Dana Troske is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 registrations and over 40 years of industry experience. He has been with Mutual of Omaha Investor Services and its predecessor Mutual/United of Omaha since 1984. Outside of advisory work, he serves as vice president of HILEAF LLC, an industrial site and warehouse business based in Lincoln, NE. 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 operates on a platform relationship with Envestnet and uses Pershing as custodian, delivering managed solutions through approved model portfolios and third-party managers.

Blake Anderson is a Series 65-licensed financial advisor with 12 years of industry experience, currently serving at Pittenger & Anderson Inc in Lincoln, NE. He has been with the firm since 2014. Pittenger & Anderson provides discretionary investment management and financial planning services to individuals, families, high-net-worth clients, trusts, estates, qualified retirement plans, donor-advised funds, and nonprofit or public fund clients. The firm uses a combination of passive and active investment approaches overseen by an Investment Committee, emphasizing simplicity, cost control, and diversified portfolios tailored to client needs.

Shane Riley is a CFA® charterholder and holds a Series 65 license with 14 years of industry experience. He has been with Pittenger & Anderson Inc since 2011. Pittenger & Anderson Inc provides discretionary investment management and financial planning services to individuals, families, high-net-worth clients, trusts, estates, qualified retirement plans, donor-advised funds, and nonprofit or public fund clients. The firm combines passive and active investment approaches overseen by an Investment Committee, utilizing diversified model portfolios as well as customized equity and fixed-income solutions for specialized relationships.

Anders Natter is a CFP®-designated financial advisor at Pittenger & Anderson Inc with eight years of industry experience. He has worked at Regulus, LLC and Rohlík Financial Group since 2018 and previously spent a year at Xplosive Edge. Pittenger & Anderson provides discretionary investment management and financial planning to a diverse client base, including individuals, families, high-net-worth clients, trusts, and nonprofit funds. The firm employs a blend of passive and active investment approaches overseen by an Investment Committee, focusing on cost control and diversified model portfolios, while managing over $3 billion on a fee-only basis.

Brian Willet is a financial advisor at Van Clemens Wealth Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Waddell & Reed, Inc. He is CEO and executive coach at Advisor Game Plan, LLC and co-founder and CEO of Willet & Cumro Innovations, LLC. Willet also serves on the boards of the nonprofit organizations Nebraska Supreme and ETG Midwest. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm customizes advice based on client objectives and employs a blend of modern portfolio theory with fundamental and technical analysis.

Jon Sevenker is a CFP® and holds a Series 65 license with 23 years of industry experience. He has been with Pittenger & Anderson Inc. since 1998. Pittenger & Anderson provides discretionary investment management and financial planning to individuals, families, high-net-worth clients, trusts, estates, qualified retirement plans, donor-advised funds, and nonprofit or public fund clients. The firm combines passive and active investment approaches overseen by an Investment Committee and offers both diversified model portfolios and customized portfolios for specialized relationships.

Drew Switzer is a financial advisor at Alera Investment Advisors, LLC in Lincoln, NE, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Mutual of Omaha and Prime Pensions. Outside of his advisory work, he operates as a self-employed travel agent on a limited basis. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, families, trusts, businesses, and institutions. The firm employs a primarily long-term, fundamental analysis-driven investment approach and integrates insurance and pension-consulting platforms within its advisory services.

Michelle Christy is a financial advisor at Creative Financial Designs, Inc. in Lincoln, NE, with three years of industry experience. She holds the Series 66 designation and has previously worked at Nutrabolt and Cetera Advisor Networks LLC. In addition to her advisory role, she serves as president of CoreFocus Business Consulting, providing business management and financial reporting services in the consumer packaged goods sector. Creative Financial Designs serves individual, corporate, and institutional clients, including employer retirement plans. The firm offers discretionary and non-discretionary investment management along with financial planning and consulting, using asset-class model allocations and multiple risk objectives to structure portfolios.

Audrey Mines is a CFP® with 25 years of industry experience and has been with Pittenger & Anderson Inc in Lincoln, NE since 2016. She holds the Series 66 designation and is involved in advising through a family-owned business, Black Forest Homes LLC. Pittenger & Anderson provides discretionary investment management and financial planning to a diverse client base including individuals, families, high-net-worth clients, and nonprofit organizations. The firm combines passive and active investment strategies overseen by an Investment Committee and is noted for managing donor-advised funds and nonprofit mandates alongside customized portfolio construction.

Daniel Anderson is a CFP® with 24 years of industry experience and has been with Pittenger & Anderson Inc. since 1996. He is based in Lincoln, NE, and holds a Series 63 registration. Pittenger & Anderson provides discretionary investment management and financial planning to individuals, families, high-net-worth clients, trusts, qualified retirement plans, donor-advised funds, and nonprofit or public fund clients. The firm combines passive and active investment approaches with an emphasis on simplicity and cost control, managing over $3 billion with a small, family-owned advisor team.

Michael Riedmiller is a financial advisor at Impact Partnership Wealth, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at several firms including Fusion Capital Management, Zega Financial, and Retirement Wealth Advisors. Riedmiller is also the co-author of two books on financial education, contributing chapters on general financial topics. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm utilizes a combination of third-party strategists, adviser-managed models, and direct indexing with tactical overlays, offering discretionary trading authority within client-imposed restrictions.

Dave Buchanan is a financial advisor with Creativeone Wealth, LLC in Lincoln, Nebraska, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked with firms including Trinity Financial Group and Retirement & Wealth Solutions of Nebraska. Buchanan has maintained ongoing insurance agency activities since 1997. Creativeone Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, including high-net-worth clients, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts using proprietary models and third-party managers, employing diverse investment methods such as ETFs, mutual funds, and options strategies.

Dylan Mac Kichan is a financial advisor at Mutual of Omaha Investor Services, Inc. with five years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Union Bank and Trust as well as SCHEELS Allsports. In addition to his advisory role, he is also a licensed insurance agent handling life, health, disability, and property and casualty insurance. Mutual of Omaha Investor Services, Inc. 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 Envestnet and Pershing, with advisors often acting as client contacts and conduits to third-party managers.

Benjamin Lucks is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and six years at the firm. He has a total of five years of industry experience, including prior roles at Dodge Partners Insurance and Vinnie Krikac State Farm Agency. In addition to his advisory work, he is an insurance agent specializing in life, health, annuities, and property and casualty lines. Mutual of Omaha Investor Services, Inc. provides financial planning and advisory services to individuals, corporations, and qualified retirement plans. The firm offers managed account programs and retirement plan consulting, delivering solutions primarily through Envestnet’s platform and working alongside broker-dealer and insurance operations within the Mutual of Omaha group.

James Pittenger is a CFP® with 22 years of experience in the financial industry and has been with Pittenger & Anderson Inc. since 2006. He is based in Lincoln, NE, and holds a Series 66 license. Pittenger & Anderson provides discretionary investment management and financial planning services to individuals, families, high-net-worth clients, trusts, estates, qualified retirement plans, donor-advised funds, and nonprofit or public fund clients. The firm combines passive and active investment approaches, emphasizing simplicity, cost control, and thorough analysis, and manages over $3 billion with a team of 14 advisors.

Jaxson Simmerman is a Series 65 credentialed advisor at Pittenger & Anderson Inc with two years of industry experience. His prior roles include positions at Modern Woodmen of America, Charles Schwab, Dundee Bank, and Bullpen Tournaments. He has also been involved with the University of Nebraska–Omaha since 2020. Pittenger & Anderson provides discretionary investment management and financial planning to individuals, families, high-net-worth clients, trusts and estates, qualified retirement plans, donor-advised funds, and nonprofit or public fund clients. The firm’s investment approach combines passive and active strategies with an emphasis on simplicity, cost control, and diversified portfolios tailored to client needs.

Alan Kuzma is a CFP® and ChFC® with 34 years of industry experience. He is currently with Royal Fund Management, LLC and has previously worked at Capital Markets IQ, LLC and Global Financial Private Capital. He is also the owner and insurance agent of Kuzma Financial Services, offering life and health insurance plans. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, pension consulting, and 401(k) advice. The firm employs a range of investment strategies and manages client portfolios under written Investment Policy Statements.

William Grossman is a CFP® professional with 32 years of industry experience. He is currently with Creative Financial Designs, Inc. and has prior experience at Woodbury Financial Services Inc., Grossman Financial Planning, and SII Investments, Inc. He is also the owner of Grossman Financial Planning, Inc., a corporation that markets life, health, disability, and long-term care insurance. Creative Financial Designs serves individual and high-net-worth clients, charitable organizations, corporate and business clients, and employer retirement plans with a range of investment management and financial planning services. The firm’s investment process emphasizes asset-class model allocations supported by third-party research and offers various strategies including passive, tactical, and Biblical Responsible Investing options.

Diane Klein is a CFP® and holds a Series 65 license with 23 years of industry experience. She has been with Pittenger & Anderson Inc. since 2001. Outside of her advisory role, she is involved in home party sales of totes and purses as a sales consultant. Pittenger & Anderson provides discretionary investment management and financial planning services to individuals, families, high-net-worth clients, trusts, estates, qualified retirement plans, donor-advised funds, and nonprofit or public fund clients. The firm combines passive and active investment approaches, emphasizing simplicity and cost control, and manages over $3 billion with a small, family-owned advisor team.

Julie Sellers is a financial advisor at Pittenger & Anderson Inc in Lincoln, NE, holding Series 65 and Series 66 licenses with six years of industry experience. She previously worked at Union Bank & Trust for nine years before joining her current firm. Outside of her advisory role, she is a managing partner of Jen-Jules, LLC, an insurance trust business. Pittenger & Anderson provides discretionary investment management and financial planning to individuals, families, high-net-worth clients, trusts, qualified retirement plans, donor-advised funds, and nonprofit/public fund clients. The firm employs a blend of passive and active investment approaches overseen by an Investment Committee and offers customized portfolios alongside diversified model portfolios.