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® professional with 11 years of industry experience, currently serving as a financial advisor at Keystone Financial Services, LLC in Omaha, NE. He previously worked at Cetera Advisor Networks LLC from 2014 to 2020. Sholin is also a board member of the Financial Therapy Association, where he contributes to discussions on the intersection of psychology and finance. Keystone Financial Services provides discretionary investment management and advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term, client-specific investment approach using ETFs, mutual funds, stocks, and bonds, and offers additional services including tax preparation, accounting, business consultation, and ERISA-focused retirement plan oversight.

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.

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.

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 credentials and bringing 16 years of industry experience. He previously worked at Arbor Point Advisors and Securities America from 2014 to 2025. Outside of his advisory role, he is the owner of Fit Freedom, LLC, a health supplement sales business. WealthPlan Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutional clients including foundations and pension plans. The firm employs a “Strategy Diversification” approach, allocating across mutual funds, ETFs, individual securities, and alternative strategies, and generally manages client accounts on a discretionary basis with ongoing monitoring and rebalancing.

Riley Vigil is a financial advisor at SMART Wealth, LLC in Omaha, NE, holding a Series 65 credential with one year of industry experience. Prior to joining SMART Wealth, he worked in roles including admissions at Creighton University and positions in the hospitality sector. 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 model strategies and sub-advisers, with a dedicated Private Wealth Partners division for affluent clients.

Alyse Pflanz is a financial advisor with WealthPlan Investment Management LLC and holds a Series 65 designation. She has one year of industry experience and has previously worked at WealthPLAN Partners for three years. Outside of her advisory role, she serves as a Professor of Business and Director of the Center for Economic Education at the University of Nebraska - Kearney, where she teaches classes and advises students. 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 institutional clients, implementing portfolios through model-based strategies with a diverse range of investment options and offering both discretionary and non-discretionary services.