Matthew Sorum is a financial advisor at Adaptive Advice, LLC in Omaha, NE, holding a Series 65 designation with one year of industry experience. Prior to joining Adaptive Advice, he worked at That 1 Painter and Summit Medical Staffing. Adaptive Advice serves individual and high-net-worth clients and their families by providing discretionary investment management and comprehensive financial planning, including portfolio management, retirement, tax, estate, and education planning. The firm uses a mix of fundamental and technical analysis to tailor portfolios and conducts regular reviews and rebalancing while coordinating with clients’ tax and estate professionals.

William Altman is a Series 65-licensed financial advisor with The Premier Advisory Group, LLC in Omaha, Nebraska, bringing 11 years of industry experience. He has been with The Premier Advisory Group since 2014 and is also involved with TPG Properties, LLC. Outside of advisory work, Altman is an owner and agent in an insurance agency affiliated with The Premier Group, LLC. The Premier Advisory Group provides fee-based financial planning and referral-based advisory services to individual clients. The firm does not manage client portfolios directly but refers clients to third-party money managers while assisting with account paperwork, statement reviews, and ongoing communication.

Bruce Van Kooten is a CFA® charterholder with 22 years of industry experience, currently serving at Lawson Kroeker Investment Management Inc since 2006. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is an owner and partner at Cellar 44, a wine bar in Omaha, where he handles financial oversight and customer relations. 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 uses a fundamental, owner-oriented investment approach and maintains close client collaboration on asset allocation, managing approximately $682.7 million in discretionary assets.

Dennis Peatrowsky is a ChFC® credentialed advisor with Virtue Wealth Counsel, LLC in Omaha, NE, where he has worked since 2019. He has two years of industry experience and previously worked at Vincent & Peatrowsky Law Offices, LLC, as well as holding roles at the University of Nebraska at Omaha, Target, Inc., and Skutt Catholic High School. Virtue Wealth Counsel serves individual clients, including high-net-worth households, providing portfolio management and comprehensive financial planning. The firm integrates investment management with estate and charitable planning, offering legal and philanthropic services through an affiliated attorney, which distinguishes it from many similar-sized firms.

Michael Chochon is a financial advisor at Adaptive Advice, LLC with nine years of industry experience and holds a Series 65 credential. His prior work includes roles at Sequent Planning, LLC, Senior Market Sales, Inc., and PrairieSmarts LLC. Outside of advisory work, he serves as an independent insurance agent offering life, fixed indexed annuities, and long-term care policies, and he holds executive and consulting roles at CFO Systems LLC and Chochonm LLC focusing on strategic CFO functions and technology consulting. Adaptive Advice serves individual and high-net-worth clients, providing discretionary investment management and comprehensive financial planning, including retirement, tax, estate, and education planning. The firm emphasizes tailored portfolios based on asset allocation and combines fundamental and technical analysis with regular reviews and coordination with clients’ tax and estate professionals.

Ronny Miller is a CFP® professional with eight years of experience at Guide Rock Capital Management, Inc. in Omaha, NE, and one year at Riverfront Wealth Management LLC. He has served as president of Gallup Federal Credit Union since 2007. Guide Rock Capital Management serves individual clients, including high-net-worth individuals, and financial institutions, with a focus on credit union members through its ownership by Gallup Federal Credit Union. The firm provides wealth management, financial planning, consulting, and discretionary asset management, employing both fundamental analysis and trading strategies supported by detailed written reporting.

Jacob Semansky is a financial advisor at Red Night Capital LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Mainelli Wagner & Associates, Inc., Ulteig, and the University of Nebraska-Lincoln. Red Night Capital LLC provides portfolio management and financial planning services to high-net-worth individuals, small businesses, charitable organizations, and other advisers. The firm employs a combination of fundamental, quantitative, technical, and modern portfolio techniques and is noted for its Advanced Derivatives Overlay offering, which includes multi-leg option and futures strategies.

Joseph Elsasser is a CFP® professional with 19 years of industry experience. He is a founding member of Adaptive Advice, LLC, where he has worked since 2020. Prior to that, he held roles at Covisum, LLC, a financial planning software company where he serves as president and partner, as well as positions at Sequent Planning, LLC, Brookstone Capital Management LLC, and Equitable Advisors. Adaptive Advice serves individual and high-net-worth clients and their families, offering discretionary investment management and comprehensive financial planning. The firm employs a tailored approach to portfolio construction, blending fundamental and technical analysis across a range of securities, and supports client needs through ongoing reviews and coordination with other professional advisors.

Grant Tesnohlidek is a Series 66-licensed financial advisor with 15 years of industry experience. He currently works at Miller Financial Services LLC and previously held roles at WealthForge Securities LLC, Burlington Capital, Weitz Securities, Inc., and TD Ameritrade. Miller Financial Services LLC provides discretionary portfolio management, financial planning, pension consulting, and non-securities consulting to individual and institutional clients. The firm is known for its work with public entities, including state and local government and municipal plans, and offers fiduciary services such as formal 3(38) plan management.

Aaron Hilgemann is a CFA® charterholder with three years of industry experience. He is currently with Bazis Private Wealth, LLC and previously held roles at Orion Portfolio Solutions, Bank of the West, and Orion Advisor Technology, LLC. Outside the financial industry, he served in the U.S. Marine Corps from 2013 to 2017 and has experience working in the restaurant sector. Bazis Private Wealth, LLC provides personalized advisory services to individuals, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm offers portfolio management, financial planning, retirement plan consulting, and alternative investment consulting, managing assets through a wrap-fee program and using a combination of fundamental, charting, and quantitative research in its investment approach.

Dennis Peatrowsky is a financial advisor at Virtue Wealth Counsel, LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Questar Asset Management and Vincent & Peatrowsky Law Offices. Peatrowsky is also an attorney at Peatrowsky Law, LLC, focusing on estate and business planning and securities law. Additionally, he serves as a chapter director and archdiocese coordinator for His Way At Work, a ministry for consecrated business owners. Virtue Wealth Counsel serves individual clients, including high-net-worth households, offering portfolio management and comprehensive financial planning. The firm integrates investment management with estate and charitable-planning services, distinguishing itself by including active attorney-affiliated legal and philanthropic offerings.

Joseph Bayless is a financial advisor with Sterling Financial Advisors, LLC in Omaha, NE. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. He has worked with Omaha Wealth Management, LLC since 2016 and Raymond James Financial Services, Inc. since 2010. Bayless is also licensed to sell insurance and annuities through Raymond James Insurance Group. Sterling Financial Advisors serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and small businesses, offering asset management and pension consulting services. The firm provides asset management through wrap accounts and employs fundamental and technical analysis with both long- and short-term purchase strategies.

Michael Butkus is a financial advisor with Sterling Financial Advisors, LLC in Omaha, NE, holding Series 63 and Series 65 licenses and totaling 29 years of industry experience. He has been with Omaha Wealth Management, LLC since 2016. Outside of his advisory role, he manages rental properties through two LLCs. Sterling Financial Advisors serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and small businesses. The firm offers asset management and pension consulting services, utilizing fundamental and technical analysis to implement a range of investment strategies, and operates a wrap-fee program alongside pension plan support.

Katherine Derisson is a financial advisor with Fyvie Financial LLC in Omaha, NE, holding a Series 66 designation and eight years of industry experience. She previously worked at Hightower Securities LLC and Edward Jones. Outside her advisory role, she co-owns Fempreneur Fair, an event-focused business supporting female entrepreneurs, and serves as a FemCity Collective leader for business networking. Fyvie Financial provides fee-only advisory and financial planning services to U.S. and cross-border individuals and families, emphasizing tailored investment portfolios based on comprehensive client assessments. The firm also offers tax, bookkeeping, and payroll services for small businesses and manages most assets through wrap-fee programs, with specialized cross-border and U.K. pension consulting capabilities.

Ryan Fleischer is a financial advisor at Revolution Capital, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Linsco/Private Ledger from 2006 to 2019. Fleischer is also the founder and president of Revolution Group, LLC, which provides business advisement and offers fixed insurance products on an as-needed basis. Revolution Capital, LLC delivers investment advisory services to individuals, family offices, pension funds, and corporate clients. The firm employs a variety of analytical methods to construct diversified portfolios and offers discretionary management along with access to affiliated accounting and tax services.

Megan Fleischer is a Series 65-licensed financial advisor with Revolution Capital, LLC in Omaha, NE, where she has worked since 2019. She has five years of industry experience, including prior roles in education with Elkhorn Public Schools and Highland Park Independent School District. Revolution Capital, LLC serves individuals, corporations, and pension or employee benefit plans with portfolio management, financial planning, pension consulting, and outsourced Chief Investment Officer services. The firm uses a range of analytical approaches and offers an affiliated accounting and tax practice, providing clients with integrated investment and tax solutions.

Ryan Brott is a financial advisor with Ellerbrock-Norris Wealth Strategies LLC in Omaha, NE, holding a Series 66 designation and 12 years of industry experience. His professional background includes roles at TD Ameritrade and leadership positions in several related business ventures. He is a co-founder of Rocketship Ventures, LLC, which develops CRM and workflow software for the insurance industry. Ellerbrock-Norris Wealth Strategies serves individuals, high-net-worth clients, and employer retirement plans by providing investment management, financial planning, pension consulting, and estate-planning services. The firm employs risk-based, diversified portfolios and combines direct advisory services with third-party platforms and subadvisers.

Scott Leise is a Series 65 licensed advisor at Sanders Retirement Planning LLC in Omaha, NE, with six years of industry experience. His prior roles include positions at TS Bank d/b/a Callahan Financial Planning, Callahan Financial Planning Company, and Wells Fargo. Sanders Retirement Planning LLC offers investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as trusts, estates, and business entities. The firm employs fundamental analysis combined with strategic and tactical asset allocation, managing most assets on a discretionary basis and incorporating ongoing portfolio monitoring and periodic rebalancing.

Katie Bruno is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Morey & Quinn Wealth Partners since 2018. She previously worked at Raymond James and has been involved in financial advisory roles since 2014. Outside of her advisory work, she is the owner of Lotus Divorce Services, a certified divorce financial analyst firm, and holds board positions as secretary for both the Financial Planning Association of Nebraska and the Breakfast Optimist Club, as well as serving on the board of directors for the Women’s Fund of Omaha. Morey & Quinn Wealth Partners is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, and corporations. The firm offers tailored financial planning and discretionary wealth management, emphasizing client-specific objectives and fundamental analysis, with oversight of approximately $373 million in assets across three advisors.

Keith Schmidt is a CFP® and ChFC® with over 31 years of industry experience. He has been with Dessonville Financial Group Incorporated since 1993 and also operates the Benefits Consulting Group, where he assists employers and individuals with employee benefits and insurance policies. Dessonville Financial Group Inc. is a fee-only, independent investment adviser serving individuals, high-net-worth clients, and private trusts and estates. The firm employs an active, tactical asset-allocation approach with a predominantly non-discretionary asset mix, allowing clients greater control over investment decisions.