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.

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.

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, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has been with Mutual of Omaha Investor Services since 1997. 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 operates through platform relationships with Envestnet and Pershing, delivering managed investment solutions and acting as a liaison to third-party managers.

James Olson is a financial advisor with M HOLDINGS SECURITIES, Inc. in Omaha, NE, holding Series 63 and Series 65 credentials and possessing 16 years of industry experience. He has been with M HOLDINGS SECURITIES since 2009 and also serves as an Account Manager at Swartzbaugh Farber & Associates, a role he has held since 2000. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and professionals. The firm offers a broad range of advisory and brokerage services, combining investment management delivered by its Financial Professionals with third-party sub-advisors and model portfolios, supported by comprehensive trading and reporting platforms.

Douglas Riggert is a financial advisor at Guardian Wealth Advisors, LLC with 11 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at ORG Partners LLC, WealthShield Partners, LLC, Raymond James Financial Services, Inc., and Mutual of Omaha Investor Services. Outside of advisory work, he manages a rental real estate business. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities, providing investment advisory, financial planning, and retirement plan consulting. The firm employs a systematic, quantitative investment approach using ETFs, mutual funds, third-party managers, and risk-mitigation strategies.

Brenden Fitzpatrick is a financial advisor at AdvisorNet Wealth Partners with eight years of industry experience and holds a Series 66 credential. He is the owner of Fitzpatrick Capital LLC and has held roles at Alpha Wealth Advisors, Cetera, and The Prudential Insurance Company of America. In addition to his advisory work, he is an independent contractor involved in insurance services related to Medicare plans and fixed insurance product sales. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan and participant consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios across multiple asset classes and utilizes a range of management approaches, including discretionary and non-discretionary services, while managing accounts at the household level.

John Darwin is a CFA® charterholder and Series 65 licensee with five years of industry experience. He has been with Bridges Investment Management, Inc. since 2021 and previously worked at Creighton University from 2016 to 2021. Outside of advisory work, he serves as an officer in relationship management for Bridges Trust Company. Bridges Investment Management, Inc. is a multi-team registered investment adviser managing approximately $11.3 billion, providing a range of services including investment management, financial planning, and pension consulting to individuals, families, trusts, foundations, corporations, and institutional clients. The firm employs a client-driven, long-term approach centered on fundamental analysis and offers distinctive capabilities through its affiliations with trust companies and proprietary investment vehicles.

Mary Campion is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Avior Wealth Management, LLC. She has worked at Avior since 2024 and has prior experience with Midkiff & Stone Capital Group, Inc. and Champion Capital Research, Inc. In addition to her advisory role, she operates Campion Research, a fiduciary education and expert testimony consulting business where she serves as adjunct faculty and expert witness. Avior Wealth Management is an SEC-registered enterprise advisor 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 investment process with both long- and short-term strategies.

Adam Bailey is a financial advisor with ValMark Advisers, Inc., holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at LPL Financial, Cetera Advisors LLC, and Tagge Rutherford Financial Group. Outside of his advisory work, he serves as secretary for Parian Lodge, a nonprofit organization in Callaway, NE. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 representatives. The firm utilizes diversified, goal-based model portfolios with mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive back-office services.

Micah Wheat is a CFP® with eight years of industry experience, currently serving as a financial advisor at Guardian Wealth Advisors, LLC. Prior to joining Guardian Wealth Advisors in 2025, he worked at ORG Partners for five years and held positions at Raymond James Financial Services and Wells Fargo Advisors. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities by providing investment advisory and portfolio management, financial planning, and retirement plan consulting. The firm employs a quantitative investment approach using ETFs and mutual funds, combining fundamental and technical analysis with risk-mitigation strategies.