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® with 12 years of experience in the financial advisory industry. He is currently with Keystone Financial Services, LLC, where he has worked since 2020, following six years at Cetera Advisor Networks LLC. Sholin serves as a board member of the Financial Therapy Association, contributing to discussions on the intersection of psychology and finances. Keystone Financial Services is an SEC-registered firm managing over $240 million in assets for more than 1,000 clients through a seven-advisor team. The firm offers customized, long-term focused investment management, 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.

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 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Financial Engines Advisors L.L.C. and One Capital Management, LLC. Outside of his advisory role, he owns and manages a single-family home rental business in Omaha, NE. Greenup Wealth provides portfolio management and financial planning services to individuals, charitable organizations, and business entities, offering both discretionary and non-discretionary account management. The firm employs diverse investment analysis methods and strategies, including tax-efficient asset location and opportunistic rebalancing for non-custodied 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 with Cornerstone Financial Group, LLC in Omaha, NE, holding a Series 65 designation and 25 years of industry experience. He has been with Cornerstone Financial Group since 1996. Cornerstone Financial Group provides financial planning and discretionary asset management services to individuals, families, high-net-worth clients, and institutional accounts. The firm manages diversified portfolios using mutual funds, ETFs, and other securities, employing both fundamental and technical analysis with discretionary trading authority.

Kevin O’mara is a CFP® professional with 20 years of industry experience. He is currently with WealthPlan Investment Management LLC and has previously worked at WealthPLAN Partners, SECURITIES AMERICA, Feltz Wealthplan, and LPL Financial. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of about 29 investment professionals overseeing approximately $2.18 billion in regulatory assets. The firm serves individuals, high-net-worth clients, retirement plans, trusts, corporations, broker-dealers, and other advisers, using model-based strategies that include mutual funds, ETFs, individual securities, managed futures, alternatives, and private placements for accredited investors.

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 career includes roles at SECURITIES AMERICA, Inc., WealthPLAN Partners, LLC, and LPL Financial. Outside of advising, he is a partner and investor in Daylight Wine Company and holds ownership or partnership positions in several personal investment ventures. WealthPlan Investment Management LLC is an SEC-registered advisory firm that serves over 2,000 clients with comprehensive financial planning, investment management, and retirement plan services. The firm employs model-based strategies across a diversified range of investment vehicles and offers specialized services such as ERISA fiduciary consulting, sub-advisory roles for pooled investment vehicles, and automated advisory options.

Dayne Lawyer is a financial advisor at MDRN Capital with five years of industry experience and holds a Series 65 designation. His prior experience includes roles at Northwest Wealth Management, SMART Wealth, Retire SMART, and D Bryant Retirement Strategies. Outside of his advisory work, he is involved with Northern Lights Venue, a wedding and private event venue, where he works as a bartender on a limited basis. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management and comprehensive financial planning. The firm uses a multi-advisor team model and typically constructs portfolios using independent managers and low-cost funds, combining fundamental and technical analysis with ongoing oversight.

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 bringing 16 years of industry experience. His background includes roles at Arbor Point Advisors and TD Ameritrade, among others. Outside of financial advising, he owns and manages Fit Freedom, LLC, a health supplement business. WealthPLAN Partners offers investment management, financial planning, and retirement-plan consulting to individual and institutional clients, including high-net-worth individuals and plan sponsors. The firm employs a diversified investment approach combining mutual funds, ETFs, individual securities, and alternative strategies, tailoring portfolios to client objectives through a decentralized model.

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.