Ryan Holt is a financial advisor at Mutual of Omaha Investor Services, Inc. with three years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Mutual of Omaha Investment Services since 2022. Outside of advisory work, Holt is involved in several entrepreneurial ventures, including serving as president and CEO of Redemption Expressions, an online clothing store, and operating a small marketing agency focused on faith-based organizations. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans. The firm offers a range of managed account programs and financial planning services, delivering solutions primarily through a platform relationship with Envestnet and utilizing Pershing as custodian and broker-dealer.

Natasha Preston is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 66 designation and five years of industry experience. She has been with Mutual of Omaha since 2016 and serves concurrently in the Nebraska Army National Guard, where she provides legal advice as a Major and has served since 2008. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, utilizing managed account programs and third-party money manager relationships. The firm operates primarily through a platform relationship with Envestnet and employs Pershing as its qualified custodian and introducing broker-dealer.

Brett Carson is a CFA® charterholder with 24 years of industry experience, currently serving as a financial advisor at Bridges Investment Management, Inc. He previously worked at Northwestern Mutual Wealth Management Company and Carson Group Investing. Carson serves on the board and investment committee of Autism Action Partnership, a nonprofit organization. Bridges Investment Management, Inc. is a multi-team registered investment adviser managing approximately $11.3 billion in assets. The firm offers discretionary and non-discretionary investment management, financial planning, pension consulting, and related services to a diverse client base, utilizing a client-driven, long-term investment approach focused on fundamental analysis.

Anthony Storm is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 66 credentials and 17 years of industry experience. He has been with Mutual of Omaha Investor Services since 2015 and also serves as a Taekwondo instructor at Taekwondo America, a role he has held since 2001. 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 supports both non‑HNW and high-net-worth clients.

Christen Tschudin is a financial advisor at CreativeOne Wealth, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at CreativeOne Wealth since 2017, following seven years at Fidelity Brokerage Services LLC. In addition to his advisory work, he coordinates events for Z Up LLC, which organizes sales where newlyweds sell used items to engaged couples. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary and third-party strategies, including ETFs, mutual funds, and options, serving a diverse client base that includes high-net-worth individuals and plan sponsors.

Michael Pflueger, Jr. is a financial advisor at Avior Wealth Management, LLC with 12 years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones and Nelson Van Denburg and Campbell Wealth Management Group, LLC. Outside of his advisory role, he serves as a board member and strategic planning chairman for Radio Talking Books Omaha, is president and board member of the F3 Omaha Foundation, and acts as a referee and judge for the Nebraska Boxing Commission. Additionally, he coaches youth and adults at Lokahi Jiu Jitsu Collective. Avior Wealth Management is an SEC-registered enterprise advising over 4,200 clients with approximately $5.08 billion in assets under management. The firm offers discretionary and non-discretionary investment management, comprehensive financial planning, and business consulting to individuals, pension plans, charitable entities, and financial institutions, employing a fundamental analysis-based investment process with both long- and short-term strategies.

Justin Vossen is a CFP® professional with 18 years of industry experience, currently serving at Lutz Financial Services, LLC since 2007. He holds Series 63 and Series 65 licenses and is based in Omaha, NE. Lutz Financial advises individuals, retirement plans, charitable organizations, and business entities, offering 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 rebalancing, and maintains an affiliation with a certified public accounting firm to support coordinated tax and accounting services.

Chase Klusman is a financial advisor with Simplicity Wealth in Council Bluffs, IA, holding a Series 65 designation and three years of industry experience. His prior work includes roles at Yaman Financial Group, OWLFI, and Grant Thornton. Outside of advisory work, he owns and operates an insurance sales business focused on annuities and indexed universal life insurance products. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, institutions, and other financial firms. The firm employs a fund-of-funds investment approach primarily using ETFs and mutual funds, offers model portfolios with ongoing monitoring and rebalancing, and provides technology and operational services to other advisers through its managed account platform.

Jonah Wilson is a financial advisor at Bridges Investment Management Inc in Omaha, NE, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Charles Schwab & Co., the Department of Economic Development, the Department of Health and Human Services, and academic positions at the University of Nebraska and the University of Washington. Bridges Investment Management, Inc. is a multi-team registered investment adviser managing approximately $11.3 billion, offering investment management, financial planning, pension consulting, and related services to a diverse clientele including individuals, families, foundations, corporations, and retirement plans. The firm employs a client-driven, long-term approach based on fundamental analysis and provides a variety of specialized services including adviser selection, educational workshops, philanthropic support, and management of proprietary investment vehicles.

Michael Adelman is a financial advisor with Principal Advised Services in Omaha, NE, holding the ChFC® designation and Series 63 and 65 licenses. He has 13 years of industry experience, including roles at Principal Financial Services and Principal Life Insurance Company. In addition to his advisory work, he serves as a retirement consultant providing one-on-one investment advice to retirement plan participants on distribution options. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models with discretionary and non-discretionary options. The firm is part of Principal Financial Group and leverages its affiliated entities to provide access to proprietary products and integrated operational support.

Michael Forker is a Series 65-licensed financial advisor with 12 years of industry experience. He has worked at CLS Investments, LLC for 10 years before joining Orion Portfolio Solutions, LLC and Orion Advisor Solutions in 2022. He is based in Omaha, NE. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, including retirement plans and charitable organizations. The firm focuses on model-driven and managed-account solutions and operates multiple platforms to support a large client base and significant assets under administration.

Mark Saferstein is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 license, and has 42 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and has longstanding roles with Ameritas Life Insurance Corp and Central Financial Services dating back to 2002. Saferstein 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 a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and third-party partners.

Matthew Brewsaugh is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. His career includes roles at Brinker Capital Securities, Ross, Sinclaire & Associates, LLC, and a period of self-employment. Orion Portfolio Solutions primarily serves independent investment advisory firms and their end clients, along with retirement plans, charitable organizations, and corporate and institutional sponsors. The firm offers model-driven and managed-account solutions and supports roughly 198 advisors and over 185,000 client relationships with approximately $64.8 billion in assets under administration.

Tyler Grubb is a CFP® and Series 65-registered advisor with Mariner Wealth Advisors, based in Omaha, NE, and has two years of industry experience. Prior to joining Mariner, he worked for Conagra Brands for seven years and attended the University of Nebraska–Lincoln as a full-time student. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm implements discretionary, customized portfolios supported by in-house research and third-party managers, and provides specialized offerings such as ERISA 3(38) retirement plan solutions and integrated tax and accounting services.

Vernon Wheeler is a financial advisor with CWM, LLC in Omaha, NE, holding a Series 66 designation and bringing nine years of industry experience. He has previously worked with firms including BancWest Investment Services, Securities America Advisors, and Bank of the West. Outside of finance, Wheeler teaches college-level theatre classes at Metropolitan Community College and has worked as a professional actor in theatre, film, and commercials. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through its network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, utilizing discretionary account management with model portfolios overseen by an Investment Committee that integrates fundamental and technical analysis and access to alternative investments.

Dylan Dwyer is a CFP® and CFA® credentialed advisor at Orion Portfolio Solutions, LLC with one year of industry experience. He previously worked at Brown Brothers Harriman & Co for five years and NBT Bancorp for three years. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, as well as retirement plans, charitable organizations, and corporate sponsors. The firm emphasizes model-driven and managed-account solutions and supports approximately 198 advisors managing over $64 billion in assets.

Barry Gilbert is a financial advisor at CWM, LLC with 13 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial. Gilbert serves as Vice President and Asset Allocation Strategist, focusing on portfolio construction and investment decision support. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of partner offices and over 600 advisors. The firm manages discretionary accounts using model portfolios and a combination of fundamental and technical analysis, offering portfolio management, financial planning, and retirement-plan services.

Shane Denton is a financial advisor with CWM, LLC based in Omaha, NE, holding a Series 66 credential and five years of industry experience. His prior roles include positions at Cetera Wealth Services, LPL Financial, and NJN Financial Group. Denton is involved in investment research and portfolio analysis, contributing to the firm's model portfolio strategies. 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 accounts primarily on a discretionary basis using model portfolios and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

William Wostoupal is a financial advisor at Orion Portfolio Solutions, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Brinker Capital Securities and Northstar Financial Services Group. Outside of advisory work, he is a co-owner of two real estate investment companies where he performs limited administrative duties. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, retirement plans, and institutional sponsors. The firm focuses on model-driven and managed-account solutions, offering technology-enabled portfolio management and integrated platform services across approximately 198 advisors and over 185,000 client relationships.

Curren Webb is a financial advisor at Osaic Advisory Services, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Arbor Point Advisors and Securities America Inc. Webb is co-owner of Fortress Wealth Advisors, an LLC used to manage expenses and provide financial planning and securities-related services. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers comprehensive investment management and financial planning services through multiple program models, leveraging both proprietary and third-party platforms.