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.

Trent Smalley is a financial advisor at Jersey Shore Portfolio Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at DTN since 2007. Jersey Shore Portfolio Management provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and other advisors. The firm employs a blend of fundamental and technical analysis with a long-term orientation while allowing active trading, using a range of investment vehicles including ETFs, equities, fixed income, options, futures, and currencies, and offers portfolio management for pooled vehicles along with support for self-directed investors.

Arnold Weitz is a financial advisor with Arnold Weitz & Co. in Omaha, NE, holding Series 63 and Series 65 licenses and possessing 53 years of industry experience. His prior roles include positions at Track Record LLC and Raymond James Financial Services, where he has worked since 1999. He is also president and owner of Arnold Weitz and Company, a support business. Arnold Weitz & Co. provides investment advisory and financial planning services primarily to individuals, families, trusts, foundations, and certain corporate entities. The firm focuses on individualized asset-allocation models and balanced strategies emphasizing dividend-paying equities and investment-grade income instruments, managing approximately $408 million for a small client base.

Patrick Tucker is the principal advisor at True Measure Wealth Management in Omaha, NE, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has led True Measure Wealth Management since 2001. Outside of his advisory role, he owns and teaches online courses for financial advisors and entrepreneurs through True Measure Advisors and Patrick Tucker, LLC, and operates a social media marketing and consultation business, MOM3NTM, LLC. True Measure Wealth Management provides personalized, fee-only financial planning and investment management to individuals, trusts, estates, and small businesses. The firm focuses on strategic, globally diversified asset allocation using third-party money managers, no-load or low-load mutual funds, ETFs, and individual securities, with accounts custodied through SEI, Charles Schwab & Co., or Betterment Institutional.

Gregory Berstler is a financial advisor at Blue Capital with 29 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Blue Capital since 2019. Prior to this, he worked at Capital Synergy Partners and runs Berstler Financial Group. He is also president of Berstler Enterprises, Inc., where he spends time on fixed insurance products and speaking engagements. Blue Capital provides investment advisory services to both non-high-net-worth and high-net-worth individuals, offering discretionary and non-discretionary managed accounts along with financial planning. The firm employs a variety of investment strategies, including asset allocation and technical analysis, and offers access to structured products and buffer ETFs.

William Miller is a financial advisor at Guide Rock Capital Management, Inc. in Omaha, NE, holding a Series 65 designation. He has experience working at several firms, including Carson Group, First National Bank of Omaha, and Hightower Advisors. Outside of finance, he has worked in the restaurant industry with Lacasa Pizza and spent time at Creighton University and Creighton Prep High School. Guide Rock Capital Management provides investment advice and financial planning primarily to individuals, high-net-worth clients, and credit-union members. The firm offers wealth management, modular and full financial plans, and asset management through a wrap-fee program, emphasizing individualized advice and maintaining an affiliation with Gallup Federal Credit Union.

Jason Hiley is a CFP® with 22 years of experience in the financial advisory industry. He is the principal at Hiley Hunt Wealth Management, Inc., where he has worked since 2012. Prior to that, he held roles at Karstens Investment Counsel, Inc. and Westwood Wealth Management. Hiley Hunt Wealth Management, Inc. provides fee-only investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers discretionary asset management and consulting engagements, utilizing a combination of fundamental, technical, and cyclical analysis to develop tailored asset-allocation strategies that incorporate borrowing and derivative practices uncommon among similar-sized firms.

Brett Castinado is a financial advisor with CWS Wealth Partners in Omaha, NE, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at multiple firms including Virtue Wealth Counsel, American Senior Benefits, and Byrne Wealth Management. Outside of his advisory role, he operates Castinado Enterprises, Inc. as an independent insurance agent. CWS Wealth Partners is a small supported advisory firm managing approximately $62 million for about 133 clients. The firm offers discretionary and non-discretionary portfolio management and comprehensive financial planning for both high-net-worth and non-HNW individuals, utilizing a combination of fundamental, technical, and cyclical analysis tailored to client goals and risk tolerances.

Marvin Docken is a financial advisor with Professional Retirement Strategies LLC in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at several firms, including Gradient Securities, LLC and Heartland Financial Advisors, LLC, and has conducted independent advisory work since 1995. Outside of advisory services, he is also active as an insurance agent specializing in insurance and fixed annuities. Professional Retirement Strategies LLC provides discretionary portfolio management and ERISA plan advisory services to individual investors and retirement plan clients. The firm serves both individual and institutional accounts, employing a documented investment policy and risk-tolerance process with discretionary trading authority, and it offers public seminars and workshops on investment education.

Chad Clauser is a CFA® charterholder with 14 years of industry experience, currently serving as an advisor at Lawson Kroeker Investment Management Inc since 2015. He holds the Series 66 designation and is based in Omaha, NE. Lawson Kroeker provides discretionary investment supervisory services to a range of clients including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and profit-sharing plans, and manages the LK Balanced Fund. The firm employs a fundamental, owner-oriented investment approach focused on businesses with sustainable competitive advantages, complemented by fixed-income holdings for stability, and collaborates with clients on asset allocation while generally avoiding market timing.