Mark Graber is a financial advisor at Sound Income Strategies, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sound Income Strategies since 2015 and at Senior Advisors Inc. since 2005. Outside of advisory services, he is president of Senior Advisors Inc., where he conducts sales of life, health, and Medicare insurance, as well as fixed and indexed annuities. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, corporations, and other advisers. The firm emphasizes fixed-income analysis combined with equity fundamental and technical review, offering customized managed portfolios and a range of advisory services including financial planning and ERISA plan services.

Shruthi Manjunath is a CFA® charterholder with 24 years of experience at First National Advisers, LLC. She is based in Omaha, NE and has worked exclusively with the firm since 2002. First National Advisers, LLC provides discretionary investment management to individual and institutional clients, including high-net-worth individuals. The firm is a subsidiary of First National Bank of Omaha and manages approximately $7.3 billion in discretionary assets, offering services that include asset allocation, fund screening, and risk monitoring through its Private Wealth Reserve platform.

Cody Forbush is a financial advisor at Grimes & Company with 15 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. His work history includes roles at Dickinson Investment Advisors, TS Capital, and TD Ameritrade prior to joining Grimes & Company in 2022. Grimes & Company provides discretionary portfolio management and financial planning services to individual and institutional clients, including estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm uses proprietary research and portfolio-management systems to build customized strategies across mutual funds, ETFs, individual securities, and private funds, and also serves other investment advisers and acts as a sub-adviser.

Ryan Beyel is a CFP® professional with 11 years of experience in the financial industry. He has worked at First Heartland Capital Inc. since 2019 and previously with Ameriprise Financial Services, Inc. for five years. First Heartland Consultants, Inc. provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party asset management services, and a model-based self-directed brokerage account program, utilizing a combination of fundamental, technical, and cyclical analysis for portfolio management.

Adam Proskovec is a financial advisor with Mutual of Omaha Investor Services, Inc. in Omaha, NE, holding Series 63 and Series 65 designations and having 20 years of industry experience. He has been with Mutual of Omaha since 2013. Outside of his advisory role, he has owned and managed a sports collectibles business. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through financial planning, managed account programs, and retirement plan consulting. The firm utilizes a platform relationship with Envestnet and Pershing, offering various managed solutions and third-party money manager relationships.

Casey Elsasser is a financial advisor with Principal Advised Services in Omaha, NE. He holds a Series 66 credential and has one year of industry experience. Prior to joining Principal, he worked at Prudential Advisors, LPL Enterprise, and LinkedIn. Outside of his advisory role, he is an author. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm leverages a combination of third-party and proprietary models, supported by affiliated entities within the Principal Financial Group family.

Martin Jensen is a financial advisor at Beacon Global Advisor Network, LLC with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Jensen has worked at United Management Group since 2003, served at Niagara International Capital Limited in 2017, and at FDx Advisors, Inc. from 2001 to 2003. Outside of his advisory role, he is a managing partner at United Management Group and serves as managing director at Alliance Trust Company, overseeing business development and strategic initiatives. Beacon Global Advisor Network, LLC serves individuals, businesses, pension and profit-sharing plans, and trusts, offering asset management, financial planning, retirement consulting, and specialized pension advice for U.K. expatriates. The firm uses customized portfolios combining third-party managed models, mutual funds, ETFs, and individual securities, and provides a formal pension-transfer service for U.K. nationals that includes coordination with U.K. trustees and regulatory compliance.

Deanna Weidner is a financial advisor with BCG Securities, Inc. in Council Bluffs, IA, holding Series 63, Series 65, and Series 66 credentials and 15 years of industry experience. Her prior experience includes roles at Horace Mann Companies, AE Financial Services, and Securities America among others. BCG Securities serves institutional retirement plans and individual clients with accounts generally above $25,000, providing portfolio management, financial planning, pension consulting, and wealth management. The firm focuses on developing or reviewing written investment policy statements and tailoring recommendations to client goals, often implementing advice on a non-discretionary basis.

Justin Koehler is a financial advisor with Coppell Advisory Solutions LLC, holding a Series 65 designation and six years of industry experience. He has worked at Fusion Capital Management since 2018 and spent ten years at Carson Wealth Management prior to that. Outside of advisory duties, he serves as Director of Sales at Fusion Capital Management, focusing primarily on recruiting direct advisors and institutional clients. Coppell Advisory Solutions LLC serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm employs a tailored investment process combining internal and independent asset allocation models, fundamental and technical analysis, and ongoing portfolio supervision.

Lane Mc Callum is a financial advisor at CWA Asset Management Group with a Series 65 license and four years of industry experience. Prior to joining CWA, he worked at the University of Nebraska, the United States Air Force Academy, and Norfolk Senior High School. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base including individual and high-net-worth clients, family offices, trusts, foundations, pension plans, and institutional investors. The firm employs both active and quantitative investment strategies based on proprietary models and incorporates artificial intelligence, offering globally diversified portfolios tailored to client objectives.

Jared Mejstrik is a financial advisor at Compound Planning, Inc. in Omaha, NE, with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Austin Wealth Management, Morgan Stanley, TD Ameritrade, and Gallup. Compound Planning, Inc. serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm combines long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting, operating as a fiduciary with continuous account monitoring and documented oversight.

Matthew Seem is a financial advisor at TCFG Investment Advisors, LLC with seven years of industry experience. He holds a Series 66 credential and has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of financial advising, he is involved in several entrepreneurial ventures including farming, operating an insulation installation business, and owning an apparel company serving soccer referees. He has also worked as a professional soccer referee under the United States Soccer Federation for over a decade. TCFG Investment Advisors is an SEC-registered firm managing approximately $639 million in client assets through a team of 29 advisors. The firm serves individuals, profit-sharing plans, charities, and businesses by providing portfolio management, financial planning, consulting, and access to third-party money managers, employing a variety of analytical strategies and regularly reviewing portfolios to align with client objectives and risk tolerance.

Karen Benefiel is a financial advisor at Lexaurum Advisors with 24 years of industry experience. She holds a Series 63 designation and previously worked for Cambridge Advisors Inc. for 20 years before joining Lexaurum Advisors in 2023. Lexaurum Advisors serves individuals, families, businesses, institutional clients, and other advisory firms through a multi-advisor team, managing approximately $1.27 billion. The firm emphasizes diversified portfolios based on modern portfolio theory and combines fundamental, market-trend, and economic-cycle analysis in its investment approach.

Chad Mihm is a financial advisor with Mutual Of Omaha Investor Services, Inc. in Omaha, NE, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Mutual Of Omaha since 2009. In addition to his advisory role, he is involved in insurance sales focusing on life, health, and annuities. Mutual Of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through Envestnet’s platform and works alongside broker-dealer and insurance distribution businesses within the Mutual Of Omaha group.

Katrina Furler is a financial advisor with PFG Advisors in Omaha, NE, holding Series 63 and Series 66 credentials and 16 years of industry experience. Her career includes roles at Securities America and OSAIC, and she has also worked as a pet sitter with Rover since 2024. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and financial institutions. The firm’s investment approach combines firm-developed model portfolios and third-party managers, emphasizing macro allocation with index-based ETFs alongside fundamental, technical, and cyclical analysis.

Benjamin Stout is a financial advisor at Kingsview Wealth Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Orion Portfolio Solutions, PRUCO Securities, and Fifth Third Securities. Outside of his advisory role, he supports pottery students as a Pottery Technician at Metro Community College. Kingsview Wealth Management is an SEC-registered multi-advisor firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning and wealth management through both discretionary and non-discretionary services, combining internal portfolio strategies with third-party managers and alternative investments.

David Piatkowski is a financial advisor at Waverly Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at RE Dickinson Investment Advisors for multiple years. Waverly Advisors is a multi-team registered investment adviser with approximately 224 advisors and $29.9 billion in regulatory assets under management. The firm serves individuals, retirement plans, and pooled investment vehicles through a combination of traditional equity, fixed-income, alternative, and private-market strategies, and offers both discretionary and non-discretionary portfolio management along with financial planning and multi-family office services.

Ronny Dickinson is a CFP® with 27 years of industry experience, currently with Waverly Advisors, LLC. He has spent the majority of his career leading Dickinson Investment Advisors and concurrently operates Dickinson & Clark CPAs, PC, an accounting firm. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a broad range of investment management and financial planning services.

Paul Larkin is a financial advisor with Waverly Advisors, LLC in Council Bluffs, IA, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at RE Dickinson Investment Advisors, Mutual of Omaha Investor Services, and Union Pacific Streamline. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private markets, serving both non-high-net-worth and high-net-worth clients through discretionary and non-discretionary portfolio management.

Steven Eaton is a financial advisor with Advisory Solutions Group and holds the Series 63 and Series 65 designations. He has 14 years of industry experience and has previously worked with firms including BancWest Investment Services and First Command. Eaton also provides investment advisory services through Wealth Enhancement Advisory Services, an independent registered investment advisor. Advisory Solutions Group, operating as FocusPoint Solutions, serves retail clients and other registered investment advisory firms by offering financial planning, consulting, portfolio management, and turnkey business and back-office services. The firm employs diversified portfolios using quantitative, momentum, and fundamental analysis and supports RIA firms with model implementation and account administration.