Gregory Berstler is a financial advisor at Blue Capital with 29 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Blue Capital since 2019. Prior to this, he worked at Capital Synergy Partners and runs Berstler Financial Group. He is also president of Berstler Enterprises, Inc., where he spends time on fixed insurance products and speaking engagements. Blue Capital provides investment advisory services to both non-high-net-worth and high-net-worth individuals, offering discretionary and non-discretionary managed accounts along with financial planning. The firm employs a variety of investment strategies, including asset allocation and technical analysis, and offers access to structured products and buffer ETFs.

William Miller is a financial advisor at Guide Rock Capital Management, Inc. in Omaha, NE, holding a Series 65 designation. He has experience working at several firms, including Carson Group, First National Bank of Omaha, and Hightower Advisors. Outside of finance, he has worked in the restaurant industry with Lacasa Pizza and spent time at Creighton University and Creighton Prep High School. Guide Rock Capital Management provides investment advice and financial planning primarily to individuals, high-net-worth clients, and credit-union members. The firm offers wealth management, modular and full financial plans, and asset management through a wrap-fee program, emphasizing individualized advice and maintaining an affiliation with Gallup Federal Credit Union.

Chad Clauser is a CFA® charterholder with 14 years of industry experience, currently serving as an advisor at Lawson Kroeker Investment Management Inc since 2015. He holds the Series 66 designation and is based in Omaha, NE. Lawson Kroeker provides discretionary investment supervisory services to a range of clients including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and profit-sharing plans, and manages the LK Balanced Fund. The firm employs a fundamental, owner-oriented investment approach focused on businesses with sustainable competitive advantages, complemented by fixed-income holdings for stability, and collaborates with clients on asset allocation while generally avoiding market timing.

Zachary Houston is a financial advisor with Footprints Asset Management & Research, Inc., holding a Series 65 designation and bringing 10 years of industry experience. He has been with Footprints since 2015 and concurrently affiliated with Northern Lights Distributors, LLC since 2017. Footprints Asset Management & Research is an SEC-registered investment adviser managing approximately $41.9 million for about 100 clients, including individuals, high-net-worth investors, retirement plans, and a mutual fund. The firm follows an "Absolute Value" investment philosophy with multi-year holding periods, incorporates both fundamental and technical analysis, and employs derivatives strategies within separately managed accounts.

Thomas Sudyka Jr. is a CFA® charterholder with 25 years of industry experience, currently serving at Lawson Kroeker Investment Management Inc. since 1999. He holds Series 63 and Series 65 licenses and is based in Omaha, NE. Lawson Kroeker provides discretionary investment supervisory services to a diverse client base, including individuals, high-net-worth clients, trusts, charitable organizations, and pension plans. The firm employs a fundamental, owner-oriented investment approach and manages approximately $682.7 million in discretionary assets through a small team.

Patrick Riordan is a financial advisor at Lawson Kroeker Investment Management Inc. in Omaha, NE, with 39 years of industry experience. He has been with Lawson Kroeker since 2012. He holds the Series 63 designation. Lawson Kroeker provides discretionary investment supervisory services to individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and profit-sharing plans, and a registered investment company, the LK Balanced Fund. The firm employs a fundamental analysis investment approach with an owner orientation, emphasizing sustainable competitive advantages and tailored valuation methods, while using fixed-income holdings to add stability.

Mary Jochim is a financial advisor with Sterling Financial Advisors, LLC in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. She has been with Sterling Financial Advisors since 1998. Outside of her advisory work, she manages a vacation cabin rental in Crosslake, MN. Sterling Financial Advisors serves individuals, trusts, pension and profit-sharing plans, and small businesses by providing asset management and pension consulting services. The firm employs discretionary portfolio management with fundamental and technical analysis across various asset classes and conducts periodic account reviews.

Matthew Kitzman is a financial advisor at Greenup Wealth with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Financial Engines Advisors L.L.C., One Capital Management, LLC, and Tmfs Advisors, LLC. Outside of advising, he is involved in managing a small residential rental property business. Greenup Street Wealth Management serves individual and high-net-worth clients, charitable organizations, and business entities, offering discretionary portfolio management, financial planning, and access to third-party investment managers. The firm employs a variety of analytical methods and investment strategies, combining in-house management with selected external managers, and provides services for both custodial and non-custodial assets.

Jason Schroeder is a financial advisor at Axos Invest, Inc with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Axos Invest and related entities since 2021, following six years at Securities America Inc. Axos Invest provides automated investment advisory services to individual investors through a digital platform, offering model-based portfolio management primarily using mutual funds and ETFs. The firm emphasizes asset allocation, diversification, and thematic exposures, supported by an internal Portfolio Management Group that coordinates third-party model managers and portfolio customization.

Deanna Connell is a financial advisor at Private Wealth Asset Management in Omaha, NE, holding Series 63 and Series 66 licenses with 31 years of industry experience. Her prior work includes positions at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Private Wealth Asset Management serves individuals, family offices, trusts, philanthropic organizations, business entities, and retirement plans, managing approximately $1.85 billion in discretionary assets. The firm emphasizes strategic asset allocation supported by a multi-advisor team and employs a variety of analytical approaches alongside specialized services such as oil and gas holdings management and business transition planning.

Andrew Kathol is a financial advisor with One Wealth Map, LLC in Omaha, Nebraska, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His career includes long tenures at Ameritrade, Inc. and TD Waterhouse Investor Services, Inc., as well as roles at Sequent Planning, LLC and Advisor Share Wealth Management. Outside of advising, he is also licensed as an independent insurance agent. One Wealth Map, LLC is an SEC-registered advisory firm managing approximately $1.1 billion for nearly 300 clients, including individuals, family trusts, businesses, foundations, and charitable organizations. The firm emphasizes a planning-driven approach, employing coordinated financial plans, layered portfolios, and tax-aware overlays, while offering both discretionary and non-discretionary management across multiple offices.

Tyler Schlumpf is a CFA® charterholder with 11 years of industry experience. He currently works at Private Wealth Asset Management and previously held roles at Wells Fargo Advisors, Wells Fargo Bank, and Carson Group Investing. Private Wealth Asset Management serves individuals, family offices, trusts, estates, philanthropic organizations, business entities, and retirement plans, managing approximately $1.85 billion in discretionary assets. The firm focuses on strategic asset allocation supported by quantitative, fundamental, and technical analysis, offering a range of investment and wealth management services alongside specialized solutions such as oil and gas holdings management and business transition planning.

Todd Adams is a financial advisor with RIA Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior work includes roles at Summit Mortgage Group, Summit Financial Group, Nebraska Realty, and Ameritas Financial Center among others. Outside of advisory services, he is involved in real estate sales and property ownership through Adams Properties and Forty Ten Properties. RIA Advisory Group, LLC is a multi-team registered investment adviser serving individuals, trusts, estates, corporations, and other entities. The firm employs a discretionary management approach using charting, fundamental and technical analysis across a diversified mix of investment products and maintains formal affiliations with legal and accounting professionals.

Lauren Mcdonnell is a financial advisor with JRM Investment Counsel in Omaha, NE, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. She has worked at Lockton-affiliated firms from 2012 to 2018 before joining JRM Investment Counsel in 2018. JRM Investment Counsel provides financial planning and discretionary investment management services to individuals, families, trusts, business entities, and retirement plans. The firm employs customized, multi-asset investment strategies with ongoing portfolio monitoring and focuses on comprehensive planning topics including retirement, tax, estate, and business succession.

David Holtorf is a financial advisor at Private Wealth Asset Management with 21 years of industry experience. He holds a Series 66 credential and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Holtorf is also a licensed insurance agent, selling sickness, accident, health insurance, life, and annuities. Private Wealth Asset Management serves individuals, family offices, trusts, estates, philanthropic organizations, business entities, and retirement plans. The firm manages approximately $1.85 billion in discretionary assets using a multi-advisor team approach, emphasizing strategic asset allocation supported by quantitative, fundamental, and technical analysis.

Benjamin Goethel is a financial advisor at Private Wealth Asset Management with three years of industry experience. He holds a Series 65 designation and previously worked at Wells Fargo Private Bank and Carson Wealth Management. Private Wealth Asset Management serves individuals, family offices, trusts, estates, nonprofit organizations, and retirement plans. The firm employs a blend of quantitative, fundamental, technical, and economic analysis to guide a strategic asset allocation approach with tactical adjustments.

Jeffrey Fisher is a financial advisor at Prota Financial in Omaha, NE, holding a Series 65 designation with three years of industry experience. Prior to joining Prota Financial, he worked at PricewaterhouseCoopers, LLP for three years. He is also involved in accounting and CPA work through Etaxnotes, LLC, dedicating approximately 12 hours per week to this activity. Prota Financial provides discretionary investment management and financial planning services primarily to individuals, high-net-worth clients, and small businesses. The firm uses model-based portfolio management, including Sharia-compliant options, and manages approximately $270 million in assets.

Phil McDonnell is a CFP® professional with 19 years of industry experience, currently serving as an advisor at JRM Investment Counsel, LLC since 2013. He holds Series 63 and Series 66 licenses and is based in Omaha, NE. JRM Investment Counsel provides discretionary investment management and financial planning services to individuals, families, trusts, business entities, retirement plans, and charitable organizations. The firm focuses on customized, tax-aware multi-asset portfolios and offers ERISA fiduciary consulting and plan services, operating as a wholly employee-owned team of three principals.

Jack Mcdonnell is a financial advisor at JRM Investment Counsel with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with JRM Investment Counsel since 2006. Mcdonnell also has a longstanding role at Midstates Bank, N.A., where he has worked since 2002. JRM Investment Counsel serves individuals, families, trusts, business entities, retirement plans, and charitable organizations by providing discretionary investment management and a range of financial planning services. The firm emphasizes customized, tax-aware multi-asset allocation portfolios and offers ERISA fiduciary services, with a small team structure that includes co-management and co-investment alongside clients.

Zachary Ritchey is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Private Wealth Asset Management. His prior experience includes roles at Wells Fargo Bank and Wells Fargo Clearing Services, as well as Cetera Advisor Networks and LPL Financial. He is also a licensed insurance agent involved in the sales of sickness, accident and health insurance, life, and annuities. Private Wealth Asset Management provides advisory services to individuals, family offices, trusts, estates, philanthropic organizations, business entities, and retirement plans. The firm manages approximately $1.85 billion in discretionary assets and employs a strategic asset allocation approach supported by quantitative, fundamental, and technical analysis.