Jason Schroeder is a financial advisor at Axos Invest, Inc with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Axos Invest and related entities since 2021, following six years at Securities America Inc. Axos Invest provides automated investment advisory services to individual investors through a digital platform, offering model-based portfolio management primarily using mutual funds and ETFs. The firm emphasizes asset allocation, diversification, and thematic exposures, supported by an internal Portfolio Management Group that coordinates third-party model managers and portfolio customization.

Thomas Teckmeyer is a financial advisor with Teckmeyer Financial Services, L.L.C. in Omaha, NE, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Teckmeyer Financial Services since 1995. Teckmeyer Financial Services provides investment advisory and financial planning services to individuals, including high-net-worth clients, retirement plans, and other entities. The firm uses a primarily asset-allocation approach, manages client accounts on a non-discretionary basis, and delivers advisory services through the RBC Advisor/Unified Portfolio wrap platform.

Deanna Connell is a financial advisor at Private Wealth Asset Management with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. prior to joining her current firm in 2021. Private Wealth Asset Management serves individuals, family offices, trusts, estates, nonprofit organizations, and retirement plans, offering both investment advisory and non-investment services. The firm employs a multi-faceted investment approach that integrates quantitative, fundamental, technical, and economic analysis, with a focus on strategic asset allocation and tactical adjustments.

Tyler Schlumpf is a CFA® charterholder with 11 years of industry experience. He currently works at Private Wealth Asset Management and previously held roles at Wells Fargo Advisors, Wells Fargo Bank, and Carson Group Investing. Private Wealth Asset Management serves individuals, family offices, trusts, estates, philanthropic organizations, business entities, and retirement plans, managing approximately $1.85 billion in discretionary assets. The firm focuses on strategic asset allocation supported by quantitative, fundamental, and technical analysis, offering a range of investment and wealth management services alongside specialized solutions such as oil and gas holdings management and business transition planning.

Todd Adams is a financial advisor with RIA Advisory Group, LLC in Omaha, NE, holding Series 63 and Series 65 licenses and 17 years of industry experience. Prior to joining RIA Advisory Group in 2021, he worked at various firms including Summit Mortgage Group and Nebraska Realty. Outside of his advisory role, Adams has involvement in real estate sales through Nebraska Realty and ownership in Adams Properties. RIA Advisory Group provides discretionary portfolio management and investment supervisory services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm manages accounts in-house using a combination of charting, fundamental, and technical analysis, executing trades under discretionary authority without prior client approval.

David Peterson is a financial advisor with WealthPLAN Partners in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior work includes roles at OSAIC, Securities America, Cetera, AdvisorNet Financial, and Sii Investments. Peterson serves on the Board of Directors for the American Red Cross Nebraska-Iowa Region and co-chairs its Mission Committee, and he is also co-chair of the Osaic Foundation’s Natural Disaster Response Team. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutions. The firm employs a Strategy Diversification approach, managing client accounts on a discretionary basis with tools such as third-party sub-advisers, model portfolios, automated rebalancing, and tax-loss harvesting.

Treshon Ingram is a financial advisor at SMART Wealth, LLC in Omaha, NE, holding a Series 65 credential with six years of industry experience. His career includes roles at Lifetime Planning Marketing, Inc. and Liberty Wealth Management, LLC, among others. 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 sub‑advisers, offers a Private Wealth Partners division for affluent clients, and sponsors the SMARTWay ETFs.

Ryan Feltz is an advisor at WealthPLAN Partners with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including LPL Financial, Securities America, and WealthPLAN Partners since 2011. He is also the owner of WealthPLAN Partners R Feltz Team LLC. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutions such as foundations and pension plans. The firm employs a Strategy Diversification approach, managing client accounts mostly on a discretionary basis with ongoing monitoring, rebalancing, and a range of investment options including mutual funds, ETFs, individual securities, and alternatives.

Alexander Murray is a financial advisor at SMART Wealth, LLC in Omaha, NE, holding a Series 65 credential with four years of industry experience. His prior work includes roles at Retire SMART, LLC and Creative Landscaping. SMART Wealth serves individual and high-net-worth households with retirement income strategies, financial planning, and ongoing investment advisory services. The firm manages discretionary portfolios using in-house model strategies and sub-advisers, and operates a Private Wealth Partners division focused on clients with $5 million or more in investable assets.

Daniel Feltz is a CFP® professional with 35 years of experience in the financial services industry. He is currently with WealthPLAN Partners and has held previous positions at LPL Financial, Securities America, and operated his own firm, Feltz Wealthplan, Inc. He serves as a volunteer advisory member on the Methodist Professional Advisory Council. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutional clients. The firm employs a diversified investment approach and generally manages client accounts on a discretionary basis with ongoing monitoring and periodic rebalancing.

Spencer Schwarting is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Cornerstone Financial Group, LLC since 2018 and previously at Callahan Financial Planning Company and Securian Financial Services, Inc. Cornerstone Financial Group provides financial planning and discretionary asset management to individuals, families, high-net-worth clients, and institutional accounts. The firm employs diversified portfolio strategies using mutual funds, ETFs, individual securities, and private funds, combining fundamental and technical analysis with ongoing monitoring and rebalancing.

Timothy Mcewen is a CFP® and Series 66-credentialed advisor at Prairie Wealth Advisors, Inc. with 23 years of industry experience. His prior roles include positions at City National Bank, RBC Capital Markets, LLC, and UBS Financial Services Inc. He serves on the board of Matt Talbot Kitchen & Outreach, a nonprofit supporting Lincoln's underserved and homeless populations, and is involved with Junior Achievement, a charitable organization promoting financial education. Prairie Wealth Advisors, Inc. is a team-based registered investment adviser managing approximately $558 million in client assets for individuals and high-net-worth clients. The firm offers comprehensive portfolio management, financial planning, and pension consulting through tailored portfolios and utilizes independent managers and digital tools.

Ryan Pramberg is a financial advisor with Stevens Capital Partners in Omaha, NE, holding a Series 66 designation and four years of industry experience. He previously worked at Thrivent Financial and Thrivent Investment Management Inc before joining Stevens Capital Partners. Outside of his advisory role, he is the COO of SKOUT MEDIA LLC, a company specializing in website design and SEO blog writing. Stevens Capital Partners is an SEC-registered advisory firm serving individuals, charitable organizations, and businesses. The firm manages approximately $810 million in assets and provides investment management, access to third-party managers, and project-based financial planning using fundamental analysis and modern portfolio theory.

Reuben Brauer is a CFP® with 14 years of industry experience, currently serving at Cornerstone Financial Group, LLC. He has held positions at TS Bank and Callahan Financial Planning Company prior to joining Cornerstone. Cornerstone Financial Group offers financial planning and discretionary asset management to individuals, families, high-net-worth clients, and institutional accounts. The firm employs diversified investment strategies, including mutual funds, ETFs, individual equities, bonds, and alternative investments, and provides tailored services such as retirement-plan advice and trust and estate guidance.

Justin Anderson is a financial advisor at Cambridge Advisors Inc with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Cambridge Advisors since 2007. Cambridge Advisors Inc. serves individuals, families, retirement plans, and not-for-profit organizations with investment management and financial planning services. The firm emphasizes diversified asset allocation and employs a fundamental, growth-at-a-reasonable-price approach for equities alongside a laddered buy-and-hold strategy for bonds.

Jacob Anderson is a CFP® and Series 65-licensed financial advisor at Stevens Capital Partners with three years of industry experience. Prior to joining Stevens Capital Partners, he worked at CMW, LLC and Carson Group. Stevens Capital Partners is an SEC-registered advisory firm serving individuals, charitable organizations, and businesses, managing approximately $810 million in assets. The firm provides investment management, access to third-party managers, and project-based financial planning, using both fundamental analysis and modern portfolio theory to guide portfolio construction.

Andrew Holloway is a financial advisor at America First Investment Advisors LLC with two years of industry experience. He holds a Series 65 credential and previously worked at Agile Sports Technologies, Inc. and Deloitte & Touche LLP. Holloway is a licensed certified public accountant but currently does not provide CPA services outside of his role at the firm. America First Investment Advisors offers discretionary portfolio management and financial planning for individuals, employee benefit plans, and other entities. The firm uses a value-oriented equity process focused on balance sheet strength, cash flow, and management capital allocation, typically managing portfolios with 15–25 equity positions or ETFs for smaller accounts.

Brooke Wimes is a financial advisor at Prairie Wealth Advisors, Inc. with 20 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at RBC Capital Markets, LLC, UBS Financial Services Inc., and Morgan Stanley & Co. LLC. Prairie Wealth Advisors is a team-based registered investment adviser managing approximately $558 million in client assets for individuals and high-net-worth clients. The firm offers comprehensive portfolio management, financial planning, and pension consulting, utilizing tailored portfolios and quarterly formal reviews.

Michael Moravec is a financial advisor with WealthPLAN Partners in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at WealthPLAN Partners since 2017 and Moravec Financial Advisors, Inc. since 2009. Outside of his advisory work, he serves on the advisory board for Aquinas and St. Mary’s Catholic Schools. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutions such as nonprofits and pension plans. The firm employs a diversified investment strategy across various asset classes and manages client accounts primarily on a discretionary basis with ongoing monitoring and rebalancing.

Katerina Wiese is a CFP® with 18 years of industry experience and is currently with America First Investment Advisors LLC, where she has worked since 2008. She is the sole owner of a childcare and preschool business, Little Red School House Childcare and Preschool. America First Investment Advisors provides discretionary portfolio management and financial planning primarily for individuals, employee benefit plans, and charitable organizations. The firm follows a value-oriented equity process and manages portfolios using individual stocks, fixed-income investments, and ETFs.