Michael Cain is a financial advisor with VOYA Financial Advisors, Inc. in Omaha, NE, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, Cain is an independent insurance agent specializing in the sales of fixed insurance products. VOYA Financial Advisors serves a diverse client base including individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a range of services including financial planning, portfolio management, and plan-sponsor consulting, often providing non-discretionary advice across multiple program structures.

William Royal is a CFP® with 11 years of experience in the financial industry. He currently works at CWM, LLC and has previously been associated with firms including Cetera Wealth Services, BMY Wealth Management, LPL Financial, Merrill, Bank of America, and Edward Jones. Royal serves as a board member of the Stephenville Optimist Club, treasurer for the Erath County Texas A&M Club, and a board member of the Stephenville Education Foundation. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through over 600 advisors. The firm manages discretionary portfolios using model portfolios combined with fundamental and technical analysis, third-party sub-advisors, and customization tools, emphasizing fiduciary processes and regular client reporting.

Justin Haschke is a financial advisor at CWM, LLC with 12 years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes roles at Cetera, Cetera Wealth Services, and LPL Financial. Outside of advising, Haschke serves on multiple nonprofit and economic development boards, including the Stephenville Economic Development Foundation and the Tarleton State University Foundation, and he is a city councilman in Stephenville. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, and institutions through over 600 advisors. The firm manages discretionary accounts using model portfolios governed by an internal Investment Committee and offers a range of services including financial planning, retirement plan consulting, and access to alternative investments.

Preston Speece is an investment professional with 31 years of industry experience, currently affiliated with Ameritas Advisory Services, LLC. He holds Series 63 and Series 65 licenses and has held various roles at Ameritas and related firms since 2004, including positions at Securian Financial Services and Principal Financial Services. He is also involved with Envision Wealth Network. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity subaccounts, supporting both discretionary and non-discretionary advisory relationships through a network of Investment Adviser Representatives.

Omar Nurse is a financial advisor with First Command Advisory Services and holds a Series 66 designation. He has five years of experience in the financial services industry and previously served 24 years in the United States Air Force. He is also the owner of Squared Away Financial LLC. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporations, and charitable clients, with a particular emphasis on active-duty service members and their families. The firm offers financial planning and a range of wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Ryan Lewis is a financial advisor with CWM, LLC in Omaha, NE, holding a Series 65 designation and one year of industry experience. His prior experience includes roles at Carson Wealth and the Carson Group. Outside of his advisory work, he is also licensed as an insurance agent specializing in life, health, disability, annuities, and long-term care products. 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 offers portfolio management, financial planning, and a range of retirement-plan services, managing accounts typically on a discretionary basis using model portfolios supported by fundamental and technical analysis, third-party sub-advisors, and customization tools.

Sherman Tegtmeier is a financial advisor with J. W. Cole Advisors, Inc. He holds a Series 66 designation and has 18 years of industry experience. He has worked at Jonathan Roberts Advisory Group, Inc. since 2011. Outside of finance, he is involved in horse breeding as president of Sherman Tegtmeier Performance Horses. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm provides portfolio management, financial planning, access to third-party managers, and various managed account solutions.

Jeff Bornhoft is an investment advisory representative with CWM, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Cetera Wealth Services, LLC since 2017 and CWM, LLC since 2016. 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 portfolio management, financial planning, and a range of retirement-plan services, managing accounts primarily on a discretionary basis with a model portfolio approach overseen by an in-house Investment Committee.

Marvin Giannangelo is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding Series 63 and Series 65 designations and bringing 50 years of industry experience. He has been with D.A. Davidson since 2016. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers comprehensive financial planning and fiduciary advisory services, with a focus on both qualitative and quantitative investment analysis, and maintains capabilities in municipal advisory and underwriting.

Christopher Brostrom is a CFP® with 14 years of industry experience, currently serving as an advisor at CWM, LLC. His prior roles include positions at Carson Group, LPL Financial, RINK & ROLF, Dennis Duckworth, and Waddell & Reed. He is also president of the Lincoln East Rotary Club, where he leads weekly and monthly meetings. CWM, LLC is an SEC-registered adviser with over 600 advisors serving individuals, families, foundations, endowments, corporations, and institutions. The firm manages accounts using discretionary model portfolios overseen by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Jeffrey Wallace is a financial advisor at Integrity Alliance, LLC with 35 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Brokers International Financial Services, Cambridge Investment Research Advisors, and The Olson Group. Wallace also operates Wallace Insurance Sales, where he sells fixed annuities and various insurance products. Integrity Alliance is a large advisory and brokerage enterprise serving individual investors, corporations, and qualified retirement plans. The firm offers a range of portfolio management and financial planning services through multiple platforms and supports both discretionary and non-discretionary investment approaches.

Timothy Briggs is a financial advisor at VALIC Financial Advisors with 25 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at VALIC Financial Advisors since 2002. In addition to his advisory role, he is an agent with Agia, offering non-securities insurance products. VALIC Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm provides discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Noah Kingston is a financial advisor at CWM, LLC with a Series 66 credential and two years of industry experience. His prior work includes roles at Cetera Wealth Services and NP Dodge Management Company. He also serves as an analyst in compliance for CWM’s Carson Group Holdings, conducting audits to ensure adherence to firm policies. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutions through a network of over 600 advisors, offering portfolio management and a range of retirement-plan services guided by an in-house Investment Committee.

Rodney Hazelton Jr. is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Charles Schwab, Charles Schwab Bank, TD Ameritrade Investment Management, and Scottrade. He is based in Omaha, NE. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates within the Schwab ecosystem and does not directly charge clients fees, distinguishing its advisory approach from many enterprise wealth managers.

Patrick Smith is a financial advisor with Schwab Wealth Advisory, holding Series 65 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at Charles Schwab, TradeStation Group, and TD Ameritrade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not exercise discretionary trading authority.

Jason Lenagh is a financial advisor with TLG Advisors, Inc. based in Omaha, NE, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at Tiburón Financial LLC and TD Ameritrade, Inc. He is involved in several activities outside traditional advising, including debt counseling, assisting with a Christian-based medical expense-sharing program, and managing a scholarship fund. TLG Advisors, Inc. serves a diverse client base ranging from individuals to institutional investors, offering investment supervisory services, portfolio management, and comprehensive financial planning. The firm employs a manager selection process grounded in fundamental analysis and Modern Portfolio Theory, and provides a digital investment program called Starlight Portfolios that tailors allocations based on client risk profiles.

Jackson Wohlenhaus is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding a Series 66 designation and two years of industry experience. Prior to joining D.A. Davidson, he worked at Apple Inc. and has held roles in education and political campaigns. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients, combining fiduciary standards with both qualitative and quantitative investment analysis.

Scott Pfeil is a ChFC® credentialed financial advisor with Eagle Strategies (NY Life) in Omaha, NE, bringing 29 years of industry experience. He has been with Eagle Strategies since 2011 and has held roles with New York Life Insurance Company and Nylife Securities Inc. since 2004. Outside of his advisory work, Pfeil serves as an elder and volunteer on the safety team at Grace Hill Church and owns a custom woodworking and milling business. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types and emphasizes tailoring recommendations to client goals and plan sponsor criteria, with most assets managed on a non-discretionary basis.

Michael Booth is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His career includes roles at Envision Wealth Network, Ameritas Wealth Advisors, Ameritas Life Insurance, and Securian Financial Services, among others. Booth has also operated Booth & Associates Long Term Care Advisors for over two decades. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a wide client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs, fee-based management of variable annuity and universal life subaccounts, and integrates multiple custodial platforms supported by an Investment Committee and third-party partners.

Myles Shonsey is a financial advisor at Integrity Alliance, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at Brokers International Financial Services, LPL Financial, Truck Center Companies, and Midland University. Shonsey serves as a board member for the Omaha Country Club Caddie Alumni Association, where he helps plan meetings and events. Integrity Alliance serves individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers a range of investment management and consulting services, utilizing both advisor-managed and model-based portfolios across multiple platforms.