Duane Bazis is a financial advisor with Bazis Private Wealth, LLC in Omaha, NE, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked with Bazis & Young Investment Group LLC since 2009. Outside of his advisory role, Bazis is a licensed insurance agent with over 30 years of experience selling life, health, long-term care, and annuity products. Bazis Private Wealth LLC provides personalized advisory services to individuals, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm manages portfolios using a combination of fundamental and charting analysis alongside third-party research and operates exclusively through wrap-fee programs, offering both discretionary and non-discretionary asset management.

Andrew Galvin is a financial advisor with The Premier Advisory Group, LLC in Omaha, NE, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes roles at Stifel Nicolaus & Co Inc, TD Ameritrade, and Erickson Sederstrom. Outside of financial advising, he is involved in insurance sales and services through The Premier Group, LLC. The Premier Advisory Group provides fee-based financial planning and referral-based advisory services to individual clients, focusing on fixed flat fees rather than managing client assets directly. The firm refers clients to third-party money managers and coordinates client communications without exercising discretionary trading authority.

Trent Smalley is a financial advisor at Jersey Shore Portfolio Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at DTN since 2007. Jersey Shore Portfolio Management provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and other advisors. The firm employs a blend of fundamental and technical analysis with a long-term orientation while allowing active trading, using a range of investment vehicles including ETFs, equities, fixed income, options, futures, and currencies, and offers portfolio management for pooled vehicles along with support for self-directed investors.

Arnold Weitz is a financial advisor with Arnold Weitz & Co. in Omaha, NE, holding Series 63 and Series 65 licenses and possessing 53 years of industry experience. His prior roles include positions at Track Record LLC and Raymond James Financial Services, where he has worked since 1999. He is also president and owner of Arnold Weitz and Company, a support business. Arnold Weitz & Co. provides investment advisory and financial planning services primarily to individuals, families, trusts, foundations, and certain corporate entities. The firm focuses on individualized asset-allocation models and balanced strategies emphasizing dividend-paying equities and investment-grade income instruments, managing approximately $408 million for a small client base.

Patrick Tucker is the principal advisor at True Measure Wealth Management in Omaha, NE, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has led True Measure Wealth Management since 2001. Outside of his advisory role, he owns and teaches online courses for financial advisors and entrepreneurs through True Measure Advisors and Patrick Tucker, LLC, and operates a social media marketing and consultation business, MOM3NTM, LLC. True Measure Wealth Management provides personalized, fee-only financial planning and investment management to individuals, trusts, estates, and small businesses. The firm focuses on strategic, globally diversified asset allocation using third-party money managers, no-load or low-load mutual funds, ETFs, and individual securities, with accounts custodied through SEI, Charles Schwab & Co., or Betterment Institutional.

Gregory Berstler is a financial advisor at Blue Capital with 29 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Blue Capital since 2019. Prior to this, he worked at Capital Synergy Partners and runs Berstler Financial Group. He is also president of Berstler Enterprises, Inc., where he spends time on fixed insurance products and speaking engagements. Blue Capital provides investment advisory services to both non-high-net-worth and high-net-worth individuals, offering discretionary and non-discretionary managed accounts along with financial planning. The firm employs a variety of investment strategies, including asset allocation and technical analysis, and offers access to structured products and buffer ETFs.

William Miller is a financial advisor at Guide Rock Capital Management, Inc. in Omaha, NE, holding a Series 65 designation. He has experience working at several firms, including Carson Group, First National Bank of Omaha, and Hightower Advisors. Outside of finance, he has worked in the restaurant industry with Lacasa Pizza and spent time at Creighton University and Creighton Prep High School. Guide Rock Capital Management provides investment advice and financial planning primarily to individuals, high-net-worth clients, and credit-union members. The firm offers wealth management, modular and full financial plans, and asset management through a wrap-fee program, emphasizing individualized advice and maintaining an affiliation with Gallup Federal Credit Union.

Jason Hiley is a CFP® with 22 years of experience in the financial advisory industry. He is the principal at Hiley Hunt Wealth Management, Inc., where he has worked since 2012. Prior to that, he held roles at Karstens Investment Counsel, Inc. and Westwood Wealth Management. Hiley Hunt Wealth Management, Inc. provides fee-only investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers discretionary asset management and consulting engagements, utilizing a combination of fundamental, technical, and cyclical analysis to develop tailored asset-allocation strategies that incorporate borrowing and derivative practices uncommon among similar-sized firms.

Brett Castinado is a financial advisor with CWS Wealth Partners in Omaha, NE, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at multiple firms including Virtue Wealth Counsel, American Senior Benefits, and Byrne Wealth Management. Outside of his advisory role, he operates Castinado Enterprises, Inc. as an independent insurance agent. CWS Wealth Partners is a small supported advisory firm managing approximately $62 million for about 133 clients. The firm offers discretionary and non-discretionary portfolio management and comprehensive financial planning for both high-net-worth and non-HNW individuals, utilizing a combination of fundamental, technical, and cyclical analysis tailored to client goals and risk tolerances.

Marvin Docken is a financial advisor with Professional Retirement Strategies LLC in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at several firms, including Gradient Securities, LLC and Heartland Financial Advisors, LLC, and has conducted independent advisory work since 1995. Outside of advisory services, he is also active as an insurance agent specializing in insurance and fixed annuities. Professional Retirement Strategies LLC provides discretionary portfolio management and ERISA plan advisory services to individual investors and retirement plan clients. The firm serves both individual and institutional accounts, employing a documented investment policy and risk-tolerance process with discretionary trading authority, and it offers public seminars and workshops on investment education.

Chad Clauser is a CFA® charterholder with 14 years of industry experience, currently serving as an advisor at Lawson Kroeker Investment Management Inc since 2015. He holds the Series 66 designation and is based in Omaha, NE. Lawson Kroeker provides discretionary investment supervisory services to a range of clients including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and profit-sharing plans, and manages the LK Balanced Fund. The firm employs a fundamental, owner-oriented investment approach focused on businesses with sustainable competitive advantages, complemented by fixed-income holdings for stability, and collaborates with clients on asset allocation while generally avoiding market timing.

Brian Farris is a financial advisor at Financial Design Group, LLC with 28 years of industry experience. He holds the Series 63 designation and previously worked at Cetera Advisors LLC for 11 years before joining Financial Design Group. Financial Design Group is a small advisory firm serving individual investors, including high-net-worth individuals, as well as retirement plan sponsors and participants. The firm focuses on strategic asset allocation and long-term holdings, providing discretionary asset management and retirement plan fiduciary consulting tailored to client needs.

Jennifer Jorgenson is a financial advisor at Nabity-Jensen Investment Management, Inc. with four years of industry experience. She holds a Series 65 credential and has worked at Nabity-Jensen Investment Management since 2016, with prior roles at Shenandoah Medical Center and the Glenwood Resource Center in Iowa. Outside of her advisory work, she is an owner and performs bookkeeping duties for Canyon Creek Family Farm LLC. Nabity-Jensen Investment Management provides discretionary investment management, special investment counsel, and fee-based financial planning to individuals, high-net-worth households, corporations, and charitable institutions. The firm follows Modern Portfolio Theory to guide investment decisions and manages client portfolios primarily on a discretionary basis.

Andrew Hunt is a CFP® with 17 years of industry experience. He is a financial advisor at Hiley Hunt Wealth Management, Inc., where he has worked since 2015. Prior to that, he was with Guide Rock Capital Management, Inc. for six years. Outside of finance, he serves as a director at DayCloud Studios, LLC, a marketing agency. Hiley Hunt Wealth Management, Inc. provides fee-only investment advisory and financial planning services to individuals, high-net-worth clients, trusts and estates, corporations, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis to develop tailored asset-allocation strategies and manages accounts on a discretionary basis using a range of investment techniques including margin, short sales, and option writing.

Randall Jensen is a CFP® with 24 years of industry experience. He has been with Nabity-Jensen Investment Management, Inc. since 2001. The firm provides discretionary investment management, special investment counsel, and fee-based financial planning to individuals, high-net-worth households, corporations, and charitable institutions. Their investment approach follows Modern Portfolio Theory, utilizing a diversified mix of asset classes and managing portfolios primarily on a discretionary basis.

Richard Mcginness Jr. is a financial advisor at Bazis Private Wealth, LLC in Omaha, NE, holding a Series 65 designation with 11 years of industry experience. He has been with Bazis & Young Investment Group since 2014. Bazis Private Wealth provides personalized advisory services to individuals, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm’s investment approach combines asset allocation with fundamental and charting analysis, offering portfolio management, financial planning, retirement plan consulting, and alternative investment consulting through a wrap-fee program structure.

Zachary Houston is a financial advisor with Footprints Asset Management & Research, Inc., holding a Series 65 designation and bringing 10 years of industry experience. He has been with Footprints since 2015 and concurrently affiliated with Northern Lights Distributors, LLC since 2017. Footprints Asset Management & Research is an SEC-registered investment adviser managing approximately $41.9 million for about 100 clients, including individuals, high-net-worth investors, retirement plans, and a mutual fund. The firm follows an "Absolute Value" investment philosophy with multi-year holding periods, incorporates both fundamental and technical analysis, and employs derivatives strategies within separately managed accounts.

Tiffany Polifka is a CFP® with 20 years of industry experience, currently serving as an advisor at Arnold Weitz & Co since 2010. She also has a longstanding role with Raymond James Financial Services, Inc. since 2008. Arnold Weitz & Co. provides investment advisory and financial planning services primarily to individual and family clients, including high-net-worth households, as well as trusts, foundations, and certain corporate entities. The firm emphasizes individualized asset-allocation models with a focus on equity income and balanced strategies.

Thomas Sudyka Jr. is a CFA® charterholder with 25 years of industry experience, currently serving at Lawson Kroeker Investment Management Inc. since 1999. He holds Series 63 and Series 65 licenses and is based in Omaha, NE. Lawson Kroeker provides discretionary investment supervisory services to a diverse client base, including individuals, high-net-worth clients, trusts, charitable organizations, and pension plans. The firm employs a fundamental, owner-oriented investment approach and manages approximately $682.7 million in discretionary assets through a small team.

Jake Blach is a financial advisor at The Premier Advisory Group, LLC in Omaha, NE, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Gallup, Inc. and Union Pacific, as well as a decade as a full-time student. The Premier Advisory Group offers fee-based financial planning and referral-based advisory services to individual clients, focusing on fixed flat fees for plans and coordinating with third-party money managers rather than managing client portfolios directly.