Cindy Bojanski is a CFP®-designated financial advisor with ValMark Advisers, Inc. She has 20 years of industry experience and has previously worked at firms including LPL Financial and Northwestern Mutual. Outside of advising, she is co-owner of 4-3 Health, an orthotic and bracing company, and serves on the Endowment Committee at St. Patrick's Church in Fremont, NE. Additionally, she will teach a course on Financial Institutions and Markets as an adjunct professor at Midland University in Fall 2024. ValMark Advisers serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm employs a goal-based investment approach centered on diversified model portfolios and asset allocation, utilizing both proprietary and third-party platforms to deliver advisory and financial planning services.

Cody Forbush is a CFP® professional with 15 years of experience in the financial industry. He is currently with Grimes & Company and has previously worked at Dickinson Investment Advisors, TS Capital, and TD Ameritrade. Grimes & Company provides discretionary investment management and financial planning to both individual and institutional clients, including high-net-worth individuals, trusts, pension plans, and governmental entities. The firm utilizes customized investment strategies supported by proprietary research and portfolio management systems, offering a range of services that include acting as a sub-advisor to other advisers and providing estate-planning support through the Vanilla platform.

Michael Hansen is a financial advisor at IAMS Wealth Management, LLC in Omaha, NE, holding a Series 65 credential with seven years of industry experience. He has been with IAMS Wealth Management for 10 years. IAMS Wealth Management provides investment advisory and financial planning services to individuals, corporations, retirement plans, trusts, and business entities. The firm offers discretionary portfolio management using proprietary and third-party models, ERISA 3(21) plan services, and standalone financial planning, employing a range of investment instruments and operational tools including AI for research and meeting transcription.

Jared Knobbe is a CFP® professional with 10 years of industry experience, currently affiliated with ValMark Advisers, Inc. He has worked with Valmark Securities, Inc. since 2023 and previously held roles at LPL Financial and Waddell & Reed Inc. Outside of financial advising, he operates JK Horseshoeing Services and serves on the Engler Alumni Board, focusing on business development and entrepreneurial support. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, alongside a range of proprietary platforms and advisory services.

Brett Badalucco is a financial advisor at First National Advisers, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including BMO Nesbitt Burns Securities Ltd., BMO Bank N.A., Bancwest Investment Services Inc., and Bank of the West. First National Advisers, LLC, a subsidiary of First National Bank of Omaha, provides discretionary investment management to individuals and institutions. The firm offers diversified equity and fixed-income models, managed mutual fund and individual equity strategies, and a team-based wealth service called Private Wealth Reserve.

Kai Meacham is a financial advisor at SageSpring Wealth Partners with one year of industry experience. He holds a Series 65 designation and has a diverse background including roles at Recreational Equipment Inc and multiple positions at the University of Nebraska-Lincoln. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets through a team of 75 advisors. The firm serves a broad range of individual and institutional clients, offering personalized investment management, financial planning, and retirement plan consulting with a goals-based, discretionary approach.

Adriane Washburn is a financial advisor at Lutz Financial with 22 years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones and Principal Life Insurance Company. In addition to her advisory role, she is an Independent Insurance Agent. Lutz Financial serves individuals, retirement plans, charitable organizations, and business entities, offering portfolio management, retirement plan consulting, financial planning, and a digital Automated Investment Program. The firm’s approach includes tailored portfolios using mutual funds, ETFs, and individual bonds, with ongoing monitoring and client-directed restrictions.

Mark Powell Sr. is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 licenses and over a decade of experience in the financial services industry. His career includes roles at New York Life Insurance Company and NYLIFE Securities LLC, as well as involvement with Lasting Legacy Collaborative and Oxbow Life Strategies, LLC. 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, combining advisory, broker-dealer, and insurance services within the Mutual of Omaha group.

Corby Mastalir is a CFP® with 17 years of industry experience, currently serving at Belpointe Asset Management LLC since 2024. His prior experience includes roles at Prairie Wealth Advisors and Cambridge Investment Research Inc. Outside of advisory work, he is involved in fixed insurance sales, including life insurance, disability, long-term care, and fixed annuities. Belpointe Asset Management serves a diverse client base ranging from individual investors to corporations and other registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance.

Michelle Smithberg is a CFP® professional at First National Advisers, LLC with two years of industry experience. She previously worked at First National Bank of Omaha for 26 years. Outside of her advisory role, she serves as President of the Board of Directors for the Omaha Theater Company, a nonprofit focused on engaging youth and families in theater. First National Advisers, LLC is a subsidiary of First National Bank of Omaha providing discretionary investment management to individuals and institutions. The firm manages approximately $6.6 billion in assets, offering diversified equity and fixed-income models, managed mutual fund and equity strategies, and a team-based wealth service called Private Wealth Reserve.

Brady Pelzer is a financial advisor at IAMS Wealth Management, LLC with Series 65 credentials and one year of industry experience. His prior work includes roles at Fidelity Financial Corp., Northwestern Mutual, and Nebraska Furniture Mart. He is also involved with Pelzer Capital, LLC and Exclusive Strategic, LLC, where he serves as an owner and insurance agent. Additionally, he provides outsourced estate planning services through Legacy Lock, LLC. IAMS Wealth Management offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily uses discretionary portfolio management with an asset-allocation approach incorporating equities, ETFs, fixed income, and alternative instruments.

Duncan Smith is a financial advisor at IAMS Wealth Management, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Zacks Investment Management and Fisher Investments. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily offers discretionary portfolio management tailored to client objectives and risk tolerances, utilizing both proprietary and third-party model portfolios with a diversified asset-allocation approach.

Tyler Anderson is a CFP® professional with 15 years of experience in the financial industry. He is currently with Ausdal Financial Partners, Inc., where he has worked since 2020. Prior to that, he held roles at Larson Financial Group and Larson Financial Securities from 2014 to 2020. Anderson serves as a board member and treasurer for Trinity Classical Academy, a private school in Waterloo, NE. Ausdal Financial Partners is a dual-registered investment adviser and broker-dealer managing approximately $2.13 billion in client assets. The firm offers a range of investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing both discretionary and non-discretionary strategies across various asset classes.

Grant Runyan is a financial advisor with Mutual of Omaha Investor Services, Inc. in Omaha, NE, holding Series 65 and Series 63 licenses and having 12 years of industry experience. He has been with Mutual of Omaha since 2014. Outside of his advisory role, Runyan is a partner in Stated Golf LLC, where he manages client relationships related to custom golf apparel. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm primarily delivers solutions through a platform relationship with Envestnet and utilizes Pershing as custodian, combining advisory services with broker-dealer and insurance operations within the Mutual of Omaha group.

John Fritsch is a Series 65-licensed financial advisor with eight years of industry experience, currently with IAMS Wealth Management, LLC in Sioux Falls, SD. He has been with IAMS since 2018 and also serves as a general agent at Financial Benefits Company, where he has worked since 1992. Outside of finance, he is a partner in Dakota Spirit LLC, a youth cheerleading training and competition club. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm focuses on discretionary portfolio management using proprietary and third-party model portfolios, serving a diverse client base including high-net-worth individuals.

Joseph Carlson is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Lutz Financial in Omaha, NE. His background includes roles at Remolt Ludtke LLP and Raymond James, as well as time at the University of Nebraska - Lincoln. Lutz Financial provides advisory services to individuals, retirement plans, charitable organizations, and businesses, offering portfolio management, retirement plan consulting, financial planning, and a digital Automated Investment Program. The firm integrates investment management with accounting and tax services through its affiliation with a certified public accounting firm.

James Clements is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include positions at Carson Group, CWM, LLC, Ameritas Investment Corp, and Securities America Inc. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm offers financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs, combining project-based planning with ongoing asset management using a proprietary platform.

Luke Simons is a financial advisor with Thrivent Advisor Network, LLC, holding CFP® and ChFC® designations and 14 years of industry experience. His prior work includes roles at Thrivent Investment Management, Inc., Purshe Kaplan Sterling Investments, and Thrivent Financial for Lutherans. Outside of advising, he serves as a board member for Wahoops Youth Basketball, a local nonprofit youth basketball association. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers portfolio management, financial planning, and access to independent managers, typically constructing diversified portfolios using low-cost mutual funds and ETFs alongside other investment vehicles.

Steven Anderson is a CFP® professional with 11 years of industry experience. He is currently with First National Advisers, LLC in Omaha, NE, and has held prior roles at UMB Private Wealth Management LLC, Triune Financial Partners, LLC, Ivy Distributors, Inc., and Waddell & Reed, Inc. Anderson serves on the advisory council for St. Therese Catholic School and is an instructor for CFP® education courses through Dalton Education LLC. First National Advisers, LLC provides discretionary investment management to individuals, including high-net-worth clients, and institutional clients. The firm offers a team-based Private Wealth Reserve service that focuses on asset allocation, fund screening, and risk monitoring, and is a subsidiary of First National Bank of Omaha with approximately $7.3 billion in discretionary assets under management.

Heather Bruntz is a financial advisor at SageSpring Wealth Partners in Omaha, NE, holding a Series 66 designation with three years of industry experience. Her prior roles include positions at Raymond James Financial Services and various educational institutions. SageSpring Wealth Partners serves a diverse client base that includes both individual households and institutional clients such as retirement plans and sovereign wealth funds. The firm provides discretionary investment management, financial planning, and retirement plan consulting, utilizing tailored portfolios and a mix of fundamental and technical analysis.