Brian Dudley is a financial advisor at Secure Asset Management, L.L.C. with 21 years of industry experience. He holds the Series 66 designation and has previously worked at Td Waterhouse Investor Services, Inc. for 22 years, as well as Aurora Securities and Secure Investors Group. Secure Asset Management, L.L.C. serves individual clients, including both non‑high-net-worth and high-net-worth households, providing personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a variety of strategies guided by written Investment Policy Statements and uses third-party money managers and trading signals to manage client portfolios.

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 with Thrivent Advisor Network, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Northern Lights Distributors, Llc, Brinker Capital Investments, and Orion Portfolio Solutions, LLC. Outside of advisory work, he is the managing member of TLSC19, LLC, an entity established to hold land for development. Thrivent Advisor Network, LLC provides investment advisory services to a diverse client base including individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm emphasizes a long-term investment approach with customized asset allocations and access to a range of implementation options, operating as a subsidiary of Thrivent Financial for Lutherans with integrated in-house resources.

Varian Cole is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions 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 and managed account programs through platform relationships with Envestnet and Pershing. The firm combines advisory services with broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

David Ricchini is a financial advisor at IAMS Wealth Management, LLC with six years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining IAMS Wealth Management, Ricchini worked at Apollon Wealth Management, Wealthplan Investment Management, Brinker Capital Securities, Orion Portfolio Solutions, and TD Ameritrade. Outside of finance, he has experience in golf course operations and has held roles at the University of Nebraska at Omaha. IAMS Wealth Management, LLC provides investment advisory and financial planning services to individual investors, corporations, retirement plans, trusts, and other business entities. The firm offers discretionary portfolio management using proprietary and third-party models and employs a range of investment instruments while utilizing AI tools and a network of co-branded advisers.

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-licensed financial advisor with Mutual of Omaha Investor Services, Inc., where he has worked since 2015. He has seven years of industry experience and is based in Omaha, Nebraska. 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 delivered through its network of Investment Advisor Representatives who utilize approved model portfolios and discretionary management platforms.

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, currently serving as an advisor at Mutual of Omaha Investor Services, Inc. since 2015. He holds a Series 66 license and is based in Omaha, NE. Outside of his advisory role, he is active in his local community as a Den Leader and Committee Chair for Cub Scouts Pack 283. 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 solutions through a network of Investment Advisor Representatives.

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.

Brian Dervin is a financial advisor with Avantax Planning Partners, Inc. in Omaha, NE, holding a Series 65 designation and 17 years of industry experience. He has been with Avantax Planning Partners since 2008 and has a background as a partner and accountant at Schleisman Onken & Associates, a regional CPA firm where he has worked since 2001. Outside of his advisory role, Dervin serves as treasurer for a homeowners association and a nonprofit organization supporting ALS families. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and retirement plan services to individuals, pension plans, charitable organizations, and businesses. The firm employs tax-intelligent strategies and uses style allocation models managed by an advisory committee, serving approximately 7,500 clients with $7.57 billion in assets under management across its network of CPA firms and advisors.

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 a Series 66 designation and has previously worked at firms including RBC Capital Markets and Silverleaf Advisor Group. His professional activities include providing investment advisory services through multiple independent registered investment advisor entities. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm delivers discretionary portfolio management through a network of independent advisers and utilizes third-party managers, model portfolios, and retirement-account technology to serve a range of client needs.

Jemal Westbrook is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 66 licenses and has 30 years of experience in the industry. Prior to joining Mutual of Omaha in 2017, he worked at Securities America Advisors and Securities America Inc. from 2015 to 2017 and was involved with Lion's Gate Security Solutions Inc. from 2013 to 2017. Outside of his advisory work, he owns Fan4Collecting, a business focused on buying and selling comic books, sports cards, and other collectibles. 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 its network of Investment Advisor Representatives who recommend approved model portfolios and managers.

Andrew Frahm is a CFP® and CFA® with three 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, managing portfolios for high net worth clients, institutions, foundations, and endowments. First National Advisers, LLC is a wholly owned 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 equity strategies, and a team-based wealth service called Private Wealth Reserve.

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.

Daniel Miller is a financial advisor at The Patriot Financial Group, LLC in Omaha, NE, holding a Series 65 designation. He has been affiliated with The Patriot Financial Group Insurance Agency, LLC since 2025 and has previous experience at Unified Legacy Advisors and Colliers International. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm offers customized portfolio construction using a variety of securities and investment strategies, managing approximately $2.4 billion across 37 advisors and sponsoring a wrap-fee program.