Kevin Zlomke is a financial advisor at CWM, LLC with 20 years of industry experience. He holds a Series 65 designation and has worked at CWM since 2019. His prior experience includes roles at FTJ FundChoice, LLC and Northern Lights Distributors, LLC, where he was employed for 15 years. 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 using a discretionary model approach, combining fundamental and technical analysis, third-party sub-advisors, and customization tools, along with a range of retirement-plan services and explicit conflict-of-interest disclosures.

Ronnett Kitten is a financial advisor at CWM, LLC with a Series 65 credential and three years of industry experience. Prior to joining CWM, she worked at Oakeson Steiner Wealth & Retirement and OneDigital Investment Advisors, and she has over two decades of experience at Ellerbrock-Noris Agency, Inc. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and more than 600 advisors. The firm offers discretionary portfolio management using model portfolios, sub-advisory services, and a range of retirement-plan services supported by in-house research, third-party providers, and customization tools.

Christine Sand is a CFP® and holds a Series 65 license with eight years of industry experience. She has been with Creative Planning since 2017 and previously worked at Mutual of Omaha and the University of Nebraska - Lincoln. Christine is based in Omaha, NE. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supported by supplemental options such as direct indexing and tax-loss harvesting.

Breann Urban is a financial advisor at AE Wealth Management, LLC with a Series 65 license and two years of industry experience. She has held roles at several firms including Leverage Planning, CETERA Advisor Networks LLC, and Pacific Life Insurance Company. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a variety of investment strategies, serving over 127,000 clients with a focus on scalable platform services.

Monte Peterson is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Brokers International Financial Services, LPL Financial, and Cetera Advisors LLC. He is also involved in managing TR Financial and Peterson Investment Management, and works as an insurance agent selling fixed insurance products. Integrity Alliance serves a broad client base including individual investors, corporations, and qualified retirement plans, offering portfolio management, financial planning, and both wrap and non-wrap programs through a large network of advisors. The firm employs a variety of investment approaches and maintains dual registration as an SEC-registered investment adviser and broker-dealer.

George White is a financial advisor at CWM, LLC in Omaha, NE, holding Series 63 and Series 65 licenses with 22 years of industry experience. His prior work includes roles at Carson Group, Fortigent, LLC, and LPL Financial. 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, combining fundamental and technical analysis with third-party sub-advisors and customization tools, and offers a variety of retirement-plan services including a delegated 3(38) option.

Jennifer Potmesil is a CFP® professional with 11 years of industry experience, currently with Mariner and previously with Merrill. She has been with Mariner since 2018 and recently started at Msec, LLC in 2026. Outside of her advisory roles, she serves as a clerk in Council Bluffs, IA. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, with notable integration of tax, accounting, and administrative CFO services.

Thomas Foley is a financial advisor at Hightower Advisors in Omaha, NE, with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has been with HighTower Securities, LLC and HighTower Advisors, LLC since 2016. Outside of his advisory work, he is involved with Bultaco Enterprise LLC, a real estate business. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and portfolio construction techniques.

Michele Schreck is a financial advisor with CWM, LLC in Omaha, NE, holding Series 63 and Series 65 licenses and 33 years of industry experience. Her career includes roles at LPL Financial LLC from 1993 to 2017, and she has been with both Carson Wealth and CWM LLC since 2012. 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 employs a discretionary investment approach using model portfolios guided by an in-house Investment Committee, combining fundamental and technical analysis along with third-party sub-advisors and customization tools.

Troy Woods is an investment advisor at TLG Advisors, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including The Leaders Group Inc and CLS Investments, LLC. In addition to his advisory role, he is principal and manager of Element Insurance Partners, a brokerage general agency focused on insurance products for financial advisors. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets and serves individuals, retirement plans, trusts, charitable organizations, businesses, and institutional investors. The firm provides investment supervisory and portfolio management services, comprehensive financial and estate planning, and ERISA fiduciary services, utilizing a research approach based on fundamental analysis and Modern Portfolio Theory.

Tyler Lindsay is a financial advisor with CWM, LLC in Omaha, NE, holding Series 63 and Series 65 licenses, and has five years of industry experience. He previously worked at LPL Financial, LLC for six years and held roles at US Bank and Foresters Financial Services. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm offers portfolio management and financial planning services, typically managing accounts on a discretionary basis using model portfolios overseen by an internal Investment Committee.

Nathaniel Edie is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Brokers International Financial Services, LPL Financial, Cetera Advisors LLC, and Tagge Rutherford Financial Group. He is also the owner and president of Edie Financial LLC, a business entity related to his practice. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of independent investment adviser representatives. The firm offers a range of investment management and consulting services, employing various portfolio strategies and utilizing multiple custodial platforms and program sponsors.

Eric Jones is a financial advisor with J. W. Cole Advisors, Inc. in Omaha, NE, holding a Series 66 credential and 19 years of industry experience. He has been with J.W. Cole Financial, Inc. and J. W. Cole Advisors, Inc. since 2012. Jones serves as a voting board member for the American Legion Cornhusker Boys State nonprofit camp. J.W. Cole Advisors operates a large network of independent advisors and provides fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms. The firm serves individuals, high-net-worth clients, and institutional accounts using a mix of fundamental and technical analysis, model-based strategies, and digital advice solutions.

Daniel Scholz is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 credential and over 42 years of industry experience. He has longstanding ties to Ameritas-affiliated firms, including Ameritas Life Insurance Corp. and Ameritas Investment Corp., and has been involved with Envision Wealth Network since 1975. Scholz is also licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by multiple custodial platforms and third-party tools.

Alexander Pettis is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 63 and Series 66 designations and previously worked at Charles Schwab & Co., Inc. from 2024 to 2026. Outside of his advisory role, he has experience in executive protection and operates a sole proprietorship. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm’s services are closely integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing in their financial planning approach.

Meagan Hassebrock is a Series 66-licensed financial advisor with five years of industry experience, currently with Osaic Advisory Services, LLC. She previously worked with Arbor Point Advisors and Securities America, Inc., and has a background with ConAgra Brands, Inc. Outside of her advisory role, Meagan volunteers as a check-in assistant for the Kids Ministry at Christ Community Church. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm provides a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and a mix of proprietary and third-party platforms.

Gabriela Caito is a financial advisor with CWM, LLC holding a Series 65 credential and one year of industry experience. Her prior work includes roles at Carson Wealth and Farm Credit Services of America. 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 manages accounts primarily on a discretionary basis using model portfolios and a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools.

Jennifer Austin is a financial advisor with CWM, LLC in Omaha, NE, holding Series 66 and Series 63 credentials and 20 years of industry experience. She has previously worked at Ameritas Advisory Services and Ameritas Investment Corp. Outside of her advisory role, she owns Jennifer Austin Fine Art, LLC, where she creates and sells original artwork, and is an associate artist with The Burkholder Project. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm manages discretionary accounts using model portfolios guided by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Katherin Jones is a financial advisor at D.A. Davidson & Co. in Omaha, NE, with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has been with D.A. Davidson & Co. since 2016. D.A. Davidson & Co. provides investment advisory and brokerage services to various clients, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers services under fiduciary standards, including ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Brandon Seifert is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at AE Wealth Management since 2021 and previously spent eight years with Securities America Inc. and Securities America Advisors. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm provides a platform-centered approach featuring model portfolio solutions, discretionary asset management, financial planning, and various plan services.