Thomas Latchford is a financial advisor with CWM, LLC in Omaha, NE, holding a Series 66 designation and eight years of industry experience. He has previously worked at Securities America, Inc. and OSAIC. Outside of his advisory role, he serves as a poll worker for the Douglas County Election Commission. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a large network of advisors. The firm typically manages discretionary accounts using model portfolios and a combination of fundamental and technical analysis, sub-advisors, and customization tools, with a focus on retirement plan and institutional services.

Sherry Tomasello is a financial advisor with CWM, LLC and holds a Series 66 designation. She has 16 years of industry experience and has previously worked with firms including Elk River Wealth Management, Purshe Kaplan Sterling Investments, LPL Financial, Mutual of Omaha Bank, and U.S. Bancorp Investments. She is also an Operations Associate assisting new representatives at CWM, LLC dba Carson Partners and Carson Group Holdings. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages portfolios on a discretionary basis using model portfolios overseen by an in-house Investment Committee and offers a range of retirement plan services and customized investment solutions.

William Webb is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been affiliated with Fortress Wealth Advisors since 2014 and joined Osaic Advisory Services in 2024. Webb also serves as a notary public, providing this service to his clients at no charge. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, delivering advisory programs through multiple platforms and maintaining custody arrangements primarily with Schwab and Fidelity.

Brady Sutfin is a financial advisor at D.A. Davidson & Co. in Omaha, NE, holding a Series 66 designation with three years of industry experience. His work history includes multiple roles at D.A. Davidson, as well as positions at SilverStone Group, Lutz, and KPMG. D.A. Davidson & Co. provides investment advisory and brokerage services to diverse clients, including retirement plans, individual and high-net-worth investors, and charitable and corporate clients. The firm adheres to fiduciary standards under the Advisers Act and ERISA, offering services such as retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with substantial net worth.

Jennifer Carey is a financial advisor at D.A. Davidson & Co. in Omaha, NE, with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with D.A. Davidson since 2016. Outside of her advisory role, she serves as a notary public for the state of Nebraska. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, comprehensive financial planning, and a private wealth program for clients with net worth over $20 million.

Steven Synowicki is a financial advisor with CWM, LLC based in Omaha, NE, holding a Series 66 designation and 22 years of industry experience. He has held roles at Cetera Wealth Services, LLC and LPL Financial, LLC, and serves as Director of Training at Carson Wealth Management, providing resources to enhance operational efficiencies. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm manages discretionary portfolios using a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools, with a strong focus on retirement plan fiduciary processes and regular client reporting.

Stephanie Knapp is a financial advisor with CWM, LLC based in Omaha, NE, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Her career includes roles at Cetera Wealth Services, Securities America Advisors, and TD Ameritrade. She also serves as Director of Client Services at CWM, overseeing relationship managers and associates supporting Carson Advisors. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and over 600 advisors. The firm provides portfolio management, financial planning, and retirement-plan services, utilizing discretionary management with model portfolios governed by an in-house Investment Committee and incorporating multiple investment strategies and customization tools.

John Schutzius is a CFP® practitioner based in Papillion, NE, with three years of industry experience. He is currently affiliated with Commonwealth Financial Network and CalmWater Financial Group. His prior work includes roles at Foster Group, Inc., Innovest Portfolio Solutions, and the Augustine Institute. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $200 billion in client assets. The firm offers a broad range of adviser-support services, including managed-account programs, access to third-party asset managers, and custodial services.

Paul Eiting is a financial advisor with TIAA-CREF in Omaha, NE, holding a Series 66 designation and bringing 17 years of industry experience. He has been with TIAA-CREF since 2015. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers a range of advisory services including model-based and customized portfolios and serves as adviser to the TIAA Donor Advised Fund.

Matt Butler is a financial advisor at Mariner based in Omaha, NE. He holds a Series 65 designation and has experience working with several firms including Orion Advisor Technology and LifeLong Financial Solutions. Prior to his advisory roles, he worked at Colonial Life and the Nebraska Department of Education. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolio strategies supported by an internal investment committee and offers integrated tax, accounting, and financial wellness solutions.

Andrew Vonderfecht is a financial advisor with CWM, LLC holding a Series 65 designation. He has been in the industry since 2026 and has worked at both CWM, LLC and Oakeson Steiner. His prior experience includes roles outside of finance at Main West Equipment and Touch Above Lawns, as well as involvement with Bro Sno LLC. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through partner offices and a large advisor network. The firm offers portfolio management, financial planning, and retirement services using model portfolios and combines fundamental and technical analysis with various customization tools.

Tami Mendell is a financial advisor with Principal Financial Services in Omaha, NE, holding a Series 63 designation and having 30 years of industry experience. Her career includes roles at Principal Securities, Bridge Financial, Cetera Advisors, Questar Asset Management, and Spectrum Capital. Outside of finance, she works in the kitchen staff for a pasta sauce company and serves as Secretary for the Connect Omaha Networking Group. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money managers through various advisory and promoter arrangements.

Erin Lammert is a financial advisor with First Command Advisory Services in Papillion, NE, holding a Series 66 designation and nine years of industry experience. Prior to her advisory roles, she served seven years in the United States Army. She is also treasurer and co-owner of Live Free Financial Planning LLC, a non-investment-related business. 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 wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers, emphasizing in-person financial coaching and employee ownership.

Jessica Golson is an investment advisory representative with CWM, LLC, holding a Series 66 designation and 17 years of industry experience. She has worked at CWM, LLC and Cetera Wealth Services, LLC since 2017 and previously at CLS Investments, LLC and Northern Lights Distributors, LLC from 2011 to 2017. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of more than 600 advisors. The firm provides portfolio management, financial planning, and retirement plan services, typically managing accounts on a discretionary basis using model portfolios and combining internal research with third-party sub-advisors and alternative investment access.

Allison Malcolm is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. Her prior roles include positions at Northwestern Mutual Investment Services LLC, Mercer Global Advisors, and Td Ameritrade. She has also been involved with the Nebraska Council on Economic Education for five years. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab's asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations while leaving final trading decisions to clients, operating within the broader Schwab ecosystem.

Kara Roloson is a financial advisor with CWM, LLC based in Omaha, NE, holding a Series 65 designation and one year of industry experience. Prior to joining CWM, she worked at Dupaco Community Credit Union and has held roles in education and the automotive industry. She serves on the boards of two young professional organizations focused on networking and supporting local schools in the Cedar Rapids area. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm manages portfolios on a discretionary basis using in-house and third-party strategies, offering a variety of retirement-plan services and emphasizing fiduciary oversight and comprehensive client reporting.

Kyle Reznicek is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked at AE Wealth Management and AE Financial Services since 2022 and previously spent 11 years at Securities America Advisors and Securities America Inc. He serves as a Supervisory Controls Specialist within his firm. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach with model portfolio solutions, discretionary management, financial planning, and plan services, supporting advisors with an internal Investment Consulting Group and programs licensing models to other RIAs.

Jack Crumley is a financial advisor with Integrity Alliance, LLC in Omaha, NE, holding Series 63 and Series 65 designations and five years of industry experience. Prior to joining Integrity Alliance, he has worked at Brokers International Financial Services, LPL Financial LLC, and Mutual of Omaha. Outside of his advisory role, he is involved with TR Financial as a financial consultant. Integrity Alliance serves a broad client base, including individual investors, corporations, and qualified retirement plans, offering a range of investment advisory and brokerage services through a large network of over 300 advisors managing approximately $5.4 billion in assets. The firm provides multiple portfolio management options and supports both discretionary and non-discretionary investment strategies.

Gregory Duracinski is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and nine years of industry experience. He has previously worked at TD Ameritrade and Charles Schwab Bank, among other firms. Outside of his advisory role, he serves as a board member for the Giles Ridge SID, a neighborhood organization in Omaha, Nebraska. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual financial reviews and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees.

Sarah James is a CFP® and holds a Series 65 license with four years of industry experience. She currently works at CWM, LLC and has held prior roles at OneDigital Investment Advisors, Oakeson Steiner Wealth & Retirement, Lutz & Company, and McDermott & Miller, PC. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages discretionary accounts using model portfolios developed by an internal Investment Committee and offers services including portfolio management, financial planning, sub-advisory, and retirement-plan solutions with a focus on fiduciary processes and operational transparency.