Kolby Blatchford is a financial advisor at Integrity Alliance, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including Cetera, Woodbury Financial Services, and Prudential Insurance. Outside of his advisory role, he runs a weekly networking group to support business growth. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers continuous asset management, financial planning, and retirement consulting using strategic, tactical, and modern portfolio approaches across various investment platforms.

Ryan Furstenau is a financial advisor at CWM, LLC with 23 years of industry experience. He previously worked at LPL Financial LLC from 2003 to 2026 and operates Furstenau Financial. His additional business activities include involvement in non-variable insurance and management of an ethanol plant investment. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a nationwide network of partner offices. The firm employs a discretionary investment approach using model portfolios and combines fundamental and technical analysis, sub-advisors, and customization tools, with a focus on retirement-plan services and comprehensive fiduciary processes.

John Simonson is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Creative Planning since 2014. He holds a Series 66 license and is based in Omaha, NE. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various tactical options and a range of retirement plan services.

Donald Seaman is a financial advisor with CWM, LLC in Omaha, NE, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. His previous roles include positions at Securities America Inc. and multiple entities within CWM, LLC since 2023. Seaman also serves as a Senior Surveillance Analyst, developing and running regulatory surveillance reports. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through over 600 advisors. The firm offers portfolio management, financial planning, and retirement plan services, employing a discretionary investment approach that combines model portfolios with fundamental and technical analysis, third-party sub-advisors, and customized solutions.

Mindy Dalrymple is a financial advisor with CWM, LLC, holding a Series 65 designation and two years of industry experience. She has been affiliated with Carson Group since 2013 and joined CWM, LLC in 2023. Outside of advising, she is a licensed residential Realtor in Nebraska and co-owns a lawn and landscaping business with her husband. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, and institutional clients through a large network of advisors. The firm provides portfolio management, financial planning, and retirement plan services, typically managing accounts on a discretionary basis using model portfolios overseen by an internal Investment Committee.

James Siemonsma is a financial advisor at Mariner with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Proequities, Inc. and Honkamp Krueger Financial Services. He also serves as a strategic advisor to Interact Solutions in Sioux Falls, SD. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm utilizes customized discretionary portfolios supported by an internal management team and third-party managers, with a notable integration of tax and accounting services uncommon for firms of its size.

Gary King is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with D.A. Davidson since 2016. Outside of his advisory role, King is involved in youth and amateur sports officiating as a hockey referee and baseball umpire, and he owns a vending machine business. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides a range of services under fiduciary standards, including retirement plan advisory, financial planning, and wealth management, and participates in municipal advisory and underwriting activities.

Paul West is a CFP® professional with 21 years of industry experience, currently serving at CWM, LLC since 2012. He holds the Series 66 designation and is based in Omaha, NE. Outside of his advisory role, West is involved in several nonprofit and community organizations, including board memberships with the 1890 Foundation, Dreamweaver, MOQ Finance Board, Omaha Marian High School, iHUB, and the CHI Foundation, as well as serving as Chair of the Omaha Chamber Economic Development. CWM, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of partner offices. The firm employs discretionary portfolio management using model portfolios, combining fundamental and technical analysis with third-party sub-advisors and customization tools, and offers comprehensive retirement plan services with an emphasis on fiduciary oversight and operational support.

Alex Jensen is a CFP® professional with four years of industry experience, currently serving as a financial advisor at CWM, LLC. Prior to joining CWM, he worked at Carson Wealth Management and spent 12 years at U.S. Bank. CWM, LLC is an SEC-registered investment adviser with over 600 advisors, serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm employs a discretionary portfolio management approach that uses model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools, with a particular focus on retirement plan and institutional services.

Anthony Daniel is a CFP® with 19 years of industry experience, currently affiliated with Commonwealth Financial Network. His prior experience includes roles at Securities America Advisors, MassMutual, and Nationwide Investment Services Corporation. Outside of his advisory work, he is co-owner of Grove Park Companies, LLC, a woodworking business based in Omaha, NE. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and various investment options including model portfolios and tax-aware strategies.

Michael Rouse is a financial advisor with First Command Advisory Services in La Vista, NE, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Bancwest Investment Services, Bank of the West, Arbor Point Advisors, and Securities America. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers using a model portfolio approach.

Sean Moylan is a CFP® and ChFC® with 20 years of industry experience. He is currently with Osaic Advisory Services, LLC and has previously worked at Arbor Point Advisors and Securities America Advisors, Inc. Moylan also operates Moylan Law, LLC, focusing on estate planning, probate, and small business management. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, charitable organizations, and municipal entities. The firm provides a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight through multiple program models.

Zach Saalfeld is a financial advisor with VOYA Financial Advisors, Inc. in Omaha, NE, holding Series 63 and Series 65 licenses and eight years of industry experience. Before joining Voya in 2023, he worked at American Century Investment Services from 2018 to 2023 and has held positions in automotive and engineering sectors. He is also an independent insurance agent involved in the sales of fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse range of clients including individuals, institutions, and plan sponsors, offering financial planning, portfolio management, and plan-sponsor consulting through various program structures, primarily focusing on non-discretionary advisory relationships.

Kelsey Culjat is a financial advisor with CWM, LLC in Omaha, NE, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining CWM, Culjat worked at D.A. Davidson & Co., Charles Schwab & Co., and TD Ameritrade. Outside of advising, Culjat owns several investment properties. 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 partner offices and over 600 advisors. The firm uses discretionary model portfolios governed by an in-house Investment Committee and offers services including portfolio management, financial planning, and retirement-plan solutions.

Cade Baumgart is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 credential and beginning his advisory career in 2025. Prior to joining Bankers Life Advisory, he worked in various roles including insurance sales with Bankers Life & Casualty and experience in hospitality and education. He is also appointed as an insurance sales representative, writing business for Medicare supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in its investment approach.

Michael Murphy is a financial advisor at Commonwealth Financial Network with 31 years of industry experience. He holds a Series 63 designation and previously worked at Securities America Advisors and Securities America Inc. Murphy is also co-owner of Nelson Murphy Insurance & Investments, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering advisory programs, wealth management, and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to its affiliated advisors.

Scott Ziemba is a financial advisor at D.A. Davidson & Co. in Omaha, NE, holding a Series 66 designation with 12 years of industry experience. He has been with D.A. Davidson & Co. since 2016. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporate clients. The firm offers a range of services, including ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for ultra-high-net-worth clients, operating under the Advisers Act fiduciary standard and ERISA fiduciary duties.

Curtis Harrington is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and also maintains roles at Ameritas Life Insurance Corp. and Central Financial Services, where he is engaged in life insurance sales as a licensed agent. 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, ongoing consulting, and fee-based management of variable annuity and variable universal life subaccounts, supported by an Investment Committee and third-party partners for portfolio construction and monitoring.

Joel Riha Aldrich is a financial advisor at CWM, LLC with three years of industry experience. He holds the Series 65 designation and previously worked at Orion Portfolio Solutions and Orion Advisor Technology for five years. Outside of his advisory roles, he has experience in the restaurant and hospitality sectors, including positions at A&G Restaurant and Omaha Country Club. CWM, LLC is an SEC-registered investment adviser serving individuals, 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 combines fundamental and technical analysis with third-party sub-advisors and customization tools.

Jacqueline O'Hern is a financial advisor with Creative Planning in Omaha, NE, holding CFP®, Series 65, and Series 63 designations. She has 11 years of industry experience, including prior roles at Lockton Companies, LLC and its related entities from 2016 to 2017 before joining Creative Planning in 2017. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.