Ryan Swartz is a CFP® with over 21 years of industry experience, currently serving as a financial advisor at Creative Planning since 2011. He holds Series 63 and Series 66 licenses. Outside of his advisory role, Ryan is a managing member of Good Life Ventures, LLC and CKS Farms, LLC, and is a minority owner of a bar and grill restaurant in Omaha, NE. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other portfolio management techniques.

Russell Nieland is a CFP® professional with 29 years of industry experience, currently affiliated with CWM, LLC. His career includes roles at Carson Wealth, Galt Wealth Partners, and Cetera. Outside of his advisory work, he serves as president of TN Weber Nieland LLC and RG Nieland Enterprises, Inc., and holds leadership roles in several community organizations, including serving as president of a homeowners association and as a board member of another. CWM, LLC is an SEC-registered investment adviser supporting a diverse client base that includes individuals, families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios governed by an in-house investment committee and integrates a variety of analytical approaches, sub-advisors, and customization tools.

David Guenthner is a financial advisor with CWM, LLC in Omaha, NE, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Carson Wealth, True North Financial, D.A. Davidson & Co., and UBS Financial Services. Outside of his advisory work, he serves on the board of the Fellowship of Christian Athletes and is a keynote speaker focusing on military experience and team performance. He also holds a strategic planning role with the MT Air National Guard. 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 manages accounts primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customized tools.

Douglas Peterson Jr. is a financial advisor with CWM, LLC in Omaha, NE, holding a Series 66 designation and eight years of industry experience. His previous roles include positions at Carson Wealth, Keystone Financial Services, Private Client Services, and Cetera Advisor Networks. Outside of his advisory work, he is involved as a board member of Keep Nebraska Beautiful and Breakthrough Type1, hosts the Business Ethics Alliance podcast, and owns PopLily LLC, a holistic wellness coaching program and yoga studio. 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 and combines fundamental and technical analysis with third-party sub-advisors and customization tools. It also offers a range of retirement plan services and emphasizes fiduciary processes, operational transparency, and a variety of platform partnerships.

Jay Patneaude is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab entities since 2008, including 17 years at Charles Schwab Bank, SSB. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not exercise discretionary trading authority.

Nicholas Engel is a financial advisor with First Citizens Investor Services, Inc. in Omaha, NE, holding the Series 63 and Series 65 designations and bringing 20 years of industry experience. His prior roles include positions at LPL Financial, BMO Bank NA, BancWest Investment Services, Inc., and WealthPlan Partners. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities by offering advisory and brokerage services through investment advisor representatives and third-party portfolio managers. The firm employs a client-centric process involving assessments of financial needs and risk tolerance, utilizing fundamental, quantitative, and technical analysis to allocate assets across various investment vehicles.

Justin Kaufman is a financial advisor at Hightower Advisors in Omaha, NE, with 14 years of industry experience. He holds a Series 66 designation and previously worked at Securities America Inc for 13 years before joining Hightower in 2020. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm utilizes a manager selection approach with both affiliated and third-party managers and offers access to a variety of investment vehicles, including mutual funds, ETFs, and alternative investments.

Mark Scholz is a CFP® professional with 18 years of experience, currently serving as a financial advisor at Ameritas Advisory Services, LLC since 2021. He has worked with Envision Wealth Network and Midwest Resource Group since 2008. Scholz is also licensed as an independent insurance agent and involved in the sales and marketing of various insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, retirement plans, charitable organizations, and corporations. The firm offers multiple managed account programs and fee-based management of variable annuity and life subaccounts, supporting advisory relationships through both discretionary and non-discretionary models.

Tonya Mathison is a financial advisor at Principal Financial Services with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Principal Financial Services since 2016, having also worked at Principal Life Insurance Company since 2012. She serves as an election committee member for the Beaver Lake Association homeowners board in Plattsmouth, NE. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Frank Goldberg is a financial advisor at Cetera Planning Partners with 13 years of industry experience. He holds a Series 65 designation and has worked previously with HK Financial Services, Inc. and Honkamp Krueger Financial Services. In addition to his advisory role, he operates a sole proprietorship as a CPA, providing tax preparation, consulting, and bookkeeping services. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers comprehensive financial planning and investment management, integrating additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers.

Garrett Raabe is a financial advisor with Bankers Life Advisory Services, Inc. in Omaha, Nebraska. He holds the Series 66 designation and has been with Bankers Life since 2022, including roles in advisory and insurance services. Prior to joining Bankers Life, he worked at Securian Financial Services, Renaissance Financial Corp, Minnesota Life Insurance, and Premier Bank. Outside of advisory work, he is also an insurance agent focusing on insurance and Medicare needs. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide portfolio decisions.

Jamie Slaughter is a CFP® and holds a Series 65 license with 12 years of industry experience. He is currently affiliated with The Colony Group, LLC and has previous experience at Buckingham Strategic Wealth, Ellerbrock-Norris Wealth Strategies, and Strasbaugh Financial Advisory. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, third-party managers, and private funds.

Blake Anderson is a CFA® charterholder with one year of industry experience. He is currently an advisor at CWM, LLC and has previously worked with Carson Group and Carson Group Investing. Before entering the financial advisory field, he was employed at Creighton University for four years. 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 and combines fundamental and technical analysis, third-party sub-advisors, and customization tools, with a focus on retirement-plan and institutional services.

Nicole George is a financial advisor at CWM, LLC with a Series 65 designation and three years of industry experience. She has previously worked at Oakeson Steiner Wealth & Retirement, OneDigital Investment Advisors, Great Western Bank, and Central Community College. 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 model portfolios overseen by an in-house Investment Committee and combining various analytical and customization tools.

Brian Finn is a financial advisor at D.A. Davidson & Co. with 25 years of industry experience. He holds a Series 66 credential and has worked at D.A. Davidson & Co. since 2016. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, equity research, and a private wealth program for clients with more than $20 million in net worth.

Jason Smith is a CFP® with 30 years of experience in the financial advisory industry. He is currently with Creative Planning, LLC, where he has worked since 2021. Prior to that, he held positions at Lockton Investment Advisors and Lockton Financial Advisors, as well as Cetera Advisors LLC and Tagge Rutherford Financial Group. Creative Planning provides investment advisory and financial planning services to a diverse range of clients, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by direct indexing and tax-loss harvesting.

Bryan Schneider is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with D.A. Davidson since 2016. Outside his advisory role, he serves as chairman of the investment committee and board member for the Omaha Archdiocesan Deposit and Loan Fund Inc., where he helps establish policy and financial objectives. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, modular and comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Jeffrey Brown Jr. is a financial advisor with CWM, LLC and holds a Series 66 designation. He has five years of industry experience, including prior roles at Thrivent Financial and Novozymes. Outside of advising, he works part-time as a packer for Amazon. 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 manages portfolios primarily on a discretionary basis using model portfolios guided by an in-house Investment Committee and offers a range of services including financial planning, sub-advisory, and retirement plan solutions.

Kammie Grytdahl is a financial advisor at Principal Financial Services with 23 years of industry experience. She holds a Series 66 designation and has worked with Principal Securities Inc. and Principal Life Insurance Co. for over a decade. In addition to her advisory role, she serves as a bank officer for Principal Bank and Principal Trust Company, supporting retirement plan account management across multiple Principal entities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Thomas Kerins is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Osaic in 2024, he spent a decade with Arbor Point Advisors and Securities America Inc. He is also president of Kerins Hendrickson Wealth Management, where he manages client portfolios. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment and financial planning services through various program models, with custody and execution primarily via Schwab and Fidelity, and provides access to alternative investments and affiliated wealth management and lending capabilities.