestnet and acts as a conduit to third-party money managers while operating alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Brent Batman is a financial advisor at Mutual of Omaha Investor Services, Inc. with 17 years of industry experience. He holds the Series 66 designation and has worked at Mutual of Omaha Investor Services since 2016. Prior to his current role, he was involved with Catch-A-Lobster LLC from 2011 to 2017. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs through a platform relationship with Envestnet. The firm serves a broad client base and integrates broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Nickolaus Shannon is a CFP® professional with 12 years of industry experience, currently serving at Bridges Investment Management Inc. His prior roles include positions at Edward Jones and Pruco Securities, among others. Shannon holds several nonprofit board memberships, including roles with Ronald McDonald House Charities Omaha, the Salvation Army, Metropolitan Community College Foundation, and youth mentoring through the Teammates Mentoring Program of Elkhorn. Bridges Investment Management, Inc. is a multi-team registered investment adviser managing approximately $11.3 billion, offering a range of services including investment management, financial planning, and pension consulting to individuals, institutions, and private funds. The firm follows a client-driven, long-term investment approach that emphasizes fundamental analysis and offers various portfolio strategies tailored to client objectives.

David Piatkowski is a financial advisor at Waverly Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at RE Dickinson Investment Advisors for multiple years. Waverly Advisors is a multi-team registered investment adviser with approximately 224 advisors and $29.9 billion in regulatory assets under management. The firm serves individuals, retirement plans, and pooled investment vehicles through a combination of traditional equity, fixed-income, alternative, and private-market strategies, and offers both discretionary and non-discretionary portfolio management along with financial planning and multi-family office services.

Christopher Trub is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Avior Wealth Management, LLC since 2021. His prior experience includes roles at Nelson Van Denburg & Campbell Wealth Management Group, USAA Investment Management Company, USAA Financial Planning Services, and USAA Financial Advisors, Inc. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through approximately 120 financial professionals. The firm serves a diverse client base including individuals, pension plans, charitable and corporate entities, and banking institutions, offering investment management, financial planning, and business consulting services.

Stephen Holmes is a financial advisor with Avior Wealth Management, LLC in Roseburg, Oregon, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. Prior to joining Avior Wealth Management in 2026, he worked at EWG Elevate Inc. and Cambridge Investment Research Advisors, Inc. Holmes is also a licensed insurance agent involved in life, health, disability, and long-term care insurance, and he operates a sound engineering business that primarily serves his church and community. 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, using a fundamental analysis-based investment approach that combines long- and short-term strategies with continuous portfolio supervision.

Haley Gilbertson is a Series 65-licensed advisor with Bridges Investment Management Inc. in Omaha, NE, where she has worked since 2021. She has two years of industry experience and previously held roles at Victory Links Golf Course, Creighton University, Dunn Brothers Coffee, and Blaine High School. She also serves as an officer at Bridges Trust Company, involved in trust and wealth management. Bridges Investment Management is a multi-team registered investment adviser managing roughly $11.3 billion, serving individuals, families, trusts, foundations, corporations, retirement plans, investment companies, and private funds. The firm employs a client-driven, long-term investment process focusing on fundamental analysis and offers a range of services including financial planning, pension consulting, and trustee/custodial agency arrangements.

Weston Shepard is a financial advisor at Sequent Planning, LLC with a Series 65 designation and no prior industry experience. His work history includes roles at Midland University and Seim Johnson, LLP. Sequent Planning, LLC (doing business as Futurity First Wealth Management) is an SEC-registered 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 using a structured risk framework and a mix of firm-developed and third-party strategies.

Adam Julch is a CFP® professional with 13 years of industry experience, currently serving as a wealth advisor and partner at Thrivent Advisor Network, LLC. His career includes roles at Thrivent Investment Management and Purshe Kaplan Sterling Investments. He is a board member of the Omaha School of Ministry, providing general guidance and oversight for the organization. Thrivent Advisor Network delivers investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans, offering portfolio management and financial planning with a focus on diversified, long-term investment strategies including low-cost mutual funds and ETFs.

Jeremy Friedman is a financial advisor at Gladstone Wealth Partners with 16 years of industry experience. He holds a Series 66 credential and has previously worked at Raymond James & Associates, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Additionally, he is involved with ANOBO, a plane share group structured as an S Corporation. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers a range of services including discretionary portfolio management, financial planning, and retirement plan consulting, with investment approaches tailored at the representative level and supported by platform-level due diligence.

Cole Mitchell is a financial advisor at Bridges Investment Management Inc in Omaha, NE, with four years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he worked at Robinhood Markets, Inc., Robinhood Financial, LLC, TD Ameritrade, and Cline Williams Law Firm. 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 wide range of clients, including individuals, families, trusts, foundations, and institutions. The firm employs a client-driven, long-term investment process focused on fundamental analysis and offers various portfolio strategies along with trustee, custodial, and private fund management services.

Daniel Bodmann Jr. is a Series 66-licensed financial advisor with Mutual Of Omaha Investor Services, Inc., based in Omaha, NE, and has 23 years of industry experience. He has been with Mutual of Omaha and its affiliated Investor Services firm since 2016. Outside of his financial advisory role, he is a co-owner and herbalist at Land of Milk and Honey Herbs, LLC, where he provides personal health consultations and custom herbal supplements, and also co-owns Omaha Whole Living, LLC, which offers retail products and community education on healthy and natural living. Mutual Of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through managed account programs and third-party money manager relationships. The firm utilizes a platform relationship with Envestnet and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Burton Van Denburg is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Avior Wealth Management, LLC since 2021. Prior to his current role, he spent ten years at Nelson, Van Denburg & Campbell. Avior Wealth Management is an SEC-registered enterprise adviser 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-based investment approach with both long- and short-term strategies.

Brett Becker is a CFA® charterholder with 12 years of industry experience. He is currently with Bridges Investment Management, Inc. and has previously worked at STIFEL, Wells Fargo Clearing, and Insight Securities Inc. He also serves as a portfolio manager at Bridges Trust Company. Bridges Investment Management, Inc. is a multi-team registered investment adviser managing approximately $11.3 billion, 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 centered on fundamental analysis and provides trustee and custodial agency services through affiliated entities.

Jared Garner is a financial advisor at Bridges Investment Management Inc. He holds a Series 65 designation and has been with Bridges since 2023, including a prior period of employment from 2023 to 2025. His previous experience includes roles at Principal Financial Group and various positions in education and retail. Bridges Investment Management, Inc. is a multi-team registered investment adviser managing approximately $11.3 billion. The firm offers discretionary and non-discretionary investment management, financial planning, pension consulting, and related services to a wide range of clients, using a client-driven process focused on long-term fundamental analysis and ongoing monitoring.

Ronny Dickinson is a CFP® with 27 years of industry experience, currently with Waverly Advisors, LLC. He has spent the majority of his career leading Dickinson Investment Advisors and concurrently operates Dickinson & Clark CPAs, PC, an accounting firm. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a broad range of investment management and financial planning services.

Paul Larkin is a financial advisor with Waverly Advisors, LLC in Council Bluffs, IA, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at RE Dickinson Investment Advisors, Mutual of Omaha Investor Services, and Union Pacific Streamline. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private markets, serving both non-high-net-worth and high-net-worth clients through discretionary and non-discretionary portfolio management.