Daniel Shultz is a financial advisor with Commonwealth Financial Network in Venice, Florida, holding a Series 66 designation and 13 years of industry experience. He has worked at Commonwealth since 2017 and has operated his own advisory and consulting firms since 2011. Outside of his advisory work, he is a managing member and owner of multiple entities involved in securities, advisory, and insurance businesses. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm offers a range of investment solutions and supports affiliated advisors with operations, technology, compliance, and practice management.

Tonya Mathison is a financial advisor at Principal Financial Services with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Principal Financial Services since 2016, having also worked at Principal Life Insurance Company since 2012. She serves as an election committee member for the Beaver Lake Association homeowners board in Plattsmouth, NE. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Colin Kramer is a financial advisor with Commonwealth Financial Network in Papillion, NE, holding a Series 66 designation and 19 years of industry experience. His prior work includes 11 years at Waddell & Reed, Inc. and ownership roles in entities such as Colin M. Kramer, LLC and SWP Re Holdings LLC. He is also a co-owner and managing member of Pathfinder Wealth Advisors, LLC, which operates securities, advisory, and insurance businesses. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs and services including wealth management and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Benjamin Meyer is a financial advisor with First Command Advisory Services in Papillion, NE. He holds Series 63 and Series 65 licenses and began his financial services career in 2025. Prior to joining the industry, he served four years in the United States Marine Corps. 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 a range of wrap-fee asset management programs designed and managed by centralized investment teams.

Benjamin Hoy is a financial advisor with Empower Advisory Group in Bellevue, NE, holding a Series 66 designation and bringing nine years of industry experience. His prior roles include positions at GWFS Equities, Inc., Morey and Quinn Wealth Partners, Raymond James Financial Services, TIAA-CREF, Bank of America, and Merrill. He serves on the board of directors for the Millard Rotary Club and Empower Her Kenya, engaging in leadership and grant-writing activities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm combines proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, with integrated services linked to Empower’s recordkeeping and administrative platforms.

Misty Newman is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 18 years of industry experience. She previously worked at Equitable Advisors and AxA Advisors before joining Commonwealth and Pathfinder Wealth Advisors in 2024. She is also the owner of Imperial Wealth Management, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and customized investment solutions, while providing operations, trading, technology, compliance, and practice-management support to affiliated advisors.

John Shafer is a financial advisor at First Command Advisory Services with one year of industry experience. He holds a Series 66 designation and has worked at multiple First Command entities since 2026. Prior to that, he was employed at LPL Enterprise and National Indemnity Company. 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 provides financial planning and wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers who select and monitor model portfolios from approved investment options.

Paul Ganow is a financial advisor at Raymond James Financial with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Cetera Advisor Networks and Edward Jones. Outside of his advisory role, he has been involved with the Omaha Sports Academy since 2019. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Gary Porfert is a financial advisor at Edward Jones with 22 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Edward Jones, he worked at Thrivent Investment Management, Allstate Insurance Company, LPL Financial, and Wells Fargo Advisors. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John James is a financial advisor with Cambridge Investment Research Advisors in Bellevue, NE, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2017 and previously at National Planning Corporation. Outside of his advisory role, he serves as president of James Financial Services, Inc., and is president of the Forest Hills Home Owners Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing various platform arrangements and both discretionary and non-discretionary strategies tailored to client objectives.

Brandi Madsen is a financial advisor at Edward Jones in Bellevue, NE, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2024, she worked at Fusion Medical Staffing from 2022 to 2024 and QLI from 2008 to 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs and investment options, operating under a fiduciary standard with a large nationwide network of advisors and branch offices.

Joshua Sapp is a CFP®-designated financial advisor with Edward Jones in Papillion, NE, where he has worked for 12 years. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products.

Penny Kreikemeier is a financial advisor with Cambridge Investment Research Advisors in Omaha, NE, holding a Series 66 designation and three years of industry experience. Her prior work includes positions at Commonwealth Financial Network, Soar Wealth Strategies, and a decade at Edward Jones. Outside of advising, she owns a retail sales business. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors, offering financial planning, investment management, and retirement advisory services through a broad network of independent professionals. The firm employs a range of investment strategies and platforms, combining proprietary and third-party models tailored to client objectives.

John Connealy is a CFP® professional with 39 years of industry experience, currently serving at LPL Financial since 2020. He has prior experience with Securities America Advisors, Inc. and Securities America, Inc., where he worked for 18 years, as well as a nearly three-decade tenure at Jfc Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions, utilizing a range of financial planning, portfolio management, and institutional platforms.

Michael Croker is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior work includes roles at Lincoln Investment, Capital Analysts, and Horace Mann Insurance. He owns Croker & Associates, a support company used to run his wealth management practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, employing tailored, non-discretionary planning strategies supported by analytical tools and risk profiling. The firm serves a broad client base and offers specialized programs including municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Mark Moore is a financial advisor with Edward Jones in Bellevue, NE, holding Series 63 and Series 66 designations and 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the United States.

Tia Berend is a CFP® professional with 11 years of experience, currently with LPL Financial since 2015. She operates Berend Wealth Management, LLC, an entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad range of advisory and brokerage services.

Montie Gottlob is a financial advisor at Osaic Wealth, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Cetera Advisors LLC and First Allied Advisory Services. He is also involved as a Financial Planning Operations Manager and Planning Associate with Vitucci Integrated Planning LLC. OSAIC Wealth, Inc. serves a diverse client base ranging from individual investors to institutions through a large network of affiliated advisers and multiple advisory platforms. The firm offers a range of financial and investment services, employing tools such as asset-allocation models, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that include a variety of asset classes.

Jonathan De Rocha is a financial advisor at Edward Jones in Papillion, NE, with one year of industry experience. He holds a Series 66 designation and previously worked in the automotive and logistics industries. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,000 advisors, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Kellie Duffy is a financial advisor at Cambridge Investment Research Advisors with 28 years of industry experience. She holds a Series 66 designation and has previously worked with firms including CWM, LLC, Cetera Advisor Networks, Carson Group Partners, Arbor Point Advisors, and Securities America. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals, utilizing a variety of portfolio management strategies and custody arrangements tailored to client objectives.