Derek Burry is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Mutual of Omaha Investor Services and Mutual of Omaha for 13 years. Outside of his advisory role, he is a non-managing partner in a family real estate LLC. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, including customized and model portfolio options, and serves as adviser to a donor-advised fund.

Elisa Stansbury is a financial advisor at Schwab Wealth Advisory with Series 66 and Series 63 licenses and four years of industry experience. Her background includes roles at Charles Schwab & Co., Inc., TD Ameritrade, Inc., and six years at Gourmet Foods International. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its service model from many enterprise wealth managers.

Scott Conroy is a financial advisor at CWM, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera Wealth Services, LPL Financial, and CWM since 2012. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, institutions, and corporations through a network of over 600 advisors. The firm uses a discretionary investment approach with model portfolios overseen by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Gerald Monahan III is a financial advisor at Brookstone Capital Management LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has operated Monahan Financial, Inc. since 2004. Outside of advisory work, he is involved in residential real estate rental activities with family. Brookstone Capital Management is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions. The firm provides fee-based asset management and financial planning through a turnkey asset management platform and emphasizes discretionary investment management via model portfolios and managed accounts.

Matthew Medlock is a financial advisor with Integrity Alliance, LLC, holding a Series 66 license and five years of industry experience. His prior work includes roles at LPL Financial, Tagge Rutherford Financial Group, and Cetera Advisors. Outside of his advisory work, he is also licensed as an insurance agent involved in the sales and service of fixed insurance products. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers a variety of investment management and consulting services, employing multiple portfolio strategies and utilizing custodial platforms to support reporting, trading, and administration.

Andrew Reisdorff is a financial advisor at CWM, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at CWM since 2019, with previous roles at FTJ FundChoice, LLC and CLS Investments LLC. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm employs discretionary account management using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools, emphasizing retirement plan and institutional services.

Jenifer Dahir is a financial advisor with Principal Financial Services in Omaha, NE, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has worked at Principal Securities Inc. since 2016. Outside of her advisory role, she sells individual and small group health insurance plans as well as fixed life and long-term care insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Ibrahim Bakhit is a financial advisor with Schwab Wealth Advisory in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at TD Ameritrade for 14 years before joining Schwab Wealth Advisory and Charles Schwab and Co., Inc. in 2024. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Schwab and does not directly charge clients fees or exercise discretionary trading authority.

Ryan Betts is a financial advisor at Integrity Alliance, LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at First Express Insurance and Consortio Group LLC, as well as various positions outside the financial sector. Integrity Alliance provides advisory and brokerage services to individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in client assets through a network of over 300 independent advisors. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs, delivering investment advice via discretionary accounts, model portfolios, and third-party sub-advisers.

Sean Meagher is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2018. He previously worked at Bank of America and Merrill from 2015 to 2018. Outside of traditional financial services, he was involved with Major League Lacrosse from 2015 to 2019. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party managers to deliver customized portfolios and provides integrated tax, accounting, and family office services uncommon for a firm of its size.

Sarah Robak is a financial advisor at D.A. Davidson & Co. with 11 years of industry experience. She holds the CFP® and CFA® designations and has worked previously at Bridges Investment Management Inc. and TD Ameritrade. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, and charitable organizations, offering services such as ERISA retirement plan advisory, financial planning, and a private wealth program for high-net-worth clients. The firm operates under fiduciary standards and integrates qualitative and quantitative analysis in its investment recommendations.

Scott Toms is a financial advisor at CWM, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Advisor Networks, Carson Wealth, Linsco Private Ledger Corp, and Cornerstone Wealth Management Group. Outside of advising, he is also an insurance agent selling life, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios and offers a range of services including financial planning, retirement-plan solutions, and sub-advisory services.

Charles Dorn is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He previously worked at Homan Wealth Advisors, Ameriprise Financial, and has held roles outside of finance, including positions in the golf and retail industries. Focus Partners serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering a wide range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies through an enhanced open architecture framework, utilizing both fundamental and quantitative analysis along with specialized tools such as trend-following and options overlay strategies.

David Nabity is a financial advisor at Integrity Alliance, LLC with over 44 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His career includes long-term roles at Lion Street Financial and Nabity Financial Group, among others. Outside of advising, he serves as Executive Director of the Omaha Alliance for the Private Sector, a nonprofit focused on education, and is involved in Christian art and music through Testimonial Productions LLC. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a large network of independent advisers. The firm provides a range of investment management and consulting services, utilizing various portfolio approaches and custodial platforms.

Bryan Holen is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 designations and over 26 years of experience in the industry. His career includes roles at Ameritas-related firms and Principal Life Insurance Company, as well as leadership of his own insurance sales business. He serves on the board of the NAIFA National PAC, contributing to the oversight of this political action committee. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers various managed account programs and fee-based management of variable annuity and life insurance subaccounts, with advisory relationships delivered on both discretionary and non-discretionary bases.

Casey La Framboise is a financial advisor at CWM, LLC with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fifth Third Securities and Fifth Third Bank. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, sub-advisory, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios overseen by an in-house Investment Committee.

Grant Gotschall is a financial advisor at First Command Advisory Services with nine years of industry experience. He holds a Series 66 designation and has worked at various firms, including Mutual of Omaha and Raymond James Financial Services. Outside of advisory work, he owns a single-family rental property. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, focusing on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Joyce Sobczyk is a financial advisor at VOYA Financial Advisors, Inc. with 23 years of industry experience. She holds the Series 66 designation and has worked at various firms, including multiple roles within Voya and Cobalt Credit Union. She serves as vice president of the Nebraska Trailblazers, a local walking club. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering services such as financial planning, portfolio management, and plan-sponsor consulting through multiple program structures with a focus on recommendation-based advice.

Dillon Plath is a Series 65-registered advisor with CWM, LLC, located in Omaha, NE. He has experience at Carson Group, PrimeTime Healthcare, Werner Enterprises, and the University of Nebraska at Omaha. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm uses discretionary model portfolios governed by an internal Investment Committee and offers a range of portfolio management and retirement-plan services.

Eric Donlen Iverson is a Series 65-licensed advisor with Integrity Alliance, LLC, based in Omaha, NE, and has been with the firm since 2025. He has prior experience in health and fixed insurance sales with American Senior Benefits. Iverson also worked in ride-sharing services from 2016 to 2018. Integrity Alliance is a large advisor network with over 300 independent representatives managing approximately $5.4 billion in assets. The firm serves a diverse client base including individuals, corporations, and qualified retirement plans, offering portfolio management, financial planning, and access to both discretionary and non-discretionary investment solutions.