Patrick Sittner is a financial advisor at RFG Advisory, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at CWM, LLC and TS Bank. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients. The firm serves individuals, high‑net‑worth households, trusts, retirement plans, and institutional accounts, utilizing a combination of actively managed and passive strategies, direct indexing, and tax-aware approaches.

Brian Brashaw is a financial advisor at Merit Financial Advisors with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Ladenburg Thalmann & Co. and TD Ameritrade. Outside of advising, he is the founder of 401Kurator, a venture focused on event planning, consulting, public speaking, and freelance writing, though it has not yet commenced formal operations. Merit Financial Group, LLC manages approximately $10.6 billion for a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by a central Investment Management team and Investment Committee, while allowing advisors flexibility in portfolio management.

Jared Good is a CFP® professional with four years of industry experience, currently serving at Mutual Of Omaha Investor Services, Inc. He has worked at Mutual of Omaha since 2021 and has a background that includes eight years with Omaha Public Schools. Jared is also licensed as an insurance agent specializing in health and life insurance. 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 operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group and delivers managed solutions primarily through a platform relationship with Envestnet.

Joseph Hefflinger is a financial advisor at Lutz Financial in Omaha, NE, holding the CFP® designation with 14 years of industry experience. He has been with Lutz Financial since 2015. Lutz Financial serves individuals, retirement plans, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, retirement plan consulting, financial planning, and a digital Automated Investment Program. The firm’s investment approach includes tailored portfolios using mutual funds, ETFs, and individual bonds, with ongoing monitoring and client-directed restrictions.

Michael Welker is a financial advisor at Avior Wealth Management, LLC with nine years of industry experience. He previously worked at Protection Point Advisors and One Financial Advisors. Outside of his advisory work, he is involved with Mike's Family Legacy LLC, providing financial education and training. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through about 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, offering investment management, financial planning, and business consulting with a focus on fundamental analysis and diversified portfolio strategies.

Case Eichenberger is a financial advisor at Thrivent Advisor Network, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northern Lights Distributors, LLC, Brinker Capital Investments, and Orion Portfolio Solutions, LLC. He is also the managing member of TLSC19, LLC, an entity involved in land development. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers portfolio management, financial planning, and access to independent managers and model portfolios, utilizing diversified investment strategies including low-cost mutual funds and ETFs.

Varian Cole is a financial advisor with Mutual Of Omaha Investor Services, Inc. in Omaha, NE, holding Series 63 and Series 65 licenses and four years of industry experience. His work history includes roles at Mutual Of Omaha Insurance Company, State Farm Insurance Company, and FBL Financial Group. 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 delivers managed solutions primarily through Envestnet and acts as a conduit to third-party managers while operating alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Daniel Pilmaier is a financial advisor with BOK Financial Securities, Inc. in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior work includes 15 years at TD Ameritrade and roles at BancWest Investment Services, Bank of the West, Dough LLC, and Pyrenees Compliance LLC. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individual and high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, supported by research from Strategic Investment Advisors, and is notable for its municipal-advisor registration and affiliation with a bank holding company.

Timothy Tarrence is a Series 65 credentialed advisor with Mutual of Omaha Investor Services, Inc., based in Omaha, NE. He has worked at Mutual of Omaha since 2015, accumulating 11 years of industry experience. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, and managed account programs through a platform relationship with Envestnet. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group and delivers managed solutions using Pershing as custodian.

Austin Beebe is a financial advisor at Avior Wealth Management, LLC in Omaha, NE, holding a Series 65 designation. He began his career in 2015 and has worked at several firms including DV Trading, UBS, Personal Capital, and Empower before joining Avior Wealth Management in 2026. Avior Wealth Management serves individual and institutional clients with investment management, financial planning, pension consulting, and business consulting services. The firm employs a fundamental analysis investment approach using both long- and short-term positions and combines direct portfolio management with separately managed account models utilizing third-party sub-advisers.

Jason Cyza is a financial advisor at SVB Wealth with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including First Citizens Bank, Bank of the West, and The Prudential Insurance Company of America. Cyza is also involved in providing compliance support to SVB Wealth, focusing on maintaining and enforcing compliance policies and procedures. SVB Wealth serves a diverse client base including individuals, trusts, estates, charitable organizations, family offices, corporations, and retirement plans. The firm offers wealth management, portfolio management, financial planning, and retirement plan advisory services, utilizing fundamental, quantitative, and technical analysis alongside a formal due-diligence process for manager selection.

Matthew Chrisman is a CFA® charterholder with 17 years of industry experience. He has been with Mutual of Omaha Investor Services, Inc. since 2015. Outside of his advisory role, he serves as a Den Leader and Committee Chair for Cub Scouts Pack 283. 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 delivers managed solutions primarily through a platform relationship with Envestnet and integrates broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Saleena Jackson is a financial advisor at Geneos Wealth Management, Inc. with 3 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Sequoia Wealth Partners and Geneos Wealth Management since 2020. Outside of finance, she has served as an executive assistant for an auto maintenance business. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm offers financial planning, portfolio management, and access to third-party money managers through various programs, employing a range of investment strategies including discretionary and non-discretionary approaches.

Marvin Overman is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked with several entities affiliated with Global View Capital since 2017 and is involved in retirement seminars and Medicare product marketing through Retire With Respect. Outside of finance, he volunteers with Christian Halls USA, supporting partnerships to enroll students in higher education, and mentors individuals through Givers University. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm uses a quantitative and technical investment approach, supported by its proprietary research platform, offering a range of managed account programs and integrated service solutions.

Klaus Steinke is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Avior Wealth Management, LLC. His prior roles include positions at Fidelity Investment and Change Path LLC. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets with approximately 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, employing a fundamental analysis-based investment process with both long- and short-term strategies.

Sarah Murray is a CFA charterholder with eight years of experience in the investment management industry. She has worked at Bridges Investment Management, Inc. since 2018 and previously at Westwood Holding Group, Inc. from 2015 to 2018. In addition to her advisory role, Murray is an adjunct professor at Creighton University, where she teaches an undergraduate investment analysis class. She also serves as vice president of the CFA Society of Nebraska and is involved in portfolio management at Bridges Trust Company. Bridges Investment Management, Inc. is a multi-team registered investment adviser managing approximately $11.3 billion. The firm provides discretionary and non-discretionary investment management, financial planning, pension consulting, and related services to a diverse client base, employing a client-driven process that emphasizes fundamental analysis and long-term strategies.

Abraham Glaser is a financial advisor at Gladstone Wealth Partners with 23 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial, RBC Capital Markets, and Silverleaf Advisor Group. Glaser has involvement with multiple investment advisory businesses, including Silverleaf Advisor Group and Gladstone Institutional Advisory. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various third-party manager solutions.

Jemal Westbrook is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at Mutual of Omaha Investor Services since 2017 and previously at Securities America Advisors and Securities America Inc. He also owns Fan4Collecting, a business that buys and sells comic books, sports cards, and other collectibles. 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 delivers managed solutions primarily through a platform relationship with Envestnet and uses Pershing as custodian and introducing broker-dealer.

Andrew Frahm is a CFP® and CFA® with four years of experience at First National Advisers, LLC and eight years in wealth management at First National Bank of Omaha. He serves as Director of Investment Management at First National Bank of Omaha, where he manages portfolios for high net worth clients, institutions, foundations, and endowments. First National Advisers, LLC provides discretionary investment management to individuals and a variety of institutional clients, focusing on asset allocation, fund screening, and risk monitoring across a range of investment objectives. The firm is a wholly owned subsidiary of First National Bank of Omaha and manages approximately $7.3 billion in discretionary assets.

Bruce Kuehl is a CFP® professional with 13 years of experience in financial advising. He has worked at Avior Wealth Management, LLC since 2021 and has been with Lifestage Wealth Management since 2004. He holds Series 63 and Series 65 licenses and is based in Omaha, NE. 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 using a fundamental analysis-based investment process that includes both long- and short-term strategies.