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 at CreativeOne Wealth, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Trinity Financial Group and Retirement & Wealth Solutions of Nebraska. Buchanan is also self-employed as an insurance agent. CreativeOne Wealth, LLC provides fee-based asset management and financial planning services to individuals, corporations, and other RIAs. The firm uses a blend of proprietary models and third-party managers to manage primarily discretionary accounts, employing methods such as modern portfolio theory and quantitative analysis.

Dylan Mac Kichan is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and bringing five years of industry experience. His work history includes roles at Mutual of Omaha Investor Services and Union Bank and Trust. In addition to advisory services, he is licensed as an insurance agent, covering various insurance lines including life, health, and disability. Mutual of Omaha Investor Services, Inc. provides financial advisory services to individuals, corporations, and qualified retirement plans, offering a range of managed account programs and retirement plan consulting. The firm operates through platform relationships with Envestnet and uses Pershing as custodian and broker-dealer, combining advisory, broker-dealer, and insurance distribution services within the Mutual of Omaha group.

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.

Daniel Frost is a CFP® and CFA® credentialed advisor at Pittenger & Anderson Inc with four years of industry experience. He has worked at Pittenger & Anderson since 2021 and previously spent 13 years at Union Bank & Trust. 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 and offers both diversified model portfolios and customized individual portfolios.

Scott Ballinger is a Series 65-licensed advisor with three years of industry experience. He currently works with Impact Partnership Wealth, LLC and Warner Financial, and previously held roles at Gradient Advisors LLC and American Senior Benefits. Ballinger also owns Scott Ballinger Wealth Management and has a background in insurance sales through American Senior Benefits. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, including high-net-worth clients. The firm offers model portfolio solutions, discretionary direct asset management, financial planning, and ERISA retirement plan services, managing approximately $2.96 billion through a network of around 89 investment adviser representatives.

Clayton Finck is a financial advisor at Pittenger & Anderson Inc in Lincoln, NE, holding a Series 65 designation. He joined the firm in 2026 and has prior experience with The Investor's Podcast Network, Assurity Life Insurance Company, and CSG Actuarial. 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, focusing on simplicity and cost control, and manages over $3 billion with a relatively small advisor team.

Elizabeth Sydzyik is a financial advisor at Pittenger & Anderson Inc with 17 years of industry experience. She holds the Series 65 designation and has been with the firm since 2008. 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 combines passive and active investment approaches, emphasizing simplicity, cost control, and a blend of fundamental, quantitative, and qualitative analysis, managing over $3 billion with a team of 14 advisors.

Jeffrey Riesberg is a financial advisor with Advisor Share Wealth Management, LLC in Lincoln, Nebraska, holding Series 63 and Series 66 licenses and with 20 years of industry experience. His prior roles include positions at Sequent Planning, LLC, Allstate Financial Advisors, LLC, and TD Ameritrade, INC. Outside of his advisory work, Riesberg owns a Medicare agency and acts as a solicitor referring clients to an estate preservation firm. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans. The firm offers portfolio management and retirement-plan services, utilizing third-party sub-advisers and model portfolios, and provides alternative and private investment options to eligible clients.

Kristin Kliewer is a financial advisor at Pittenger & Anderson Inc with 11 years of industry experience. She holds the Series 65 designation and has been with Pittenger & Anderson since 2014. Pittenger & Anderson provides discretionary investment management and financial planning to a range of clients, including individuals, high-net-worth clients, trusts, qualified retirement plans, donor-advised funds, and nonprofits. The firm employs a blend of passive and active strategies overseen by an Investment Committee, focusing on cost control and diversified portfolios tailored to client needs.

Pamela Kenaston is a financial advisor at Principal Financial Services with 23 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior roles include positions at Principal Life Insurance Company, Atria Wealth Solutions, Cadaret Grant & Co., Ameritas Advisory Services, and Capital One. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Michael Shoemaker is a financial advisor with Ameritas Advisory Services, LLC in Lincoln, NE, holding Series 63 and Series 65 credentials and having 39 years of industry experience. He has worked at Ameritas Investment Corp. since 1998 and was previously with Abbott Shoemaker Financial, LLC. Outside of his advisory role, he is involved in personal investments focused on vintage cars and lifestyle-related opportunities such as restaurants and bars through VELOCIDAD, LLC. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of services including asset management, financial planning, and retirement plan advisory, utilizing multiple program platforms and a variety of investment vehicles.