Blake Zinn is a financial advisor at Sequent Planning, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Northwestern Mutual and Securities America. Outside of his advisory role, he serves as Board President of the Auburn Country Club, a nonprofit organization. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, and retirement-plan services, using a diversified investment approach and structured risk framework delivered through a network of approximately 97 advisers.

Shawn Mcgregor is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 66 credentials and 21 years of industry experience. He has worked with Mutual of Omaha Investor Services since 2015. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, operating through a network of Investment Advisor Representatives who recommend model portfolios and third-party managers on an approved platform.

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.

Angelica Mitchell is a CFP® professional at Modern Wealth Management, LLC with one year of industry experience. She has held roles at Modern Wealth Management since 2021 and has prior experience in academic positions at Kansas State University and Fort Hays State University. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm provides discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and retirement plans, supported by a centralized Investment Committee and a range of strategic tools.

Carson Hottovy is a financial advisor at Mutual of Omaha Investor Services, Inc. with Series 65 and Series 63 licenses and one year of industry experience. Prior to his advisory role, he has held positions in various sectors including hospitality and logistics. He is also an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides financial advisory services to individuals, corporations, and qualified retirement plans, offering solutions such as financial planning, managed account programs, and retirement plan consulting. The firm operates primarily through a platform relationship with Envestnet and offers clients access to MOIS-approved model portfolios and third-party money managers.

Adam Mahoney is a financial advisor with Mutual of Omaha Investor Services, Inc. in Omaha, NE, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 10 years of industry experience, having been with Mutual of Omaha and its Investor Services division since 2015 and 2016 respectively. Outside of advisory work, he is also an insurance agent specializing in health, life, and annuity products. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm operates through a network of Investment Advisor Representatives, offering model portfolios, third-party money manager programs, and ongoing planning support primarily via discretionary management on approved platforms.

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. In addition to his advisory role, he is the founder of Gazda Financial Group and is also licensed as an insurance agent. 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 such as Envestnet and Pershing, delivering managed solutions through model portfolios and third-party manager relationships.

Bennett Slater is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 licenses with two years of industry experience. Prior to his current role, he worked at Metro Credit Union and has additional experience as an insurance agent, offering various insurance products including life insurance and annuities. 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 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., holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Mutual of Omaha since 2019 and previously held roles at Ivy Funds Distributor and Waddell & Reed Inc. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm operates primarily through its network of Investment Advisor Representatives who recommend model portfolios or third-party managers on its approved platform and may implement strategies on a discretionary basis.

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.

Michael Neben is a financial advisor at The Patriot Financial Group, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Patriot Financial Group since 2022. Neben is also the president and CEO of Unified Retirement Specialists, an insurance brokerage, and serves as an instructor for the American Financial Education Alliance, where he conducts educational classes. The Patriot Financial Group provides investment advisory and financial planning services to a diverse client base, including individuals, small businesses, trusts, estates, and retirement plans. The firm constructs customized portfolios using a variety of securities and employs a mix of fundamental and technical analysis, maintaining ongoing oversight of independent managers and offering a wrap-fee program.

Steven Rohrig is a financial advisor with Sequent Planning, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 23 years of industry experience. He has worked at Sequent Planning since 2018 and has also been affiliated with Senior Market Sales since 2016. Previously, he spent 18 years with Mutual/United Of Omaha. 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 comprehensive retirement-plan services through a network of approximately 97 advisors using a structured risk framework and diversified strategies.

Benjamin Stout is a financial advisor at Kingsview Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Orion Portfolio Solutions, LLC and Orion Advisory Technology, LLC. Outside of his advisory role, he provides support to pottery students as a pottery technician at Metro Community College. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services combining advisor-led planning with model-based and separately managed strategies, including internally sponsored ETFs and access to alternative investments.

Randall Karl is a financial advisor with Gladstone Wealth Partners in Omaha, NE, holding a Series 66 credential and 14 years of industry experience. He previously worked at Arete Wealth Management and Axxcess Wealth Management and has been with Gladstone since 2024. Outside of his advisory role, he teaches baseball at the Milwaukee Brewers Fantasy Camp and the MLB Youth Clinic. Gladstone Wealth Partners provides investment management, financial planning, and retirement plan consulting for a diverse client base, including individuals, corporations, and charitable organizations. The firm operates through a network of independent advisers who utilize various strategies and third-party resources to customize client portfolios and offer ongoing financial consulting.

Charles Heuring is a financial advisor at IAMS Wealth Management, LLC in Omaha, NE, holding Series 65 and Series 63 designations with nine years of industry experience. He has been with IAMS Wealth Management and its affiliate IAMS, Inc. since 2016. IAMS Wealth Management provides investment advisory and financial planning services to a diverse client base including individuals, corporations, retirement plans, and trusts. The firm employs discretionary portfolio management with proprietary and third-party model portfolios, supports various account types, and uses a range of investment instruments along with AI tools for research and operational efficiency.

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.

Chad Carlos is a financial advisor at IAMS Wealth Management, LLC with six years of industry experience. He holds a Series 66 designation and has worked at several firms, including Renaissance Financial Corp and TD Ameritrade. In addition to his advisory role, he maintains a licensed insurance agent position focused on fixed life and health insurance and annuities. IAMS Wealth Management serves a diverse client base, including individual investors, corporations, retirement plans, and trusts, offering discretionary portfolio management, financial planning, and consulting. The firm employs a range of investment instruments and utilizes AI tools in its operations, distinguishing itself through its corporate affiliations and a broad adviser network.

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. He holds Series 63 and Series 66 licenses and has 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, Inc. provides advisory and retirement-plan services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers various financial planning options and managed account programs, working primarily through its network of Investment Advisor Representatives who recommend model portfolios and third-party managers on an approved platform.