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.

Weston Behlen is a financial advisor at WealthPlan Investment Management LLC in Omaha, NE, holding a Series 65 designation with one year of industry experience. His work history includes roles at WealthPLAN Group and various academic positions at the University of Kansas. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of about 29 professionals managing approximately $2.18 billion in assets. The firm serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other advisers, offering comprehensive financial planning, discretionary and non-discretionary investment management, and retirement plan services.

Jacquelyn Denson is a CFP® professional with 11 years of industry experience, currently serving at Vestia Personal Wealth Advisors. She has previously worked at Larson Financial Securities, LLC and Larson Financial Group, LLC. Outside of her advisory role, she is involved in the wine retail and bar business and co-owns a nutrition and supplements enterprise focused on a hangover remedy product. Vestia Personal Wealth Advisors serves individual and high-net-worth clients and provides consulting for retirement plan sponsors. The firm employs an evidence-based investment approach and utilizes a combination of in-house discretionary management, third-party sub-advisors, and technology-enabled solutions, while also offering access to alternative and private investments through affiliated platforms.

Jonathan Spangler is a financial advisor at Cambridge Advisors Inc. with 17 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Woodmen Financial Services, Inc. for ten years before joining Cambridge Advisors in 2024. Cambridge Advisors Inc. serves individuals, families, retirement plans, and not-for-profit organizations with customized investment management and financial planning services. The firm manages over $600 million with a small employee-owned team and offers a range of portfolio strategies including private and digital-asset products.

Grant Behne Ryan is a financial advisor at SMART Wealth, LLC, holding a Series 65 designation. He has one year of industry experience and previously worked in food service and community center roles while completing his studies. SMART Wealth serves individual and high-net-worth households with retirement income strategies, portfolio management, and financial planning. The firm manages discretionary portfolios using in-house models and sub-advisers, offers dedicated services for affluent clients, and sponsors the SMARTWay ETFs as part of its investment solutions.

Jon Murray is a financial advisor with SMART Wealth, LLC in Omaha, NE, holding a Series 65 designation and one year of industry experience. His prior work includes roles at the Nebraska Department of Finance and Banking and Prosperity Home Mortgage. SMART Wealth serves individual and high-net-worth households with retirement income strategies, investment advisory, portfolio management, and financial planning. The firm manages discretionary portfolios using in-house models and third-party providers and operates a Private Wealth Partners division focused on clients with $5 million or more in investable assets.

Matthew Kitzman is a financial advisor at Greenup Wealth with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Financial Engines Advisors L.L.C., One Capital Management, LLC, and Tmfs Advisors, LLC. Outside of advising, he is involved in managing a small residential rental property business. Greenup Street Wealth Management serves individual and high-net-worth clients, charitable organizations, and business entities, offering discretionary portfolio management, financial planning, and access to third-party investment managers. The firm employs a variety of analytical methods and investment strategies, combining in-house management with selected external managers, and provides services for both custodial and non-custodial assets.

William Garver is a financial advisor at Leibman Financial Services, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining Leibman Financial Services and LPL Financial in 2022, he worked at 228Main.com and Doane University. Leibman Financial Services provides investment advisory and planning services to individuals, trusts, estates, and business entities, focusing on a value-oriented, long-term investment strategy with tactical asset-allocation flexibility and fundamental analysis. The firm offers both discretionary and non-discretionary asset management, portfolio monitoring, and written financial plans, serving a range of clients including high-net-worth individuals and managing donor-advised funds.

David Hoppen is a financial advisor at Cornerstone Financial Group, LLC with 25 years of industry experience. He holds a Series 65 designation and has been with Cornerstone Financial Group since 1996. Cornerstone Financial Group 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 driver of portfolio construction.

Kevin O’Mara is a CFP® with 20 years of experience in the financial advisory industry. He is currently a part of WealthPlan Investment Management LLC and has held prior roles at WealthPlan Partners, Securities America, Feltz Wealthplan, Linsco Private Ledger, and DPF Financial. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 professionals overseeing approximately $2.18 billion in assets. The firm serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other advisers through model-based investment strategies, a range of asset classes, and retirement plan fiduciary services.

Scott Arehart is a financial advisor at SMART Wealth, LLC in Omaha, NE, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Retire SMART, LLC, Welcome Home Financial Partners, and Insurance Agency Marketing Services. SMART Wealth serves individual and high-net-worth households with retirement income strategies, investment advisory, and financial planning. The firm manages discretionary portfolios using in-house models and sub-advisers, offers a Private Wealth Partners division for affluent clients, and sponsors the SMARTWay ETFs.

Ward Behlen is a financial advisor at WealthPlan Investment Management LLC in Omaha, NE, holding a Series 65 designation with two years of industry experience. Prior to joining WealthPlan in 2021, he worked at Sanofi for 18 years. WealthPlan Investment Management is an SEC-registered advisory firm with a team of 29 professionals managing over $2.18 billion in assets for more than 2,000 clients. The firm provides comprehensive financial planning, investment management, and retirement plan services, utilizing model-based strategies and a variety of investment vehicles, including mutual funds, ETFs, individual securities, and alternative investments.

Ian Swanson is a financial advisor at SMART Wealth, LLC in Omaha, NE, holding a Series 65 credential with less than one year of industry experience. His prior work includes roles with U.S. Senators Pete Ricketts and Ben Sasse, as well as media positions at iHeartMedia/News Radio KFAB and 94.5 FM 1420 AM The Answer. SMART Wealth serves individual and high-net-worth households with retirement income strategies, investment advisory, portfolio management, and financial planning. The firm manages discretionary portfolios primarily through in-house model strategies and affiliated ETFs, offering a Private Wealth Partners division focused on clients with $5 million or more in investable assets.

Brent Omara is a financial advisor with WealthPlan Investment Management LLC, holding a Series 66 designation and bringing 25 years of industry experience. His prior roles include positions at Securities America, Inc., WealthPLAN Partners, Inc., and Linsco Private Ledger Corp. Outside of advisory work, he has involvement as a partner and investor in several personal ventures, including Daylight Wine Company and GBR19 LLC. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 professionals managing approximately $2.18 billion in assets. The firm serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other advisors, employing model-based strategies and a diversified mix of investment vehicles while offering fiduciary retirement plan services and acting as a sub-adviser to pooled investment vehicles.

Dayne Lawyer is a financial advisor at MDRN Capital with a Series 65 designation and four years of industry experience. His prior roles include positions at Northwest Wealth Management, SMART Wealth, Retire SMART, and D Bryant Retirement Strategies. Outside of advising, he works as a bartender at Northern Lights Venue, a wedding and private event venue in Fort Calhoun, Nebraska. MDRN Capital provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses a combination of fundamental and technical analysis with a primarily long-term investment approach, offering portfolios implemented through independent managers, mutual funds, ETFs, stocks, and bonds.

Brady Christiansen is a financial advisor at SMART Wealth, LLC in Omaha, NE, holding a Series 65 designation. He has been with SMART Wealth and its affiliate Retire SMART since 2026 and has prior experience with Advisors Excel and various roles outside the financial industry. SMART Wealth serves individual and high-net-worth households with retirement income strategies, investment advisory, portfolio management, and financial planning. The firm manages discretionary portfolios using in-house models and external sub-advisers and sponsors the SMARTWay ETFs, offering specialized services for affluent clients through its Private Wealth Partners division.

Andrew Large is a financial advisor with WealthPLAN Partners in Omaha, NE, holding Series 63 and Series 66 licenses and 16 years of industry experience. He previously worked for Arbor Point Advisors and Securities America from 2014 to 2025. Outside of advising, he is the owner of Fit Freedom, LLC, a health supplement business. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutions. The firm employs a diversified investment approach across mutual funds, ETFs, individual securities, and alternatives, generally managing client accounts on a discretionary basis with ongoing monitoring and periodic rebalancing.