Joseph Puetz is a financial advisor at Acrylic Financial, Inc. with 16 years of industry experience. He holds the Series 66 designation and has worked at several firms including Prudential, Virtue Capital Management, and IHT Wealth Management. Outside of advisory services, he places life insurance and fixed annuities through Broker's Alliance. Acrylic Financial, Inc. provides portfolio management and financial planning to individuals, other investment advisers, corporations, and pooled investment vehicles. The firm employs a combination of asset-allocation frameworks, active momentum models, fundamental and technical analysis, and modern portfolio theory to tailor programs to client goals and risk tolerance.

Alexander Murray is a financial advisor at SMART Wealth, LLC in Omaha, NE, holding a Series 65 credential with four years of industry experience. His prior work includes roles at Retire SMART, LLC and Creative Landscaping. SMART Wealth serves individual and high-net-worth households with retirement income strategies, financial planning, and ongoing investment advisory services. The firm manages discretionary portfolios using in-house model strategies and sub-advisers, and operates a Private Wealth Partners division focused on clients with $5 million or more in investable assets.

Ryan Pramberg is a financial advisor with Stevens Capital Partners in Omaha, NE, holding a Series 66 designation and four years of industry experience. He previously worked at Thrivent Financial and Thrivent Investment Management Inc before joining Stevens Capital Partners. Outside of his advisory role, he is the COO of SKOUT MEDIA LLC, a company specializing in website design and SEO blog writing. Stevens Capital Partners is an SEC-registered advisory firm serving individuals, charitable organizations, and businesses. The firm manages approximately $810 million in assets and provides investment management, access to third-party managers, and project-based financial planning using fundamental analysis and modern portfolio theory.

Justin Anderson is a financial advisor at Cambridge Advisors Inc with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Cambridge Advisors since 2007. Cambridge Advisors Inc. serves individuals, families, retirement plans, and not-for-profit organizations with investment management and financial planning services. The firm emphasizes diversified asset allocation and employs a fundamental, growth-at-a-reasonable-price approach for equities alongside a laddered buy-and-hold strategy for bonds.

Jacob Anderson is a CFP® and Series 65-licensed financial advisor at Stevens Capital Partners with three years of industry experience. Prior to joining Stevens Capital Partners, he worked at CMW, LLC and Carson Group. Stevens Capital Partners is an SEC-registered advisory firm serving individuals, charitable organizations, and businesses, managing approximately $810 million in assets. The firm provides investment management, access to third-party managers, and project-based financial planning, using both fundamental analysis and modern portfolio theory to guide portfolio construction.

Carter Masteller is a CFP® with two years of industry experience, currently affiliated with Stevens Capital Partners in Omaha, NE. Prior to joining Stevens Capital Partners, he worked at Allen Capital Group, LLC for three years. Stevens Capital Partners is an SEC-registered advisory firm serving individuals, including high-net-worth clients, charitable organizations, and businesses. The firm manages approximately $810 million in assets across about 661 client relationships, offering investment management and project-based financial planning using a combination of fundamental analysis and modern portfolio theory.

Lori Liffring is a CFA® charterholder with over 32 years of experience at Cambridge Advisors Inc., where she has worked since 1994. She holds a Series 65 license and is based in Omaha, NE. Cambridge Advisors Inc. serves individuals, families, retirement plans, and not-for-profit organizations with investment management and financial planning services. The firm emphasizes customized portfolios with diversified asset allocation and follows a fundamental, growth-at-a-reasonable-price approach for equities, while also offering retirement plan services and recently expanded to include private and digital-asset products.

Erin Kinney is a financial advisor with Arkfeld Wealth Strategies, L.L.C. in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has worked at Arkfeld Wealth Strategies since 2018 and Wells Fargo Advisors Financial Network since 2013. Outside of her advisory work, Kinney serves as an independent contractor representative for a clothing and fashion business and acts as an independent insurance agent. Arkfeld Wealth Strategies serves individuals, families, businesses, and retirement plans by providing portfolio management and financial planning tailored to client needs. The firm uses a globally diversified investment approach based on modern portfolio theory and fundamental analysis, and it may engage outside sub-advisers to manage client assets.

Bradley Starken is a financial advisor at SMART Wealth, LLC in Omaha, NE, holding a Series 66 designation with 12 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company, Pacific Life, and Miller Financial Group. SMART Wealth serves individual and high-net-worth households with retirement income strategies, portfolio management, and financial planning. The firm uses in-house model strategies and external sub-advisers, sponsors the SMARTWay ETFs, and offers a Private Wealth Partners division for clients with $5 million or more in investable assets.

Sean Swanson is a financial advisor with SMART Wealth, LLC in Omaha, NE, holding Series 63 and Series 66 registrations and 20 years of industry experience. He has worked with firms including New York Life and The Leaders Group, Inc. In addition to his financial career, Swanson is a professional musician and a volunteer pastor at Generations Church, a 501(c)(3) organization in Omaha. SMART Wealth serves individual and high-net-worth households with retirement income strategies, investment advisory, portfolio management, and financial planning, including a Private Wealth Partners division focused on clients with $5 million or more in investable assets. The firm manages discretionary portfolios primarily through in-house model strategies and supports proprietary SMARTWay ETFs as part of its investment offerings.

Taylor Anderson is a financial advisor at SMART Wealth, LLC in Omaha, NE, holding Series 63 and Series 66 licenses with two years of industry experience. Before joining SMART Wealth, he worked at Charles Schwab and several regional financial institutions. SMART Wealth serves individual and high-net-worth households with retirement income strategies, investment advisory, portfolio management, and financial planning. The firm manages discretionary portfolios using in-house models and sub-advisers, sponsors the SMARTWay ETFs, and offers a Private Wealth Partners division focused on affluent clients with $5 million or more in investable assets.

Manfred Wunderlich is a financial advisor at Capital Synergy Partners with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Capital Synergy Partners since 2014, having previously worked at R.D. Marcotte & Associates since 1977. Outside of advising, he manages farmland through Groom Family LLC and owns a fixed insurance sales agency, Wunderlich Financial Services. Capital Synergy Partners serves both non-high-net-worth and high-net-worth individuals, offering portfolio management, financial planning, and third-party money manager programs. The firm provides predominantly non-discretionary advice and employs a mix of fundamental, technical, and cyclical investment analysis methods.

Ken Keyani is a CFA® charterholder with one year of industry experience. He is currently with Stevens Capital Partners and previously worked at Kosmos Management, LLC. Stevens Capital Partners is an SEC-registered advisory firm serving individuals, charitable organizations, and businesses, managing approximately $810 million in assets across 661 client relationships. The firm employs fundamental analysis and modern portfolio theory to construct individualized investment policy statements and offers both discretionary and non-discretionary management alongside comprehensive financial planning services.

Jason Wolff is a financial advisor at Arkfeld Wealth Strategies, L.L.C. in Omaha, Nebraska, with five years of industry experience. He has been with Arkfeld Wealth Strategies since 2019 and previously worked for over two decades at McKinnis Roofing. Wolff holds a Series 65 designation and also works as an independent insurance agent representing various carriers. Arkfeld Wealth Strategies serves individuals, families, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory services. The firm uses a globally diversified investment approach guided by modern portfolio theory and fundamental security analysis, tailoring strategies to client risk profiles.

Diane Klitz is a financial advisor with Axos Invest, Inc, holding a Series 66 designation and eight years of industry experience. Her career includes roles at Axos Clearing, LLC, Morgan Stanley, and Cor Clearing LLC. 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 models and portfolio customization.

Nathan Fichter is a financial advisor at RIA Advisory Group, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at VisionPoint Advisory Group, LPL Financial, and Questar Capital Corporation. Outside of advising, he is involved in several business ventures including ownership of a Montessori school and a car wash. RIA Advisory Group, LLC is a multi-team registered investment adviser serving individuals, trusts, estates, and corporations. The firm manages diversified portfolios using discretionary strategies based on fundamental and technical analysis and maintains formal affiliations with legal and accounting professionals.

Jeremy Love Shamblen is a financial advisor with SMART Wealth, LLC in Omaha, NE, holding Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at Charles Schwab, Pinnacle Bank, and as an assistant golf professional at Council Bluffs Country Club. Outside of finance, he assists members with the check-in process at Council Bluffs Country Club. SMART Wealth serves individual and high-net-worth households, focusing on retirement income strategies, investment advisory, portfolio management, and financial planning. The firm manages discretionary portfolios using in-house models and sub-advisers, and sponsors the SMARTWay ETFs, offering a range of affiliated services including insurance, tax preparation, and educational events.

James Shoquist is a CFP® and holds a Series 66 license with 16 years of industry experience. He has been with Northwest Wealth Management, LLC since 2014. Northwest Wealth Management, LLC provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, estates, and retirement plans. The firm follows a long-term, buy-and-hold investment approach and utilizes third-party managers while offering ongoing portfolio monitoring and periodic reporting.

Karver Miller is a Series 65 registered advisor with SMART Wealth, LLC in Omaha, NE. He has been with SMART Wealth since 2026 and has prior experience at Retire SMART, United Health Group, and Restoration Systems. Miller also worked in educational roles at the University of Nebraska - Lincoln and Chaska High School before joining the financial industry. SMART Wealth serves individual and high-net-worth households with retirement income strategies, investment advisory, portfolio management, and financial planning. The firm manages discretionary portfolios through in-house models and sub-advisers and offers services tailored to affluent clients through its Private Wealth Partners division.

Kevin Murphy is a CFP® certificant with 11 years of industry experience. He is currently with Stevens Capital Partners and previously worked at Fisher Investments, Pacific Select Distributors, Pacific Life Insurance Company, and Great-West Financial. Stevens Capital Partners is an SEC-registered advisory firm that serves individuals, charitable organizations, and businesses, managing approximately $810 million in assets across about 661 client relationships. The firm offers investment management, access to third-party managers, and project-based financial planning, using fundamental analysis alongside modern portfolio theory to guide portfolio construction.