Gerald Sharkey Jr. is a CFP® and holds a Series 66 license with 16 years of industry experience. He has been with Creative Planning since 2017, following roles at SigFig Wealth Management LLC and TD Ameritrade. He is based 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 employs a financial planning-led investment approach with an emphasis on low-cost indexing and offers a range of supplemental strategies alongside a broad suite of retirement plan services.

John Burke is a financial advisor with Principal Financial Services in Elkhorn, NE, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked with Principal Securities Inc. and Principal Life Insurance Company for the past 10 years. Outside of his advisory role, he is involved in computer consulting through JPB Enterprises. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Jamie Decarlo is a financial advisor at CWM, LLC with a Series 65 designation and three years of industry experience. He has held roles at Valorem Financial and Carson Group and has prior work experience in retail and corporate sectors including Target Corporation and Capri Holdings Limited. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages portfolios using model strategies supervised by an in-house Investment Committee and offers a range of services including financial planning, retirement plan solutions, and access to alternative investments.

Ashley Reckinger is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding a Series 66 designation and 10 years of industry experience. She has been with D.A. Davidson & Co. since 2015. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth 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 with both qualitative and quantitative investment analysis.

Jacob Childers is a Series 65-licensed financial advisor at Orion Portfolio Solutions, LLC, with nine years of industry experience. He has been with Orion Portfolio Solutions since 2010, totaling 16 years at the firm. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors. The firm offers model-driven and managed-account solutions, sub-advisory and outsourced services, and supports a large client base with advanced technology platforms.

Kyle Hatch is a CFP®-certified financial advisor with 20 years of industry experience, currently serving at CWM, LLC in Omaha, NE. His prior experience includes 15 years at TD Waterhouse Investor Services, Inc. Before joining CWM, he had a brief period outside the industry in 2021. CWM, LLC is an SEC-registered investment adviser that serves individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm offers portfolio management, financial planning, and retirement plan services, utilizing model portfolios governed by an in-house Investment Committee and combining fundamental and technical analysis with third-party sub-advisors and customization tools.

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 CWM, LLC and Carson Wealth since 2025. He previously worked at Total Wealth Planning, LLC for 11 years. Outside of his advisory role, Allen is the President of the Emerging Leaders Board at 1N5, a charitable organization where he organizes events and leads fundraising efforts. 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 primarily on a discretionary basis using model portfolios guided by an in-house Investment Committee and offers a range of retirement and sub-advisory services with a focus on fiduciary processes and platform partnerships.

Thomas Latchford is a financial advisor with CWM, LLC in Omaha, NE, holding a Series 66 designation and eight years of industry experience. He has previously worked at Securities America, Inc. and OSAIC. Outside of his advisory role, he serves as a poll worker for the Douglas County Election Commission. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a large network of advisors. The firm typically manages discretionary accounts using model portfolios and a combination of fundamental and technical analysis, sub-advisors, and customization tools, with a focus on retirement plan and institutional services.

Sherry Tomasello is a financial advisor with CWM, LLC and holds a Series 66 designation. She has 16 years of industry experience and has previously worked with firms including Elk River Wealth Management, Purshe Kaplan Sterling Investments, LPL Financial, Mutual of Omaha Bank, and U.S. Bancorp Investments. She is also an Operations Associate assisting new representatives at CWM, LLC dba Carson Partners and Carson Group Holdings. 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 overseen by an in-house Investment Committee and offers a range of retirement plan services and customized investment solutions.

William Webb is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been affiliated with Fortress Wealth Advisors since 2014 and joined Osaic Advisory Services in 2024. Webb also serves as a notary public, providing this service to his clients at no charge. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, delivering advisory programs through multiple platforms and maintaining custody arrangements primarily with Schwab and Fidelity.

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, NE, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has worked at DC Retirement Strategies since 2021 and held roles at Principal Life Insurance Co and Principal Securities Inc since 2020, as well as prior experience at Wells Fargo Clearing and Wells Fargo Bank. In addition to advisory work, Carlini is involved as an agent for fixed insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Steven Synowicki is a financial advisor with CWM, LLC based in Omaha, NE, holding a Series 66 designation and 22 years of industry experience. He has held roles at Cetera Wealth Services, LLC and LPL Financial, LLC, and serves as Director of Training at Carson Wealth Management, providing resources to enhance operational efficiencies. 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 manages discretionary portfolios using a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools, with a strong focus on retirement plan fiduciary processes and regular client reporting.

Stephanie Knapp is a financial advisor with CWM, LLC based in Omaha, NE, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Her career includes roles at Cetera Wealth Services, Securities America Advisors, and TD Ameritrade. She also serves as Director of Client Services at CWM, overseeing relationship managers and associates supporting Carson Advisors. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and over 600 advisors. The firm provides portfolio management, financial planning, and retirement-plan services, utilizing discretionary management with model portfolios governed by an in-house Investment Committee and incorporating multiple investment strategies and customization tools.

John Schutzius is a CFP® practitioner based in Papillion, NE, with three years of industry experience. He is currently affiliated with Commonwealth Financial Network and CalmWater Financial Group. His prior work includes roles at Foster Group, Inc., Innovest Portfolio Solutions, and the Augustine Institute. 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 $200 billion in client assets. The firm offers a broad range of adviser-support services, including managed-account programs, access to third-party asset managers, and custodial services.

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 financial advisor with CWM, LLC holding a Series 65 designation. He has been in the industry since 2026 and has worked at both CWM, LLC and Oakeson Steiner. His prior experience includes roles outside of finance at Main West Equipment and Touch Above Lawns, as well as involvement with Bro Sno LLC. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through partner offices and a large advisor network. The firm offers portfolio management, financial planning, and retirement services using model portfolios and combines fundamental and technical analysis with various customization tools.