Mark Mueller is a financial advisor at D.A. Davidson & Co. in Omaha, NE, holding Series 63 and Series 65 licenses with 23 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 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, and comprehensive financial planning, operating under fiduciary standards and utilizing both qualitative and quantitative analysis in its investment approach.

Scott Wood is a financial advisor with CWM, LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with CWM since 2022 and has a long tenure at Mutual Of Omaha Investor Services, Inc. and Mutual Of Omaha Fund Management Company dating back to 1989. Outside of financial services, he is the founder and coach of Vision Quest Consulting, a business consulting firm focused on strategic growth and team planning for non-financial businesses. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through over 600 advisors. The firm offers portfolio management, financial planning, retirement-plan services, and sub-advisory solutions, employing a combination of fundamental and technical analysis alongside third-party sub-advisors and customization tools.

Jessica Odorisio is a financial advisor at Creative Planning with 10 years of industry experience. She holds the Series 66 designation and previously worked at Lockton Investment Advisors, Silverstone Asset Management, and M Holdings Securities. Outside of her advisory role, she serves as Chair of the Skyhawk Fund and Vice President of the Stoneybrook South Homeowners Association in Omaha, NE. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and integrated investment infrastructure.

Jacob Albers is a CFP® professional at Schwab Wealth Advisory with three years of industry experience. He has been with Schwab Wealth Advisory, Inc. since 2026 and also has experience at Charles Schwab & Co., Inc. prior to joining the advisory team. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools. The firm focuses on annual reviews and investment recommendations while leaving final trading decisions to clients.

Matthew Johnson is a financial advisor at D.A. Davidson & Co. in Omaha, NE, holding a Series 66 credential with 14 years of industry experience. He has been with D.A. Davidson & Co. since 2016. Outside of his advisory role, Johnson serves as President of the Omaha NW Rotary Foundation and the Sons of Norway Elveby Lodge, and he is a director of the Nebraska Masonic Endowment Fund. 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, comprehensive financial planning, and specialized wealth management services, operating under fiduciary standards and using both qualitative and quantitative tools to recommend and monitor investments.

Kyle Fults is an advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been affiliated with Bankers Life entities since 2005 and operates as a 1099 agent responsible for insurance sales, including Medicare Supplement, annuities, life, health, and long-term care products. Fults also maintains an LLC for business purposes. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm integrates fundamental, technical, and cyclical analysis to create customized portfolios and offers both wrap and non-wrap programs, utilizing Pershing as the clearing custodian and Bankers Life Securities, Inc. as the introducing broker-dealer.

Javid Dabestani is a CFP® and holds a Series 66 license with 10 years of industry experience. He has been with Creative Planning since 2016. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, foundations, 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 while offering a range of institutional and retirement plan services.

Marshall Kerby is a financial advisor at D.A. Davidson & Co. with seven years of industry experience. He holds the Series 66 designation and has worked at D.A. Davidson & Co. since 2019, following three years at NNE. 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 various services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under the Advisers Act fiduciary standard and ERISA fiduciary duties for retirement accounts.

Jacob Moran is a financial advisor at CWM, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Orion Portfolio Solutions and Ameriprise. His background also includes roles outside finance, such as construction and university positions. 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 a discretionary approach with model portfolios overseen by an in-house Investment Committee.

Matthew Hooker is a financial advisor with Commonwealth Financial Network, holding the CFP® designation and securities licenses Series 63 and 65. He has 15 years of industry experience, including roles at Edward Jones and TD Ameritrade. Hooker is also the owner of Avant-Garde Wealth Partners, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support. The firm offers discretionary model portfolios and various program structures while supporting advisors with operations, trading, technology, compliance, and practice management.

Andrew Cumbee is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at LPL Financial LLC, multiple Cetera entities, Robinhood Markets, and Securities America. 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 $212 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody services.

Benjamin Hoy is a financial advisor with Empower Advisory Group in Bellevue, NE, holding a Series 66 designation and bringing nine years of industry experience. His prior roles include positions at GWFS Equities, Inc., Morey and Quinn Wealth Partners, Raymond James Financial Services, TIAA-CREF, Bank of America, and Merrill. He serves on the board of directors for the Millard Rotary Club and Empower Her Kenya, engaging in leadership and grant-writing activities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm combines proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, with integrated services linked to Empower’s recordkeeping and administrative platforms.

Carrie Fenton is a financial advisor at Cetera Planning Partners in Omaha, NE, holding a Series 65 license with seven years of industry experience. She also works as an accountant at Schleisman Onken & Associates, a regional CPA firm providing tax, consulting, and auditing services. Additionally, she provides wealth management services through Financial Associates, LLC. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm integrates tax planning, bookkeeping, payroll support, and estate-planning services, utilizing diversified allocations of mutual funds and ETFs tailored to clients’ objectives and risk tolerance.

Elizabeth Schanou is a financial advisor with CWM, LLC based in Omaha, NE. She holds a Series 65 designation and has 14 years of industry experience. Prior to joining CWM, she worked at Carson Wealth Management Group beginning in 2005. CWM, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers a range of services such as portfolio management, financial planning, and retirement-plan solutions, and employs a discretionary investment approach using model portfolios combined with fundamental and technical analysis.

Devin Moylan is a CFP® with 15 years of industry experience, currently serving at Osaic Advisory Services, LLC since 2024. His prior experience includes roles at Arbor Point Advisors and Securities America Advisors, Inc. Additionally, he participates in community activities such as advising the development committee for St. Pat's Elkhorn. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, and nonprofit entities. The firm provides a range of services including investment management, financial planning, retirement plan consulting, and uses multiple program models with custody primarily through Schwab and Fidelity.

Charles Smith is a financial advisor at Prime Capital Financial with five years of industry experience. He holds a Series 65 designation and has worked at Prime Capital Investment Advisors, LLC since 2020 and First National Bank of Omaha since 2007. Outside of his advisory role, he serves as treasurer and secretary of LRC Racing, a nonprofit running club in Omaha, Nebraska. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a wide range of services including asset management, financial planning, retirement plan sponsor and trustee services, and family office offerings, utilizing both discretionary and non-discretionary investment approaches.

Bryan Sweet is a financial advisor at CWM, LLC with 45 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior work includes long tenures at Raymond James Financial Services and his own firms, Sweet Financial Partners and Sweet Financial Services. Outside of advising, Sweet is involved in entrepreneurial coaching, co-hosting a conference for top producers, and serves as president of an opera endowment committee. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, and institutional clients through a large network of advisors. The firm offers portfolio management and retirement plan services using model portfolios guided by an in-house Investment Committee, combining fundamental and technical analysis with access to alternative investments and customization tools.

Andrew Muska is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Edward Jones and Soar Wealth Strategies. He is also the owner of Karpaty Wealth Group, LLC, a private entity focused on securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody/clearing services.

Nathan Farmer is a CFP® and PFS™ credentialed financial advisor with 21 years of industry experience. He has been with Creative Planning since 2015. Outside of his advisory role, he is a minority owner of a bar and grill restaurant in Omaha, Nebraska. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process with an emphasis on low-cost indexing and offers a range of supplemental strategies, supported by a large advisory team and centralized investment infrastructure.

Carl Eberspacher is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 39 years of industry experience. His career includes long-term roles at Ameritas Life Insurance Corp and Ameritas Investment Company, LLC, as well as Central Financial Services, where he has been involved in fixed insurance product sales since 1987. 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 third-party partners.