Jeremy Stalcup is a financial advisor with Mutual Advisors, LLC in Omaha, NE, holding a Series 66 designation and 14 years of industry experience. His work history includes roles at Mutual Securities, Inc., Sowell Management Services, MSI Financial Services, Inc., and Pacific West Financial Consultants Inc. Outside of advisory work, he serves as a board member, coach, and mentor for the CrossOver Basketball league under STEP Ministries, a nonprofit organization. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm manages portfolios through a mix of active and passive strategies and employs multiple analytical approaches to tailor investment solutions across various account types.

Lucas May is a financial advisor at Mutual of Omaha Investor Services, Inc. with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade from 2013 to 2020 before joining Mutual of Omaha in 2020. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, including financial planning, managed account programs, and retirement plan consulting. The firm utilizes platform relationships with Envestnet and Pershing, and many advisors are also licensed as registered representatives or insurance agents within the Mutual of Omaha group.

Derek Loudenback is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63, 65, and 66 licenses and has 18 years of industry experience. Prior to joining Mutual of Omaha, he worked at AGIA, Valic Financial Advisors, and New York Life. He is also involved in insurance sales and training related to life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm delivers solutions through platforms like Envestnet and Pershing, and operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Nicholas Biever is a financial advisor at Avior Wealth Management, LLC in Omaha, NE, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Nelson Van Denburg & Campbell Wealth Management Group, LLC and Everest Group, LLC, as well as four years at Creighton University. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets through about 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, offering investment management, financial planning, and business consulting with a focus on fundamental analysis and both long- and short-term strategies.

Rebecca Jordan is a financial advisor with Mutual of Omaha Investor Services, Inc. She holds a Series 66 designation and has 14 years of industry experience. Her prior roles include positions at Northern Lights Distributors, LLC, Northwestern Mutual Investment Management, and Securities America. Outside of finance, she owns and operates an interior house painting business. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through managed account programs and financial planning. The firm works primarily via a platform relationship with Envestnet and offers a range of third-party money manager options.

Jared Baker is a financial advisor with Sequent Planning, LLC and holds Series 63 and Series 65 licenses. He has three years of industry experience and also works as a marketing consultant and insurance agent at Senior Market Sales. Jared is based in Omaha, NE. Sequent Planning, LLC (doing business as Futurity First Wealth Management) serves individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations, offering asset management, financial planning, and retirement-plan services through a network of independent advisers using diversified investment models and tax-aware strategies.

Madelyn Peters is a financial advisor at Avior Wealth Management, LLC in Omaha, NE, with one year of industry experience. She holds a Series 65 designation and has previously worked in various roles at Creighton University and Ascensus Government Savings. Avior Wealth Management serves a broad mix of individual and institutional clients with discretionary and non-discretionary investment management, financial planning, pension consulting, and business consulting services. The firm employs a fundamental analysis approach and uses a combination of direct portfolio management and separately managed account models.

Jason Swiercek is a financial advisor with Mutual of Omaha Investor Services, Inc. in Omaha, NE, holding a Series 66 designation and 26 years of industry experience. He has been with Mutual of Omaha since 2013 and operates a yard care business on the side. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs through platform relationships with Envestnet and custodial services from Pershing.

Jay Nelson is a CFP® professional with five years of industry experience, currently serving at Avior Wealth Management, LLC since 2021. Prior to that, he spent four years with Nelson Van Denburg & Campbell Wealth Management Group, LLC. Avior Wealth Management serves a diverse client base including high-net-worth individuals, pension and retirement plans, corporations, trusts, and banks or thrift institutions, offering investment management, financial planning, pension consulting, and business consulting services. The firm employs a fundamental analysis investment approach with a combination of direct portfolio management and separately managed accounts, and operates affiliated tax, accounting, and insurance businesses.

Matthew Munyon is a financial advisor with M HOLDINGS SECURITIES, Inc. based in Omaha, NE, holding Series 63 and Series 66 credentials and bringing nine years of industry experience. He has worked at Swartzbaugh Farber for seven years and previously at Holmes and Munyon, PC for one year. Munyon is also involved in retirement plan administration through Swartzbaugh Farber & Associates, Inc. M HOLDINGS SECURITIES, Inc. serves a wide range of clients, including individuals, retirement plans, charitable organizations, and corporations, offering advisory and brokerage services such as discretionary investment management, retirement plan consulting, and insurance advisory. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, utilizing a network of independent firms and financial professionals across the country.

Nathan Hobson is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63, 65, and 66 licenses and has 24 years of industry experience. Prior to joining Mutual of Omaha in 2007, he worked at Morgan Stanley DW Inc. from 2002 to 2003. In addition to his advisory role, Hobson is also licensed as an insurance agent, specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates primarily through a platform relationship with Envestnet and serves both non-high-net-worth and high-net-worth clients.

Mark Graber is a financial advisor at Sound Income Strategies, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sound Income Strategies since 2015 and at Senior Advisors Inc. since 2005. Outside of advisory services, he is president of Senior Advisors Inc., where he conducts sales of life, health, and Medicare insurance, as well as fixed and indexed annuities. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, corporations, and other advisers. The firm emphasizes fixed-income analysis combined with equity fundamental and technical review, offering customized managed portfolios and a range of advisory services including financial planning and ERISA plan services.

Nicholas Digilio is a financial advisor with Mutual of Omaha Investor Services, Inc. in Omaha, NE, holding Series 63 and Series 66 designations and having 20 years of industry experience. He has worked at Mutual of Omaha Investor Services since 2018 and previously held roles at Arbor Point Advisors and Securities America. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Dustin Zuck is a financial advisor at Mutual Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wealth Enhancement Group, Securities America, and Wells Fargo Clearing. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, offering services such as asset management, financial planning, and ERISA plan consulting. The firm employs both active and passive investment strategies and manages approximately $9.45 billion through 154 advisors.

Ryan Mcquillan is a financial advisor at Avior Wealth Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Pruco Securities, LLC and Prudential Insurance Company of America from 2013 to 2022. Outside of his advisory role, he is an owner and realtor at MO PROPERTIES, LLC, focusing on bookkeeping and analysis. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in assets and serving a diverse client base including individuals, pension plans, charitable and corporate entities, and banking institutions. The firm employs a fundamental analysis-based investment approach with both long- and short-term strategies, offering comprehensive financial planning and business consulting services.

Shruthi Manjunath is a CFA® charterholder with 24 years of experience at First National Advisers, LLC. She is based in Omaha, NE and has worked exclusively with the firm since 2002. First National Advisers, LLC provides discretionary investment management to individual and institutional clients, including high-net-worth individuals. The firm is a subsidiary of First National Bank of Omaha and manages approximately $7.3 billion in discretionary assets, offering services that include asset allocation, fund screening, and risk monitoring through its Private Wealth Reserve platform.

Anthony Cerone is a CFP® with 24 years of experience in the financial services industry. He is currently with Avior Wealth Management, LLC, where he has worked since 2021. Prior to that, he was with Nelson Van Denburg & Campbell Wealth Management Group, LLC for five years. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through approximately 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, offering investment management, financial planning, and business consulting with a focus on fundamental analysis and both long- and short-term strategies.

Lee Martin is a CFP® professional with 38 years of industry experience. He is currently with Avior Wealth Management, LLC, having joined in 2023 after ten years at Financial Advocates Investment Management and thirteen years at LPL Financial, LLC. Outside of his advisory work, he has operated a sole proprietorship selling fixed annuities in Bellevue, WA. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through approximately 120 financial professionals. The firm serves individual, pension, charitable, corporate, and banking clients using a fundamental analysis-based investment process that includes both long- and short-term strategies, with services spanning discretionary management, financial planning, and business consulting.

Jeremy Palensky is a financial advisor with Avior Wealth Management, LLC in Omaha, NE, holding a Series 66 designation and 14 years of industry experience. Prior to joining Avior in 2024, he worked at First Investments and Planning and Raymond James Financial Services. Outside of finance, Palensky owns JerPal Sports Cards & Collectibles, LLC, where he buys, grades, and sells sports cards. Avior Wealth Management serves a diverse client base including high-net-worth individuals, pension and retirement plans, corporations, trusts, and banks or thrift institutions. The firm employs a fundamental investment approach with a combination of direct portfolio management and separately managed accounts, offering both modular and comprehensive financial planning services.

Charles Aikins Jr. is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at Mutual Advisors since 2021, with prior roles at Securities America Advisors and Mutual of Omaha Investor Services. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm offers a range of services such as asset management and financial planning, employing both active and passive strategies tailored through various analytical methods and specialized platforms.