Josh Mikus is a financial advisor with Ameritas Advisory Services, LLC and holds a Series 66 designation. He has two years of industry experience and is also affiliated with inSource Financial Advisors, where he is involved in insurance and annuity sales. Josh's work history includes roles at Ameritas and The Experience Company, and he has been involved with the University of Nebraska-Lincoln since 2020. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by an Investment Committee and third-party partners to align portfolios with client objectives.

Isaiah Jones is a financial advisor with CWM, LLC in Omaha, NE, holding a Series 66 credential and eight years of industry experience. He previously worked at Securities America, Inc. and Cetera Wealth Services, LLC. In addition to his advisory role, he develops reporting applications for business data insights within affiliated firms. 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 offers portfolio management, financial planning, and retirement-plan services, managing accounts primarily on a discretionary basis using model portfolios overseen by an in-house Investment Committee.

Daniel Tucker is a CFP® professional with 36 years of industry experience, currently serving at Mariner Wealth Advisors since 2018. He has also been involved with Msec, LLC since 2012. Tucker serves on the board of directors for Chariots 4 Hope, a nonprofit providing vehicles to low-income families. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering services such as investment management, financial planning, retirement consulting, and coordinated tax services. The firm utilizes discretionary, customized portfolios supported by internal research and third-party managers, and provides specialized offerings including ERISA 3(38) retirement plan solutions and integrated tax and accounting services.

Chad Peterson is a financial advisor with Integrity Alliance, LLC, holding a Series 63 license and bringing 30 years of industry experience. He has worked at Brokers International Financial Services, LPL Financial, and Cetera Advisors LLC, and has been involved with The Tagger Rutherford Group since 1994. Outside of his advisory role, he serves as President and Owner of CRP Wealth Management. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent investment adviser representatives. The firm offers a range of services including asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing various portfolio management approaches and custodial platforms.

Michael Shonsey is a financial advisor with Integrity Alliance, LLC, holding a Series 63 designation and over 54 years of industry experience. He has worked at Brokers International Financial Services, LPL Financial, and Cetera Advisors LLC, and has operated Shonsey Wealth Management since 2007. In addition to advisory work, he is also licensed as an insurance agent. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent investment adviser representatives. The firm provides asset management, financial planning, retirement plan consulting, and access to various third-party manager programs, employing a range of portfolio management approaches and custodial platforms.

Nathan Rachwitz is a financial advisor at First Command Advisory Services with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Command since 2009. Outside of his advisory work, he is involved with the Bellevue Swim Club and Immanuel Lutheran Church. 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, utilizing a centralized Investment Management Team to design and manage model portfolios.

Scott Carlson is a financial advisor at First Command Advisory Services with five years of industry experience. He holds a Series 66 designation and has worked across multiple related entities within First Command since 2020. Prior to joining First Command, he spent four years employed by the State of Nebraska. First Command Advisory Services is an SEC-registered investment adviser that serves 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 through a centralized Investment Management Team that selects portfolios and third-party managers from approved lists.

Katherine Ramirez is a financial advisor with Empower Advisory Group in Omaha, NE, holding Series 63 and Series 66 licenses and 18 years of industry experience. Her career includes roles at Bank of America, Merrill, BancWest Investment Services, Bank of the West, and Applied Underwriters before joining Empower in 2022. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns and savings rates through point-in-time financial plans and optional managed account solutions.

Deborah Koch is an investment advisor representative at Osaic Advisory Services, LLC with 27 years of industry experience. She previously worked at Arbor Point Advisors and Securities America Inc for nine years. Koch also oversees operations for Kerins Hendrickson Wealth Management, her independent wealth management practice. Osaic Advisory Services, LLC serves a broad client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers comprehensive investment management and financial planning services delivered through multiple program models, utilizing proprietary and third-party platforms.

Jaclyn Peal is a financial advisor at CWM, LLC with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Cetera Wealth Services, Gemini Fund Services, Northern Lights Distributors, and CLS Investments. Peal also serves as Vice President of Business Consulting for CWM’s Carson Partners. 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, sub-advisory services, and retirement-plan solutions, utilizing discretionary model portfolios governed by an in-house investment committee and supported by a range of third-party providers and customization tools.

David Lammert is a CFP®, ChFC®, and Series 66-registered financial advisor with nine years of industry experience. He has worked with First Command Advisory Services, First Command Insurance Services, and First Command Financial Planning since 2016. Prior to his financial career, he served seven years in the United States Army. Outside of his primary advisory role, he is the president of Live Free Financial Planning LLC. First Command Advisory Services, Inc. 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, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to design and manage model portfolios with discretionary authority.

Thomas Kozney is a financial advisor at Mariner with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms, including Raymond James Financial Services and TD Ameritrade. Kozney has been with Mariner since 2019. Mariner serves a diverse client base through investment management, financial planning, retirement plan consulting, and tax services. The firm offers customized portfolio solutions supported by in-house research and third-party managers, alongside integrated tax and accounting capabilities uncommon in large advisory enterprises.

Matthew Mcbride is a financial advisor at Focus Partners Wealth, LLC with 13 years of industry experience. He holds the Series 65 designation and previously worked for Homan Wealth Advisors, LLC from 2011 to 2025. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds, and it offers access to specialized financial products and affiliated private funds.

Noel Gines is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at Bankers Life and Casualty and has diverse experience including positions in education and various service industries. He is also a 1099 agent for Bankers Life and Casualty Company, focusing on retirement planning and Medicare supplement products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and integrated investment strategies, managing accounts mostly on a discretionary basis with regular performance reporting.

Gerald Sharkey Jr. is a CFP® and holds a Series 66 license with 16 years of industry experience. He has been with Creative Planning since 2017, following roles at SigFig Wealth Management LLC and TD Ameritrade. He is based in Omaha, NE. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment approach with an emphasis on low-cost indexing and offers a range of supplemental strategies alongside a broad suite of retirement plan services.

Jamie Decarlo is a financial advisor at CWM, LLC with a Series 65 designation and three years of industry experience. He has held roles at Valorem Financial and Carson Group and has prior work experience in retail and corporate sectors including Target Corporation and Capri Holdings Limited. 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 portfolios using model strategies supervised by an in-house Investment Committee and offers a range of services including financial planning, retirement plan solutions, and access to alternative investments.

Ashley Reckinger is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding a Series 66 designation and 10 years of industry experience. She has been with D.A. Davidson & Co. since 2015. D.A. Davidson & Co. provides 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 offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Kyle Hatch is a CFP®-certified financial advisor with 20 years of industry experience, currently serving at CWM, LLC in Omaha, NE. His prior experience includes 15 years at TD Waterhouse Investor Services, Inc. Before joining CWM, he had a brief period outside the industry in 2021. CWM, LLC is an SEC-registered investment adviser that serves individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm offers portfolio management, financial planning, and retirement plan services, utilizing model portfolios governed by an in-house Investment Committee and combining fundamental and technical analysis with third-party sub-advisors and customization tools.

Susan Koesters is a financial advisor at D.A. Davidson & Co. with 16 years of industry experience. She holds a Series 66 designation and has been with D.A. Davidson since 2016. Outside of her advisory role, she serves on the board of directors for the Gretna Community Foundation and is involved in bookkeeping and administrative duties for a construction company. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under the Advisers Act fiduciary standard and ERISA fiduciary duties, offering a range of services such as retirement plan advisory, financial planning, equity research, and wealth management for high-net-worth clients.

Christopher Allen is a CFP® with 10 years of industry experience, currently serving as an advisor at CWM, LLC and Carson Wealth since 2025. He previously worked at Total Wealth Planning, LLC for 11 years. Outside of his advisory role, Allen is the President of the Emerging Leaders Board at 1N5, a charitable organization where he organizes events and leads fundraising efforts. 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 guided by an in-house Investment Committee and offers a range of retirement and sub-advisory services with a focus on fiduciary processes and platform partnerships.