Shannon Gohr is a CFP® and holds a Series 66 license, with three years of experience in the financial industry. She is currently with Lutz Financial, where she has worked since 2023, and previously worked at Charles Schwab & Co., Inc. and TD Ameritrade, Inc. prior to joining Lutz Financial. Lutz Financial serves individuals, retirement plans, charitable organizations, and business entities by providing portfolio management, financial planning, retirement plan consulting, and automated digital asset management. The firm manages approximately $3.19 billion in assets across 14 advisors and offers both traditional advisor-led services and automated investment programs, utilizing Dimensional Fund Advisors funds and technology tools including Orion and approved AI workflows.

Zachary Labroad is a CFP® with six years of industry experience, currently serving as a Team Lead Financial Advisor at SageSpring Wealth Partners. He previously worked at Raymond James Financial Services, Inc. for four years and has held various roles since 2014, including a position at Eagle Distributing. Outside of his advisory role, he is CEO of LaBroad Wealth Team, a support company based in Omaha. SageSpring Wealth Partners serves a diverse client base, including individual households across a range of wealth levels and various institutional clients such as retirement plans and sovereign wealth funds. The firm provides discretionary investment management, financial planning, and consulting services, employing tailored portfolios and utilizing both fundamental and technical analysis alongside external manager relationships and platform tools.

Calen Griffin is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 credentials and seven years of industry experience. He has worked at Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services since 2019. Outside of advising, he serves as a volunteer board member on the Religious Formation Advisory Board for St. Stephen the Martyr Catholic Church in Omaha and operates a sports cards and memorabilia resale business. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm delivers managed solutions primarily through Envestnet and works alongside broker-dealer and insurance divisions within the Mutual of Omaha group.

Samuel Pimper is a financial advisor with IAMS Wealth Management, LLC, holding a Series 65 designation and located in Omaha, NE. He has experience working at Lazarus Retirement Solutions, Lazarus Insurance LLC, Lazarus Investment Services Inc, and Lee Enterprises. IAMS Wealth Management provides investment advisory and financial planning services to a range of clients including individual investors, corporations, retirement plans, and trusts. The firm offers discretionary portfolio management using proprietary and third-party model portfolios, financial planning, and consulting, and employs a variety of investment instruments alongside AI tools and household account aggregation.

Alexander Jacobs is a financial advisor at SageSpring Wealth Partners with six years of industry experience. He holds the CFP® and Series 63 designations. Jacobs previously worked at Raymond James Financial Services, Jason Houston, Northwestern Mutual Investment Services LLC, and Cassem Tierney. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets, serving a diverse range of individual and institutional clients. The firm offers personalized investment management, financial planning, and retirement plan consulting, employing goals-based portfolio management and leveraging third-party money managers and technology solutions.

Thomas Pugsley is a financial advisor at SageSpring Wealth Partners in Omaha, NE, holding a Series 65 credential with one year of industry experience. Prior to joining SageSpring, he worked at Acclaro Valuation Advisors, Lutz, Northwestern Mutual - Ludacka Wealth Partners, and served on staff at Creighton University and Brownell Talbot College Preparatory School. SageSpring Wealth Partners serves a diverse client base including individuals, institutional investors, and plan sponsors, offering discretionary investment management, financial planning, and retirement plan consulting. The firm combines multi-team scale with a broad array of investment strategies and provides access to OCIO and TAMP solutions alongside traditional wealth management services.

Kristopher Heig is a financial advisor at IAMS Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Ashton Thomas Private Wealth, Brinker Capital Securities, and Orion Advisor Technology. IAMS Wealth Management provides investment advisory and financial planning services to individual investors, corporations, retirement plans, trusts, and other entities. The firm offers discretionary portfolio management using proprietary and third-party models, pension plan services, and standalone financial planning, utilizing a wide range of investment instruments and operational tools.

Stacy Auman is a CFA® charterholder and holds a Series 65 license, serving as a financial advisor with First National Advisers, LLC since 2015 and has four years of industry experience. She is also the Director of Investment Management at First National Bank of Omaha and serves on multiple nonprofit boards, including the Leukemia and Lymphoma Society Lower Plains Board, Marian High School Endowment Board of Trustees, and St. Vincent DePaul Finance Committee. First National Advisers, LLC provides discretionary investment management to individuals, including high-net-worth clients, as well as institutional clients. The firm uses a team-based approach with asset allocation, quantitative and qualitative fund screening, and ongoing risk monitoring to implement model portfolios and is affiliated with First National Bank of Omaha.

Michael Hickey is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company in 2025, he worked at several organizations including South Dakota School of Mines & Technology and Cargill, Inc. He is also licensed as an insurance agent for life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, including one-time and ongoing financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through Envestnet and uses Pershing as custodian, combining advisory with broker-dealer and insurance services within the Mutual of Omaha group.

Hayden Lassek is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 65 and Series 63 registrations and has three years of industry experience. Prior to joining Mutual of Omaha, he worked at West Gate Bank and has experience as an insurance agent. He is also licensed to sell life, health, and annuities insurance products. 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 collaborates with third-party money managers and uses platforms like Envestnet and Pershing to deliver managed solutions.

Logan Mueller is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company in 2023, he worked at Bank Midwest and Brookside Labs. He is also active as a licensed insurance agent, specializing in life, health, disability insurance, and annuities. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm primarily delivers solutions through a platform relationship with Envestnet and integrates broker-dealer and insurance services within the Mutual of Omaha group.

Brandon Kew is a CFP®-credentialed financial advisor with nine years of industry experience, currently practicing at SageSpring Wealth Partners. He previously worked at Raymond James Financial Services for seven years and has experience from Southwestern Advantage. Outside of advisory work, he is involved in tax preparation and serves as the financial planner and CEO of the Kew Wealth Team. SageSpring Wealth Partners serves a diverse client base including individuals, institutional investors, and plan sponsors, providing tailored discretionary investment management, financial planning, and consulting services. The firm combines multi-team scale with a wide range of institutional client types and offers access to OCIO and TAMP solutions alongside traditional wealth management.

Samuel Bonebrake is a CFP® professional with experience at Lutz Financial since 2021. Prior to his advisory role, he worked at St. Louis University and Creighton Preparatory School. He is based in Omaha, NE. Lutz Financial serves individuals, retirement plans, charitable organizations, and business entities, offering portfolio management, retirement plan consulting, financial planning, and a digital Automated Investment Program. The firm’s investment approach includes tailored portfolios using mutual funds, ETFs, and bonds, with ongoing monitoring and client-directed restrictions.

Matthew Atchison is a financial advisor with Sagespring Wealth Partners in Omaha, NE, holding a Series 66 designation and 14 years of industry experience. He previously worked at Raymond James Financial Services from 2012 to 2024. Atchison is involved as an independent contractor with the Atchison Wealth Team and serves as an advisor and partner at Sagespring Wealth Partners. Sagespring Wealth Partners serves a diverse client base including individual households, institutional clients, and plan sponsors, offering discretionary investment management, financial planning, and consulting services. The firm employs a tailored investment approach utilizing various asset classes and leverages third-party manager relationships alongside proprietary tools and platforms to support client objectives.

Austin Wells is a CFP® professional with 10 years of experience in the financial services industry. He has worked with Lutz Financial since 2019, following roles at Securities America Advisors and Mutual of Omaha. Wells holds Series 63 and Series 65 licenses. Lutz Financial serves individuals, retirement plans, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, retirement plan consulting, and financial planning services. The firm offers tailored portfolios using mutual funds, ETFs, and individual bonds, and is affiliated with a certified public accounting firm, enabling coordinated accounting and tax services.

Rebecca Frohlich is a CFP® professional with 22 years of industry experience. She is currently with The Patriot Financial Group, LLC and has previously worked at firms including Fairway Insurance Services, Fairway Asset Management, Cambridge Investment Research Advisors, Morgan Stanley, and Citigroup Global Markets. Outside of financial advising, she serves as Vice-President on the board of Millard West Lacrosse in Omaha, NE. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm offers customized portfolio management and a range of investment options, employing a mix of analytical approaches and third-party managers as part of its due-diligence and client service processes.

Alex Prusa is a CFP® professional with five years of experience, currently serving at SageSpring Wealth Partners in Omaha, NE. His prior roles include positions at Raymond James Financial Services and First National Bank of Omaha. SageSpring Wealth Partners serves a diverse client base including individual households and institutional clients such as retirement plans, banks, and government entities. The firm offers tailored investment management and financial consulting services, utilizing a range of strategies and third-party platforms to meet client objectives.

Spencer Adams is a financial advisor with The Patriot Financial Group, LLC in Omaha, NE, holding a Series 65 designation and having one year of industry experience. His prior roles include positions at The Patriot Financial Group Insurance Agency, Unified Legacy Advisors, and Adaptive Investments, as well as experience at the University of Nebraska at Omaha. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, employing a variety of investment options and utilizing both fundamental and technical analysis.

Ryan Shaughnessy is a CFP® with 18 years of industry experience, currently serving at Creativeone Wealth, LLC. His prior work includes seven years at Guide Rock Capital Management, Inc. and ongoing roles at Trinity Financial Group and ChangePath, LLC. He is involved in selling non-security financial products such as life, disability, and long-term care insurance and annuities through Trinity Financial Group. Creativeone Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individual, corporate, charitable, and RIA clients. The firm employs a mix of proprietary ETF-based models, third-party managers, and option strategies, supporting tailored suitability assessments and regular rebalancing across its large enterprise platform.

Todd Seawall is a CFA® charterholder with 26 years of experience at First National Advisers, LLC in Omaha, NE. He has worked exclusively with the firm since 2000. First National Advisers, LLC provides discretionary investment management to individuals, including high-net-worth clients, as well as institutional clients. The firm employs a team-based approach emphasizing asset allocation, quantitative and qualitative fund screening, and ongoing risk monitoring to implement model portfolios across a range of investment objectives.