Curtis Krueger is a financial advisor with Gladstone Wealth Partners in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Silverleaf Advisor Group, LLC and LPL Financial, LLC, among others. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, corporations, and charitable organizations. The firm operates through a network of independent advisers utilizing discretionary portfolio management and access to third-party managers and model portfolios.

Ryan Holt is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 credentials and has three years of industry experience. Prior to joining Mutual of Omaha Investment Services in 2022, he worked for Mutual of Omaha Insurance Company and spent fourteen years at KMTV. Outside of his advisory role, Holt is the president and CEO of multiple small businesses, including an online clothing store and a marketing agency focused on faith-based organizations. 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 using approved model portfolios and discretionary management programs.

Natasha Preston is a financial advisor at Mutual of Omaha Investor Services, Inc. with five years of industry experience and holds a Series 66 license. She has been with Mutual of Omaha since 2016 and serves concurrently as an attorney and officer in the Nebraska Army National Guard, providing legal advice and military leadership. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, providing managed account programs and retirement plan consulting through a platform that includes third-party money managers and model portfolios.

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. Outside of his advisory role, he is also a Taekwondo instructor at Taekwondo America, a position he has held since 2001. 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 model portfolios or third-party managers on an approved platform.

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.

Carrie Fenton is a financial advisor with Avantax Planning Partners, Inc. in Omaha, NE, holding a Series 65 license and seven years of industry experience. She also works as an accountant at Schleisman Onken & Associates, a regional CPA firm, where she provides tax, consulting, and auditing services. Additionally, she is the owner of a design-services entity, Designs by C. A. Fenton LLC., which is currently inactive. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses, often through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies and discretionary portfolio management, supported by a centralized trading and reporting system overseen by an Investment Advisory Committee.

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.

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.

Konstantin Etus is a CFA® charterholder and holds a Series 65 license with 15 years of industry experience. He has been with Dynamic since 2021, previously working at Orion Portfolio Solutions, LLC for one year and CLS Investments, LLC for nine years. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and unaffiliated registered investment advisers. The firm employs a client-specific portfolio construction process that incorporates various securities and strategies, and it places significant emphasis on supporting other advisers through technology, operational support, and sub-advisory services.

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 41 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has longstanding roles at Ameritas Life Insurance Corp, Central Financial Services, and Ameritas Investment Corp. He 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 individuals, charitable and corporate entities, and retirement plans, offering fee-based asset management and fiduciary advice through a combination of model portfolios, third-party sub-advisers, and custom strategies.

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.