Brent Batman is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 66 credential and 17 years of industry experience. He has worked at Mutual of Omaha Investor Services since 2016 and was previously involved with Catch-A-Lobster LLC from 2011 to 2017. Mutual of Omaha Investor Services provides advisory services to individual clients, 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 acts as a conduit to third-party managers, serving a wide range of client needs.

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.

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 credential. He has experience working at Midland University and Seim Johnson, LLP. Shepard is based in Omaha, NE. 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 through a network of approximately 97 independent advisers, using a structured risk framework and diversified investment approaches.

Adam Julch is a CFP® professional with 13 years of industry experience, currently serving as a Wealth Advisor/Partner at Thrivent Advisor Network, LLC. His career includes roles at Thrivent Investment Management, Inc. and Purshe Kaplan Sterling Investments. He is a board member of the Omaha School of Ministry, providing general guidance and oversight. Thrivent Advisor Network, LLC serves individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations with a primarily long-term investment approach that emphasizes customized asset allocations using low-cost mutual funds, ETFs, fixed-income securities, and alternative investments. The firm operates as a subsidiary of Thrivent Financial for Lutherans, offering integrated investment and insurance product options.

Jeremy Friedman is a financial advisor with Gladstone Wealth Partners in Omaha, NE, holding a Series 66 credential and 16 years of industry experience. His prior work includes tenure at Raymond James & Associates, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Outside of his advisory role, he is involved with a plane share group structured as an S Corporation. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a wide range of clients including individuals, high-net-worth investors, corporations, pension plans, and charitable organizations. The firm operates through a network of independent advisers who tailor strategies, monitor accounts, and utilize sub-advisers or model portfolios, while also serving in various ERISA roles for qualified plans.

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-credentialed advisor with 23 years of industry experience, currently with Mutual of Omaha Investor Services, Inc., where he has worked since 2016. He is also co-owner and herbalist at Land of Milk and Honey Herbs, LLC, providing personal health consultations and custom herbal supplements, as well as co-owner and educator at Omaha Whole Living, LLC, where he delivers classes and retail sales related to healthy and natural living. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, delivering managed solutions through platforms such as Envestnet and providing a range of financial planning and managed account programs. The firm 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.

Maxwell Behnfield is a financial advisor at First National Advisers, LLC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Independent Financial Group, Cantella & Co., Raymond James Financial Services, and UBS Financial Services. First National Advisers, LLC provides discretionary investment management to individuals, including high-net-worth clients, and various institutional clients. The firm uses mutual funds, ETFs, fixed income, and individual equities, and offers a team-based Private Wealth Reserve service emphasizing asset allocation, fund screening, and risk monitoring.

Steven Eaton is a financial advisor with Advisory Solutions Group and holds the Series 63 and Series 65 designations. He has 14 years of industry experience and has previously worked with firms including BancWest Investment Services and First Command. Eaton also provides investment advisory services through Wealth Enhancement Advisory Services, an independent registered investment advisor. Advisory Solutions Group, operating as FocusPoint Solutions, serves retail clients and other registered investment advisory firms by offering financial planning, consulting, portfolio management, and turnkey business and back-office services. The firm employs diversified portfolios using quantitative, momentum, and fundamental analysis and supports RIA firms with model implementation and account administration.

Frank Goldberg is a financial advisor with Avantax Planning Partners, Inc. based in Omaha, NE. He holds a Series 65 credential and has 12 years of industry experience. In addition to his advisory role, Goldberg operates a sole proprietorship, Frank Goldberg, CPA, providing accounting services such as tax return preparation, consulting, and bookkeeping. Avantax Planning Partners delivers investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and advisors. The firm employs a model-based discretionary portfolio management approach overseen by an Investment Advisory Committee and offers tax-intelligent overlays and centralized trading and reporting.

Scott Lautenbach is a financial advisor at CreativeOne Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Trinity Financial Group since 2023, while also owning Diversified Health Services, a health and insurance sales business operating since 1999. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm employs a range of investment strategies including proprietary ETF-based models, third-party managers, and option-based strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

Mark Zagurski is a financial advisor with Mutual of Omaha Investor Services, Inc. in Omaha, NE. He holds Series 63 and Series 65 licenses and has 28 years of industry experience, having been with Mutual of Omaha Investor Services since 1997. 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, primarily through a network of Investment Advisor Representatives who use approved model portfolios and discretionary strategies.

James Olson is a financial advisor with M Holdings Securities, Inc., holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked at M Holdings since 2009 and is also associated with Swartzbaugh Farber & Associates, where he serves as an account manager focused on client services and marketing. Olson operates out of Omaha, NE. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, retirement plan, and other clients nationwide. The firm offers a range of advisory services including investment management, retirement plan consulting, financial planning, and sub-advisory services, working through a network of Financial Professionals who tailor recommendations based on client objectives and risk tolerance.

Douglas Riggert is a CFP® and ChFC® with 10 years of experience in financial advisory. He is currently with Guardian Wealth Advisors, LLC, having joined in 2025, and previously worked at ORG Partners LLC, WealthShield Partners, Raymond James Financial Services, and Mutual of Omaha. Outside of his advisory role, he is a manager and officer of N & D Enterprises, LLC, a rental real estate business in Omaha, NE. Guardian Wealth Advisors provides investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional clients. The firm employs a systematic investment approach using mutual funds, ETFs, bonds, options, and equities, combining fundamental and technical analysis to manage portfolios and monitor third-party strategies.