Andrew Guiney is a financial advisor at Diversify Advisory Services, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Diversify Advisory Services, LLC provides investment advisory and financial planning to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach using a variety of internal models and third-party solutions across multiple platforms, offering services that range from portfolio management to retirement plan fiduciary and multi-family office support.

Timothy Snyder is a financial advisor at RFG Advisory, LLC with 16 years of experience in the industry. He holds Series 63 and Series 65 licenses and has worked at Principal Securities Inc. and Principal Life Insurance Company prior to joining RFG Advisory. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and governmental entities. The firm’s investment approach emphasizes discretionary management using model portfolios, third-party platforms, and technology solutions for retirement accounts, while also serving as a sub-adviser to multiple ETFs and offering access to alternative investments.

Daniel Pilmaier is a financial advisor with BOK Financial Securities, Inc. in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior work includes 15 years at TD Ameritrade and roles at BancWest Investment Services, Bank of the West, Dough LLC, and Pyrenees Compliance LLC. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individual and high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, supported by research from Strategic Investment Advisors, and is notable for its municipal-advisor registration and affiliation with a bank holding company.

Jason Cyza is a financial advisor at SVB Wealth with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including First Citizens Bank, Bank of the West, and The Prudential Insurance Company of America. Cyza is also involved in providing compliance support to SVB Wealth, focusing on maintaining and enforcing compliance policies and procedures. SVB Wealth serves a diverse client base including individuals, trusts, estates, charitable organizations, family offices, corporations, and retirement plans. The firm offers wealth management, portfolio management, financial planning, and retirement plan advisory services, utilizing fundamental, quantitative, and technical analysis alongside a formal due-diligence process for manager selection.

Chase Klusman is a financial advisor with Simplicity Wealth in Council Bluffs, IA, holding a Series 65 designation and three years of industry experience. His prior work includes roles at Yaman Financial Group, OWLFI, and Grant Thornton. Outside of advisory work, he owns and operates an insurance sales business focused on annuities and indexed universal life insurance products. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, institutions, and other financial firms. The firm employs a fund-of-funds investment approach primarily using ETFs and mutual funds, offers model portfolios with ongoing monitoring and rebalancing, and provides technology and operational services to other advisers through its managed account platform.

Michael Adelman is a financial advisor with Principal Advised Services in Omaha, NE, holding the ChFC® designation and Series 63 and 65 licenses. He has 13 years of industry experience, including roles at Principal Financial Services and Principal Life Insurance Company. In addition to his advisory work, he serves as a retirement consultant providing one-on-one investment advice to retirement plan participants on distribution options. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models with discretionary and non-discretionary options. The firm is part of Principal Financial Group and leverages its affiliated entities to provide access to proprietary products and integrated operational support.

John Loudon is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and two years of industry experience. His career includes roles at Investment Advisors Inc. and Ameritas Investment Company, LLC. Outside of advisory activities, he has worked in the food service industry and golf club management. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, retirement plan advisory, and variable product subaccount management, utilizing model portfolios, mutual funds, ETFs, and individual securities across various program platforms.

Casey Walters is a financial advisor at Transamerica Retirement Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Charles Schwab, TDAmeritrade, and Claraphi Advisory Network. Walters is based in Council Bluffs, Iowa. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education services. The firm utilizes proprietary software and portfolio models from Morningstar Investment Management to provide personalized asset allocation and retirement guidance.

Jenifer Dahir is a financial advisor with Principal Financial Services in Omaha, NE, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has worked at Principal Securities Inc. since 2016. Outside of her advisory role, she sells individual and small group health insurance plans as well as fixed life and long-term care insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Alexander Pettis is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab & Co., Inc. for two years. Pettis has also been involved in executive protection and legal assistance roles prior to his advisory career. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage account holders. The firm’s approach focuses on long-term portfolio returns and savings rates, integrating its services with Empower’s recordkeeping and administrative platforms.

Brandon Seifert is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at AE Wealth Management since 2021 and previously spent eight years with Securities America Inc. and Securities America Advisors. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm provides a platform-centered approach featuring model portfolio solutions, discretionary asset management, financial planning, and various plan services.

George Specht is a financial advisor at Transamerica Financial Advisors with 26 years of industry experience. He holds Series 63 and Series 66 registrations. His prior work includes roles at td ameritrade and BancWest Investment Services. Transamerica Financial Advisors serves a broad client base that includes individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Kevin Stillman is a Series 65-licensed financial advisor with Focus Partners Wealth, LLC in Omaha, NE, bringing three years of industry experience. He previously worked at Sanctuary Advisors, LLC and Evernest Financial Advisors, and spent five years at Orion prior to that. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Jason Meysenburg is a financial advisor with PNC Wealth Management in Omaha, NE, holding Series 63 and Series 66 credentials and 30 years of industry experience. He previously worked at Bank of the West and BancWest Investment Services for 17 years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy pilot for employees that uses algorithm-driven risk assessments and discretionary management via mutual funds and ETFs.

Joseph Niederee is a financial advisor with TIAA-CREF in Omaha, NE, holding a Series 66 designation and 15 years of industry experience. He has worked at TIAA-CREF since 2016 and previously held roles at Amerivest Investment Management, LLC and TD Ameritrade. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and separate broker-dealer services to individuals and entities, often serving clients with pre-existing relationships through employer retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated structure.

Marc Haiar is a CFA® charterholder with 25 years of experience in the financial services industry. He currently works with Transamerica Financial Advisors and has held positions at Concorde Asset Management, Kalos Capital, Ladenburg Thalmann, and Securities America. Outside of his advisory role, he volunteers as a flag football coach with the YMCA in Omaha, NE. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, offering discretionary and non-discretionary program options.

Katherine Ramirez is a financial advisor with Empower Advisory Group in Omaha, NE, holding Series 63 and Series 66 licenses and 18 years of industry experience. Her career includes roles at Bank of America, Merrill, BancWest Investment Services, Bank of the West, and Applied Underwriters before joining Empower in 2022. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns and savings rates through point-in-time financial plans and optional managed account solutions.

Ashley Peterson is a financial advisor at Principal Financial Services with eight years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab, TD Ameritrade, and Mutual of Omaha. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third‑party money manager asset allocation and separately managed account solutions.

Andrew Meyers is a financial advisor at Empower Advisory Group with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at GWFS Equities, Inc. since 2018, following a 16-year tenure at TIAA-CREF. Outside of his advisory role, he is a resident agent for a medical equipment marketing and distribution business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates through point-in-time financial plans and optional managed account solutions.

Timothy Briggs is a financial advisor at VALIC Financial Advisors with 25 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at VALIC Financial Advisors since 2002. In addition to his advisory role, he is an agent with Agia, offering non-securities insurance products. VALIC Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm provides discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.