Sarah Werner is a financial advisor with Ausdal Financial Partners, Inc. in Elkhorn, Nebraska, holding Series 63 and Series 65 licenses and having four years of industry experience. Her prior roles include positions at Mint Hill Wealth Management, ChangePath, LLC, L & L Advisors, Kansas State University, and Mitchell Technical Institute. She also manages insurance services through Mint Hill Insurance Services, dedicating approximately 10 hours per month to servicing client insurance policies. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of about 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing both discretionary and non-discretionary investment strategies across various asset classes.

Brian Dudley is a financial advisor with Secure Asset Management, L.L.C., holding a Series 66 designation and bringing 22 years of industry experience. He previously worked at TD Waterhouse Investor Services, Inc. from 1999 to 2021 and has been with several affiliated firms since 2021. Outside of his advisory work, he is involved as a member and owner in real estate rental property ventures. Secure Asset Management, L.L.C. provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting for retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis and focuses on individual and plan-level consulting rather than traditional corporate accounts.

Konstantin Etus is a CFA® charterholder and holds a Series 65 license with 15 years of industry experience. He has been with Dynamic since 2021, previously working at Orion Portfolio Solutions, LLC for one year and CLS Investments, LLC for nine years. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and unaffiliated registered investment advisers. The firm employs a client-specific portfolio construction process that incorporates various securities and strategies, and it places significant emphasis on supporting other advisers through technology, operational support, and sub-advisory services.

John Dippel is a financial advisor with Allworth Financial, L.P., holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., TD Ameritrade Inc., and AW Securities. Allworth Financial serves a broad client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations, offering comprehensive financial and wealth planning alongside discretionary and non-discretionary portfolio management. The firm employs both quantitative and qualitative analysis through an Investment Committee to create customized investment allocations and provides education through newsletters, podcasts, and seminars.

Brent Stricklett is a CFA® charterholder with 19 years of experience in the financial services industry. He is currently with Transamerica Financial Advisors and has previously worked at firms including Securities America, MUTUAL OF OMAHA Investor Services, and Ladenburg Thalmann & Co. Inc. Outside of advisory roles, he was involved with Catch-A-Lobster LLC from 2011 to 2016. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm utilizes a range of model portfolios and third-party managers, delivering services through multiple program platforms and a large advisor network.

James Wapelhorst is a financial advisor with Commonwealth Financial Network based in Elkhorn, NE, holding Series 63 and Series 66 registrations and 18 years of industry experience. His career includes roles at Northwestern Mutual from 2008 to 2018, followed by his current position at CalmWater Financial Group since 2018. Outside of advisory work, he owns J Fly, LLC, a private entity established for owning and maintaining an airplane. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients, managing roughly $212.7 billion in assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

David Ping is a financial advisor with TLG Advisors, Inc. based in Elkhorn, Nebraska, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at Northwestern Mutual, Equitable Advisors, and AXA Advisors. He is also owner and president of Insurance Partner Solutions, a brokerage general agency specializing in life insurance and annuities. TLG Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plans, offering portfolio management, financial planning, and fiduciary services. The firm’s investment approach emphasizes manager selection, fundamental analysis, and Modern Portfolio Theory to build diversified portfolios, supported by both independent advisors and sub-advisors.

Jeffrey Jordano is a CFP® with nine years of industry experience, currently serving at Empower Advisory Group since 2025. His prior experience includes roles at PNC Investments, Principal Life Insurance Company, Personal Capital Advisors, Raymond James, Fisher Investments, and Goldman Sachs Ayco. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Johnathon Smith is a financial advisor at TLG Advisors, Inc. with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Clearing and Ameriprise Financial Services. Outside of advising, he is involved in a family business, assisting with e-commerce tasks for John and Gabbs Games, LLC. TLG Advisors serves a diverse client base, including individuals, high-net-worth clients, trusts, and institutional investors. The firm focuses on manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, offering portfolio management and financial planning services through a network of independent representatives and sub-advisors.

Alex Meduna is a financial advisor with Focus Partners Wealth, LLC, holding a Series 65 credential and eight years of industry experience. Prior to joining Focus Partners Wealth in 2026, he worked at Fisher Investments from 2018 to 2026 and at Northwestern Mutual from 2014 to 2018. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and investment management services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Matthew Schernikau is a financial advisor with Eagle Strategies (NY Life) in Elkhorn, NE, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Eagle Strategies since 2013 and has worked with New York Life and NYLIFE Securities since 2012. Outside of his advisory role, Schernikau serves as a board member of the Omaha Executive Association, a local networking organization. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice delivered primarily on a non-discretionary basis and works closely with insurance and annuity products within an integrated New York Life affiliate structure.

Michael Hall is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior work includes over a decade at Woodbury Financial Services, Inc., and roles with AdvisorNet Wealth Partners and Cetera Wealth Services. Hall serves as vice president of the Lincoln Estate Planning Council board and is involved with neighborhood governance as a board member of Prairie Hollow HOA. Cetera Investment Advisers LLC is a nationwide advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Brandon Lombardo is a financial advisor with Charles Schwab & Co., Inc. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. His prior work includes roles at First Command Financial Services and TD Ameritrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by research and centralized operational resources.

Marshall Doughty is a financial advisor with Ameriprise in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. In addition to his role at Ameriprise, he manages his own advisory business through Cirksena, Knight, Jacobson, Sieps and Kresse LLC. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to create tailored Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Craig Heuton is a CFP® professional with 11 years of industry experience, all with Edward Jones since 2015. He is based in Blair, NE. Outside of his advisory role, Heuton officiates basketball games for local high schools and colleges and coordinates a yearly youth basketball 3-on-3 tournament in his community. Edward Jones is a full-service wealth management firm that serves a broad client base including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services under a fiduciary standard, supported by a nationwide network of over 23,700 financial advisors.

Susan Powers is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. She previously worked at Edward Jones for 12 years before joining Cetera and also owns and manages Powerhouse Wealth Management LLC. Additionally, she is licensed to sell fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, and manages over $256 billion in assets across more than 10,000 advisors.

Rick Young is a CFP® with 30 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2005. He is based in Omaha, NE, and has been involved with Cambridge Investment Research, Inc. since 2004. Outside of his advisory role, Young serves as a board member of Habitat for Humanity Omaha. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a variety of investment platforms and strategies tailored to client objectives.

Jay Gustafson is a financial advisor at Ameriprise in Omaha, NE, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Edward Jones and Pinnacle Bank. He is also employed by Cirksena, Knight, Jacobsen, Sieps, Kresse LLP, where he manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing proprietary research and tools to provide recommendations on asset allocation, withdrawal strategies, and Social Security options.

Jacob Staub is a financial advisor with LPL Financial based in Elkhorn, Nebraska, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Bank of The West, BancWest Investment Services, Artmonik LLC, TD Ameritrade, and First National Bank of Omaha. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors and managing more than $819 billion in discretionary assets.

Audrey Borer is a Series 66 licensed financial advisor with Edward Jones in Omaha, NE, and has seven years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.