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.

Jeffrey Harris is a financial advisor at Soltis Investment Advisors, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at several firms, including CWM, LLC, Carson Institutional Alliance, and Northwest Wealth Management LLC. Outside of his advisory role, he is a co-owner of a Ziggi's Coffee franchise. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans. The firm uses a manager selection and portfolio construction process that combines Modern Portfolio Theory, quantitative screening, and qualitative due diligence, offering discretionary portfolio management, financial planning, and consulting services.

Michael Neben is a financial advisor at The Patriot Financial Group, LLC with over three years of industry experience. He holds Series 63 and Series 65 designations and has been associated with Unified Legacy Advisors since 2014. Neben serves as President and CEO of Unified Retirement Specialists and Unified Legacy Advisors and is also an instructor with the American Financial Education Alliance. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm offers customized portfolios based on client goals and risk tolerance, utilizing a mix of charting, fundamental and technical analysis, and may engage independent managers for some client assets.

Steven Rohrig is a financial advisor with Sequent Planning, LLC in Omaha, NE, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 23 years of industry experience, including prior roles at Mutual Of Omaha Investor Services, Inc. and Senior Market Sales. Rohrig has been with Sequent Planning since 2018. Sequent Planning, LLC (doing business as Futurity First Wealth Management) is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm employs a structured risk framework, offers diversified investment strategies, and provides a broad range of retirement-plan services.

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 at Gladstone Wealth Partners with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Arete Wealth Management, Axxcess Wealth Management, TCFG Investment Advisors, TCFG Wealth Management, Comprehensive Asset Management & Servicing, and Platinum Wealth Partners. Outside of his advisory role, he teaches baseball at the Milwaukee Brewers Fantasy Camp and the MLB Youth Clinic. 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 discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment strategies, with a focus on integrating retirement-plan services and institutional manager relationships.

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 with IAMS Wealth Management, LLC, holding a Series 66 designation and seven years of industry experience. Prior to joining IAMS Wealth Management in 2024, he worked at firms including CETERA Advisor Networks LLC, Renaissance Financial Corp, and TD Ameritrade. He also works as an insurance agent specializing in fixed life and health insurance and annuities. IAMS Wealth Management provides investment advisory and financial planning services to individual investors, corporations, retirement plans, and trusts. The firm manages accounts on a discretionary basis using proprietary and third-party model portfolios and offers a broad range of investment instruments, incorporating tools such as AI for research and household aggregation for fee breakpoints.

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.