Dayne Lawyer is a financial advisor at MDRN Capital with a Series 65 designation and four years of industry experience. His prior roles include positions at Northwest Wealth Management, SMART Wealth, Retire SMART, and D Bryant Retirement Strategies. Outside of advising, he works as a bartender at Northern Lights Venue, a wedding and private event venue in Fort Calhoun, Nebraska. MDRN Capital provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses a combination of fundamental and technical analysis with a primarily long-term investment approach, offering portfolios implemented through independent managers, mutual funds, ETFs, stocks, and bonds.

Brady Christiansen is a financial advisor at SMART Wealth, LLC in Omaha, NE, holding a Series 65 designation. He has been with SMART Wealth and its affiliate Retire SMART since 2026 and has prior experience with Advisors Excel and various roles outside the financial industry. 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 external sub-advisers and sponsors the SMARTWay ETFs, offering specialized services for affluent clients through its Private Wealth Partners division.

Andrew Large is a financial advisor with WealthPLAN Partners in Omaha, NE, holding Series 63 and Series 66 licenses and 16 years of industry experience. He previously worked for Arbor Point Advisors and Securities America from 2014 to 2025. Outside of advising, he is the owner of Fit Freedom, LLC, a health supplement business. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutions. The firm employs a diversified investment approach across mutual funds, ETFs, individual securities, and alternatives, generally managing client accounts on a discretionary basis with ongoing monitoring and periodic rebalancing.

Alyse Pflanz is a financial advisor with WealthPlan Investment Management LLC and holds a Series 65 designation. She has one year of industry experience and has previously worked at WealthPLAN Partners for three years. Outside of her advisory role, she serves as a Professor of Business and Director of the Center for Economic Education at the University of Nebraska - Kearney, where she teaches classes and advises students. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of about 29 professionals managing approximately $2.18 billion in assets. The firm serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and institutional clients, implementing portfolios through model-based strategies with a diverse range of investment options and offering both discretionary and non-discretionary services.

Brandy Dyer Morris is a financial advisor at Axos Invest, Inc with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Edward Jones, Cetera Advisor Networks, Carson Group, Securities America, and TD Ameritrade. Axos Invest provides automated investment advisory services through a website and mobile app, offering model-based portfolio management primarily using mutual funds and ETFs. The firm’s approach is questionnaire-driven, emphasizing asset allocation and diversification, with options for thematic exposures and elective tax-loss harvesting.

Grant Teckmeyer is affiliated with Teckmeyer Financial Services, L.L.C. and holds a Series 66 designation. He has no prior experience in the financial advisory industry. Outside of his advisory role, he works as an outside sales representative for Voss Lighting, specializing in commercial and industrial lighting. Teckmeyer Financial Services, LLC provides investment advisory and financial planning services to individuals, retirement plans, corporations, trusts, and other entities. The firm uses individualized suitability assessments and asset-allocation models to deliver continuous, non-discretionary advice, serving clients primarily through wrap platforms with assets managed on a non-discretionary basis.

Gregory Leibman is a financial advisor at Leibman Financial Services, Inc. in Louisville, Nebraska, with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2010. Leibman Financial Services provides investment advisory and planning services to individuals, trusts, estates, and business entities, focusing on a value-oriented, long-term investment strategy with tactical asset allocation and fundamental analysis. The firm also offers portfolio monitoring, written financial plans, and management of donor-advised funds.

Thomas Teckmeyer is a financial advisor with Teckmeyer Financial Services, L.L.C. in Omaha, NE, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Teckmeyer Financial Services since 1995. Teckmeyer Financial Services provides investment advisory and financial planning services to individuals, including high-net-worth clients, retirement plans, and other entities. The firm uses a primarily asset-allocation approach, manages client accounts on a non-discretionary basis, and delivers advisory services through the RBC Advisor/Unified Portfolio wrap platform.

David Peterson is a financial advisor with WealthPLAN Partners in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior work includes roles at OSAIC, Securities America, Cetera, AdvisorNet Financial, and Sii Investments. Peterson serves on the Board of Directors for the American Red Cross Nebraska-Iowa Region and co-chairs its Mission Committee, and he is also co-chair of the Osaic Foundation’s Natural Disaster Response Team. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutions. The firm employs a Strategy Diversification approach, managing client accounts on a discretionary basis with tools such as third-party sub-advisers, model portfolios, automated rebalancing, and tax-loss harvesting.

Treshon Ingram is a financial advisor at SMART Wealth, LLC in Omaha, NE, holding a Series 65 credential with six years of industry experience. His career includes roles at Lifetime Planning Marketing, Inc. and Liberty Wealth Management, LLC, among others. 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.

Ryan Feltz is an advisor at WealthPLAN Partners with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has held positions at firms including LPL Financial, Securities America, and OSAIC. Feltz is also owner of WEALTHPLAN PARTNERS R FELTZ TEAM LLC, an investment-related entity. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutional clients. The firm employs a “Strategy Diversification” approach, managing client accounts on a discretionary basis using a mix of mutual funds, ETFs, individual securities, and alternative strategies.

Joseph Puetz is a financial advisor at Acrylic Financial, Inc. with 16 years of industry experience. He holds the Series 66 designation and has worked at several firms including Prudential, Virtue Capital Management, and IHT Wealth Management. Outside of advisory services, he places life insurance and fixed annuities through Broker's Alliance. Acrylic Financial, Inc. provides portfolio management and financial planning to individuals, other investment advisers, corporations, and pooled investment vehicles. The firm employs a combination of asset-allocation frameworks, active momentum models, fundamental and technical analysis, and modern portfolio theory to tailor programs to client goals and risk tolerance.

Alexander Murray is a financial advisor at SMART Wealth, LLC in Omaha, NE, holding a Series 65 credential with four years of industry experience. His prior work includes roles at Retire SMART, LLC and Creative Landscaping. SMART Wealth serves individual and high-net-worth households with retirement income strategies, financial planning, and ongoing investment advisory services. The firm manages discretionary portfolios using in-house model strategies and sub-advisers, and operates a Private Wealth Partners division focused on clients with $5 million or more in investable assets.

Daniel Feltz is a CFP® professional with 35 years of experience in the financial services industry. He is currently with WealthPLAN Partners and has held previous positions at LPL Financial, Securities America, and operated his own firm, Feltz Wealthplan, Inc. He serves as a volunteer advisory member on the Methodist Professional Advisory Council. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutional clients. The firm employs a diversified investment approach and generally manages client accounts on a discretionary basis with ongoing monitoring and periodic rebalancing.

Spencer Schwarting is a CFP® professional with 10 years of industry experience. He is currently with Cornerstone Financial Group, LLC, where he has worked since 2018, including a prior role at Callahan Financial Planning Company from 2015 to 2018. Schwarting holds the Series 66 designation. Cornerstone Financial Group, LLC provides financial planning and investment advisory services to individuals, families, high net worth clients, and institutions. The firm manages diversified portfolios using mutual funds, ETFs, and other securities, employing both fundamental and technical analysis with an emphasis on asset allocation.

Timothy Mcewen is a CFP® and Series 66-credentialed advisor at Prairie Wealth Advisors, Inc. with 23 years of industry experience. His prior roles include positions at City National Bank, RBC Capital Markets, LLC, and UBS Financial Services Inc. He serves on the board of Matt Talbot Kitchen & Outreach, a nonprofit supporting Lincoln's underserved and homeless populations, and is involved with Junior Achievement, a charitable organization promoting financial education. Prairie Wealth Advisors, Inc. is a team-based registered investment adviser managing approximately $558 million in client assets for individuals and high-net-worth clients. The firm offers comprehensive portfolio management, financial planning, and pension consulting through tailored portfolios and utilizes independent managers and digital tools.

Reuben Brauer is a CFP® professional with 14 years of industry experience, currently affiliated with Cornerstone Financial Group, LLC in Denver, CO. He previously worked at TS Bank and Callahan Financial Planning Company. Cornerstone Financial Group, LLC provides financial planning and investment advisory services to individuals, families, high net worth clients, and institutions. The firm manages diversified portfolios primarily through mutual funds and ETFs, using both fundamental and technical analysis with asset allocation as the main approach.

Justin Anderson is a financial advisor at Cambridge Advisors Inc with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Cambridge Advisors since 2007. Cambridge Advisors Inc. serves individuals, families, retirement plans, and not-for-profit organizations with investment management and financial planning services. The firm emphasizes diversified asset allocation and employs a fundamental, growth-at-a-reasonable-price approach for equities alongside a laddered buy-and-hold strategy for bonds.

Andrew Holloway is a financial advisor at America First Investment Advisors LLC with two years of industry experience. He holds a Series 65 credential and previously worked at Agile Sports Technologies, Inc. and Deloitte & Touche LLP. Holloway is a licensed certified public accountant but currently does not provide CPA services outside of his role at the firm. America First Investment Advisors offers discretionary portfolio management and financial planning for individuals, employee benefit plans, and other entities. The firm uses a value-oriented equity process focused on balance sheet strength, cash flow, and management capital allocation, typically managing portfolios with 15–25 equity positions or ETFs for smaller accounts.

Brooke Wimes is a financial advisor at Prairie Wealth Advisors, Inc. with 20 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at RBC Capital Markets, LLC, UBS Financial Services Inc., and Morgan Stanley & Co. LLC. Prairie Wealth Advisors is a team-based registered investment adviser managing approximately $558 million in client assets for individuals and high-net-worth clients. The firm offers comprehensive portfolio management, financial planning, and pension consulting, utilizing tailored portfolios and quarterly formal reviews.