Diana Whitman is a financial advisor with First National Advisers, LLC in Omaha, NE, holding Series 65 and Series 63 licenses. She has 21 years of industry experience, including 17 years at First National Bank of Omaha and 4 years at First National Advisers. First National Advisers, LLC provides discretionary investment management to individuals, including high-net-worth clients, and institutional clients. The firm offers a team-based Private Wealth Reserve service emphasizing asset allocation, fund screening, and risk monitoring, and manages approximately $7.3 billion in discretionary assets as a wholly owned subsidiary of First National Bank of Omaha.

Seth Neben is a financial advisor with The Patriot Financial Group, LLC in Omaha, NE, holding a Series 65 credential and seven years of industry experience. He has been with Unified Legacy Advisors for over a decade and serves as Vice President of Unified Retirement Specialists, a fixed insurance sales business. Neben also teaches financial education classes as 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 customizes portfolios based on client goals and risk tolerance, utilizing a variety of investment strategies and options while employing an active due diligence process for selecting insurance carriers and annuity products.

Shawn Petersen is a financial advisor with Thrivent Advisor Network, LLC, holding a ChFC® designation and Series 63 and 66 licenses. He has 35 years of industry experience, including roles at Thrivent Financial for Lutherans and Thrivent Investment Management. He is also the owner of TAS114, LLC and managing member of TLSC19 LLC, entities involved in clerical and accounting functions. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and access to independent managers. The firm typically constructs diversified portfolios using low-cost mutual funds and ETFs, while supporting continuous account monitoring and combined household reviews.

Raisa Turner is a financial advisor at Mutual of Omaha Investor Services, Inc. with eight years of industry experience. She holds Series 63 and Series 65 credentials. Her prior experience includes roles at NYLIFE Securities LLC, New York Life Insurance Company, Pacific Life Insurance Company, JP Morgan Chase Bank and Securities, and Wells Fargo. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm operates through a platform relationship with Envestnet and uses Pershing as custodian and broker-dealer, with advisors recommending MOIS-approved model portfolios and coordinating with third-party managers.

Jordan Brill is a financial advisor at CreativeOne Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and RCIS. Brill is also involved with Trinity Financial Group in Omaha, where he focuses on insurance and Medicare-related services. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a range of investment strategies including proprietary ETF-based models, third-party managers, and option-based approaches, supporting tailored assessments and regular portfolio rebalancing.

Timothy Snyder is a financial advisor at RFG Advisory, LLC with 16 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Principal Securities Inc. and Principal Life Insurance Company prior to joining RFG Advisory in 2024. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, retirement plan consulting, and access to both third-party and proprietary investment strategies with a focus on risk-managed, tax-aware approaches.

Jonathan Enenbach is a financial advisor with Mutual of Omaha Investor Services, Inc. in Omaha, NE, holding a Series 66 designation and bringing 14 years of industry experience. He has been with Mutual of Omaha since 2009. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm employs a platform relationship with Envestnet and Pershing to deliver managed solutions and serves a diverse client base including non–high-net-worth and high-net-worth individuals.

Britt Campbell is a financial advisor at Avior Wealth Management, LLC with 25 years of industry experience. He previously worked at Nelson, Van Denburg & Campbell for 10 years and is a managing director and one-third owner of the related wealth management group. Campbell holds Series 63 and Series 65 licenses. Avior Wealth Management serves a diverse client base including high-net-worth individuals, pension and retirement plans, corporations, trusts, and banks, offering investment management, financial planning, pension consulting, and business consulting services. The firm uses a fundamental investment approach combining direct portfolio management and separately managed accounts, and operates several affiliated businesses including tax and insurance services.

Wendy Swanson is a financial advisor with Sequent Planning, LLC in Omaha, NE, holding a Series 65 designation and five years of industry experience. She has worked at Sequent Planning since 2020 and has been with Senior Market Sales since 2007. Outside of her advisory role, she also operates as an insurance agent, offering insurance products and services to clients. 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 retirement-plan services through a network of independent advisors using a structured risk framework and diversified strategies.

Alfred Skar is a financial advisor at Mutual Of Omaha Investor Services, Inc. with 28 years of industry experience, including 27 years at Mutual Of Omaha. He holds Series 63 and Series 65 certifications. 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 primarily through relationships with third-party money managers and platforms like Envestnet.

Brandon Dangler is a financial advisor with Mutual of Omaha Investor Services, Inc. in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Mutual of Omaha since 2010. Outside of his advisory role, he is also an insurance agent specializing in life, health, and annuity products. 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 platform relationships with Envestnet and Pershing and operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Richard Engelmann is a Series 65-licensed financial advisor at First National Advisers, LLC with three years of industry experience. He has been with the firm since 2015. First National Advisers, LLC is a subsidiary of First National Bank of Omaha that provides discretionary investment management to individuals and institutions, including affiliated clients. The firm offers diversified equity and fixed-income models, managed mutual fund and individual equity strategies, and a team-based wealth service called Private Wealth Reserve.

Andrew Karrmann is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds a Series 66 designation and has six years of industry experience. His prior roles include positions at Principal Securities Inc, Principal Life Insurance Company, Walnut Hill Advisors, and Thrivent Financial. Karrmann serves as a board member at large for Table Grace Ministries, a nonprofit organization in Omaha, NE. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and works alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Brian McGuire is a financial advisor with Geneos Wealth Management, Inc. in Omaha, Nebraska. He holds the ChFC® designation and Series 63 and 65 licenses, and has 33 years of industry experience. His prior roles include positions at Sequoia Wealth Partners and Mcguire Financial Inc., where he is also owner of Mcguire Financial Group. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority.

Michael Smith is a financial advisor at The Patriot Financial Group, LLC in Omaha, NE, with two years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Unified Legacy Advisors, LPL Enterprise LLC, J.P. Morgan Securities, and Fidelity Investments. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance and employs a variety of investment strategies, including discretionary portfolio management and third-party manager allocations.

Deborah Grant is a financial advisor at Bridges Investment Management Inc with 32 years of industry experience. She holds a Series 65 designation and has been with Bridges Investment Management since 2000. Grant also serves as Vice President at Bridges Trust Company, where she is involved in relationship and customer service management. Bridges Investment Management is a multi-team registered investment adviser managing approximately $11.3 billion. The firm serves individuals, families, trusts, foundations, corporations, and institutional clients, using a client-driven process focused on long-term fundamental analysis and tailored portfolio strategies.

Jeffrey Casey is a Certified Financial Planner™ with ten years of industry experience. He has worked at SageSpring Wealth Partners since 2016, following brief tenures at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. Casey serves as Vice President of a support company affiliated with his team and is CEO of a business that receives passive income from renewal commissions. SageSpring Wealth Partners serves a diverse client base including individual, institutional, and plan sponsor clients. The firm offers tailored discretionary investment management and consulting services, utilizing a range of investment vehicles and a combination of fundamental and technical analysis.

Reyn Watanabe is a financial advisor with First National Advisers, LLC in Omaha, NE, holding a Series 66 credential and three years of industry experience. His prior roles include positions at Cetera Advisor Networks, Power Life, CWM, LLC DBA Carson Group Holdings, and Cerner Corporation. First National Advisers, LLC provides discretionary investment management to both individual and institutional clients, including high-net-worth individuals. As a wholly owned subsidiary of First National Bank of Omaha, the firm manages approximately $7.3 billion in discretionary assets and offers a team-based Private Wealth Reserve service that employs asset allocation, quantitative and qualitative fund screening, and risk monitoring across a range of investment objectives.

Derek Frahm is a financial advisor with Thrivent Advisor Network, LLC in Omaha, NE. He holds the Series 63 and Series 65 credentials and has experience with Thrivent Investment Management Inc. and several other firms since 2016. Derek is also involved with Ameretail LLC outside of his advisory role. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans, utilizing a variety of investment strategies including low-cost mutual funds, ETFs, and independent managers.

Brett Murray is a CFP®-certified financial advisor at SageSpring Wealth Partners in Omaha, NE, with five years of industry experience. He previously worked at Raymond James Financial Services, Inc. and Carson Group. Murray also supports lead advisor Matt Atchison with client relationships and business development. SageSpring Wealth Partners serves a diverse client base, including individual households, institutional clients, and plan sponsors, offering customized discretionary investment management, financial planning, and consulting services. The firm combines multi-team scale with a variety of investment strategies and provides access to OCIO and TAMP programs alongside traditional wealth management.