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.

David Clark is a financial advisor with Clark Wealth Strategies, Inc in Omaha, NE, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at Clark Wealth Strategies since 2008. Outside of advising, he is an owner and partner in West Omaha Films, a film production company. Clark Wealth Strategies provides investment management and wealth planning services to individuals, high-net-worth clients, and retirement plan sponsors. The firm specializes in customized portfolio management using strategic asset allocation and offers a notable 1031 and passive real estate consulting practice alongside ERISA-fiduciary retirement plan consulting.

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.

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.

Michele Prell is a CFP® professional with 15 years of experience in the financial services industry. She currently serves at Stevens Capital Partners and has previously worked at firms including CalmWater Financial Group, Commonwealth Financial Network, Mariner Wealth Advisors, and Cor Clearing LLC. Stevens Capital Partners is an SEC-registered advisory firm serving individuals, charitable organizations, and businesses with approximately $810 million in assets under management across 661 client relationships. The firm provides ongoing investment management, access to third-party managers, and project-based financial planning, utilizing fundamental analysis and modern portfolio theory to develop individualized investment policies.

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.

David Stevens CFP®,Founder & Principal After spending nearly 20 years of his career at TD Ameritrade, where he ran the largest advice practice in the nation, David founded Stevens Capital PartnersTM, an SEC fee-only Registered Investment Advisory Firm (formerly known as Purposeful Wealth). David is a University of Nebraska at Lincoln graduate, a series 66 licensed (Investment Advisor), and holds the CERTIFIED FINANCIAL PLANNER ™ designation. He is a proud member of the National Association of Personal Financial Advisors and is on the Board of Directors for the Financial Planning Association of Nebraska. David has been a guest speaker and panelist at local and national conferences throughout the financial industry. David and the team focus on your life, family, and priorities to help you determine, navigate, and achieve your goals. His commitment to the fiduciary model of investment management is one of the pillars that support his work ethic and core values. ‍He and his wife, Natalia have four children and live in Omaha, where he enjoys attending and coaching their children’s academic, musical, and athletic events. He sits on several boards and enjoys making a positive impact in the lives of others. Part of that commitment is his pledge to donate 10 percent of the profits of Stevens Capital PartnersSM to his community.