Jonathan Enenbach is a financial advisor at Mutual of Omaha Investor Services, Inc. based in Omaha, NE, with 14 years of industry experience. He holds the Series 66 designation and has been with Mutual of Omaha since 2009. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed accounts, operating primarily through its network of Investment Advisor Representatives who utilize approved model portfolios and managers.

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 Series 65-licensed financial advisor with Sequent Planning, LLC in Omaha, NE, with six years at the firm and a total of five years of industry experience. She also has more than 19 years in senior market sales, working as an insurance agent offering insurance products and services. Sequent Planning, LLC serves individuals—including high-net-worth clients—retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, and retirement-plan services through a network of approximately 97 advisers utilizing diversified investment models and tax-aware strategies.

Alfred Skar is a financial advisor with Mutual of Omaha Investor Services, Inc. in Omaha, NE. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, all with Mutual of Omaha since 1999. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, primarily through a network of Investment Advisor Representatives who utilize approved model portfolios and discretionary strategies.

Brandon Dangler is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Mutual of Omaha since 2010. In addition to his advisory role, he is an insurance agent specializing in life, health, and annuity products. Mutual of Omaha Investor Services, Inc. serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm provides financial planning, managed account programs, and retirement plan consulting primarily through a network of Investment Advisor Representatives who utilize approved model portfolios and third-party managers.

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. in Omaha, NE, holding a Series 66 designation and 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 Table Grace Ministries, a nonprofit organization focused on community nourishment in Omaha. 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 solutions primarily through platform relationships with Envestnet and Pershing, supporting both high-net-worth and non-high-net-worth clients.

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 with The Patriot Financial Group, LLC in Omaha, NE, holding Series 63 and Series 66 licenses and 2 years of industry experience. His prior work history includes roles at Unified Legacy Advisors, LPL Enterprise LLC, J.P. Morgan Securities, and Fidelity Investments. Outside of his advisory work, he has experience in education through positions at Brigham Young University - Idaho. The Patriot Financial Group serves individuals, small businesses, and retirement plans by offering investment management, financial planning, and retirement plan advisory services. The firm emphasizes tailored portfolio construction and continuous supervision, utilizing a range of investment strategies and asset classes.

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 an advisor at Thrivent Advisor Network, LLC in Omaha, NE, holding Series 63 and Series 65 licenses. He has been with Thrivent Advisor Network since 2026 and previously worked at Thrivent Investment Management Inc. in 2019. Outside of financial services, he has experience with Ameretail LLC since 2018. Thrivent Advisor Network serves a diverse client base including individuals, families, trusts, and businesses, managing approximately $6.8 billion in assets. The firm offers customized investment strategies and comprehensive portfolio management, emphasizing diversified, low-cost mutual funds and ETFs alongside individual securities and alternative investments.

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.

Shelby Bruckner is a CFP® professional with 13 years of industry experience, currently serving at Bridges Investment Management Inc. Prior to joining Bridges, Shelby held positions at Equitable Advisors, Axa Advisors, and Northwestern Mutual in various roles spanning from 2012 to 2020. Shelby is also an officer of Bridges Trust Company, contributing to portfolio management activities. Bridges Investment Management is a multi-team registered investment adviser managing approximately $11.3 billion, providing services including investment management, financial planning, and pension consulting to a diverse client base. The firm follows a client-driven, long-term investment process grounded in fundamental analysis and offers expanded services such as fiduciary retirement plan advice, trustee arrangements, and private fund management.

Tucker Webber is a financial advisor at Mutual Advisors, LLC with 15 years of industry experience. He holds Series 66 and Series 65 licenses and has previously worked at Orion Portfolio Solutions, LLC and CLS Investments, LLC. Mutual Advisors provides investment management, financial planning, ERISA plan advisory, and third-party money manager selection to a diverse client base, including individuals, high-net-worth clients, trusts, retirement plans, and institutional investors such as sovereign wealth funds. The firm combines institutional capabilities with operational flexibility, using both active and passive strategies alongside third-party tools and managers.

Patrick Sittner is a financial advisor at RFG Advisory, LLC with nine years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at CWM, LLC and TS Bank. RFG Advisory is a multi-team registered investment adviser managing about $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, while providing access to alternative investments and retirement plan consulting.

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.

Sarah Werner is a financial advisor with Ausdal Financial Partners, Inc. in Elkhorn, Nebraska, holding Series 63 and Series 65 licenses and having four years of industry experience. Her prior roles include positions at Mint Hill Wealth Management, ChangePath, LLC, L & L Advisors, Kansas State University, and Mitchell Technical Institute. She also manages insurance services through Mint Hill Insurance Services, dedicating approximately 10 hours per month to servicing client insurance policies. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of about 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing both discretionary and non-discretionary investment strategies across various asset classes.

Jared Good is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to his current role, he worked for Omaha Public Schools for eight years. Jared also works as an insurance agent specializing in health and life insurance. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed account services primarily through its network of Investment Advisor Representatives.