Christopher Graw is a CFP® with 23 years of industry experience currently serving with CWM, LLC. His prior experience includes roles at Northwestern Mutual and Cetera, among others. Outside of advisory work, he serves as a board member of the Indian Creek Native Center, a nonprofit organization. CWM, LLC is an SEC-registered investment adviser that serves 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 supported by an in-house Investment Committee and combines fundamental and technical analysis with access to alternative investments and customization tools.

Russell Manners is a financial advisor at D.A. Davidson & Co. in Omaha, NE, holding Series 63 and Series 65 licenses with 45 years of industry experience. He has been with D.A. Davidson & Co. since 2016. Outside of his advisory role, he manages rental properties in Colorado. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, equity research, financial planning, and a Private Wealth program for high-net-worth clients, while adhering to fiduciary standards.

Charles Stubbendeck is a financial advisor at AE Wealth Management, LLC with a Series 65 credential and experience working since 2026. His prior work includes roles at Leverage Planning, LeverageRx Insurance Services, LeverageRx Inc., and State Farm. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individual households, corporations, trusts, and ERISA plan sponsors. The firm uses discretionary model portfolios and various investment strategies, serving a large number of clients through standardized model and platform services.

David Carroll is a financial advisor with CWM, LLC, holding Series 63 and Series 66 licenses and over 31 years of industry experience. His prior roles include positions at Carson Wealth, Purshe Kaplan Sterling Investments, Elk River Wealth Management, Mutual of Omaha Bank, and LPL Financial. He is also registered as a fixed/traditional insurance agent. 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 provides portfolio management, financial planning, sub-advisory services, and retirement-plan offerings, typically managing accounts on a discretionary basis using model portfolios governed by an internal Investment Committee.

Liam West is a financial advisor at CWM, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Sweet Financial Partners and Carson Group. Outside of finance, he works as a bartender and server at Champions Run Country Club. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of more than 600 advisors. The firm employs discretionary management using model portfolios guided by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Dustin Johnson is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Brokers International Financial Services, LPL Financial, Tagge Rutherford Financial Group, and Cetera Advisors LLC. Outside of his advisory work, he serves as Vice President of the Skoda-Thurber Foundation, participates in fundraising for Mustaches for Kids, co-owns a barbecue catering company, and sits on the Board of Directors for the Omaha Home For Boys. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, and retirement consulting using a variety of portfolio management approaches and access to multiple custodial platforms and third-party programs.

James Boese is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2023. His prior experience includes roles at TS Bank, Callahan Financial Planning Company, FBL Financial Group, and Bank of the West. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm utilizes discretionary, customized portfolios supported by an internal investment team and third-party managers, with additional capabilities in tax integration and financial wellness solutions.

Connor White is a financial advisor at CWM, LLC with a Series 65 designation and three years of industry experience. He has worked at Carson Wealth and CWM, LLC since 2022. Outside of his advisory roles, his background includes experience in education and nonprofit settings such as Wheaton College and Pine Cove Christian Camps. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a large network of partner offices and advisors. The firm manages portfolios using discretionary, model-driven approaches combined with fundamental and technical analysis, third-party sub-advisors, and customization tools, with a focus on fiduciary processes and a broad range of retirement and institutional services.

Dalton Heim is a Series 65-licensed financial advisor with Bankers Life Advisory Services, Inc. in Omaha, NE, with seven years of industry experience. He has worked at multiple firms including AE Wealth Management and Great Western Bank. Outside his advisory role, he has been involved as an agent with Bankers Life Casualty. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients' goals and risk tolerances.

Ashley Peterson is a financial advisor at Principal Financial Services with eight years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab, TD Ameritrade, and Mutual of Omaha. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third‑party money manager asset allocation and separately managed account solutions.

Thelma Pickering is a financial advisor at Mariner with nine years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Mariner Wealth since 2021, following prior roles at Securities America, Inc. and Moylan Kropp. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations through investment management, financial planning, retirement consulting, and access to specialized investment vehicles. The firm combines in-house research with third-party managers to implement discretionary, customized portfolios and offers integrated tax, accounting, and family office services alongside employer financial wellness solutions.

Kathryn Jensen is a financial advisor with First Command Advisory Services in Papillion, NE. She holds Series 63 and Series 65 credentials and has recently started her career in the financial industry. Prior to joining First Command, she served in the U.S. Army from 2015 to 2025. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a long-standing focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team and Wealth Portfolio Managers who select model portfolios and third-party managers from approved lists.

Ryan Iwansky is a Series 66-credentialed financial advisor at D.A. Davidson & Co. with nine years of industry experience. He has worked at D.A. Davidson since 2017 and previously spent five years at Forsythe Technology. Outside of his advisory role, he is involved in managing a vacation rental property. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm offers a range of advisory solutions under fiduciary standards and distinguishes itself by serving as a municipal advisor and operating affiliated custodial entities.

Evan Eberly is a financial advisor at Hightower Advisors with nine years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at RBC Capital Markets, CWM, LLC dba Carson Group Partners, and AXA Advisors. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual investors, institutions, and charitable organizations. The firm employs a multi-manager approach utilizing both affiliated and third-party managers, offering a range of portfolio management and financial planning services tailored to varied client needs.

Andrew Meyers is a financial advisor at Empower Advisory Group with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at GWFS Equities, Inc. since 2018, following a 16-year tenure at TIAA-CREF. Outside of his advisory role, he is a resident agent for a medical equipment marketing and distribution business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates through point-in-time financial plans and optional managed account solutions.

Robert Ashby III is a financial professional with 15 years of industry experience, currently affiliated with CWM, LLC in Omaha, NE. He holds Series 63, Series 65, and Series 66 credentials and has worked at firms including Cetera Wealth Services, BMO Harris Bank, LPL Financial, BancWest Investment Services, and COR Clearing. 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 offers portfolio management, financial planning, and retirement-plan services, employing discretionary account management with model portfolios overseen by an Investment Committee and utilizing various analysis and customization tools.

Tami Heinrichs is a financial advisor at CWM, LLC with seven years of industry experience and holds a Series 65 designation. Her prior work includes roles at OneDigital Investment Advisors, Oakeson Steiner Wealth & Retirement, OSL, Inc., Lutz, and McDermott & Miller PC. Outside of advising, she is involved as the treasurer and owner of a farming operation and owns a tax preparation business. 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 accounts primarily on a discretionary basis using model portfolios and offers services including portfolio management, financial planning, sub-advisory, and retirement-plan solutions.

Daniel Leal Restrepo is a CFP® with seven years of industry experience, currently serving as a financial advisor at CWM, LLC since 2021. Prior to joining CWM, he worked at Bank of America and Merrill from 2019 to 2021. Outside of finance, he coaches gymnastics at the Nebraska School of Gymnastics and serves as an advisory board member for El Centro de las Americas, a charitable organization. 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 offers portfolio management, financial planning, sub-advisory, and retirement-plan services, utilizing a discretionary, model-portfolio approach governed by an in-house Investment Committee.

Eric Allen is a financial advisor with Kestra Advisory in Papillion, NE, holding a Series 66 designation and 15 years of industry experience. His prior work includes ten years with Securities America Advisors and 17 years with Securities America Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and supports multiple management platforms and third-party solutions.

Matt Whipkey is a financial advisor at CWM, LLC with six years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Cetera Wealth Services, TD Ameritrade, and Jeff Moore State Farm Insurance. Outside of finance, he is also involved in music, providing live performances and lessons through his own business. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers a range of services including portfolio management and retirement-plan solutions, typically managing accounts on a discretionary basis using model portfolios overseen by an in-house Investment Committee.