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.

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.

Marcia Koory is a CFA® charterholder with 27 years of industry experience. She has been with Pflug Koory, LLC since 2000. Pflug Koory, LLC provides discretionary and non-discretionary investment management and consulting services to individuals, businesses, trusts, charitable foundations, and retirement plans. The firm’s valuation-focused investment approach emphasizes fundamental research and cost efficiency, managing approximately $347 million for around 122 clients.

Patrick Riordan is a financial advisor at Lawson Kroeker Investment Management Inc. in Omaha, NE, with 39 years of industry experience. He has been with Lawson Kroeker since 2012. He holds the Series 63 designation. Lawson Kroeker provides discretionary investment supervisory services to individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and profit-sharing plans, and a registered investment company, the LK Balanced Fund. The firm employs a fundamental analysis investment approach with an owner orientation, emphasizing sustainable competitive advantages and tailored valuation methods, while using fixed-income holdings to add stability.

Pauline Quinn is a financial advisor at Morey & Quinn Wealth Partners with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services and Sterling Financial Advisors. Outside of advisory work, she is also licensed as an insurance agent. Morey & Quinn Wealth Partners is an SEC-registered firm serving individuals, trusts, estates, charitable organizations, and corporations. The firm provides financial planning and discretionary wealth and portfolio management services, emphasizing tailored portfolios based on fundamental analysis and client-specific goals.

Mary Jochim is a financial advisor with Sterling Financial Advisors, LLC in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. She has been with Sterling Financial Advisors since 1998. Outside of her advisory work, she manages a vacation cabin rental in Crosslake, MN. Sterling Financial Advisors serves individuals, trusts, pension and profit-sharing plans, and small businesses by providing asset management and pension consulting services. The firm employs discretionary portfolio management with fundamental and technical analysis across various asset classes and conducts periodic account reviews.

Christopher Farris is a financial advisor at Financial Design Group, LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked for Cetera Advisors LLC from 2012 to 2022. Farris is a licensed insurance agent but does not sell commissionable insurance or annuity products to clients of Financial Design Group. Financial Design Group serves individual investors, including high-net-worth clients, as well as retirement plan sponsors and participants. The firm focuses on discretionary asset management and retirement plan consulting, emphasizing strategic asset allocation, long-term holdings, and customized advisory services.

Andrew Wacker is a financial advisor with Convergence Advisory Group in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at MassMutual and Securities America, Inc. Outside of advisory work, he serves as Executive Director of the Financial Education Collaborative, organizing workshops at universities and libraries. Convergence Advisory Group provides investment advice and financial planning to individuals, trusts, estates, charitable organizations, corporations, and other business entities, managing approximately $90 million across several hundred client relationships. The firm offers discretionary portfolio management, separate financial planning services, and educational programs, employing a range of analytical methods and trading strategies tailored to client objectives.

Travis Sholin is a CFP®-certified financial advisor with 12 years of industry experience, currently serving at Keystone Financial Services, LLC. He previously worked at Cetera Advisor Networks LLC from 2014 to 2020. Sholin is a board member of the Financial Therapy Association, where he contributes to discussions on the intersection of psychology and finances. Keystone Financial Services is an SEC-registered team advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers customized, primarily long-term investment management along with financial planning, retirement plan advisory, tax preparation, and business consultation services.