Carrie Fenton is a financial advisor at Cetera Planning Partners in Omaha, NE, holding a Series 65 license with seven years of industry experience. She also works as an accountant at Schleisman Onken & Associates, a regional CPA firm providing tax, consulting, and auditing services. Additionally, she provides wealth management services through Financial Associates, LLC. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm integrates tax planning, bookkeeping, payroll support, and estate-planning services, utilizing diversified allocations of mutual funds and ETFs tailored to clients’ objectives and risk tolerance.

Elizabeth Schanou is a financial advisor with CWM, LLC based in Omaha, NE. She holds a Series 65 designation and has 14 years of industry experience. Prior to joining CWM, she worked at Carson Wealth Management Group beginning in 2005. CWM, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers a range of services such as portfolio management, financial planning, and retirement-plan solutions, and employs a discretionary investment approach using model portfolios combined with fundamental and technical analysis.

Devin Moylan is a CFP® with 15 years of industry experience, currently serving at Osaic Advisory Services, LLC since 2024. His prior experience includes roles at Arbor Point Advisors and Securities America Advisors, Inc. Additionally, he participates in community activities such as advising the development committee for St. Pat's Elkhorn. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, and nonprofit entities. The firm provides a range of services including investment management, financial planning, retirement plan consulting, and uses multiple program models with custody primarily through Schwab and Fidelity.

Charles Smith is a financial advisor at Prime Capital Financial with five years of industry experience. He holds a Series 65 designation and has worked at Prime Capital Investment Advisors, LLC since 2020 and First National Bank of Omaha since 2007. Outside of his advisory role, he serves as treasurer and secretary of LRC Racing, a nonprofit running club in Omaha, Nebraska. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a wide range of services including asset management, financial planning, retirement plan sponsor and trustee services, and family office offerings, utilizing both discretionary and non-discretionary investment approaches.

Richard Seitz is a financial advisor at Orion Portfolio Solutions, LLC with 20 years of industry experience. He holds the Series 66 and Series 63 designations. His prior roles include positions at Brinker Capital Securities, AssetMark Financial, and LPL Financial, among others. Orion Portfolio Solutions serves independent investment advisory firms and their clients, retirement plans, charitable organizations, and institutional sponsors. The firm focuses on model-driven and managed-account solutions, including separately managed accounts and technology-enabled custom indexing, supporting a large client base with approximately $64.8 billion in assets under administration.

Bryan Sweet is a financial advisor at CWM, LLC with 45 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior work includes long tenures at Raymond James Financial Services and his own firms, Sweet Financial Partners and Sweet Financial Services. Outside of advising, Sweet is involved in entrepreneurial coaching, co-hosting a conference for top producers, and serves as president of an opera endowment committee. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, and institutional clients through a large network of advisors. The firm offers portfolio management and retirement plan services using model portfolios guided by an in-house Investment Committee, combining fundamental and technical analysis with access to alternative investments and customization tools.

Andrew Muska is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Edward Jones and Soar Wealth Strategies. He is also the owner of Karpaty Wealth Group, LLC, a private entity focused on securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody/clearing services.

Nathan Farmer is a CFP® and PFS™ credentialed financial advisor with 21 years of industry experience. He has been with Creative Planning since 2015. Outside of his advisory role, he is a minority owner of a bar and grill restaurant in Omaha, Nebraska. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process with an emphasis on low-cost indexing and offers a range of supplemental strategies, supported by a large advisory team and centralized investment infrastructure.

Carl Eberspacher is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 39 years of industry experience. His career includes long-term roles at Ameritas Life Insurance Corp and Ameritas Investment Company, LLC, as well as Central Financial Services, where he has been involved in fixed insurance product sales since 1987. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by a network of Investment Adviser Representatives and third-party partners.

Aidan Boyle is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he partners with clients to develop customized investment strategies tailored to their long-term wealth objectives. His approach focuses on retirement readiness, portfolio growth, and comprehensive financial planning, aligning solutions with clients' risk tolerance, time horizon, and financial goals. Aidan's expertise includes managing new wealth, personal retirement planning, portfolio management services, and small business strategies. He provides informed and disciplined investment guidance, emphasizing trust and clear communication to help clients navigate market complexities. He holds a Bachelor's Degree from Carnegie Mellon University and holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Aidan is proficient in English and French. Outside of work, his interests include football, golfing, pickleball, skiing, spending time with his family, tennis, and traveling.

Kyle Hosch is a financial advisor at Orion Portfolio Solutions, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Brinker Capital Securities, Triton Pacific Securities, and CNL Securities Corporation. Outside of his advisory role, he owns Aylos Holdings, LLC, a business involved in the purchase and resale of luxury watches. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and corporate sponsors. The firm offers model-driven managed-account solutions and technology-enabled services, supporting a large client base and assets under administration.

Mark Lookabill is a financial advisor with CWM, LLC in Omaha, NE, holding Series 63 and Series 66 credentials and over 27 years of industry experience. His work history includes roles at LPL Financial, LLC and Cetera Advisor Networks LLC, as well as a long tenure with Carson Wealth and CWM, LLC since 2011. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of partner offices. The firm employs discretionary management using model portfolios overseen by an Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Douglas Carter is a financial advisor with Schwab Wealth Advisory, Inc. He holds Series 63 and Series 66 licenses and has 35 years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., TD Ameritrade, Inc., and several Moloney Securities entities. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab's research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not act as a discretionary portfolio manager.

Misty Newman is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 18 years of industry experience. She previously worked at Equitable Advisors and AxA Advisors before joining Commonwealth and Pathfinder Wealth Advisors in 2024. She is also the owner of Imperial Wealth Management, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and customized investment solutions, while providing operations, trading, technology, compliance, and practice-management support to affiliated advisors.

John Shafer is a financial advisor at First Command Advisory Services with one year of industry experience. He holds a Series 66 designation and has worked at multiple First Command entities since 2026. Prior to that, he was employed at LPL Enterprise and National Indemnity Company. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers who select and monitor model portfolios from approved investment options.

Seth Mccune is a Series 65-licensed advisor at Orion Portfolio Solutions, LLC with five years of industry experience. He has been with Orion Advisor Technology since 2009. Outside of his advisory role, Seth serves on the volunteer Board of Directors for Mutual First Federal Credit Union and is involved in officiating for Omaha CYO Basketball. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors. The firm focuses on model-driven and managed-account solutions, supporting nearly 200 advisors and more than 185,000 client relationships through multiple delivery platforms.

Ryan Mc Kain is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at GWFS Equities, Advised Assets Group, Wells Fargo Clearing, Wells Fargo Bank, OneStaff, The Jewell, Jams Legacy, Addy's Sports Bar & Grill, and TD Ameritrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model aligned with Empower’s recordkeeping and administrative platforms.

Michael Hall is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior work includes over a decade at Woodbury Financial Services, Inc., and roles with AdvisorNet Wealth Partners and Cetera Wealth Services. Hall serves as vice president of the Lincoln Estate Planning Council board and is involved with neighborhood governance as a board member of Prairie Hollow HOA. Cetera Investment Advisers LLC is a nationwide advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Virginia Fallon is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has worked with Prudential Insurance Company of America and Pruco Securities, LLC for over a decade before joining LPL Enterprise. Outside of her advisory role, she serves as president of the local chapter of Women and Insurance Financial Services and leads the accelerators referral group for the Millard Business Association in Omaha, NE. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Daniel Botos is a CFP®-credentialed financial advisor with Edward Jones in Omaha, NE, where he has worked since 2000. He has 25 years of industry experience and holds Series 63 and Series 66 licenses. Outside of his advisory role, he participates occasionally as talent in print and television commercial projects. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.