Justin Carlson is a CFP® and ChFC® with eight years of industry experience. He currently works at Stevens Capital Partners and previously held roles at CWM, LLC, Cetera Advisor Networks, and Thrivent Financial. Outside of his advisory career, he has been involved with Wolfpack Elite Basketball, LLC since 2015. Stevens Capital Partners is an SEC-registered advisory firm serving individuals, charitable organizations, and businesses. The firm manages approximately $810 million in assets for about 661 client relationships and employs a team of ten advisors. It offers investment management, access to third-party managers, and comprehensive financial planning using fundamental analysis and modern portfolio theory.

Dawson Emond is a Series 65 licensed advisor with SMART Wealth, LLC in Omaha, Nebraska, and has two years of industry experience. His prior work includes roles at Retire SMART, LLC and service in the United States Navy. SMART Wealth serves individual and high-net-worth households with retirement income strategies, investment advisory, portfolio management, and financial planning. The firm manages discretionary portfolios using in-house models and sub-advisers, offers a Private Wealth Partners division for affluent clients, and sponsors the SMARTWay ETFs within managed accounts.

Blake Grimm is a financial advisor at SMART Wealth, LLC in Omaha, NE, holding a Series 65 license with four years of industry experience. His prior roles include positions at Retire SMART, LLC and F&M Bank. SMART Wealth serves individual and high-net-worth households with retirement income strategies, investment advisory, portfolio management, and financial planning. The firm manages discretionary portfolios using in-house models and sub-advisers, offers the SMARTWay ETFs, and provides specialized services through affiliated firms.

Jacob Orand is a Series 65-licensed financial advisor with SMART Wealth, LLC in Omaha, NE, and has two years of industry experience. Prior to joining SMART Wealth, he worked at Retire SMART, LLC and has held roles at United Way of the Midlands and the Omaha Children's Museum. SMART Wealth serves individual and high-net-worth households with retirement income strategies, investment advisory, portfolio management, and financial planning. The firm focuses on discretionary portfolio management using in-house models and sub-advisers, including the SMARTWay ETFs, and offers a Private Wealth Partners division for affluent clients with $5 million or more in investable assets.

Andrew Arkfeld is a financial advisor at Arkfeld Wealth Strategies, L.L.C. in Omaha, NE, with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Arkfeld Wealth Strategies since 2018 and Wells Fargo Advisors since 2012. Outside of advisory services, he is involved in several business ventures, including non-investment farming and salon businesses. Arkfeld Wealth Strategies provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan services to individuals, families, and businesses. The firm employs an investment approach based on modern portfolio theory with a focus on global diversification, fundamental security analysis, and consideration of market trends and economic cycles.

Paul Ferguson is a financial advisor with SMART Wealth, LLC in Omaha, NE, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at U.S. Bancorp Investments, U.S. Bank, and Wells Fargo Bank. He served six years in the United States Army Nebraska National Guard. SMART Wealth serves individual and high-net-worth households with retirement income strategies, investment advisory, portfolio management, and financial planning. The firm uses in-house model strategies and sub-advisers for discretionary portfolio management and sponsors the SMARTWay ETFs, offering specialized services for affluent clients through its Private Wealth Partners division.

Tristan Thoms is a financial advisor at Arkfeld Wealth Strategies, L.L.C. in Omaha, NE. He holds a Series 65 designation and has experience working at Bankers Life and Casualty, TD Ameritrade, and other firms prior to joining Arkfeld. Outside of finance, he previously operated a small landscaping business. Arkfeld Wealth Strategies serves individuals, families, businesses, and retirement plans with portfolio management, financial planning, and retirement plan advisory services. The firm uses a globally diversified investment approach guided by modern portfolio theory and fundamental analysis, tailoring strategies to client risk profiles.

David Baumann is a financial advisor at Quantum Financial Partners LLC in Omaha, NE, holding Series 63 and Series 66 licenses with 20 years of industry experience. He has been with Quantum Financial Partners since 2016. Outside of his advisory role, Baumann works as an independent insurance agent for various companies on a limited basis. Quantum Financial Partners provides investment advisory and portfolio management services to individuals, family trusts, corporations, foundations, and small businesses. The firm employs a combination of fundamental, technical, and quantitative analysis to manage individual accounts and operates a private pooled investment vehicle with performance-based fees, a practice that is uncommon among its peers.

Michael Schudel is a financial advisor at SMART Wealth, LLC in Omaha, NE, holding CFP® and ChFC® designations with 12 years of industry experience. His prior work includes roles at AE Wealth Management, Retirement Wealth Advisors, and Carson Wealth. SMART Wealth serves individual and high-net-worth households with retirement income strategies, ongoing investment advisory, portfolio management, and financial planning. The firm offers a Private Wealth Partners division for clients with $5 million or more in investable assets and generally manages discretionary portfolios using in-house model strategies, sub-advisers, or turnkey platforms.

Michael Bridgman is a ChFC® credentialed financial advisor with 26 years of industry experience, currently serving at Cambridge Advisors Inc since 1999. He is based in Omaha, NE, and holds Series 63 and Series 65 licenses. Cambridge Advisors Inc. serves individuals, families, retirement plans, and not-for-profit organizations with customized investment management and financial planning services. The firm emphasizes diversified asset allocation and a fundamental growth-at-a-reasonable-price approach, managing over $600 million with a small, employee-owned team.

Joshua Cheatle is a financial advisor at SMART Wealth, LLC in Omaha, NE, holding Series 63 and Series 65 credentials with 15 years of industry experience. He has worked at firms including Retire SMART LLC, LPL Enterprise, Pruco Securities, LLC, and Prudential Insurance Company of America. SMART Wealth serves individual and high-net-worth households with retirement income strategies, portfolio management, and financial planning. The firm manages discretionary portfolios using in-house models and sub-advisers, and operates a Private Wealth Partners division focused on affluent clients with $5 million or more in investable assets.

Jason Wintersteen is a financial advisor at Stevens Capital Partners with 12 years of industry experience. He holds the Series 66 designation and has worked at Td Ameritrade, Inc., FBL Financial Group, and FBL Marketing Services before joining Stevens Capital Partners in 2021. Stevens Capital Partners is an SEC-registered advisory firm that serves individuals, charitable organizations, and businesses, managing approximately $810 million in assets. The firm provides personalized investment management, collaborates with outside managers, and offers project-based financial planning, utilizing fundamental analysis and modern portfolio theory to guide portfolio construction.

Myles Anderson is a financial advisor with The Patriot Financial Group, LLC in Omaha, NE, holding a Series 65 credential and two years of industry experience. He has worked at Unified Legacy Advisors and The Patriot Financial Group Insurance Agency and has prior experience in hospitality and retail. Anderson is also an insurance producer involved in selling annuity and life insurance products suitable to clients' situations. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, employing various analytical methods and a range of investment options including mutual funds, ETFs, private equity, and advisory annuities.

Noah Hennessey is a financial advisor at Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Mutual of Omaha Investor Services in 2023, he worked at Pinnacle Bank from 2020 to 2023. Noah also works as a Mutual of Omaha Insurance Agent, focusing on 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 through platforms such as Envestnet and Pershing and integrates advisory, broker-dealer, and insurance services within the Mutual of Omaha group.

Benjamin Scheef is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 65 designation and three years of industry experience. Prior to joining Thrivent Advisor Network in 2021, he worked in insurance and other service roles. Outside of his advisory work, Scheef is a basketball referee for youth, middle school, and high school games. Thrivent Advisor Network provides investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolio construction using low-cost mutual funds and ETFs, along with access to independent managers and model portfolios.

Selah Ray is a financial advisor at SageSpring Wealth Partners with a Series 65 designation and one year of industry experience. Prior to joining SageSpring, Selah worked at First National Bank of Omaha, Beardmore Chevrolet, and Bellevue Public Schools. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion across 75 advisors. The firm serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans, providing discretionary, goals-based portfolio management combined with integrated financial planning and consulting services.

Thomas Woodward is a CFP® professional with 17 years of experience in the financial services industry. He is currently with First National Advisers, LLC and previously worked at UMB Financial Services Inc, RBC Capital Markets, LLC, and held roles in school districts in Missouri. First National Advisers, LLC is a subsidiary of First National Bank of Omaha that provides discretionary investment management to individuals and institutions, offering diversified equity and fixed-income models, managed strategies, and team-based wealth services. The firm is notable for its integration within a banking and trust complex and its role as sub-advisor to affiliated mutual funds.

Lisa Kentfield is a financial advisor with Mutual Of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. She has worked with Mutual/United Of Omaha Insurance Company and Mutual Of Omaha Investor Services, Inc. since 1990. Outside of advisory work, she operates Kentfield Financial Company, an S-Corp, and is licensed as an insurance agent for life, health, and annuity products. 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 utilizes a platform relationship with Envestnet and Pershing to deliver managed solutions and integrates advisory services with broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Abdul Karim Safi is a CFP® with eight years of industry experience currently affiliated with SageSpring Wealth Partners. His prior roles include positions at Raymond James Financial Services and Northwestern Mutual. SageSpring Wealth Partners serves a diverse client base ranging from individual households to institutional and plan sponsors, offering tailored investment management, financial planning, and retirement plan consulting services. The firm combines multi-team scale and a mix of client types with access to OCIO and TAMP solutions alongside traditional wealth management.

Eric Shapiro is a CFP® with 11 years of industry experience and is affiliated with SageSpring Wealth Partners in Omaha, NE. He previously worked at Raymond James Financial Services from 2015 to 2024 and spent a year driving for Uber/Lyft. Shapiro leads his own practice, Eric J. Shapiro Wealth Team, within the Southwestern Investment Group. SageSpring Wealth Partners serves a diverse client base, including individual households and institutional clients such as retirement plans, banks, and sovereign wealth funds. The firm offers discretionary investment management and financial planning, employing tailored portfolios that incorporate a range of asset types and using fundamental and technical analysis alongside periodic rebalancing.