Susan Koesters is a financial advisor at D.A. Davidson & Co. with 16 years of industry experience. She holds a Series 66 designation and has been with D.A. Davidson since 2016. Outside of her advisory role, she serves on the board of directors for the Gretna Community Foundation and is involved in bookkeeping and administrative duties for a construction company. 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 the Advisers Act fiduciary standard and ERISA fiduciary duties, offering a range of services such as retirement plan advisory, financial planning, equity research, and wealth management for high-net-worth clients.

Christopher Allen is a CFP® with 10 years of industry experience, currently serving as an advisor at Carson Wealth. He previously worked at Total Wealth Planning, LLC for 11 years. Allen is the president of the Emerging Leaders Board for the charitable organization 1N5, where he organizes events and leads fundraising efforts. CWM, LLC is an SEC-registered investment adviser overseeing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, employing an Investment Committee to construct and monitor portfolios using fundamental and technical inputs.

Thomas Latchford is a financial advisor with Carson Wealth in Omaha, NE, holding a Series 66 designation and eight years of industry experience. His prior firms include Securities America, Inc. and OSAIC. Outside of his advisory work, he serves as a poll worker for the Douglas County Election Commission. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, and retirement plan services, with investment strategies guided by an Investment Committee that monitors model portfolios using both fundamental and technical analysis.

Sherry Tomasello is a financial advisor with Carson Wealth, holding a Series 66 designation and 16 years of industry experience. She has worked at several firms including Purshe Kaplan Sterling Investments, LPL Financial, and U.S. Bancorp Investments. Tomasello also serves as an operations associate supporting new representatives joining Carson and Cetera. Carson Wealth is an SEC-registered investment adviser managing approximately $50.6 billion through over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to oversee model portfolios and providing tailored investment solutions along with integrated custodial and technology support.

William Webb is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has worked at Fortress Wealth Advisors since 2014 and previously spent 20 years at Manarin Investment Counsel Ltd. Webb also provides notary services to his clients at no charge. 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 variety of investment and financial planning services across multiple program models, utilizing both proprietary and third-party platforms.

Brady Sutfin is a financial advisor at D.A. Davidson & Co. in Omaha, NE, holding a Series 66 designation with three years of industry experience. His work history includes multiple roles at D.A. Davidson, as well as positions at SilverStone Group, Lutz, and KPMG. D.A. Davidson & Co. provides investment advisory and brokerage services to diverse clients, including retirement plans, individual and high-net-worth investors, and charitable and corporate clients. The firm adheres to fiduciary standards under the Advisers Act and ERISA, offering services such as retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with substantial net worth.

Jennifer Carey is a financial advisor at D.A. Davidson & Co. in Omaha, NE, with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with D.A. Davidson since 2016. Outside of her advisory role, she serves as a notary public for the state of Nebraska. 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, comprehensive financial planning, and a private wealth program for clients with net worth over $20 million.

Dane Carlini is a financial advisor with Principal Financial Services in Elkhorn, Nebraska, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His work history includes roles at DC Retirement Strategies, Principal Life Insurance Company, Principal Securities Inc., and Wells Fargo. He is also licensed as an agent for fixed insurance products, including fixed life, disability, health, long-term care, and annuities. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Steven Synowicki is a financial advisor with Carson Wealth in Omaha, NE, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at multiple firms including Cetera Wealth Services and LPL Financial, and currently serves as Director of Training at Carson Wealth Management Group, where he provides training resources to partner offices. Carson Wealth is an enterprise platform managing over $50 billion through a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, retirement plan services, and utilizes a committee-driven investment approach incorporating both fundamental and technical analysis.

Stephanie Knapp is a financial advisor with Carson Wealth in Omaha, NE, holding Series 63 and Series 66 licenses and eight years of industry experience. Her prior roles include positions at Cetera Wealth Services, Securities America Advisors, TD Ameritrade, and Nelnet. She serves as Director of Client Services at Carson Partners and Carson Group Holdings, overseeing relationship managers and associates that support Carson advisors. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, and retirement plan services through a model portfolio approach and partnerships with custodians and third-party providers.

Paul Eiting is a financial advisor with TIAA-CREF in Omaha, NE, holding a Series 66 designation and bringing 17 years of industry experience. He has been with TIAA-CREF since 2015. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers a range of advisory services including model-based and customized portfolios and serves as adviser to the TIAA Donor Advised Fund.

Matt Butler is a financial advisor at Mariner based in Omaha, NE. He holds a Series 65 designation and has experience working with several firms including Orion Advisor Technology and LifeLong Financial Solutions. Prior to his advisory roles, he worked at Colonial Life and the Nebraska Department of Education. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolio strategies supported by an internal investment committee and offers integrated tax, accounting, and financial wellness solutions.

Andrew Vonderfecht is a Series 65-licensed financial advisor at Carson Wealth in Omaha, NE, with approximately one year of industry experience. His prior work background includes roles at Oakeson Steiner, Main West Equipment, and Touch Above Lawns. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm serves corporate, institutional, and high-net-worth clients, offering discretionary asset management, financial planning, and retirement plan services supported by a committee-driven investment approach and multiple technology and custodial partnerships.

Tami Mendell is a financial advisor with Principal Financial Services in Omaha, NE, holding a Series 63 designation and having 30 years of industry experience. Her career includes roles at Principal Securities, Bridge Financial, Cetera Advisors, Questar Asset Management, and Spectrum Capital. Outside of finance, she works in the kitchen staff for a pasta sauce company and serves as Secretary for the Connect Omaha Networking Group. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money managers through various advisory and promoter arrangements.

Jessica Golson is a financial advisor with Carson Wealth in Omaha, NE, holding a Series 66 credential and bringing 17 years of industry experience. Her prior work includes roles at Cetera Wealth Services, Cls Investments, and Waddell & Reed. She also serves as a portfolio analyst supporting the research team at Carson Wealth Management Group. Carson Wealth is an SEC-registered investment advisory firm operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, and retirement plan services, employing an Investment Committee to construct and monitor model portfolios while integrating technology and custodial partnerships for execution and reporting.

Allison Malcolm is a CERTIFIED FINANCIAL PLANNER™ professional with 14 years of industry experience. She is currently with Schwab Wealth Advisory and has held positions at firms including Northwestern Mutual Investment Services and Mercer Global Advisors. Outside of her advisory roles, she has been involved with the Nebraska Council on Economic Education. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program. The firm’s services emphasize client-authorized asset allocation and investment selection supported by Charles Schwab & Co.’s research tools and standard models.

Kara Roloson is a financial advisor with Carson Wealth in Omaha, NE, holding a Series 65 license and one year of industry experience. Prior to joining Carson Wealth, she worked at Dupaco Community Credit Union and has a background that includes roles in education and automotive sectors. She is a board member of Impact CR, a networking group for young professionals, and an executive member of Emerging Leaders United, a group supporting local schools and students. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and roughly $50.6 billion in assets under management. The firm provides discretionary asset management, financial planning, and retirement plan services, employing model portfolios overseen by an Investment Committee and offering tailored solutions including custom indexing and alternative investments.

Braden Beiermann is a financial advisor at Orion Portfolio Solutions, LLC with a Series 65 designation and two years of industry experience. He previously worked at Sandhills Global and held roles at Wisconsin Lutheran College and Nebraska Lutheran before joining Orion. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and corporate sponsors, offering model-driven and managed-account solutions supported by technology platforms. The firm manages approximately $64.8 billion in assets under administration and supports around 198 advisors with over 185,000 client relationships.

Brian Libby is a CFA® charterholder with 11 years of experience in the financial industry. He currently works at Orion Portfolio Solutions, LLC and has previously held positions at Orion Advisor Technology, Brinker Capital, and OppenheimerFunds. His career includes experience in portfolio management and investment advisory services. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, as well as retirement plans, charitable organizations, and institutional sponsors. The firm focuses on model-driven and managed-account solutions, providing technology-enabled services and sub-advisory support to its network of roughly 198 advisors managing over $64 billion in assets.

Kevin Von Seggern is a financial advisor with Orion Portfolio Solutions, LLC in Omaha, NE. He holds Series 65 and Series 63 licenses and has eight years of industry experience. His prior roles include positions at Brinker Capital Securities, FBL Financial Group, and CDG, Inc. Outside of his advisory work, Kevin is a shareholder involved in family farming activities and land development associated with a golf course. Orion Portfolio Solutions serves independent advisory firms, retirement plans, charitable organizations, and institutional sponsors, managing approximately $64.8 billion in assets. The firm offers model-driven managed-account solutions and technology-enabled services, supporting nearly 198 advisors and over 185,000 client relationships.