Andrew Guiney is a financial advisor at Diversify Advisory Services, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Diversify Advisory Services, LLC provides investment advisory and financial planning to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach using a variety of internal models and third-party solutions across multiple platforms, offering services that range from portfolio management to retirement plan fiduciary and multi-family office support.

Anthony Essay is a financial advisor at First National Advisers, LLC with four years of industry experience. He previously worked at Wells Fargo Private Bank and has been associated with First National Bank of Omaha. Essay serves on the board of directors for the CHI Health Foundation, a healthcare organization focused on community partnerships. First National Advisers, LLC provides discretionary investment management to individuals, including high-net-worth clients, as well as institutional clients. The firm employs a team-based investment approach emphasizing asset allocation, fund screening, and risk monitoring, and is a wholly owned subsidiary of First National Bank of Omaha with approximately $7.3 billion in discretionary assets under management.

Andrea Butler is a financial advisor with Sequent Planning, LLC in Omaha, NE, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at PayPal, Inc., Charles Schwab, and TD Ameritrade. 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, third-party model access, and retirement-plan services, with a risk framework that incorporates diversified manager exposures and tax-aware placement guidance.

Laura O'Connor is a financial advisor with First National Advisers, LLC, holding a Series 66 designation and 17 years of industry experience. She has worked at Raymond James Financial Services and FNBO, where she serves as Director of the Private Client Managers team and Program Manager of Team Led Financial Advisory Services. O'Connor is also a board member of the Greater Omaha American Heart Association. First National Advisers, LLC is a wholly owned subsidiary of First National Bank of Omaha, providing discretionary investment management to individuals and institutions. The firm uses a team-based approach and diversified models that combine quantitative and qualitative screening, serving a range of clients including affiliated banking and trust entities.

Brenda Keady is a financial advisor at Bridges Investment Management Inc with a Series 65 credential and one year of industry experience. She has worked at Bridges Investment Management since 2016 and was an Independent Scentsy Consultant for over two decades. Outside of advising, she manages operations teams at affiliated trust companies in Omaha, NE, and South Dakota. Bridges Investment Management is a multi-team registered investment adviser managing approximately $11.3 billion, serving individuals, families, trusts, foundations, corporations, and retirement plans. The firm employs a client-driven, long-term investment approach focused on fundamental analysis and provides a range of services including financial planning, pension consulting, adviser selection, and philanthropic support.

James Stanek is a financial advisor with Gladstone Wealth Partners in Omaha, NE. He holds a Series 66 designation and has 18 years of industry experience, including roles at LPL Financial and Silverleaf Advisor Group. Stanek also operates J&K Management LLC. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors, offering discretionary portfolio management, financial planning, and retirement plan consulting with investment approaches tailored at the representative level.

Zachary Reeg is a CFP®-certified financial advisor with six years of industry experience, currently affiliated with IAMS Wealth Management, LLC and Goodlife Wealth Management. He has held roles at Goodlife Wealth Management since 2022 and at IAMS Wealth Management since 2021, with prior experience at CWM, LLC and a brief tenure with the Texas Rangers. Outside of his advisory work, he is president and owner of Goodlife Wealth Management, where he also manages life and health insurance and annuities. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management tailored to client objectives using a mix of proprietary and third-party model portfolios and an asset-allocation approach that includes equities, ETFs, fixed income, and alternative instruments.

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.

Mark Scherer is a financial advisor at Wealth Watch Advisors, Inc. with 34 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Wealth Watch Advisors in 2026, he worked at Brookstone Capital Management for seven years and has held roles at several other firms dating back to 2005. In addition to his advisory work, Scherer is a licensed insurance agent involved in insurance sales through J.D. Mellberg Financial, LLC. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other registered investment advisers. The firm employs a range of investment strategies overseen by an Investment Committee, utilizing quantitative, qualitative, and technical analysis with both conventional and alternative investment options.

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.

Michael Demers is a CFP® professional with six years of industry experience, currently serving as a financial advisor at ValMark Advisers, Inc. He has worked previously with Cetera Advisor Networks, Carson Group, and Thrivent Advisor Network. ValMark Advisers provides investment advisory and financial planning services to a diverse clientele, including individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based model portfolios and asset allocation, delivering services through a network of representatives using proprietary and third-party platforms.

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.