Matthew Gill is a financial advisor at IAMS Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has worked with IAMS Wealth Management since 2018. In addition to his advisory role, he is the managing member of Westwood Financial Solutions, LLC, a life insurance, annuities, and mortgage brokerage business, and provides consulting services for financial professionals through A.C.E.S. Advisor Consulting & Education. IAMS Wealth Management offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm focuses on discretionary portfolio management tailored to client objectives and risk tolerances, utilizing proprietary and third-party model portfolios across various asset classes.

Thad Dunn is a CFP®-certified financial advisor with 26 years of industry experience, currently serving at Savvy since 2026. His prior experience includes roles at AdvisorNet Wealth Management, Goldman Sachs PFM, CETERA Advisor Networks LLC, United Capital Financial Advisers, and Girard Securities. Outside of advisory work, he is a co-owner of Triwest, LLC, a real estate organization based in Fort Collins, CO. Savvy provides investment and financial planning services to a diverse client base, including individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach complemented by active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and specialized sub-adviser strategies.

Christopher Villegas is a financial advisor at United Capital Financial Advisors with 13 years of industry experience. He holds the Series 66 designation and has been with United Capital since 2017. United Capital Financial Advisors provides financial planning and investment management services nationwide to individual investors, corporations, retirement plans, charitable organizations, and other institutional clients. The firm employs discretionary portfolio management with asset-allocation models and offers customized strategies, client-facing technology, and access to third-party managers.

Svetlana Koltun is a financial advisor at Ascentis Independent Advisors, LLC with 24 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at firms including Raymond James Financial Services, Ifam Capital, UBS Financial Services, and Citigroup Global Markets. In addition to her advisory role, she is an associate and Director of Operations at Impact Financial Strategies, where she manages various operational functions. Ascentis Independent Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities, offering comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a tailored investment approach that includes discretionary management, third-party managers, and private direct investments.

John Smith is a CFA® charterholder and holds a Series 63 license with four years of industry experience. He is currently an advisor at First National Advisers, LLC, where he has worked for one year. His prior experience includes roles at Bank of America and several other investment firms. 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 focused on asset allocation, fund screening, and risk monitoring, and is a wholly owned subsidiary of First National Bank of Omaha with roughly $7.3 billion in discretionary assets under management.

David Haase is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 credentials and has 40 years of industry experience. Haase has been with Mutual of Omaha and its affiliated entities since 1984. Outside of advising, he works as a paid announcer for high school sports games in Northern Colorado. 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 delivers managed solutions primarily through a platform relationship with Envestnet and acts as a conduit between clients and third-party managers, operating alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Nathan Wilson is a financial advisor at Compass Financial Management LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Guidespring Wealth Strategies LLC and UBS Financial Services. Outside of his advisory role, he is the content host of Independence Money Show, LLC, a subscription-based educational service. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary investment management, retirement-plan consulting, and participant education. The firm manages approximately $894 million and employs a range of investment approaches including individual equities, fixed income, and model portfolios.

Christie Hoffer is a CFA® charterholder with three years of experience at First National Advisers, LLC and over three decades at First National Bank of Omaha. She currently serves as Director of Investment Management at the bank, managing portfolios for high net worth clients, trusts, institutions, foundations, and endowments. First National Advisers, LLC is a subsidiary of First National Bank of Omaha providing discretionary investment management to individuals and institutions, including affiliated clients. The firm offers diversified equity and fixed-income model portfolios, managed mutual fund and equity strategies, and team-based wealth services, leveraging its embedded role within a banking and trust complex.

Jason Eger is a financial advisor with Wealth Management who holds a Series 66 designation and has 12 years of industry experience. He has worked at Wealth Management LLC since 2019 and previously at Signator Investors, Inc. from 2016 to 2018. In addition to his advisory role, he owns and operates Eger CPA PC, a CPA firm providing tax preparation and business and individual advice since 2009. He is also involved in retail business ownership through US Liberty Arms, LLC. Wealth Management Nebraska LLC advises individuals, high-net-worth clients, and institutional clients, offering discretionary asset management, fiduciary services, and financial planning. The firm uses broadly diversified, passively managed portfolios based on modern portfolio theory, with an emphasis on fee transparency and cost minimization, and provides backoffice and support services to other advisors and plan sponsors.

Benjamin Blake is a CFP® with eight years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC. He previously worked at Parsec Financial Management and spent seven years at AB-Technical Community College. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory and offers a range of services such as wealth management, retirement plan consulting, and tax-related services.

Randall Johnson is a financial advisor at IHT Wealth Management LLC in Fort Collins, CO, with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for nine years before joining IHT Wealth Management in 2021. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm combines fundamental stock selection with quantitative tools in diversified model portfolios and offers discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

James Parker is an advisor at ON Investment Management Company with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at The O.N. Equity Sales Company and Ohio National Life for over three decades each. Outside of his advisory role, he serves as president of JMP Financial Services Inc., a firm focused on selling life, health, disability, long-term care insurance, and fixed annuities. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a range of programs, and maintains a dual-registration model involving both advisory and broker-dealer activities.

Kristine Clagett is a financial advisor at One Capital Management, LLC with 13 years of industry experience. She holds a Series 66 designation and has previously worked at 2Four2, LLC, Q4 Wealth Management, and Nations Financial Group, Inc. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients through a multi-advisor team managing approximately $7.0 billion in discretionary assets. The firm offers wealth management, financial planning, sub-advisory, retirement plan solutions, advisory consulting, and cash management services, and acts as investment adviser to the FundX suite of ETFs.

Sean Duffy is a financial advisor at Ascentis Independent Advisors, LLC in Fort Collins, CO, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Raymond James Financial Services and Peak Brokerage Services. He also works as a Wealth Planning Associate at Impact Financial Strategies. Ascentis Independent Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a tailored investment approach that includes discretionary management, third-party managers, co-advisory arrangements, and private direct investments, with ongoing portfolio monitoring and rebalancing.

Teddy Ezzell III is a financial advisor at Western Wealth Management LLC in Fort Collins, CO, holding a Series 66 designation with 25 years of industry experience. He has been with Western Wealth Management and affiliated with LPL Financial since 2014. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients, offering comprehensive portfolio management, financial planning, and consulting services. The firm operates as a decentralized network of advisors, combining proprietary and third-party investment strategies across multiple platforms.

Patrick Johnson is a CFP® and ChFC® with 21 years of industry experience, currently serving at Arax Advisory Partners in Fort Collins, CO. He previously worked at Truist Investment Services, Inc. before joining SRS Capital Advisors, Inc. in 2007. In 2014, he founded and serves as president of Synthesis Life Insurance, Inc., a Public Benefit Corporation focused on life insurance brokerage. Arax Advisory Partners provides wealth management and advisory services to a diverse clientele including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach using in-house portfolio teams, external managers, and a mix of traditional and alternative investments.

Kenneth Connally is a CFP® professional with 16 years of industry experience, currently advising at Summit Financial, LLC. His prior roles include positions at Facet Wealth, Charles Schwab, and Fidelity Brokerage Services LLC. Summit Financial, LLC is an SEC-registered multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, combining discretionary and consultative approaches to portfolio management.

Ann Stewart is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her prior roles include positions at Cambridge Investment Research Advisors, Money Concepts Capital Corp, Wells Fargo Investments, and Banc of America Investment Services. Outside of her advisory work, she serves as president of an independent insurance agency. Concorde Asset Management provides portfolio management, financial planning, and retirement-plan advisory services to individual, corporate, and retirement-plan clients. The firm integrates proprietary and third-party model portfolios and platforms, offering discretionary and non-discretionary solutions tailored to client objectives and risk tolerances.

Timothy Murray is a financial advisor at Ascentis Independent Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Edward D. Jones & Co., L.P. for 24 years and Raymond James Financial Services for four years. Outside of his advisory role, he owns Shotgun Chaps LLC, a business related to independent financial advising. Ascentis Independent Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm uses a combination of discretionary management, third-party managers, and platform solutions to tailor investment advice to client objectives.

Kira Aduddell is a financial advisor at IHT Wealth Management LLC with 19 years of industry experience. She holds the Series 66 designation and has worked previously at Edward Jones, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. for a combined total of 18 years before joining IHT Wealth Management in 2022. IHT Wealth Management serves individual, corporate, and institutional clients with discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements. The firm uses a combination of proprietary model portfolios, third-party managers, and quantitative investment strategies tailored to clients' objectives and risk tolerances.