Gregg Johnson is an investment advisor representative and national sales director at CWM, LLC with 35 years of industry experience. He has worked at Cetera Wealth Services, Securities America, and CWM in various capacities since 2006. Johnson serves on the board of the Metro Omaha Red Cross and participates in their sub-committee for board member recruitment. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management and financial planning, managing accounts on a discretionary basis using model portfolios and a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools.

Rachel Witt is a financial advisor at First Command Advisory Services with six years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Principal Financial Services, Charles Schwab, TD Ameritrade, and Fidelity National Title Insurance. 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 using model portfolios managed by centralized teams, emphasizing in-person financial coaching and an employee-ownership structure.

Patrick Regan is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding a Series 66 designation and bringing 26 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 16 years and CapTrust Financial Advisors, LLC for one year. Regan serves on several finance and investment committees, including the St. Vincent de Paul Church of Omaha endowment committee and the Omaha Archdiocese Archbishop’s Committee for Development, and holds leadership roles with local organizations such as the Estates of Huntington Park HOA. D.A. Davidson & Co. provides advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers a range of services under fiduciary standards, combining qualitative and quantitative analysis to manage investments and financial plans, and distinguishes itself through municipal advisory activities and affiliated custodial services.

George Specht is a financial advisor at Transamerica Financial Advisors with 26 years of industry experience. He holds Series 63 and Series 66 registrations. His prior work includes roles at td ameritrade and BancWest Investment Services. Transamerica Financial Advisors serves a broad client base that includes individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Kevyn Sopinski is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Commonwealth since 2017 and previously spent 12 years at Waddell & Reed, Inc. Sopinski is also involved in several business ventures, including serving as co-owner and president of SWP RE Holdings, LLC, and managing member of Pathfinder Wealth Advisors, LLC. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, providing operational, trading, technology, and compliance support while allowing advisors discretion in portfolio construction.

Shayla Kriha is a financial advisor at CWM, LLC with 10 years of industry experience. She holds the Series 66 designation and has worked at CWM since 2017. Prior to that, she was with LPL Financial and Carson Wealth. 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 portfolios on a discretionary basis using model portfolios overseen by an internal Investment Committee and offers a range of financial planning and retirement services.

Robert Grow is a financial advisor with Principal Financial Services in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at Bridge Financial, Cetera Advisors LLC, and Questar Asset Management. He also engages in offering life insurance and fixed annuities as part of his financial advisory activities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Kevin Stillman is a Series 65-licensed financial advisor with Focus Partners Wealth, LLC in Omaha, NE, bringing three years of industry experience. He previously worked at Sanctuary Advisors, LLC and Evernest Financial Advisors, and spent five years at Orion prior to that. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Jason Meysenburg is a financial advisor with PNC Wealth Management in Omaha, NE, holding Series 63 and Series 66 credentials and 30 years of industry experience. He previously worked at Bank of the West and BancWest Investment Services for 17 years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy pilot for employees that uses algorithm-driven risk assessments and discretionary management via mutual funds and ETFs.

Mark Stritt is a financial advisor with CWM, LLC, holding a Series 65 designation and 11 years of industry experience. He has previously worked at Oakeson Steiner Wealth & Retirement and OneDigital Investment Advisors. 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 model portfolios managed by an Investment Committee and integrates fundamental and technical analysis, third-party sub-advisors, and customization tools to offer portfolio management, financial planning, and retirement plan services.

Rhonda Deitchler is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding Series 66 and Series 63 licenses and bringing 26 years of industry experience. She previously worked for 16 years at Wells Fargo Advisors Financial Network LLC. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Andrew Penke is a financial advisor with CWM, LLC who holds a Series 66 designation and has nine years of industry experience. His prior work includes positions at TD Ameritrade and Cetera Advisor Networks. Outside of his advisory role, he is a musician who occasionally performs with a group at local coffee shops in Omaha, NE. CWM, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth families, foundations, endowments, corporations, and institutions. The firm manages portfolios primarily on a discretionary basis using model portfolios and offers a range of services such as financial planning, sub-advisory solutions, and retirement-plan services through a network of over 600 advisors.

Kevin Schmidt is a Series 66-licensed financial advisor with nine years of experience at First Command Advisory Services in Papillion, NE. Prior to his advisory career, he served eight years in the US Navy. Outside of his financial work, he is involved as a soccer referee with the Nebraska Referee Development Program, a nonprofit organization. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Lane Tryon is a CFP®, CFA®, and Series 65 credentialed advisor with nine years of industry experience. He has worked at Creative Planning since 2017 and previously spent four years at Powell, Ebert & Smolik, P.C. 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 process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and a suite of retirement plan services.

Matthew Arkfeld is a financial advisor at CWM, LLC with seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at OSAIC, Sagepoint Financial, and Wells Fargo. 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 offers portfolio management, financial planning, and retirement plan services, typically managing accounts on a discretionary basis using model portfolios overseen by an internal Investment Committee.

Joseph Niederee is a financial advisor with TIAA-CREF in Omaha, NE, holding a Series 66 designation and 15 years of industry experience. He has worked at TIAA-CREF since 2016 and previously held roles at Amerivest Investment Management, LLC and TD Ameritrade. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and separate broker-dealer services to individuals and entities, often serving clients with pre-existing relationships through employer retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated structure.

Jack Herman is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mariner. His prior roles include positions at Charles Schwab, Pacific Life Insurance Company, and FBL Financial Group. Herman is located in Omaha, NE. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers customized discretionary portfolios supported by an investment committee, combining in-house research with third-party managers, and provides integrated tax, accounting, and financial wellness services.

Richard Homan is a CFP® with 22 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously operated Homan Wealth Advisors, LLC for over two decades. In addition to his advisory work, he provides tax planning and consulting services through his part-time role at Hancock & Dana, P.C. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, and retirement plan consulting. The firm employs an investment approach that combines active and passive strategies within a long-term, tax- and fee-sensitive framework.

Alicia Baxter is a financial advisor at CWM, LLC with 12 years of industry experience. She holds the Series 66 and Series 63 licenses and has worked at firms including Cetera Wealth Services, Next Financial Group, BancWest Investment Services, and Securities America. Outside of her advisory role, she is involved seasonally as a team member at Vala's Pumpkin Patch in Nebraska, where she contributes by baking cookies. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through more than 600 advisors. The firm provides portfolio management, financial planning, and retirement plan services, often managing accounts on a discretionary basis using model portfolios overseen by an in-house Investment Committee.

Marc Haiar is a CFA® charterholder with 24 years of industry experience, currently serving as a financial advisor at Transamerica Financial Advisors. His prior roles include positions at Concorde Asset Management, Kalos Capital, Ladenburg Thalmann, and Securities America. Outside of his advisory work, he volunteers as a flag football coach with the YMCA in Omaha, NE. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm employs a model portfolio approach supported by third-party managers and platform sub-advisors to deliver its services across multiple program platforms.