Ryan Brott is a financial advisor with Ellerbrock-Norris Wealth Strategies LLC in Omaha, NE, holding a Series 66 designation and 12 years of industry experience. His professional background includes roles at TD Ameritrade and leadership positions in several related business ventures. He is a co-founder of Rocketship Ventures, LLC, which develops CRM and workflow software for the insurance industry. Ellerbrock-Norris Wealth Strategies serves individuals, high-net-worth clients, and employer retirement plans by providing investment management, financial planning, pension consulting, and estate-planning services. The firm employs risk-based, diversified portfolios and combines direct advisory services with third-party platforms and subadvisers.

Scott Leise is a Series 65 licensed advisor at Sanders Retirement Planning LLC in Omaha, NE, with six years of industry experience. His prior roles include positions at TS Bank d/b/a Callahan Financial Planning, Callahan Financial Planning Company, and Wells Fargo. Sanders Retirement Planning LLC offers investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as trusts, estates, and business entities. The firm employs fundamental analysis combined with strategic and tactical asset allocation, managing most assets on a discretionary basis and incorporating ongoing portfolio monitoring and periodic rebalancing.

Katie Bruno is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Morey & Quinn Wealth Partners since 2018. She previously worked at Raymond James and has been involved in financial advisory roles since 2014. Outside of her advisory work, she is the owner of Lotus Divorce Services, a certified divorce financial analyst firm, and holds board positions as secretary for both the Financial Planning Association of Nebraska and the Breakfast Optimist Club, as well as serving on the board of directors for the Women’s Fund of Omaha. Morey & Quinn Wealth Partners is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, and corporations. The firm offers tailored financial planning and discretionary wealth management, emphasizing client-specific objectives and fundamental analysis, with oversight of approximately $373 million in assets across three advisors.

Keith Schmidt is a CFP® and ChFC® with over 31 years of industry experience. He has been with Dessonville Financial Group Incorporated since 1993 and also operates the Benefits Consulting Group, where he assists employers and individuals with employee benefits and insurance policies. Dessonville Financial Group Inc. is a fee-only, independent investment adviser serving individuals, high-net-worth clients, and private trusts and estates. The firm employs an active, tactical asset-allocation approach with a predominantly non-discretionary asset mix, allowing clients greater control over investment decisions.

Agustin Molina is a financial advisor at Blue Capital with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Capital Synergy Partners and Molina Financial, Inc. He has been with Blue Capital since 2019. Blue Capital provides investment advisory and financial planning services primarily to individual clients, tailoring portfolios to clients’ objectives, time horizon, and risk tolerance. The firm employs various investment approaches including asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term trading.

Chad Docken is a financial advisor with Professional Retirement Strategies LLC in Omaha, NE, holding a Series 66 credential and nine years of industry experience. He has previously worked at Heartland Financial Advisors and Gradient Securities. Outside of finance, he owns a costume prop shop called 3DForgeZ. Professional Retirement Strategies LLC provides discretionary portfolio management and ERISA plan advisory services to individual investors and retirement plan clients. The firm employs a documented investment policy and risk-tolerance process with discretionary trading authority and is noted for conducting public investment education seminars.

Benjamin Woods is a financial advisor with Ellerbrock-Norris Wealth Strategies LLC in Omaha, NE, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. Prior to joining Ellerbrock-Norris in 2021, he worked at TD Ameritrade for eight years. Ellerbrock-Norris Wealth Strategies serves individuals, high-net-worth clients, and employer retirement plans, offering investment management, financial planning, pension consulting, and estate-planning document preparation. The firm employs risk-based, diversified portfolios using a range of securities and applies fundamental analysis, modern portfolio theory, and technical analysis in its investment process.

Stephen Lococo is a financial advisor with Footprints Asset Management & Research, Inc. He holds Series 63 and Series 65 licenses and has 45 years of industry experience. He has been with GVC Capital LLC since 2003 and is the owner of Midtown Body and Paint Shop, a business unrelated to investments. Lococo also serves on the board of directors of Wegener Corp, a public company specializing in satellite communication equipment. Footprints Asset Management & Research provides discretionary investment supervisory services and separately managed accounts to individuals, pension plans, corporations, and a mutual fund client. The firm follows an Absolute Value investment philosophy focused on long-term wealth creation and incorporates derivatives, primarily covered-call writing, in its portfolio management.

Michael Herek is a financial advisor at Blue Capital with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Blue Capital since 2019, previously spending five years with Capital Synergy Partners. Outside of his advisory role, he is the owner of the Red Lion Lounge in Omaha, Nebraska. Blue Capital provides investment advisory and financial planning services primarily to individual clients. The firm offers tailored portfolio management using various strategies and conducts regular account reviews, with a focus on aligning investments to clients’ objectives, time horizons, and risk tolerance.

Brooks Call is a financial advisor at Lakewood Asset Management, LLC in Omaha, NE, holding Series 63 and Series 65 credentials with 22 years of industry experience. He has worked with UBS Financial Services Inc since 2005. Lakewood Asset Management serves individual and high-net-worth clients, trusts, estates, pension, and charitable entities, managing approximately $249 million across 155 client relationships. The firm employs a bottom-up, fundamental, long-term value investing approach, focusing on undervalued companies and special situations, and offers both discretionary portfolio management and stand-alone financial planning.

Earl Johnson is a financial advisor at Lexus Wealth Management with 25 years of industry experience. He holds a Series 66 designation and previously worked at EverGreen Capital Management for 11 years before joining Lexus Wealth Management in 2023. Lexus Wealth Management serves individual, high-net-worth, and institutional clients, managing approximately $42.3 million for about 279 clients. The firm uses a combination of fundamental, technical, and modern portfolio theory approaches, focusing on strategic asset allocation and tailored investment profiles.

Gunnar Olafson is a CFA® charterholder and holds a Series 65 license with three years of industry experience. He is currently with Fairway Asset Management, LLC and has prior experience at Blackman and Associates, P.C., Orion Advisor Solutions, LLC, Wells Fargo Bank, and Signet Jewelers. He also has a background working at the University of Nebraska and in small business operations. Fairway Asset Management serves individuals, high-net-worth clients, families, small businesses, and institutional retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a combined top-down macroeconomic and bottom-up security selection process, focusing on concentrated equity portfolios and active fixed-income management across multiple risk profiles.

Bryce Koch is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Hiley Hunt Wealth Management, Inc. and also operates Bryce Koch CPA & Advisory LLC. His prior experience includes roles at Frankel Zacharia, Kiewit Corporation, and WoodmenLife. Hiley Hunt Wealth Management, Inc. provides fee-only investment advisory services and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm combines fundamental, technical, and cyclical analysis to create asset-allocation recommendations and manages accounts on a discretionary basis, including the use of borrowing and derivative strategies.

Michael Carlson is a CFP®, ChFC®, and PFS™ with 14 years of industry experience. He is the principal of Carlson Wealth, LLC, an independent advisory firm in Omaha, NE, and has previously worked at McMill CPA and Advisors, Wealth Management LLC, and Securities America. Carlson also serves as president of Scatter Joys Acres Charity, an animal-assisted therapy organization. Carlson Wealth serves individual investors and retirement plan sponsors, offering asset management, financial planning, and retirement plan services. The firm employs a long-term, diversified investment approach based on modern portfolio theory and integrates financial planning with portfolio management, providing both discretionary and non-discretionary options.

Michael Morey is a financial advisor with Morey & Quinn Wealth Partners in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked at Raymond James Financial Services and Morey-Voorhees Financial Services. Outside of investment advising, he is also licensed as an insurance agent, selling and servicing annuities. Morey & Quinn Wealth Partners is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, and corporations. The firm provides financial planning and discretionary wealth management, managing approximately $373 million in client assets with tailored portfolios based on fundamental analysis and client-specific objectives.

Michael Lemon is a financial advisor at Vogel Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at Kathol PC CPAs & Advisors and KPMG US. Outside of his advisory role, he is also active as an insurance agent through his sole proprietorship. Vogel Wealth Management provides non-discretionary investment advisory services to individuals, high-net-worth clients, and corporate entities, including retirement plan fiduciary oversight. The firm emphasizes client approval on transactions and employs a combination of fundamental, technical, charting, and cyclical analysis in its investment approach.

Andrew Lamer is a financial advisor at Bazis Private Wealth, LLC in Omaha, NE, holding a Series 65 designation with one year of industry experience. He previously worked at Kidwell for five years and serves in the Nebraska Army National Guard. Bazis Private Wealth LLC provides investment advice and planning to individuals, retirement plans, trusts, estates, and business entities. The firm emphasizes asset allocation using fundamental and charting analysis, managing approximately $244 million in discretionary client assets through its wrap-fee program and offers ERISA fiduciary consulting and alternative investment due diligence.

Loren Dessonville is a financial advisor at Dessonville Financial Group Incorporated in Omaha, NE, holding a Series 65 designation and bringing 31 years of industry experience. He has been with Dessonville Financial Group since 1993. Dessonville Financial Group is a fee-only, independent investment adviser serving individuals, high-net-worth clients, and private trusts and estates. The firm employs an active, tactical asset-allocation approach using a range of investment vehicles, with a notable emphasis on non-discretionary asset management that allows clients greater control over investment decisions.

Thomas Pflug is a CFA® charterholder with 31 years of industry experience. He has been with Pflug Koory, LLC since 2000 and also works at Steele Capital Management, Inc. since 2005. Pflug Koory, LLC provides discretionary and non-discretionary investment management and consulting services to individuals, businesses, trusts, charitable foundations, and retirement plans. The firm employs a fundamentally driven, valuation-focused investment approach, emphasizing stocks, bonds, and mutual funds, and manages approximately $347 million for around 122 clients.

Duane Bazis is a financial advisor with Bazis Private Wealth, LLC in Omaha, NE, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked with Bazis & Young Investment Group LLC since 2009. Outside of his advisory role, Bazis is a licensed insurance agent with over 30 years of experience selling life, health, long-term care, and annuity products. Bazis Private Wealth LLC provides personalized advisory services to individuals, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm manages portfolios using a combination of fundamental and charting analysis alongside third-party research and operates exclusively through wrap-fee programs, offering both discretionary and non-discretionary asset management.