Robert Wellman is a CFP® with 18 years of experience in the financial services industry. He is currently with CWM, LLC, where he has worked since 2016, including time with affiliated firms such as Cetera Wealth Services and Cetera Advisor Networks. His prior experience includes roles at Edward Jones, LPL Financial, and Carson Wealth Management Group. CWM, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth families, foundations, and institutional clients through a network of over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Justin Hochstein is a financial advisor at Ameritas Advisory Services, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at several firms, including EnVision Wealth Network and Nebraska Wealth Planning. In addition to his advisory work, Hochstein manages Hochstein Strategic Legal Planning, where he drafts legal documents for estate and business planning. He also served 12 years in the United States Army. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by a network of Investment Adviser Representatives and an Investment Committee.

Steven Meyer is a financial advisor at Kestra Advisory with eight years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at TD Ameritrade. His background also includes roles outside finance, such as at Sprouting Minds Childcare and Park your Pawz. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a mix of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving a range of clients including large institutional investors.

Debra Hendrickson is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and having 17 years of industry experience. She previously worked at Arbor Point Advisors and Securities America Inc for ten years. Hendrickson has been involved with Concordia Lutheran Schools of Omaha for over 15 years. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, delivering advisory services through multiple program models and utilizing both proprietary and third-party platforms.

Jon Springer is a financial advisor with CWM, LLC in Omaha, NE, holding Series 63 and Series 66 designations and 32 years of industry experience. His prior roles include positions at Carson Wealth, Purshe Kaplan Sterling Investments, Elk River Wealth Management, Mutual of Omaha Bank, LPL Financial, and U.S. Bancorp Investments. In addition to his advisory work, he holds a life, health, disability, annuities, and long-term care insurance license and acts as an insurance agent. 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 primarily on a discretionary basis using model portfolios guided by an internal Investment Committee and incorporates a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools.

Jose Lopes is a financial advisor with CWM, LLC based in Omaha, NE, holding the ChFC® designation and Series 63 license. He has 18 years of industry experience and has previously worked at firms including Securian Financial Services and SagePoint Financial. Lopes serves as treasurer and a member of the finance committee for Pawtucket Central Falls Development, a nonprofit organization. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a national network of advisors. The firm employs a discretionary management approach using model portfolios, combining fundamental and technical analysis with third-party sub-advisors and customization tools, and places significant focus on retirement plan and institutional services.

Silver Sibert is a financial advisor at CWM, LLC with a Series 66 credential and three years of industry experience. Prior to joining CWM, Sibert worked at Carson Wealth and Mutual of Omaha in various capacities. Outside of finance, Sibert owns and oversees bookkeeping for a health club business, Sibert Fitness LLC, operating under the Anytime Fitness brand. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages portfolios on a discretionary basis using model portfolios overseen by an internal Investment Committee and offers a range of financial planning and retirement services.

Joshua Yost is a financial advisor with CWM, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at several firms including OneDigital Investment Advisors and LPL Financial. Outside of advising, he is a partner in a tax services business and holds the role of insurance agent. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm manages portfolios using discretionary model strategies supported by an in-house Investment Committee and offers a range of services including retirement-plan management and sub-advisory solutions.

Michael Gruidel is a financial advisor with CWM, LLC based in Omaha, NE. He holds the CFP® designation and has nine years of industry experience, including roles at Cetera Wealth Services, TD Ameritrade, and Mutual of Omaha. Prior to his advisory career, he worked at Clancy's Pub & Grill. 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, and retirement-plan services, utilizing model portfolios managed by an in-house Investment Committee and a combination of fundamental and technical analysis.

Justin Schultes is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at CWM, LLC. His prior experience includes roles at Cetera, LPL Financial, and Cambridge Investment Research. He serves on the building committee for Xavier Catholic Schools and is a board member of Matthew 25, a nonprofit focused on community health through housing, food, and education initiatives. CWM, LLC is an SEC-registered investment adviser with over 600 advisors that serves individuals, families, foundations, corporations, and institutional clients. The firm employs discretionary account management using model portfolios, combining fundamental and technical analysis, third-party sub-advisors, and customization tools, with a strong emphasis on retirement plan services and fiduciary processes.

Joel Dighans is a financial advisor with First Command Advisory Services in Papillion, NE, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with First Command Advisory Services since 2015 and associated with related First Command entities since 2011. He is also the owner of Joel Dighans, LLC, a separate business he has operated since 2023. 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 multiple wrap-fee asset management programs managed centrally through an Investment Management Team and Wealth Portfolio Managers using a predefined selection of mutual funds, ETFs, and third-party managers.

Guillermo Bailey is a financial advisor with Empower Advisory Group in Omaha, NE, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. His prior roles include positions at GWFS Equities, Inc., Principal Life Insurance Company, and Principal Securities Inc. He serves on the finance committee of 100 Black Men of Omaha, Inc., where he reviews and discusses the organization's financials. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Grant Dorhout is a financial advisor with CWM, LLC in Omaha, NE, holding a Series 65 license and nine years of industry experience. Prior to joining CWM in 2022, he worked at AlphaStar Capital Management, LLC from 2017 to 2022 and has operated Dorhout Retirement Services since 2006. He is also an independent insurance agent, selling various insurance products and services. 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 on a discretionary basis using model portfolios overseen by an in-house Investment Committee and provides a range of services including portfolio management, financial planning, and retirement-plan solutions.

Josalyn Mosby is a CFP® and holds a Series 66 license with eight years of industry experience. She is currently with Creative Planning and previously worked at Pacific Select Distributors LLC, Pacific Life Insurance, Securities America Advisors, and First National Bank. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Jason Comes is a financial advisor at CWM, LLC with 34 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial, Carson Wealth, and Cetera Advisor Networks. Outside of advising, he is also licensed as an insurance agent selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios alongside fundamental and technical analysis, third-party sub-advisors, and customized tools, with a significant focus on retirement plans and institutional services.

Alexander Schultz is a CFP® professional with eight years of experience in the financial services industry. He is currently with Mariner and has previously worked with firms including Northwestern Mutual and Scott Royal. Schultz also holds a compliance associate role at Mariner and is an investment advisor representative at MSEC, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, with additional capabilities in tax integration and financial wellness solutions.

John Kelly is a financial advisor at Commonwealth Financial Network with 26 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Pathfinder Wealth Advisors, Great Western Investments & Insurance, Great Western Bank, Raymond James Financial Services, and Cetera Investment Services. In addition to advisory work, he owns John Kelly Financial Services, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors. The firm offers a range of managed account programs, third-party asset manager access, retirement consulting, and custody services, managing over $212 billion in client assets.

Jennifer Digilio is a Series 66 licensed financial advisor with D.A. Davidson & Co. in Omaha, NE, where she has worked since 2016. She has 22 years of industry experience. 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 operates under fiduciary standards and offers services such as ERISA retirement plan advisory, wrap fee programs, financial planning, and a private wealth program for high-net-worth clients.

Jake Mckee is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding Series 63 and Series 65 credentials and possessing 21 years of industry experience. He has been with D.A. Davidson & Co. since 2012. Outside of his advisory work, Mckee serves as Treasurer of the Eagle Run West Homeowners Association. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Tylar Tierney is a financial advisor with Commonwealth Financial Network in Papillion, NE, holding Series 65 and Series 63 credentials and four years of industry experience. Prior to his advisory roles, he served as a sergeant in the Nebraska Army National Guard. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets. The firm offers a broad platform of managed-account programs, access to third-party managers, and comprehensive back-office support.