Aaron Winters is a CFP® with 19 years of experience in financial services. He is associated with WealthPLAN Partners and has held roles at Osaic, Raymond James Financial Services, and the First National Bank of Omaha. Winters is a co-founder of RightPath Planning Partners LLC, a retirement income planning fintech consultancy working with financial professionals. 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 strategy diversification approach across mutual funds, ETFs, individual securities, and alternative strategies, managing client accounts primarily on a discretionary basis with ongoing monitoring and rebalancing.

Lana Trofholz is a financial advisor with Keystone Financial Services, LLC, holding a Series 66 designation and three years of industry experience. She previously worked at Cetera Investment Advisers LLC and Securian Financial Services, Inc., and has been involved with Crawford Financial since 2013 in an accounting and finance capacity. Outside of her advisory role, she manages accounting functions at Peak Wellness and owns Crawford Financial, a non-investment related business. Keystone Financial Services provides discretionary investment management and advisory services to individuals, trusts, businesses, and retirement plans. The firm employs a long-term, client-specific investment approach using fundamental and technical analysis, combining investment management with services such as tax preparation, accounting, and retirement plan oversight.

David Holtorf is a financial advisor at Private Wealth Asset Management with 21 years of industry experience. He holds a Series 66 credential and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Holtorf is also a licensed insurance agent, selling sickness, accident, health insurance, life, and annuities. Private Wealth Asset Management serves individuals, family offices, trusts, estates, philanthropic organizations, business entities, and retirement plans. The firm manages approximately $1.85 billion in discretionary assets using a multi-advisor team approach, emphasizing strategic asset allocation supported by quantitative, fundamental, and technical analysis.

Taylor Anderson is a financial advisor at SMART Wealth, LLC in Omaha, NE, holding Series 63 and Series 66 licenses with two years of industry experience. Before joining SMART Wealth, he worked at Charles Schwab and several regional financial institutions. 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, sponsors the SMARTWay ETFs, and offers a Private Wealth Partners division focused on affluent clients with $5 million or more in investable assets.

Manfred Wunderlich is a financial advisor at Capital Synergy Partners with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Capital Synergy Partners since 2014, having previously worked at R.D. Marcotte & Associates since 1977. Outside of advising, he manages farmland through Groom Family LLC and owns a fixed insurance sales agency, Wunderlich Financial Services. Capital Synergy Partners serves both non-high-net-worth and high-net-worth individuals, offering portfolio management, financial planning, and third-party money manager programs. The firm provides predominantly non-discretionary advice and employs a mix of fundamental, technical, and cyclical investment analysis methods.

Joel Hietbrink is a financial advisor with Teckmeyer Financial Services, L.L.C. in Omaha, NE, holding Series 65 and Series 66 credentials and bringing 26 years of industry experience. He has been with Teckmeyer Financial Services since 2002. Outside of his advisory role, he is involved in farming as a sole proprietor and partner in agricultural ventures in Nebraska and Iowa. Teckmeyer Financial Services provides investment advisory and financial planning services to individuals, including high-net-worth clients, retirement plans, and other entities. The firm manages client accounts on a non-discretionary basis, primarily using an asset-allocation approach supported by third-party research tools, and delivers advisory services through the RBC Advisor/Unified Portfolio wrap platform.

Nathan Magdanz is a financial advisor with Convergence Advisory Group in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Convergence Wealth, LLC, Securities America, Inc., and Continuum Financial. Outside of advisory work, Magdanz serves as a volunteer educator and board member with the Financial Education Collaborative, helping to plan and host financial education workshops at universities and libraries. He also owns Milton Research LLC, which holds his market research intellectual property. 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, various financial planning services, and a 12-month DIY Investor Rehab program, utilizing both Adviser-Managed and Strategically-Managed approaches with a range of analytical and trading strategies.

James Obrien is a financial advisor at WealthPlan Investment Management LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Securities America, Inc., and WealthPLAN Partners. Obrien also assists clients with life and long-term care insurance policies and fixed and equity index fixed annuities. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 investment professionals managing approximately $2.18 billion in assets for over 2,000 clients. The firm offers comprehensive financial planning, discretionary and non-discretionary investment management, and retirement plan services using model-based strategies and a diverse range of investment vehicles.

Benjamin Goethel is a financial advisor at Private Wealth Asset Management with three years of industry experience. He holds a Series 65 designation and previously worked at Wells Fargo Private Bank and Carson Wealth Management. Private Wealth Asset Management serves individuals, family offices, trusts, estates, nonprofit organizations, and retirement plans. The firm employs a blend of quantitative, fundamental, technical, and economic analysis to guide a strategic asset allocation approach with tactical adjustments.

Dillon Schutte is a financial advisor with WealthPlan Investment Management LLC, holding a Series 66 designation and three years of industry experience. His work history includes roles at WealthPLAN Partners, Securities America, and Union Bank & Trust. WealthPlan Investment Management is an SEC-registered advisory firm with a team of 29 professionals managing approximately $2.18 billion in assets. The firm offers comprehensive financial planning and investment management services to individuals, high-net-worth clients, retirement plans, trusts, and institutions, utilizing model-based strategies and a range of investment vehicles including mutual funds, ETFs, and alternatives.

Blake Lynch is a financial advisor with WealthPLAN Partners in Omaha, NE, holding a Series 66 designation and nine years of industry experience. His work history includes roles at Minnesota Life, Securian Financial Services, Cetera, and Securities America. He also engages in selling life insurance to individuals, families, and businesses. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutional clients such as foundations and pension plans. The firm employs a "Strategy Diversification" investment approach, utilizing mutual funds, ETFs, individual securities, and alternative strategies, generally managing client accounts on a discretionary basis with ongoing monitoring and rebalancing.

Ken Keyani is a CFA® charterholder with one year of industry experience. He is currently with Stevens Capital Partners and previously worked at Kosmos Management, LLC. Stevens Capital Partners is an SEC-registered advisory firm serving individuals, charitable organizations, and businesses, managing approximately $810 million in assets across 661 client relationships. The firm employs fundamental analysis and modern portfolio theory to construct individualized investment policy statements and offers both discretionary and non-discretionary management alongside comprehensive financial planning services.

Scott Taylor is a financial advisor at Teckmeyer Financial Services, L.L.C. in Omaha, NE, holding the ChFC® designation and Series 63 license with 43 years of industry experience. He has been with Teckmeyer Financial Services since 2000. Outside of his advisory role, he is a minority owner in a small internet company through a passive investment. Teckmeyer Financial Services provides investment advisory and financial planning services to individuals, retirement plans, and other entities, primarily using an asset-allocation approach with tailored recommendations and regular portfolio reviews.

Matthew Holloway is a CFP® with 18 years of experience in the financial industry. He currently serves as an advisor at America First Investment Advisors LLC, a firm he has been with since 2014. America First Investment Advisors provides discretionary portfolio management and financial planning services to individuals, employee benefit plans, trusts, estates, charitable organizations, and other entities. The firm employs a value-oriented equity approach focusing on balance sheet strength, cash flow, and management capital allocation, typically holding 15–25 equity positions when fully invested.

Stephen Perry is a financial advisor at America First Investment Advisors LLC in Omaha, NE. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining America First Investment Advisors, he worked at Spreetail and FNBO. America First Investment Advisors provides discretionary portfolio management and financial planning for individuals, employee benefit plans, trusts, estates, charitable organizations, and other entities. The firm follows a value-oriented equity process and typically manages portfolios with 15 to 25 equity positions, using ETFs or no-load mutual funds for smaller accounts.

Diane Klitz is a financial advisor with Axos Invest, Inc, holding a Series 66 designation and eight years of industry experience. Her career includes roles at Axos Clearing, LLC, Morgan Stanley, and Cor Clearing LLC. 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 models and portfolio customization.

Jeremy Love Shamblen is a financial advisor with SMART Wealth, LLC in Omaha, NE, holding Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at Charles Schwab, Pinnacle Bank, and as an assistant golf professional at Council Bluffs Country Club. Outside of finance, he assists members with the check-in process at Council Bluffs Country Club. SMART Wealth serves individual and high-net-worth households, focusing on retirement income strategies, investment advisory, portfolio management, and financial planning. The firm manages discretionary portfolios using in-house models and sub-advisers, and sponsors the SMARTWay ETFs, offering a range of affiliated services including insurance, tax preparation, and educational events.

Austin Miller is a financial advisor at WealthPlan Investment Management LLC with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at WealthPlan Investment Management since 2025. Miller is also a financial planner with WealthPLAN Partners, LLC, and has experience selling insurance policies as a fixed insurance producer. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 investment professionals managing approximately $2.18 billion in assets. The firm provides financial planning, discretionary and non-discretionary investment management, and retirement plan services to individuals, high-net-worth clients, and institutional entities, employing model-based strategies and a range of investment vehicles.

Jeffrey Fisher is a financial advisor at Prota Financial in Omaha, NE, holding a Series 65 designation with three years of industry experience. Prior to joining Prota Financial, he worked at PricewaterhouseCoopers, LLP for three years. He is also involved in accounting and CPA work through Etaxnotes, LLC, dedicating approximately 12 hours per week to this activity. Prota Financial provides discretionary investment management and financial planning services primarily to individuals, high-net-worth clients, and small businesses. The firm uses model-based portfolio management, including Sharia-compliant options, and manages approximately $270 million in assets.

James Shoquist is a CFP® and holds a Series 66 license with 16 years of industry experience. He has been with Northwest Wealth Management, LLC since 2014. Northwest Wealth Management, LLC provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, estates, and retirement plans. The firm follows a long-term, buy-and-hold investment approach and utilizes third-party managers while offering ongoing portfolio monitoring and periodic reporting.