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.

Ryan Pramberg is a financial advisor with Stevens Capital Partners in Omaha, NE, holding a Series 66 designation and four years of industry experience. He previously worked at Thrivent Financial and Thrivent Investment Management Inc before joining Stevens Capital Partners. Outside of his advisory role, he is the COO of SKOUT MEDIA LLC, a company specializing in website design and SEO blog writing. Stevens Capital Partners is an SEC-registered advisory firm serving individuals, charitable organizations, and businesses. The firm manages approximately $810 million in assets and provides investment management, access to third-party managers, and project-based financial planning using fundamental analysis and modern portfolio theory.

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.

Jacob Anderson is a CFP® and Series 65-licensed financial advisor at Stevens Capital Partners with three years of industry experience. Prior to joining Stevens Capital Partners, he worked at CMW, LLC and Carson Group. Stevens Capital Partners is an SEC-registered advisory firm serving individuals, charitable organizations, and businesses, managing approximately $810 million in assets. The firm provides investment management, access to third-party managers, and project-based financial planning, using both fundamental analysis and modern portfolio theory to guide portfolio construction.

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.

Michael Moravec is a financial advisor with WealthPLAN Partners in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at WealthPLAN Partners since 2017 and Moravec Financial Advisors, Inc. since 2009. Outside of his advisory work, he serves on the advisory board for Aquinas and St. Mary’s Catholic Schools. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutions such as nonprofits and pension plans. The firm employs a diversified investment strategy across various asset classes and manages client accounts primarily on a discretionary basis with ongoing monitoring and rebalancing.

Katerina Wiese is a CFP® with 18 years of industry experience and is currently with America First Investment Advisors LLC, where she has worked since 2008. She is the sole owner of a childcare and preschool business, Little Red School House Childcare and Preschool. America First Investment Advisors provides discretionary portfolio management and financial planning primarily for individuals, employee benefit plans, and charitable organizations. The firm follows a value-oriented equity process and manages portfolios using individual stocks, fixed-income investments, and ETFs.

Maximilian Vogt is a CFA® charterholder and holds a Series 65 license with nine years of industry experience. He has worked at Westchester Capital Management since 2016. Westchester Capital Management provides discretionary investment management and portfolio supervision to individuals, family entities, pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs a value-oriented, long-term investment approach focused on fundamental analysis and portfolio diversification, and it maintains an investment-only focus without offering standalone financial planning services.

Randal Korth is a financial advisor at Allen Capital Group, LLC with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Allen Capital Group since 2018. Prior to that, he was with Montage Securities, LLC and Mariner Wealth Advisors, LLC. Allen Capital Group provides advisory services to individuals, retirement plans, trusts, corporations, charitable organizations, and private funds. The firm employs a long-term, individualized investment approach using fundamental equity analysis, a mix of active and passive funds, options strategies, and third-party bond management.

Carter Masteller is a CFP® with two years of industry experience, currently affiliated with Stevens Capital Partners in Omaha, NE. Prior to joining Stevens Capital Partners, he worked at Allen Capital Group, LLC for three years. Stevens Capital Partners is an SEC-registered advisory firm serving individuals, including high-net-worth clients, charitable organizations, and businesses. The firm manages approximately $810 million in assets across about 661 client relationships, offering investment management and project-based financial planning using a combination of fundamental analysis and modern portfolio theory.

Kimberly Baker is a financial advisor at Prairie Wealth Advisors, Inc. in Omaha, NE, holding a Series 65 designation. She has been in the industry since 2019, with prior experience at Dorhout Retirement Services and Bank of the West. Prairie Wealth Advisors serves individual clients, including high-net-worth households, as well as pension plan sponsors, trusts, charitable organizations, and pooled investment vehicles. The firm provides portfolio and asset management, financial planning, and pension consulting with tailored investment strategies and continuous account supervision.

Lori Liffring is a CFA® charterholder with over 32 years of experience at Cambridge Advisors Inc., where she has worked since 1994. She holds a Series 65 license and is based in Omaha, NE. Cambridge Advisors Inc. serves individuals, families, retirement plans, and not-for-profit organizations with investment management and financial planning services. The firm emphasizes customized portfolios with diversified asset allocation and follows a fundamental, growth-at-a-reasonable-price approach for equities, while also offering retirement plan services and recently expanded to include private and digital-asset products.

Erin Kinney is a financial advisor with Arkfeld Wealth Strategies, L.L.C. in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has worked at Arkfeld Wealth Strategies since 2018 and Wells Fargo Advisors Financial Network since 2013. Outside of her advisory work, Kinney serves as an independent contractor representative for a clothing and fashion business and acts as an independent insurance agent. Arkfeld Wealth Strategies serves individuals, families, businesses, and retirement plans by providing portfolio management and financial planning tailored to client needs. The firm uses a globally diversified investment approach based on modern portfolio theory and fundamental analysis, and it may engage outside sub-advisers to manage client assets.

Bradley Starken is a financial advisor at SMART Wealth, LLC in Omaha, NE, holding a Series 66 designation with 12 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company, Pacific Life, and Miller Financial Group. SMART Wealth serves individual and high-net-worth households with retirement income strategies, portfolio management, and financial planning. The firm uses in-house model strategies and external sub-advisers, sponsors the SMARTWay ETFs, and offers a Private Wealth Partners division for clients with $5 million or more in investable assets.